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CLO Metadata Standards

Describes metadata & cataloguing standards for bibliographic records, workflows and more for cataloguing in Page 1+

eSerial Overview/Notes

Definition: The term serial is applied to materials "in any medium issued under the same title in a succession of discrete parts, usually numbered and appearing at regular or irregular intervals with no predetermined conclusion." An eSerial is the digital or electronic version of the serials being published that is accessible through digital mediums.

Special notes: These rules should be applied to all eSerial records.

Example: See eSerial Cataloguing Example at bottom of this page.

eSerial Cataloguing

Use this table to complete the MARC fields in your record.

  • If the MARC Field Code has an asterisk (*) after the number, then it indicates a required standard. If the row appears in italics the field is optional. These fields must be completed for the record to be accepted into the Network Zone, unless the resource does not have that information.
  • All other fields are recommended to be completed.
  • Please follow the Value Instructions column. If no specific instructions are provided, then follow MARC Standards.
MARC Field Code Value Instructions Additional Information
Leader/06*
Type of Record
Select a This value is used to identify material and resource type in Alma and Primo VE
And allows for faceting
Leader/07*
Bibliographic Level
Select s This value is used to identify material and resource type in Alma and Primo VE
And allows for faceting
Leader/17
Encoding Level
Select one of: 
#/1/2/3/4/5/7/8/u/z
 
Leader/18
Descriptive Cataloging Form
Select one of: a/i Used to support readability using standardized formatting
001
Control Number
Consult MARC Standards If applicable.
Used to build a vendor specific 035 matchpoint which is
necessary for collection maintenance 
003
Control Number Identifier
Consult MARC Standards If applicable.
Used to build a vendor specific 035 matchpoint which is
necessary for collection maintenance
007/00*
Category of Material
Select c

For resource type and faceting

Used for Alma functionality such as Alma Search Index and analytics.
007/01*
Specific Material Designation
Select r
Used for Alma functionality such as Alma Search Index and analytics.

007/00*

Category of Material

Select t
Used for Alma functionality such as Alma Search Index and analytics.
008/06*
Type of Date
Select one of: c/d Select the appropriate value for your resource from these options
008/07-10*
Date 1
Enter publication year
(e.g. 2017)
Used for faceting by date in Primo VE instead of 26X. 
If unknown define in 008/06 as n
008/11-14*
Date 2
If 008/06=c Date 2 must equal 9999

008/15-17
Place of Publication

Select place code URL to assist in
https://www.loc.gov/marc/countries/countries_name.html
008/18*
Frequency
Consult MARC Standards  
008/21*
Type of Continuing Resource
Select p For resource type and faceting
008/23*
Form of Item
Select one of: o/q/s For resource type and faceting
008/35-37*
Language
Select the appropriate letter code for
your resource
Used for faceting by language in Primo VE
010
LC Control Number
Enter LC number If available
016
NCL
Enter LC number If available 
022*
ISSN
Consult MARC Standards  
035*
System Control Number
Consult MARC Standards

Preferred for title control
There is the possibility of multiple 035 fields:
Sirsi 035
OCLC 035
System Generated 035

For original cataloguing, 035 is not required because it cannot be generated

040*
Cataloguing Source
Consult MARC Standards If it is RDA, should have $eRDA
041*
Language Code
Consult MARC Standards Used for bilingual and American Sign Language items. 
If $a or $d exists and is following by another $a, it is bilingual.

050*
LC Call Number

Consult MARC Standards 050 $a Classification; 050 $b Cutter
(If available)
055*
Can. Call Number
Consult MARC Standards  In absence of 050

090*
Local Call Number

Consult MARC Standards In the absence of an 050 and 055
(If available)
210
Abbreviated Title
Consult MARC Standards Use if applicable
222
Key Title
Consult MARC Standards Use if applicable
240
Uniform Title
Consult MARC Standards If applicable
245*
Title Statement
Consult MARC Standards  
246*
Variant Title
Consult MARC Standards Required if variant title exists. Particularly for
bilingual titles or earlier title forms 
247
Former Title
Consult MARC Standards If applicable
250*
Edition Statement
Consult MARC Standards If applicable
264*
Imprint
Consult MARC Standards Or if AACR2 record, the 260 is required
300*
Physical Description
Consult MARC Standards  
310*
Current Publication Frequency 
Consult MARC Standards As assigned in 008/18
336*
Content Type
## $atext$btxt$2rdacontent  
337*
Media Type
## $acomputer$bc$2rdamedia  
338*
Carrier Type
## $aonline resource$brc$2rddacarrier  
362*
Dates of Publication
and/or Sequential Designation
Consult MARC Standards  
490*
Series Statement
Consult MARC Standards If applicable
500
General Note
Consult MARC Standards "Viewed on..." "Latest issue consulted..."
(MARC record is representative of item as heard
on this date)
546*
Language Note
Consult MARC Standards Mandatory if bilingual or American Sign Language
588
Note on Issue
Consult MARC Standards If applicable. 
This field documents which issue of a publication was consulted
for bibliographic description as this is subject to change when
dealing with serials. 
6XX*
Subject Headings
Consult MARC Standards 600 or 610 or 611 or 630 or 650
Tag indicator two=0 for LC Tag Indicator two= 6 for RVM
7XX*
Added Entry
Consult MARC Standards Required if no 1XX field. Add for 1st statement of
responsibility if record is a title main entry;
Include for additional statement of responsibility;
710
Corporate Name
Consult MARC Standards Important for providing an access point for the issuing body of a serial
E.g. Ontatio Nurses' Association, etc. 
776* Additional Physical Form Entry NEW Consult MARC Standards

Required only if a record has an 022 ISSN for the print version. At minimum subfield x for the print ISSN and subfield i with the text 'Print version' and subfield t for the title (required for searching). If available subfield w for the DLC/OCLC number.

$iPrint version$x4531-8452$w(OCoLC)15557949$tThis is a title for searching

780*
Preceding Entry
Consult MARC Standards If applicable, add $xISSN as well
785*
Succeeding Entry
Consult MARC Standards If applicable, add $xISSN as well
830*
Series Added Entry
As recorded in 490  
856*
Electronic Location and Access
Consult MARC Standards Access

 

eSerials Cataloguing Example

eSerials Example

Leader   01615nas|a2200469#i|4500
001        991004527714307306
005        20221115201529.0
006        m-----o--d--------
007        ta

007        cr-|||||||||||
008        180222c20199999nyuqr|p-o|||||0|||a0eng||
010        ##$a  2018200379
016        7##$a019172846$2Uk
016        7##$a2947560-0$2DE-600
022        ##$a2577-0470
035        ##$a(OCoLC)1023865184
035        ##$a(CONSER)--2018200379
037        ##$bWiley, The Atrium, Southern GateChichester, PO19 8SQ. UK
040        $eRDA

042        ##$apcc$ansdp
050        00$aQC173.96
050        14$aQC173.96
082        10$a530.12$215
222        #0$aQuantum engineering
245        00$aQuantum engineering.
264        #1$aHoboken, NJ :$bJohn Wiley & Sons, Inc.,$c2019-
300        ##$a1 online resource
310        ##$aQuarterly
336        ##$atext$btxt$2rdacontent
337        ##$acomputer$bc$2rdamedia
338        ##$aonline resource$bcr$2rdacarrier
362        1#$aBegan with Volume 1, Issue 1 (March 2019).
500        ##$aRefereed/Peer-reviewed

588        ##$aDescription based on: Volume 1, Issue 1 (March 2019); title from journal home page (publisher's website viewed May 30, 2019).
588        ##$aLatest issue consulted: Volume 1, Issue 1 (March 2019) (viewed May 30, 2019).
650        #0$aQuantum theory$vPeriodicals.
650        #0$aEngineering$vPeriodicals.
650        #7$aQuantum theory.$2fast$0(OCoLC)fst01085128
650        #7$aEngineering.$2fast$0(OCoLC)fst00910312
655        #0$aElectronic journals
655        #7$aPeriodicals.$2fast$0(OCoLC)fst01411641

710        2# $aJohn Wiley & Sons, Incorporated

776        08 $iPrint version$x4531-8452$w(OCoLC)15557949$tQuantum engineering.

856        40$uhttps://example.com/xxxxx