Common Current & Bound Control Record Patterns

Important: Any commonly used patterns or any unusually complex patterns not listed here should be posted to the Holdings Management section (rul_holdings@email.rutgers.edu) of the Technical Services Core Working Group for review and possible inclusion in this document.

Notes:

Whenever possible, select an existing pattern template as an aid in establishing the publication cycle (modify publication cycle where necessary)
The OPAC Display Tab determines what is displayed to the public in the Item/Copy line, but not in the MARC-H.
We should create bound control patterns that require the least amount of manual editing of auto- generated items/copies. When it is necessary to manually add an item/copy, you should mimic the auto- generated item/copy formats shown in this document as closely as possible (see pattern #14 below).
When manually adding a MARC-H 866 summary field, you should replicate the auto-generated MARC-H 863 formats shown in this document as closely as possible.
uto-generated MARC-H formats for months of the year:
Jan. Feb. Mar. Apr. May. June July Aug. Sept. Oct. Nov. Dec.
Auto-generated item/copy formats for months of the year:
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC
Underscore = “space”

 
1. Annual  (year only)
 Enumeration Pattern:  YR.
   Chronlogy Pattern:  NUMERATION
        OPAC Display:  ENUMERATION
       MARC-H format:  yr.2000_-_yr.2001
   I tem/Copy format:  YR._2000
                       YR._2001
 
2. Annual  (vol. & year)
 Enumeration Pattern:  V.
   Chronlogy Pattern:  YEAR
        OPAC Display:  BOTH
       MARC-H format:  v.1_(2000)_-_v.2_(2001)
    Item/Copy format:  V._1_2000
                       V._2_2001
  
3. Annual   (multiple years)
 Enumeration Pattern:  YR.
   Chronlogy Pattern:  NUMERATION
        OPAC Display:  ENUMERATION
Special Instructions:  When receiving, first select different issue, then modify
                       issue, then add ‘/2nd year’ to 1st year in Enumeration (ex.
                       2001/2002), and then continue receiving issue.
       MARC-H format:  yr.2001/2002_-_yr.2002/2003
    Item/Copy format:  YR._2001/2002
                       YR._2002/2003

Note: for U.S. Documents, the ‘/’ (as in yr.2001/2002) refers to fiscal years, while the ‘-‘ (as in yr.2001-2002) refers to calendar years.

4. Annual   (multiple vols. & years)
 Enumeration Pattern:  V.
   Chronlogy Pattern:  YEAR
        OPAC Display:  BOTH
Special Instructions:  When receiving, first select different issue, then select combine issues, 
                        this will allow you to check off issues you want to combine and then 
                        continue receiving.
       MARC-H format:  v.1/2_(2000/2001)_-_v.3/4_(2002/2003)
    Item/Copy format:  V._1/2_2000/2001
                       V._3/4_2002/2003
 
5. Quarterly (current) (vol., no., season, & year on loose issues)
 Enumeration Pattern:  V.
                       NO.     non-continuous   limit=4
   Chronlogy Pattern:  SEASON
        OPAC Display:  BOTH
       MARC-H format:  v.4:no.1_(2003:winter)_-_v.4:no.3_(2003:summer)
 
6. Quarterly (bound)   (vol., no., season, & year on loose issues)
 Enumeration Pattern:  V.
                       NO.    non-continuous   limit=4
   Chronlogy Pattern:  YEAR  (season is not used in this bound pattern)
        OPAC Display:  BOTH
Special Instructions:  For this example, bind 2x/year;  use ‘combine issues
                        function when receiving          
       MARC-H format:  v.4:no.1/2_(2003)_-_v.4:no.3/4_(2003)
    Item/Copy format:  V._4_NO._1/2_2003
                       V._4_NO._3/4_2003
  
7. Quarterly (current)   (no. & year on loose issues)
 Enumeration Pattern:  Yr.
                       NO.     non-continuous   limit=4
   Chronlogy Pattern:  NUMERATION
        OPAC Display:  ENUMERATION
       MARC-H format:  yr.2003:no.1_-_yr.2003:no.3
  
8. Quarterly (bound)   (no. & year on loose issues)    
 Enumeration Pattern:  YR.
                       NO.     non-continuous   limit=4
   Chronlogy Pattern:  NUMERATION
        OPAC Display:  ENUMERATION
Special Instructions:  For this example, bind 2x/year;  use ‘combine issues
                        function when receiving          
       MARC-H format:  yr.2003:no.1/2_-_yr.2003:no.3/4
    Item/Copy format:  YR._2003_NO._1/2
                       YR._2003_NO._3/4
  
9. Monthly (current)   (vol., no. & year on loose issues)
 Enumeration Pattern:  V.
                       NO.      non-continuous  limit=12
   Chronlogy Pattern:  YEAR
        OPAC Display:  BOTH
       MARC-H format:  v.2:no.1_(2003)_-_v.2:no.3_(2003)
  
10. Monthly (bound)   (vol., no. & year on loose issues)
 Enumeration Pattern:  V.
                       NO.     non-continuous  limit=12
   Chronlogy Pattern:  YEAR
        OPAC Display:  BOTH
Special Instructions:  For this example, bind 2x/year;  use ‘combine issues’
                         function when receiving
       MARC-H format:  v.2:no.1/6_(2003)_-_v.2:no.7/12_(2003)
    Item/Copy format:  V._2_NO._1/6_2003
                       V._2_NO._7/12_2003
 
11.  Monthly (current)   (vol., no., month & year on loose issues)
 Enumeration Pattern:  V.
                       NO.                 non-continuous  limit=12
   Chronlogy Pattern:  MONTH
        OPAC Display:  BOTH
       MARC-H format:  v.65:no.1_(2003:Jan.)_-_v.65:no.7_(2003:July)
  
12. Monthly (bound)   (vol., no., month & year on loose issues)
 Enumeration Pattern:  V.
                       NO.                 non-continuous  limit=12
   Chronlogy Pattern:  YEAR  (month is not used in this bound pattern)
        OPAC Display:  BOTH
Special Instructions:  For this example, bind 2x/year;  use ‘combine issues’
                         function when receiving
       MARC-H format:  v.65:no.1/6_(2003)_-_v.65:no.7/12_(2003)
    Item/Copy format:  V._65_NO._1/6_2003
                       V._65_NO._7/12_2003     
 
13. Monthly (current)   (month & year on loose issues)
 Enumeration Pattern:  - blank -
   Chronlogy Pattern:  MONTH
        OPAC Display:  CHRONOLOGY
       MARC-H format:  2003:Jan._-_2003:Sept.
 
14. Monthly (bound)   (month & year on loose issues)
 Enumeration Pattern:  - blank -
   Chronlogy Pattern:  MONTH
        OPAC Display:  CHRONOLOGY
Special Instructions:  Set Publication Cycle for published every one month; for
                        this example, bind 2x/year; use ‘combine issues’ function
                        when receiving
       MARC-H format:  2003:Jan./June_-_2003:July/Dec.
    Item/Copy format:  JAN/JUN_2003  [must be subsequently edited to say:
                        YR._2003_JAN/JUN]
                        JUL/DEC_2003  [must be subsequently edited to say:
                        R._2003_JUL/DEC]
                Note: Since [month] is not an approved volume designator,
                       you must edit the item/copy to begin with [year].
 
15. Biweekly (current)   (vol., no., & date on loose issues)
 Enumeration Pattern:  V.
                       NO.                 non-continuous  limit=24
   Chronlogy Pattern:  DATE 
        OPAC Display:  BOTH
Special Instructions:  Under Publication Pattern, click on gadget for Publication
                        Cycle and set the issue publishing dates for the 1st and 15th
                        of each month
       MARC-H format:  v.36:no.1_(2003:Jan._1)_-_v.36:no.4_(2003:Feb._15)
 
16. Biweekly (bound)   (vol., no., & date on loose issues)
 Enumeration Pattern:  V.
                       NO.    non-continuous  limit=24
   Chronlogy Pattern:  YEAR    (date is not used in this bound pattern)
        OPAC Display:  BOTH
Special Instructions:  For this example, bind 4x/year;  use ‘combine issues
                        function when receiving          
       MARC-H format:  v.36:no.1/6_(2003)_-_v.36:no.7/12_(2003)
    Item/Copy format:  V._36_NO._1/6_2003
                       V._36_NO._7/12_2003
 
17. Weekly (current)   (vol., no., & date on loose issues)
 Enumeration Pattern:  V.
                       NO.     non-continuous  limit=52
   Chronlogy Pattern:  DATE 
        OPAC Display:  BOTH
       MARC-H format:  v.26:no.1_(2003:Jan._1)_-_v.26:no.9_(2003:Feb._26)
 
18. Weekly (bound)   (vol., no., & date on loose issues)
 Enumeration Pattern:  V.
                       NO.     non-continuous  limit=52
   Chronlogy Pattern:  YEAR   (date is not used in this bound pattern)
        OPAC Display:  BOTH
Special Instructions:  For this example, bind 4x/year;  use ‘combine issues’
                         function when receiving
       MARC-H format:  v.26:no.1/13_(2003)_-_v.26:no.14/26_ (2003)
    Item/Copy format:  V._26_NO._1/13_2003           
                       V._26_NO._14/26_2003
 
19. New Series (n.s.v.,  no., & year)   
 Enumeration Pattern:  N.S.V.
                       NO.                 non-continuous   limit=12
   Chronlogy Pattern:  YEAR
        OPAC Display:  BOTH
Special Instructions:  For this monthly example bind 2x/year; 
                        use ‘combine issues’ function when receiving
       MARC-H format:  n.s.v.35:no.1/6_(2003)
    Item/Copy format:  N.S.V._35_NO._1/6_2003
 
20. Series [5]  (ser., v., no., & year)
 Enumeration Pattern:  SER.
                       V.     non-continuous   limit=25
                       NO.    non-continuous   limit=4
   Chronlogy Pattern:  YEAR
        OPAC Display:  BOTH
Special Instructions:  For this 5th series (series 5) quarterly example
                         bind 2x/year;  use ‘combine issues’
                         function when receiving
       MARC-H format:  ser.5:v.18:no.1/2_(2003)
    Item/Copy format:  SER._5_V._18_NO._1/2_2003

STAFF RESOURCES

Common Current & Bound Control Record Patterns

Notes: