2020-11-30 Besprechungsnotizen MM

• "Ein Erklärungsversuch" in Folienform: https://docs.google.com/presentation/d/1Ns0E6RwAhvJA8aSO-mexSP2SZ9r84dKic1GlDTQpoVg/edit?usp=sharing
• Welche Rolle spielen sie in Deutschland?
• Wie gehen unsere aktuellen Systeme damit um?
• Wie nutzen wir die Folio-Holdings im Inventory?

Björn:

LOC: Understanding MARC Holdings: https://www.loc.gov/marc/umh/index.html

A holdings record contains four basic components that are described briefly below and also discussed throughout the rest of this guide.

1. Location: The institution that holds the item and the location within the institution where the item can be found, such as call number or shelf location.
2. Items held: For a single-part monograph, this is simply the number of copies; for a multipart monograph or a serial it is the number of copies and volumes and issues held.
3. Publication pattern: For serials, the holdings record can indicate the expected publication dates and numbering for issues. This information enables a system to assist with check-in and to automatically claim missing issues.
4. Notes: This part of the holdings record contains information about special attributes of a copy or conditions for its use.

MARC holdings record tells the user how many copies and what volumes or years of the magazine the library owns. It also tells the user exactly where these issues of the magazine are located in the library.

Bezüglich Periodika:

MARC holdings records can also promote higher efficiency and productivity in library technical service units by supporting automated processing for serials. For example, MARC holdings records can make "automated check-in" and "automated claiming" possible. Automated check-in allows computerized updating of an existing holdings record for a recently received magazine. Therefore, a librarian does not have to manually update the holdings record when a new issue of a magazine arrives. "Automated claiming" uses the MARC holdings records to predict when a magazine issue is expected to arrive from its publisher to the library. If an issue has not arrived by its scheduled date, the system can use information on MARC holdings records to issue a "claim alert." The library can use the claim alert file to determine which publishers need to be contacted about missing items.

Holdings standards:

The MARC 21 Format for Holdings Data is, like all the MARC formats, a communications format that allows computer systems to read, interpret, and exchange holdings information by defining record structure. It does not, however, define the content of the holdings or how holdings are displayed. Content and display is determined by other standards, the most common being:

• American National Standard for holdings statements, Holdings Statements for Bibliographic Items (ANSI/NISO Z39.71).
• International Organization for Standardization, Holdings Statements – Summary Level (ISO 10324).

Item Identification – identification of the bibliographic item whose holdings are being expressed. 

Location Data – identifies the institution and location within the institution: sublocation and call number or shelf location. 

Date of Report – date the holdings were last reported. 

General Holdings – simple high level holdings information expressed in textual or coded form such as type of unit, physical form, completeness, acquisition status, and retention. 

Extent of Holdings – specific holdings, usually expressed as extent for single and multipart items and enumeration and chronology for serials. 

Holdings Note – notes relevant to a location expressed in the Location Data Area. Examples include "Vol.16 is badly damaged" or "Captions vary". 

Holdings record content:

Generally a single part or multipart bibliographic item will only express holdings for the basic unit. Separate supplements and indexes occur most often for serials.

A basic bibliographic unit is the actual item for which a bibliographic description is made. Examples include a magazine, a book, or an encyclopedia.

Supplementary materials are bibliographic items that are appended to basic bibliographic units as supplements. Examples include appendixes to books or special issues to magazines.

An index is a detailed list, usually arranged alphabetically, of the specific information in a bibliographic item. For example, many serial items issue indexes to a year or multi-year group of issues.

Structural components:

Tags	Data Area
004, 0XX	Item Identification
008/26-31	Date of Report
007, 008, 3XX, 842	General Holdings
5XX, 843, 845	Holdings Note
852, 856	Location Data
844, 853-878	Extent of Holdings

There are also parallels of content designation within the holdings data fields that may help you in identifying the content within holdings fields. These are:

853-855	contain captions and publication pattern
863-865	contain enumeration and chronology (numbering and dates)
866-868	contain textual holdings (unparsed holdings statements)
876-878	contain item information

Definitons:

A Caption is a word or phrase that gives a name to the divisions indicated by the numbers in the enumeration. This is generally the way that the item is subdivided.
For example, volume, vol., v., number, no., part, side.

The Enumeration is the numbered element on a publication that is usually paired with a caption. Enumeration for serials is frequently hierarchical.
For example, a serial issue that is the second number in volume 1 has the caption "no." and the numeration "2": v. 1, no. 2.

The Chronology is the date of publication noted on the item. It is frequently hierarchical.
For example v. 1, no. 3, March 2009

The Pattern contains multiple pieces of information that designate how the item is published: its frequency, timing of publication, etc. This code is needed for automated claiming. The coding patterns are very precise. See the MARC Format for Holdings Data for details.

The Enumeration and Chronology can be Compressed or Itemized. If Compressed, only the first item held and the last item held are listed, e.g., v.1-5. If Itemized, each item held is listed individually, e.g., v.1, no.1; v.1, no.2; v.1, no.3.

Textual holdings contain free text strings instead of parsed data to describe the enumeration and chronology. This textual description may be used instead of or in addition to the parsed data in the Enumeration and Chronology.

Levels (of specificity) used for holdings records

s. Website

Compression vs. expansion

Expanded display: v.1 no.1, v.1 no.2, v.2 no.1, v.2 no.2, v.3 no.1, v.3 no.2
Compressed display: v.1-v.3

Relationship to bibliographic record: separate or embedded

A holdings record does not stand on its own but must be related to a bibliographic record that contains all the descriptive information. This relationship can be done in two different ways.

Embedded holdings are included within the bibliographic record. This is easily done if there is only a single item held in a single location. If there are multiple copies in various locations, the holdings record can be embedded only if there is no need to associate location information in field 852 with specific holdings, because you would not be able to tell which location applies to which associated holdings information.

Separate records can also be created for the holdings. The holdings record is linked to the relevant bibliographic record through a linking Item Identification field. Although separate records can be used for any type of holding, they are especially useful for more complex holdings as they allow the use of more fields and data elements and are more flexible in dealing with multiple copies, multiple formats, and multiple locations. Separate records also support circulation data in library systems.

Andrea:

https://slideplayer.com/slide/4529457/

Notizen aus dem Termin:

• Item Record ist die physische Einheit und wird auch als Barcode-Record bezeichnet
• Holding führt alle Bände zusammen, die unter einer Signatur stehen
• UB Mainz:
  
  • Standortsignatur für aktuellen Jahrgang im Lesesaal
  • Beispiel: 

• LBS: EPN hat Lesesaal-Signatur und -Standort, beim Umräumen des Bandes ins Magazin wird im Bandsatz "Verlegung" mit Magazinsignatur besetzt (Signaturengruppen steuern Standortzuordnung und Ausleihregeln)
• • Folio: Holding hat Lesesaal-Signatur und -Standort, beim Umräumen des Bandes von Lesesaal in Magazin wird Loan type, Location und Call Number auf Item-Ebene geändert
• Unter einer Signatur kann es auch mehrere Holdings an einem Titeldatensatz geben, wenn sich der Standort unterscheidet
• Identische Signaturen können auch zu mehreren Holdings an einem Titeldatensatz führen, wenn sich der Standort unterscheidet. Beispiel:
  • Holding 1: 
    • Signatur: Z 1
    • Standort TB Rechtswissenschaft
  • Holding 2:
    • Signatur: Z 1
    • Standort: TB Wirtschaftswissenschaft
• UB Mainz und ZBW würden erst nach dem Binden der Hefte ein Item erfassen
• Bei Holdings-Sätzen ohne Items müsste untersucht werden, ob es eine Bestellmöglichkeit ("Freie Bestellung") auf Holding-Ebene geben muss.
  • Eingabe der Coverage-Infos in Bestellformular. Könnte einen Ausdruck auf einem Mag-Drucker auslösen oder eine E-Mail-Bestellung.
  • Ist an der UBL momentan so im Einsatz (+1 ZBW, +1 UB Mainz).
• Zukünftig soll in der RM SIG eine LBS(4)-Demo erfolgen. Da kann Martina S. auch die Check-in-Funktionalität bei Abos zeigen.