A series added entry is made on the record for each work in a series if it is judged to be a useful access point. When an added entry for a series is made, we say that the series is "traced." The user can find the record for a work that is part of a traced series by performing a jt search in CLIO for the series title. If a series is "untraced" there is no added entry made for the title of the series on the records of works in that series. Those records cannot be found by performing a jt search for the series title in CLIO and they cannot be found by performing a title search in the OPAC, either.

Series statements (the title of the series as found on the item) are always included in the MARC record. Series added entries (added entries under the authorized form of the series title, which may differ from the form found on the item) are included in the MARC record if a series is traced. Here are the possible combinations of series statements/added entries that could be encountered in MARC records. Please note that more than one type of series coding may occur in a single record if there are more than one series on the item.

• 440: this field is both a series statement and a series added entry. A series found in a 440 field is traced, and it is being traced under the form of the series that is found on the item.
• 490: this field contains only a series statement, not a series added entry. The second indicator is what tells us whether the series is traced or not.
• 490 with first indicator 0 means that the series is not traced. There is no added entry for the series.

  Example:

  490/2:0 : |a Penguin books

• 490 with first indicator 1 means that the series is traced, but in a different form than the one found on the item. A record with a 490 with second indicator 1 will always have one or more 8XX fields to provide the series added entries under the authorized form of the series.

  Example:

  490/1:1 |a Twayne's world authors series ; |v TWAS 600. |a Caribbean
  830/1: 0: |a Twayne's world authors series ; |v TWAS 600.
  830/2: 0: |a Twayne's world authors series. |p Caribbean.

Note: these procedures only apply to cataloging with copy. For series principles in original cataloging, see CPM300 For series authority procedures in preliminary records, see CPM327

1. If the series is traced (either as a 440 or a 490/830 combination) in the cataloging copy, accept the tracing decision in the record.

2. If the series is not traced in the cataloging copy
   1. If there is an 042 with "pcc," search the series in the NAF in OCLC.

      1. If there is an authority record with "n" in the 645, accept the tracing decision in the record.

      2. If there is no authority record, or if there is an authority record with "t" in the 645, track the item to MSP with a printout of the cataloging copy inserted into the book.

   2. If there is no 042 with "pcc" in the cataloging copy, search CLIO using a "jt" search for the series title.

      1. If the search results in an index display, look at some of the records in the index.

         1. If any of the records in the index are status "h," edit the record for the item in hand to trace the series as follows: change the first indicator on the 490 field to a 1 and add an 830 field using the authorized form of the series. If there is no authority record for the series, use in the 830 the form that is found in status h records in CLIO.

         2. If none of the records are status "h" leave the series as untraced in the cataloging copy.

      2. If the series is not found in CLIO, leave the series as untraced in the cataloging copy.