Technical Services Procedure Manual

  • "Technical Services"
  • "Technical Services"

Linking Analytics

This is the procedure for linking analytic items in the online catalog.


Type 1. “Bound With” Use when there are multiple titles within one bound copy. The “master record” is usually the first item in the bound volume or a collective title from the cover or spine.

    On the analytic record:
  1. Delete any call number unless we have individual copies elsewhere in the collection.
  2. Do not add item record to analytic bib record for analytic, it will appear after the master record is linked.
  3. Note OCLC number or .b number. You will need it in the next step.
    On the Master Record:
  1. Delete any call number in the master record.
  2. Create item record with barcode. Put call number into 090 field in item record.
  3. Link item record to analytic record(s) using OCLC number or .b number.

Type 2. “Series” Use when there is one collective title and multiple individual volumes each having their own distinct title.

  1. Obtain .b number of series record. Be sure to close record or you will not be able to link to it later.
  2. Go to analytic record for individual item.
  3. Delete any call number in the analytic bib record.
  4. Put call number in item record, with volume (etc.) number as part of call number in a 090 field.
  5. Link to the .b number of the series record.
  6. Close item record.
  7. Go to series record. Be sure holdings are in the correct shelf order.