MOBIUS Maintenance of Shared Book Records Checklist
Last updated November 20, 2024
| The purpose of this checklist is to give guidance on allowable changes and edits on shared Instance records. This manual is not instructions on how to catalog. Obviously incorrect information can be changed and/or deleted. However, before changing the information in some fields (e.g. 250, 260, 264, 300) you should check with the holding institution to make sure that they do not have a slightly different version than you. (See below for more information on specific fields). Missing information can be added, but make sure that it applies to all copies and not just the one you have in hand. If in doubt, contact the other holding institution(s) so that they can look at their own copy. |
More specific cataloging information can be found at the following links:
OCLC MARC fields https://www.oclc.org/bibformats/en/about.html
Library of Congress Name Authority File https://id.loc.gov/authorities/names.html
Library of Congress Subject Headings https://id.loc.gov/authorities/subjects.html
| Fixed Field (LDR/008) | DEFINITION | MOBIUS LIBRARIES' TREATMENT |
| BLvl | Bibliographic level | Examine for correctness (m=monograph) |
| Conf | Conference publication | check/correct |
| Cont | Nature of work or contents | check/correct for b |
| Ctry | Country of publication... | check/correct |
| Dates | Date 1 and date 2 | check/correct |
| DtSt | Type of date | check/correct (s=single; t=pub date and copyright date; r=reprint/reissue) |
| Desc | Descriptive cataloging form | check/correct (a=AACR2 ; i=ISBD) |
| ELvl | Encoding level | change to blank if upgraded to most complete standard (3=short bib; 7=minimal level) |
| Ills | Illustrations | check/correct |
| Lang | Language code | check/correct |
| Form | Form of item (reproduction) | check/correct (blank=book; o=online) |
| Type | Type of record | Examine for correctness (a=language material; t=manusc.) |
| Tag | TAG DESCRIPTION | MOBIUS LIBRARIES' TREATMENT |
| 020 | International standard book number | check for correct edition; correct |
| 090 | Locally assigned LC-type call no. | check/correct (correct date, add date, formulate alternative call numbers as required) |
| 100 | Main entry, personal name | Check LC Name Authority File (LCNAF) and correct obvious errors |
| 110 | Main entry, corporate name | Check LCNAF and correct obvious errors |
| 111 | Main entry, meeting name | Check LCNAF and correct obvious errors |
| 130 | Main entry, uniform title | Check LCNAF and correct obvious errors |
| 240 | Uniform title | check/correct, add as needed; carefully check filing indicator: if incorrect, remove initial article and change indicator to _0 |
| 245 | Title statement | check/correct; carefully check/correct filing indicator;
$b complete other title information; $c add statement of responsibility as needed for multiple authors and/or to clarify/explain headings; $h where it exists in MARC records, should be retained, pending further development of Open RS (catalogers need not add a 245 $h where it is not already present) |
| 246 | Varying form of title | check/correct/add |
| 250 | Edition statement | check; be certain of match; correct with care |
| 260 | Publication, Distribution... (Imprint) | Use field 264 for RDA cataloging, and prefer use of field 264 for all new cataloging. |
| 264 | Publication, Distribution | May be updated to current standards; previously unknown or guessed information may be added
check with the holding institution(s) before making substantive changes to $b and $c; use alternate instance for differing material Check 008 coding to make sure it matches any changes |
| 300 | Physical description | check/correct:
$a: If duplicated, RDA forms preferred, such as spelling out instead of abbreviating (except for units of measurement) $e: do not delete if present in OCLC original; do not add if not present in OCLC original; use alternate instance or local holding/item for differing material |
| 336 | Content type | Do not delete; if duplicated, prefer $b included |
| 337 | Media type | Do not delete; if duplicated, prefer $b included |
| 338 | Carrier type | Do not delete; if duplicated, prefer $b included |
| 400 | Series, personal name (Pre-AACR2) | Obsolete; Use of 490 field preferred |
| 410 | Series, corporate name (Pre-AACR2) | Obsolete; Use of 490 field preferred |
| 411 | Series, meeting name (Pre-AACR2) | Obsolete; Use of 490 field preferred |
| 440 | Series statement (added entry) | Obsolete; Use of 490 field preferred |
| 490 | Series statement | check/correct; examine 490 0 for criteria for tracing (LCRI 1.6) use 490 1 if form of series on piece differs from local/ LCNAF practice; formulate series authority as necessary |
| 500 | General note | check/correct; add note to explain main and added entries when name not present in bibliographic record |
| 501 | "With" note | check/correct; used rarely |
| 502 | Dissertation note | check/correct |
| 504 | Bibliography/discography/filmography note | ADD if missing, check/correct; add paging for bibliographies, following LC practice; check 008 to ensure match |
| 505 | Formatted contents note | Check if correct, may be added, copy and paste from OCLC and change indicator symbol if needed from ǂ to $ or manually enter using item-in-hand; if duplicated, version with subfields preferred |
| 506 | Restrictions on access note | check/correct; remove if inappropriate |
| 520 | Summary, etc. note | Add if missing, copy and paste from OCLC (change indicator symbol if needed from ǂ to $) or manually enter using item-in-hand; check/correct for general accuracy |
| 521 | Target audience note | check/correct for general accuracy; remove if inappropriate; should be added if stated on item |
| 533 | Reproduction note | check/correct |
| 546 | Language note | Add if applicable |
| 586 | Awards note | Add if applicable |
| 588 | Source of description note | Add if applicable |
| 590 | Local note | Do NOT use; information should be stored in a Holdings and/or Item record, rather than a shared MARC/Instance record |
| 600 | Subject added entry, personal name | Check for appropriateness & obvious errors.
Upgrade form only when access/authority problems would otherwise result. Applicable personal names may be added. Do not delete $e relator terms or linked data subfields. https://www.loc.gov/marc/relators/relaterm.html Do not delete local authorities from shared records |
| 610 | Subject added entry, corporate name | Check for appropriateness & obvious errors.
Upgrade form only when access/authority problems would otherwise result. Do not delete local authorities from shared records Do not delete $e relator terms or linked data subfields. Applicable corporate bodies may be added. |
| 611 | Subject added entry, meeting name | Check for appropriateness & obvious errors.
Do not delete local authorities from shared records |
| 630 | Subject added entry, uniform title | Check for appropriateness & obvious errors.
Applicable subject added entry uniform titles may be added. |
| 650 | Subject added entry, topical | Check for appropriateness & obvious errors.
All subject headings should be retained, including foreign languages. Upgrade form only when access/authority problems would otherwise result. Applicable LCSH headings may be added. Do not delete tracings with second indicator 2 (MESH) |
| 651 | Subject added entry, geographic | Check for appropriateness & obvious errors.
Incorrect headings may be changed/deleted. Upgrade form only when access/authority problems would otherwise result. Applicable LCSH headings may be added. |
| 655 | Index term, genre/form | All genre headings should be retained.
Approved headings should be coded 655 _ 7 $a [heading] $2 lcgft Incorrect headings may be changed/deleted. Applicable genre forms may be added. |
| 690 | Local subject added entry, Topical | Do not remove from shared records.
Local subject headings may be added. |
| 700 | Added entry, Personal name | check for appropriateness & obvious errors; upgrade form only when access/authority problems would otherwise result; retain subfield $e (Relator term) and $4 (Relationship) fields as appropriate |
| 710 | Added entry, Corporate name | check for appropriateness & obvious errors; upgrade form only when access/authority problems would otherwise result; retain subfield $e (Relator term) and $4 (Relationship) fields as appropriate |
| 711 | Added entry, Meeting name | check for appropriateness & obvious errors |
| 730 | Added entry, Uniform title | check for appropriateness & obvious errors; add as appropriate; carefully check filing indicator: if incorrect, remove initial article and change indicator to _0; use strictly for uniform titles and serials titles |
| 740 | Added entry, uncontrolled related/analytical title | check/correct/add; check filing indicator (1st): if incorrect, remove initial article and change indicators to 0. 2nd indicator blank for uncontrolled, 2 for analytical (meaning a work contained in the bib item). |
| 800 | Series added entry, Personal name/title | check/correct; heading may be changed to reflect changes to the authority records or to the correct/authorized form of the series |
| 810 | Series added entry, Corporate name | check/correct; heading may be changed to reflect changes to the authority records or to the correct/authorized form of the series |
| 811 | Series added entry, Meeting name | check/correct; heading may be changed to reflect changes to the authority records or to the correct/authorized form of the series |
| 830 | Series added entry, Uniform title | check/correct; heading may be changed to reflect changes to the authority records or to the correct/authorized form of the series |
| 856 | Electronic location and access | If the information is duplicated in a 5xx field, the 856 can be deleted
Institution specific information/access should be stored in a Holdings and/or Item record, rather than a shared MARC/Instance record |
| 949 | Local processing information (holdings) | Do NOT use; information should be stored in a Holdings and/or Item record, rather than a shared MARC/Instance record |
More specific cataloging information can be found at the following links:
OCLC MARC fields https://www.oclc.org/bibformats/en/about.html
Library of Congress Name Authority File https://id.loc.gov/authorities/names.html
Library of Congress Subject Headings https://id.loc.gov/authorities/subjects.html
