SWIFT
Cataloging Practices Manual [CPM-580]

Holdings Treatment Codes

MFHD Procedures

  1. BACKGROUND


    1. Treatment codes provide a convenient shorthand for entering processing information into CLIO holdings records. Some codes additionally require a corresponding public OPAC message. Enter the appropriate treatment code into 852 $x and any necessary accompanying OPAC texts into 852 $z. (Note that not all public OPAC messages require treatment codes. For a list of these public messages, see CPM-582.)
    2. Treatment codes are listed below in alphabetical order.
    3. Codes with (*) in the OPAC column also require the entering of corresponding OPAC texts. The wording of the message appears within quotation marks in the MEANING/MESSAGE column. (Note that the texts should be input WITHOUT quotation marks.)
    4. Treatment codes without (*) in the OPAC column provide technical processing information only. These codes do not require input of full text messages in the OPAC. The meaning of these codes appears in upper case letters in the MEANING/MESSAGE column.
    5. The CLIO column lists the field/subfield in which treatment codes are input. The CLIO holdings record may also contain processing information which does not appear on the list below. Examples include cataloger's initials in square brackets and date, withdrawal notes, etc., which migrated from NOTIS but which should not continue to be coded on new cataloging.
    6. Free text universal messages also may appear preceded by $z. Example:

      852 8 1 $b ave $h AA9127 NY $i B87 $z Vol. 7 shelved as AA9128 NY B87 FFF

    7. If multiple treatment codes and/or text are applicable, input each element into separate $x's and/or $z's. Examples:

      852 0 1 $b mat $h QA3 $i .L49 $x a:all $z For circ info, search author or title of individual volumes. $x ct $x ass $x a:ok

      852 0 1 $b glx $h BS410 $i .N61 $x a:all $z For circ info, search author or title of individual volumes. $z For volumes after v. 107 search individual titles $x sep

      When interpreting treatment code information in processing, the last treatment code in the 852 reflects the most recent practice regarding the series. In the second example the code "sep" in the last subfield would be understood to mean that the volumes following v. 107 would be classed separately and not added to the serial holdings.

  2. LIST:
CODE OPAC MEANING/MESSAGE CLIO MACRO (If available)
$[NOTIS CLIO ID]   PAYMENTS FOUND ON NOTIS OPR RECORD THAT MIGRATED TO VOYAGER. (If present leave in place, but do NOT add to new cataloging.) 852 $x  
a:all
(*)
 ALL NUMBERS OF THE SERIAL OR SET ARE ANALYZED AND CIRCULATING ON THE ANALYTIC RECORD.
"For circ info search author or title of individual volumes."
[NOTE: Input this code on the serial or set record.]		 Code: 852 $x OPAC text: 852 $z
\\all
a:bw   ALL OR ONLY SOME NUMBERS OF THE SERIAL OR SET ARE ANALYZED AND CIRCULATING ON THE SET OR SERIAL RECORD. Items are bound with more than one number or issue per physical volume. [NOTE: Input this code on the serial or set record.] 852 $x  
a:off   OFFSITE SERIAL OR SET FULLY OR PARTIALLY ANALYZED. Item records are attached to the serial holdings record for both fully and partially analyzed serial/set. [NOTE: Input this code on the serial or set record and input code "pas" or "pam" on the analytic record.] 852 $x  
a:ok   ANALYTICS ARE RECONNED COMPLETELY. [NOTE: Input this code on the serial or set record.] 852 $x  
a:par   ANALYZABLE NUMBERS OF THE SERIAL OR SET ARE ANALYZED AND CIRCULATING ON THE SET OR SERIAL RECORD. Items MAY be bound with more than one number to a volume. [NOTE: Input this code on the serial or set record.] 852 $x  
add   CLASSED TOGETHER AND NOT ANALYZED. [NOTE: Input this code on the serial or set record.] 852 $x  
ass   A SERIAL WITH THIS CODE INCLUDES ONE OR MORE ANALYZED SUBSERIES WHOSE HOLDINGS ALSO NEED TO BE MAINTAINED. [NOTE: Input this code on the main series record.] 852 $x  
b
(*)
 ITEM OTHER THAN THE 1ST ITEM IN A GROUP OF ITEMS THAT HAVE BEEN BOUND TOGETHER. "For circ info search first work with which this is bound." (This code and text migrated from NOTIS. If present leave in place, but do NOT use for processing new bound-withs. See CPM-625) Code: 852 $x OPAC text: 852 $z
\\bnd
bw   1ST ITEM IN A GROUP OF ITEMS THAT HAVE BEEN BOUND TOGETHER. (This code and text migrated from NOTIS. If present leave in place, but do NOT use for processing new bound-withs. See CPM-625) 852 $x  
c
(*)
 ITEM OTHER THAN THE 1ST ITEM IN A GROUP OF ITEMS THAT ARE IN A CASE. "For circ info search first work with which this is cased." Code: 852 $x OPAC text: 852 $z
\\csd
ct   CLASSED TOGETHER AND ANALYZED. (Migrated from NOTIS: Do NOT use in new cataloging.) 852 $x  
cw   1ST ITEM IN A GROUP OF ITEMS THAT ARE IN A CASE. 852 $x  
f   ITEM OTHER THAN THE 1ST ITEM IN A GROUP OF ITEMS THAT HAVE BEEN FILMED TOGETHER. USED BY PRESERVATION DEPT. ONLY 852 $x  
fw   1ST ITEM IN A GROUP OF ITEMS THAT HAVE BEEN FILMED TOGETHER. USED BY PRESERVATION DEPT. ONLY 852 $x  
m   ANALYTIC OF MORE THAN 1 MONOGRAPHIC SET. 852 $x  
mf
(*)
ITEM OTHER THAN THE 1ST ITEM IN A GROUP OF ITEMS THAT HAVE BEEN FILMED TOGETHER. "For circulation information search first work on reel." This code and text migrated from NOTIS. If present leave in place. For newly processed items, use only the OPAC text: "Filmed with other titles; for a complete listing search the call number, omitting the word MICROFLM, using a Call Number Exact search" 852 $z
\\mf
mfw   1ST ITEM IN A GROUP OF ITEMS THAT HAVE BEEN FILMED TOGETHER. (This code and text migrated from NOTIS. If present leave in place, but do NOT use for processing new filmed-withs. 852 $x  
mid   HAS SAME CALL NUMBER AS PRECEDING AND SUCCEEDING TITLES. [NOTE: Input this code on serial records only.] 852 $x  
mix   SINGLE VOLUME MONOGRAPH WITH MIXED MEDIA. (Migrated from NOTIS: Do NOT use in new cataloging. See CPM-679) 852 $x  
ms   ANALYTIC OF MORE THAN ONE SERIAL. 852 $x  
noanal   OBSOLETE: DO NOT USE 852 $x  
pam
(*)
 ANALYZED BUT CIRCULATING ON THE SET RECORD. "For circulation information search the title of the set." [NOTE: Input this code on the analytic record.] Code: 852 $x OPAC text: 852 $z
\\pam
pas
(*)
 ANALYZED BUT CIRCULATING ON THE SERIAL RECORD. "For circulation information search the serial title." [NOTE: Input this code on the analytic record.] Code: 852 $x OPAC text: 852 $z
\\pas
pre   HAS SAME CALL NUMBER AS PRECEDING TITLE. [NOTE: Input this code on serial records only.] 852 $x  
sep   CLASSED SEPARATELY. [NOTE: Input this code on the serial or set record.] 852 $x  
slok   OBSOLETE: IGNORE 852 $x  
snok   OBSOLETE: IGNORE 852 $x  
sub
(*)
 SUBSERIES OF AN OTHERWISE UNANALYZED SERIAL. "For circulation information search the main series title." (Note: Use code on subseries record ONLY.) Code: 852 $x OPAC text: 852 $z
\\sub
sub:ua
(*)
 SUBSERIES OF ANALYZED SERIAL WHERE THE INDIVIDUAL MONOGRAPHS WITHIN THE SUBSERIES ARE NOT ANALYZED. "For circulation information search the main series title." (Note: Use code on subseries record ONLY.) Code: 852 $x OPAC text: 852 $z
\\sbua
sub:a
(*)
 SUBSERIES OF ANALYZED SERIAL WHERE THE INDIVIDUAL MONOGRAPHS WITHIN THE SUBSERIES ARE ANALYZED. "For circ info search author or title of individual volumes." (Note: Use code on subseries record ONLY.) Code: 852 $x OPAC text: 852 $z
\\sba
suc   HAS SAME CALL NUMBER AS SUCCEEDING TITLE. [NOTE: Input this code on serial records only.] 852 $x  
trans fr [loc]   COPY HAS BEEN TRANSFERRED FROM ONE LOCATION TO ANOTHER LOCATION; FORMER LOCATION IS CITED IN CLNF. (Migrated from NOTIS: Do NOT use in new cataloging.) 852 $x  
trans to [loc]   COPY IS IN THE PROCESS OF BEING TRANSFERRED FROM ONE LOCATION TO ANOTHER; FUTURE LOCATION IS CITED IN CODE. (Note: Delete code after transfer is completed.) 852 $x  
vhok   OBSOLETE: IGNORE 852 $x  
wd   WITHDRAWN (Migrated from NOTIS: Do NOT use in new processing.) 852 $x  


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Last updated: 04/14/05 mdw