Skip to Main Content
It looks like you're using Internet Explorer 11 or older. This website works best with modern browsers such as the latest versions of Chrome, Firefox, Safari, and Edge. If you continue with this browser, you may see unexpected results.

Alma Resource Management

Working with the Metadata Editor in the Institution and Network Zones. Includes indication and normalization rules.

Bound-with Titles

Bound-with refers to titles that are bound together. Titles that are bound together may have a relationship, but often times titles that are bound together are unrelated and do not have a collective title. 
 

There are two different types of bound-with titles:

  1. Publisher bound - titles that are published and bound together by the publisher that may or may not have a collective title
  2. Library bound - separately published titles that a library binds together in a volume


Bound-with titles:

  • Have one barcode to represent one item
  • Have separate bibliographic records for each work
  • Item and barcodes are associated with the first title in the volume
  • Typically use a 773 for subsequent titles to link them to the first record in the volume
    • The MSP recommendation is to use a local MARC 590 or 591 for subsequent titles to create a relationship because MARC 773 in Primo VE does not clearly display the bound-with relationship
    • MARC 773 can be used in conjunction with local MARC 590 if an institution chooses to use both fields

 

MSP Bound With Best Practices Document

MSP Bound With Best Practices


The MSP Bound-with Best Practices Requirements:

  • The bound-with best practice procedures should only be used when separately issued items are bound together after publication
  • The bound with note is only a local note
    •  It is created with the Ctrl-L function and will have the house icon next to the MARC field number, denoting a local field. These notes only display in the IZ record
    • IMPORTANT!!!: Do not add this note to the OCLC record


The MSP bound-with Best Practice Recommendations:

  • Use a local MARC field 590 to make a bound-with note
    • Can use a local MARC 591 field if that field fits better into your institution’s previous practice
  • The local note in the record for the first title will mention all of the succeeding titles bound to it in the order in which they appear in the volume
  • All the succeeding titles will get a local note that will only mentions the first title


Example:

  • First record in a bound-with volume:
    • 245 10 $a First title / $c Statement of responsibility
    • 590 $a Bound with: Second title / Statement of responsibility; Third title / Statement of responsibility; Fourth title / Statement of responsibility
  • Subsequent bound-with records in the volume:
    • 245 10 $a Second title /$c Statement of responsibility.
    • 590 $a Bound with: First title / Statement of responsibility.
       

Bound With Best Practices Workflow for MARC Records

Steps to add local MARC 590 to bound-with titles:

  1. Add the subsequent bound with volumes in the first title MARC record
  2. Add the first title to the subsequent MARC records
     

To add the subsequent bound with volumes in the first record MARC record:

  1. Open the title in the MD Editor editing pane
  2. Click Editing Actions>Add Local Extension (Ctrl+L)
    1. Type 590 in the tag field
    2. $$a contains the subsequent titles:
      1. $$a starts with: Bound with: 
      2. Bound with: is followed by the title
      3. A slash (/) separates the title and statement of responsibility if available
      4. Each title is separated by a period (.)
  3. Click Save>Save and Release Record (Ctrl+Alt+R)

Adding local MARC 590 for subsequent bound with titles


To add the first title to the subsequent MARC records:

  1. Open the subsequent bound-with titles in the MD Editor
  2. Click Editing Actions>Add Local Extension (Ctrl+L)
    1. Type 590 in the tag field
    2. $$a starts with: Bound with: 
    3. Bound with: is followed by the first title in the bound-with volume
    4. A slash (/) separates the title and statement of responsibility if available
    5. Place a period at the end
  3. Click Save>Save and Release Record (Ctrl+Alt+R)
  4. Repeat steps 1-3 for a subsequent titles

Adding the first title to a local MARC 590 in a subsequent bound with title.

 

Bound With Best Practices Workflow for Holdings and Item Records


Bound-with Holdings Records:


To edit the holdings record call number to reflect the numeric relationship for numbered series or bound together sets:

  1. Open the first title's holding record in the MD Editor
  2. Click into MARC 852
  3. Edit $$i to add the numbers of the titles in the bound volume after the end of the item part
    • Example; $$i .U86 no.147-149
  4. Click Save>Save and Release Record (Ctrl+Alt+R)
  5. Repeat steps 1-3 but for each subsequent title

Adding the volume numbers when there is a numeric relationship to subfield i in the holdings record for the first and subsequent titles

 

Bound-with Item Records: 

Barcode recommendation by the MSP:

  • The first title in the bound-with volume item record is assigned the real barcode
  • All subsequent item records are assigned an Alma system-generated dummy barcode
  • Add a public note in the item record that will direct users to the MMS ID of the first bibliographic title in the volume

 

Barcodes:

Adding the BW Prefix to System Generated Barcodes:

The MSP recommends adding the BW prefix to Alma system-generated barcodes for the bound-with subsequent titles:

  • BW prefix = Bound-with
  • The BW prefix alerts users that the barcode is for a bound-with title
  • The BW prefix allows users to quickly search the repository for Bound-with items by barcode search
  • The BW prefix can be used to identify bound-with items in analytics reports 


To add a BW Prefix to System Generated Barcodes:

  1. Open the item record in the Physical Item Editor
  2. Click Generate in the barcode field
  3. Delete the Letter(s) at the beginning of the system-generated barcode
  4. Click Save

BW Prefix for subsequent bound-with Item records


Barcode Examples;

  1. First title item record in the bound-with volume gets the real barcode:
    First title gets a real barcode

     
  2. Subsequent titles items records get Alma system-generated barcodes (with the BW prefix):
    Barcode example for subsequent title item record barcode starting with the BW prefix

     
  3. Subsequent titles items records get Alma system-generated barcodes (without the BW prefix):
    Subsequent titles get a dummy barcode by clicking generate in the Physical Item Editor for barcode

 


Adding a Public Note to Item Record to Display in Primo VE:

To add a public note in an item record:

  1. Copy the MMS ID from the first title in the bound-with volume
  2. Open the Physical Item Editor for each subsequent title in the bound-with volume
  3. Click on the Notes tab
  4. Type in a note to identify the subsequent titles are bound with the first title:
    • Example; Bound with MMS ID 990019636880204803
  5. Click Save

Adding a Public not for the subsequent titles to show they are bound with the first title's MMS ID

 

Public note will display under the Get It section in Primo VE:

Item Public Note Display in Primo VE display under the get it section

Displaying Local Notes in Primo VE

Local Notes can be displayed in Primo VE. To configure local notes to display in Primo VE:

  1. Go to Configuration>Discovery>Display Configuration>Manage display and local fields
  2. Click Add Filed
  3. Select Add local field
  4. The Define a Local Field screen opens
    1. Field to edit: [Leave default - uses next available local field]
    2. Display label: [Type Local Notes]
    3. Enable field for search: [Check the box to allow local notes be be searchable]
    4. Enable field for facets: [Only check if you want a Local Notes facet]
    5. Click Add MARC21 Fields
      1. Search for the local notes fields to be added, such as 59X SUNY local fields 
        • If you cannot select the field it may be used in another defined field
      2. Click Add
      3. Repeat set 5 for each local field to be included in the local field
  5. Click Edit from the ellipses of "MARC21 normalization rule for display"
  6. Edit the display norm rule to include all 5XXs included in Local Notes 
    • The example below is the display norm rules to display 590 and 599
  7. Click Save
  8. Click Save

Creating a Local Field in Configuration so Local Notes can display in the full record in Primo VE

 

Editing the local notes display norm rules