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    Configuring Related Records for Physical Inventory

    Translatable
    MARC linking fields allow you to link bibliographic records and to differentiate their relationships to users. When the following fields are specified for physical inventory/inventory linking, availability information for the host record's holdings (related records) appears under the constituent record in Alma search results:
    • MARC 21 – 773, 774, 777, 780, 785, 786, 800, 810, 811, and 830
    • UNIMARC – 410, 423, 461, 462, 463, 464, 482
    For more information on MARC and UNIMARC linking fields, see Related Record Types.
    These MARC fields enable you to configure host and constituent relationships at the following levels for discovery in the Primo Get It tab:
    • Bibliographic-to-bibliographic – This type of relationship describes two or more titles that are bound with each other.
    • Bibliographic-to-item – This type of relationship is used for analytical cataloging to link a bibliographic record to specific items of another title.
    In the following example, the Primo Get It tab displays the availability of items for the discovered record as well as the availability of items for the host record:
    Related Records as Shown in the Primo Get It Tab
    Selecting the link for the related record displays the holdings information for the host record.
    Holdings Information for Related Record as Shown in the Primo Get It Tab

    Using the MARC Linking Fields for Related Records

    The following MARC 21 fields are used for record linking (separate from inventory linking): 76x, 77x, and 78x.

    Each MARC linking field enables you to link to another record using the following subfields:

    • $w – links using the record control number (such as the MMS ID of the bibliographic record). For example:
      Related record: MMS ID = 992711120000121
      130 0# |a Techniques of biochemical morphology

      Linking record’s entry:
      780 00 $t Techniques of biochemical morphology $w 992711120000121
      The following example shows a link that uses the system control number defined in the MARC 035 a subfield:
      Related record: 035 __ |a (OCoLC)ocm15550079
      130 0# |a Techniques of biochemical morphology

      Linking record’s entry:
      780 00 $t Techniques of biochemical morphology $w (OCoLC)ocm15550079
    • $x – links using the ISSN of the bibliographic record, which is defined in the MARC 022 a subfield. For example:
      Related record: 022 __ |a 0002-2756
      130 0# |a Airman (Washington, D.C.)

      Linking record’s entry:
      765 0# |$t Airman (Washington, D.C.) |$x 0002-2756
    • $z – links using the ISBN of the bibliographic record, which is defined in the MARC 020 a subfield. For example:
      Related record: 020 __ |a 0814750656
      245 0# |a Legal Education

      Linking record’s entry:
      773 00 |$t Legal Education |$z 0814750656
    • $g – links to specific items for the record specified in the $w, $x, and $z subfields. Enter one of the following labels before each entry (for example, $g yr:2014 $g no:1) to indicate a specific item or items for discovery:
      • yr: – Year
      • no: – Volume or barcode
      • iss: – issue
      • pt: – part
      • p: – pages

    When you view related record results, the results are filtered based on the criteria provided in $g. Using the criteria provided in $g, Alma filters the related record results before presenting them on the page. As a result, Alma considers the related record results that appear on the page to be all the results. That is, when you select All from the filter drop-down list, the most that you see are the related records determined by the criteria in $g. Note that the content in the Description column of the related record results reflects the criteria specified in the $g.

    Enumeration example:
    773 00 $t Techniques of biochemical morphology $w 992711120000121 $g yr: 2014 $g no: 1 
    Barcode example:
    780 00 $t Techniques of Massage $w 992711120000241 $g no: 79660
    Changes made to the MARC linking fields in the MD Editor do not take effect until the regularly scheduled MMS - Build Record Relations job has run (see Viewing All Scheduled Jobs).
    In addition, the following links are created:
    • a link is created based on the presence of a $x in the 830 field that contains the ISSN of a series of which the record is a part. The 830 $x in the part record matches to the 022 $a in the series record.
    • If a UNIMARC record has related records in MARC21, the link is created via the ISSN from field 011 $a in the UNIMARC record to the same ISSN in 820 $x in the MARC records. (URM-115378)

    Using the UNIMARC Linking Fields for Related Records

    The UNIMARC linking fields enable you to link to another record using the following:
    • $v – links to specific items for the record specified in the $1 that starts with 001. Enter one of the following labels before each entry (such as, $v yr:2014 $v no:1) to indicate a specific item or items for discovery:
      • yr: – Year
      • no: – Volume or barcode
      • iss: – issue
      • pt: – part
      • p: – pages

    UNIMARC 461 and  463 Field Examples

    1. In the following example, the 461 field points to items with the year 2014 in another record:
      461 #1 $1 001000000257 $1 2001 $a American speech $v yr:2014
    2. In the following examples, the 463 fields point to items with the year 2009 and volume 18 and with the year 2010 and volume 19 in another record:
      463 ## $1 001(PPN)040267199 $t International journal of clinical acupuncture $v no:18 $v iss:2 $v yr:2009 $9 bbb
      463 ## $1 001(PPN)040267199 $t International journal of clinical acupuncture $v no:19 $v iss:2 $v yr:2010 $9 bbb
    When you view related record results, the results are filtered based on the criteria provided in $v. In the UNIMARC 463 examples above, the related record results will show only what is available for the year 2009 and volume 18 and the year 2010 and volume 19. Using the criteria provided in $v, Alma filters the related record results before presenting them on the page. As a result, Alma considers the related record results that appear on the page to be all the results. That is, when you select All from the filter drop-down list, the most that you see are the related records determined by the criteria in $v. See UNIMARC Related Record Results Examples for examples of Get It related record results.

    UNIMARC Related Record Results Examples

    When there are multiple 461 or 463 field entries in a record with $v content that identifies criteria for related record results, the Year and/or Volume filters reflect the criteria in $v.
    Multiple_463_Entries_02.png
    UNIMARC_Get_It_Related_Record_Results_with_Multiple_463_Entries_02.png
    Related Record Results with Multiple 463 Entries
    When there is one 461 or 463 field entry in a record with $v content that identifies criteria for related record results, the Year and/or Volume filters reflect the criteria in $v. Note that when you use the volume filter, as shown below, the All option and the 19 option return the same results since there is only one 463 volume entry.
    One_463_Entry_02.png
    UNIMARC_Get_It_Related_Record_Results_with_One_463_Entry_02.png
    Related Record Results with One 463 Entry
    Note that the content in the Description column of the related record results reflects the criteria specified in the 461 or 463 $v.

    Examples of Linking Physical Inventory for Discovery

    The following example binds a bibliographic record with no holdings to the host record, which contains three items (two items at one location and one item at another location). Initially, the example shows how to link to all items for discovery by the public, followed by an example of how to link to a specific item for discovery by the public.
    Related_Record_with_No_Holdings_NewUI_04.png
    Related Record with No Holdings
    Because the related record has no holdings and is not linked to another record, no availability indication is provided.
    Host_Record_with_Holdings_NewUI_04.png
    Host Record with Holdings
    List of host record’s items (which are accessed by selecting the Items link above):
    List_of_Host_Records_Items_NewUI_04.png-
    List of Host Record’s Items

    MARC 21

    Use the instructions below for MARC 21.

    To bind titles into a single volume:
    1. Open the host’s bibliographic record (The concept of Jacksonian democracy; New York as a test case) in the MD Editor and add a 501 “Bound with” note that includes all of the constituent titles.
      501 $$a Bound with: Jacksonian Democracy - Bound-With
      The 501 field does not functionally link the records, but it conforms to official MARC rules and may affect the display of the record.
    2. Open the host’s holdings record, and add an 014 linkage number for each related record (which is the MMS ID of the related record in this case).
      014 1 $$a991502540000541
      The 014 field does not functionally link the records, but it conforms to official MARC rules and may affect the display of the record.
    3. Open the related bibliographic record (Jacksonian Democracy - Bound-With) in the MD Editor and add the 773 field to the bibliographic record.
      773 0 _ $$t The concept of Jacksonian democracy; $$w 991507350000541
      If you want to add a new bibliographic record and link it with an existing bibliographic record, see Deriving a New Bibliographic Record - MARC 21.
    4. For each related record, add a 501 “Bound with” note that includes the host’s title and all other related titles. In this case, we are binding a single related title with the host.
      501 $$a Bound with: The concept of Jacksonian democracy
    5. Wait for the MMS - Build Record Relations job (see Viewing Scheduled Jobs) to update the relations in Alma. This job runs daily automatically.
      You must also publish the new and updated bibliographic records to Primo to enable discovery and to display related record information in the Primo Details tab.
    6. Perform a repository search to see that the availability of the host record’s items appear in Alma.
    7. Perform a search in Primo to see that the Primo Get It tab displays the availability for all of the host record’s items.
      Availability of Related Records in Primo Get It Tab
    To link a title to a single item in the host:
    1. Open the related bibliographic record (Jacksonian Democracy - Bound-With) in the MD Editor and add the $$g subfield to the 773 field to link to the item with the 68524 barcode:
      773 0 _ $$t The concept of Jacksonian democracy; $$w 991507350000541 $$g no: 68524
    2. Wait for the MMS - Build Record Relations job (see Viewing Scheduled Jobs) to update the relations in Alma. This job runs daily automatically.
      You must also publish the new and updated bibliographic records to Primo to enable discovery and to display related record information in the Primo Details tab.
    3. Perform a repository search to see that the availability of the host record’s items (related records) appear in Alma. In Alma, the availability indicator includes all items, not specific items indicated by the $$g subfields.
    4. Perform a search in Primo to see that the Primo Get It tab displays the availability for a single item only.
      Availability of Related Records in Primo Get It Tab - Single Item Only
    For additional examples on configuring related records, see the presentations in https://knowledge.exlibrisgroup.com/Alma/Training/Extended_Training/Presentations_and_Documents_-_Related_Records.

    UNIMARC

    Use the instructions below for UNIMARC.
    To bind titles into a single volume:
    1. Open the host’s bibliographic record (The concept of Jacksonian democracy; New York, as a test case) in the MD Editor and add a 301 field bound with note that includes all of the constituent titles.
      301 $$a Bound with: Jacksonian Democracy - Bound-With
      The 301 field does not functionally link the records, but it conforms to the official MARC rules and may affect the display of the record..
    2. Open the host’s holdings record and add a 004 linkage number for each related record (which is the MMS ID or other system number of the related record, as in this case).
      004 1 $$a991502540000541
      The 004 field does not functionally link the records, but it conforms to the official MARC rules and may affect the display of the record.
    3. Open the related bibliographic record (Jacksonian Democracy - Bound-With) in the MD Editor, and add the 482 field to the bibliographic record.
      482 _ 1 $$1 001991507350000541 $$t The concept of Jacksonian democracy;
      The $$1 subfield starts with 001 followed by the MMS ID of the host record.
    4. For each related record, add a 301 field bound with note that includes the host’s title and all other related titles. In this case, we are binding a single related title with the host.
      301 $$a Bound with: The concept of Jacksonian democracy
    5. Wait for the MMS - Build Record Relations job (see Viewing Scheduled Jobs) to update the relations in Alma. This job runs daily automatically.

    Modifying the Display Labels for Related Physical Resources

    The DISCOVERY_INTERFACE_LABELS code table page enables you to modify the following labels in the Get It tab:
    • Related holding – The following code defines the label that displays in the Availability column when the Get tab displays a list of holdings associated with a title:
      c.uresolver.getit2.holding_list.related_holdings – Related holding
      Related Holdings Label - List of Holdings
    • Inventory of related – The following code defines the label that appears above the inventory for a specific holdings location.
      c.uresolver.getit.related_title_display – Inventory of related ""{0}"" is listed below
      Inventory of Related Items Label - List of Items
    For information on modifying labels, see Configuring Labels.
    The labels and information that appear in the Primo Details tab for the MARC 773, 780, and 785 fields are determined by the normalization rules that are defined in the Primo Back Office.