Analytics
I. History & Background Notes:
An analytic is a cataloging record for an individual issue with distinctive title that is part of a
larger bibliographic item. It may be part of a serial, a monographic series, or a multi-volume
work. Analytics normally arrive in the Cataloging department in one of several streams:
- From Serials Acquisitions accompanied by a salmon flag marked "TSD analyzed" or
merely "Analyzed".
- From Monographic Acquisitions accompanied by a flag marked Standing
order/Analyzed.
- From the Further Search workflow as a possible analytic.
A parent record, or set record, acts as a one-stop means of reflecting our holdings. The
presence of this parent record allows Acquisitions to have their Standing Order record attached
to it. Parent records can be either serial titles or monographic series titles. The barcode is
attached to the analytic record (the item on the parent record has a negative barcode) and the
enumeration is placed in line 8 of the Holdings Display. On the analytic record the enumeration
follows the call number in line 6. The item from the parent record must be linked to the
corresponding analytic item. **See Binding Entry option in ADVANCE document.
Standing Order "item" records (parent records) with a status of "On order" should not be
touched. For example, see Quellen und Forschungen zur Reformationsgeschichte,
lcn=11196868.
All parent records should have a 955 $u Analyzed or Partially Analyzed.(see below) However,
if it's not already there, you should enter one. In the case of serial parent records, you should
also modify the 866 field by adding a $x Analyzed. For example, see Quellen und Forschungen
zur Reformationsgeschichte, lcn=11196868.
Multi-volume analytics of a larger multi-vol. set should have a 955 $u Unanalyzed, for
instance, if the "sub" multi-vol. is not analyzed (analytic records are not created for v.1 & v.2 of
a 2-vol. title simply because its parent is analyzed). For example, the title Materials science and
technology is analyzed and the parent record is lcn=10%33076. Vol. 2 of this series has been
analyzed (lcn=11197805), however, it consists of 2 separate volumes which are not analyzed.
In many cases serial parent records state that the title is "partially analyzed". This means that
some issues of the serial have distinct titles which can be "analyzed" whereas other issues have
no distinct title. The holdings reflected on the serial record are not completely "analyzed", thus,
a "partially analyzed" title. For example, see Studies on Voltaire and the eighteenth century,
lcn=10708664.
It is preferable to barcode all of the items, whether they have distinct titles or not, and whether
they circulate or not, for inventory purposes. In addition, in a situation like the title cited above,
it's especially critical because many times the items which aren't analyzed circulate, on-the-fly.
Also, if the items truly do not circulate, a circ status of BOBLU would be much more effective
than merely a Non-circulating stamp.
II. Guidelines:
Search each newly received analytic by way of all=series title to determine if the title is, indeed,
an analytic title and if a set/parent record has already been established. Also take note of the
designation for vol., no., etc. For example:
all=peabody essex museum collections
results in a serial parent record (lcn=11099543) plus analytic records.
Once you've determined that you have an analytic in hand, you may proceed in the following
manner:
- Series statements relating the analytic to the parent record should always be traced.
4XX fields should list the numbering as it appears on the piece. 440s and 8XXs should all be
traced per current authority practice. Please consult NAF/SAF where appropriate and always use
the current, authorized form of any name and/or series. Correct any series discrepancies or
inconsistencies, if at all possible. Do not attempt to correct such discrepancies if they are too
numerous as they will be addressed by WLN in the near future.
- Correct any enumeration discrepancies or inconsistencies, if possible, if there are a
reasonable number of them. Do not attempt to correct such errors if they are too numerous. Use
your best judgment and remember that "access" is the key.
- Update the parent record, if it's a monographic series, if it exists. (not all analytics
have a parent record, those received from Serials do not have parent/set records) Add an item to
reflect the new holding - use a negative barcode and record the enumeration in line 8 of the
Holdings Display using, for example, "v.82" or "no.2204."
- Catalog the analytic. Analytic classed together call numbers appear in the Holdings
Display with the enumeration following the cutter in the Call Number field. For example:
D411 Q11
.F67 no.2204 .N5 vol.82
(Volume is abbreviated as "vol.", part is abbreviated as "pt." and number is abbreviated as "no."
in analytic records in English)
Analytics do not have a date in the call number unless it's a new edition. However, this is rare.
For example:
D411
.F67 no.2204 1998
The volume designation should be in the vernacular.
- If a particular analytic item falls within the guidelines for Oversize then it will be
designated as such in the Holdings Display and also on the spine labels. In the Holdings the
word "Oversize" will appear in line 6 and it will follow the enumeration. For example:
D411
.F67 no.2204 Oversize
It should be noted that items are deemed to be oversize on an item-by-item basis. (not all
analyzed titles in a particular series may be considered oversize) **See Oversize chart.
- Analytics should never go to the Hold. If there's no copy in RLIN/OCLC for the
analytic, it should be placed on the Priority Original Cataloging shelf.
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