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CLO Metadata Standards

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

Serial 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."

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

Example: See Print Serial Cataloguing Example at bottom of this page.

Serial 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/u/z

 
Leader/18
Descriptive Cataloging Form
Select one of: a/i Used to support readability using standardized formatting
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
008/35-37*
Language
Select appropriate letter code
for your resource
Used for faceting by language in Primo VE
010
LC Control Number
Enter LC number If available 
016
NLC
Enter LC number If available

020
ISBN

Consult MARC Standards

Record both 020 (ISBN) and 022 (ISSN) when available
Qualify the use of 020 with a subfield q to identify the volume, year, etc.

022*
ISSN
Consult MARC Standards  
035
System Control Number
Consult MARC Standards

If available

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 followed by another $a, it is bilingual.

050
LC Call Number

Consult MARC Standards 050 $a Classification; 050 $b Cutter
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
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
## $aunmediated$bn$2rdamedia

 

338*
Carrier Type
## $avolume$bnc$2rdacarrier  
362*
Dates of Publication and/or
Sequential Designation
Consult MARC Standards If Leader/07=s
490*
Series Statement
Consult MARC Standards If applicable
500
General Note
Consult MARC Standards "Source title taken from..." "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 RMV
7XX*
Added Entry
Consult MARC Standards Required if no 1XX field. Add for 1st statement
of responsibility if record is 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 electronic version. At minimum subfield x for the electronic ISSN and subfield i with the text 'Electronic version' and a subfield t for the title (required for searching). If available subfield w for the DLC/OCLC number.

$iElectronic version$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  

 

Serials (Print) Cataloguing Example

Serials (Print) Example

000         01225cas 2200024 i 4500
007
         ta
008
         991206c20009999inuqr1p 0 a0eng d
022
         0# $a1527-6546
040
         ## $aNSDP$beng$erda$cNSDP$dOBEL
041
         0# $aeng
043
         ## an-us---
050
         #4 $aRT1
210
         0# aJ. nurs. scholarsh.

222         $aJournal of nursing scholarship
245
         #0 $aJournal of nursing scholarship :$ban official publication of Sigma Theta Tau International
Honor Society of Nursing.
264
         1# aIndianapolis, IN :$bSigma Theta Tau International,$c2000-
300
         ## $avolumes :$billustrations ;$c28 cm.
310
         ## $aQuarterly
336
         ## $atext$btxt$2rdacontent
337
         ## $aunmediated$bn$2rdamedia
338
         ## $avolume$bnc$rdacarrier
362
         0# $aBegan with vol. 32, no. 1, (First Quarter 2000)-.
500
         ## $aTitle from cover.
588
         ## $aDescription vased on: vol, 32, no. 1 (First Quarter 2000); title from cover.
650
         #0 $aNursing$vPeriodicals.
710
        2# $aSigma Theta Tau International,$eissuing body.

776         08 $iElectronic version$x4531-8452$w(OCoLC)15557949$Journal of nursing scholarship an official publication of Sigma Theta Tau         International Honor Society of Nursing
780
         00 $tImage--the journal of nursing scholarship$x0743-5150$
852
         1# $aPaper: 2000 - 2012 $c111$hJournals

 

 

Example taken from an original OCLS Workflow Manual