Appendix E

Holdings Information Reporting Levels B-1 and B-2

Z39.50

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DRAFT

 

Reporting Level B-1: Minimal bibliographic level holdings (i.e., "Location only")

ESN: MinimalBibliographicLevelHoldings

Description: Provides list of sites that have holdings of the bibliographic item 

The following are the  mandatory elements/subelements in a retrieval record.  Mandatory here means that the data must be provided if available or appropriate.  See Schema for optional elements/subelements that could be included in the retrieval record.

Element

Subelement

Definition

USMARC field/subfield

Repeatability

bibItemInfo 

 

 

 

NR

 

actualBibItem

the bibliographic record to which the holdings apply

 

 

holdingsStatement

 

 

 

R

 

holdingsSiteLocation

Location may be the leaf node of a hierarchy of locations. All locations back to the root are recursively included in SiteLocation for a single HoldingsStatement. What level of detail is given as to the location is a server decision.

 

NR

 

InstitutionOrSiteId

 

The MARC code for the organization holding the item or from which it is available. The sources for the MARC code are the MARC Code List for Organizations (maintained by the Library of Congress) and Symbols and Interlibrary Loan Policies in Canada (maintained by the National Library of Canada). 

852$a

NR

 

serviceInfo

 

 

 

 

 

servicePolicy

Values:

unknown (0),

will (1), -- will perform the service 

willNot (2) -- will not perform the service

 

 

remoteHoldingsData

 

Z39.50 URL for alternative/additional sources

of holdings information for this record

850, 852+

R

 

recordId

Tagset G element recordID

 

 

Tag Path Representation of Reporting Level B-1. 

Tag set G elements assume tag type 2. For this schema, elements defined by the Holdings Tag Set assume tag type 4. 



bibItemInfo (4,1) 

    actualBibItem (4,1)/(4,2)

holdingsStatement (4,4)

    holdingsSiteLocation (4,4)/(4,6)

        institutionOrSiteId (4,4)/(4,6)/(4,27)

(Recursion of SiteLocation)

servicePolicy (4,4)/(4,10)/(4,11)/(4,116)/(4,109)

remoteHoldingsData (4,5)

    recordId (4,5)/(2,37)



Reporting Level B-2: Summary bibliographic level holdings (i.e., non copy-specific summary holdings)

ESN: SummaryBibliographicLevelHoldings

Description: Reports summary holdings information about the bibliographic item, and not copy-level information

The following are the  mandatory elements/subelements in a retrieval record.  Mandatory here means that the data must be provided if available or appropriate.  See Schema for optional elements/subelements that could be included in the retrieval record.

 

Element

Subelement

Definition

USMARC field/subfield

Repeatability

bibItemInfo 

 

 

 

NR

 

targetItemId

a unique identifier for the bibliographic record in the Z39.50 target's database

 

 

holdingsStatement

 

 

 

R

 

holdingsSiteLocation

Location may be the leaf node of a hierarchy of locations. All locations back to the root are recursively included in SiteLocation for a single HoldingsStatement. What level of detail is given as to the location is a server decision.

 

NR

 

publicationType

Values:

infoNotAvailable (0),

singlePart (1),

multipart (2),

serial (3)

Leader/06

NR

 

unionCatShelfMark

a shelfmark or call number for (all or any copies

of) the bibliographic item as reported to a union catalogue

852$h-m

NR

 

localHoldings - bibView

 

853+

R

 

numberOfTopBibParts

 

 

NR

 

numberOfCopies

 

008/17-19

NR

 

unionCatCompletenessDesignator

completeness designator for (all or any copies of) the item as reported to a union catalogue



Values:

infoNotAvailable(0),

complete(1),

incompete(2),

veryIncompleteOrScatted(3),

notApplicable(4)

008/16

NR

 

unionCatAcqStatusDesignator

acquistion status of (all or any copies of) the item as reported to a union catalogue



Values:

infoNotAvailableOrApplicable(0),

other(1),

completedOrCeased(2),

onOrder(3),

currentlyReceived(4),

notCurrentlyReceived(5)

008/06

NR

 

unionCatRetentionDesignator

From ISO 10324 and NISO Z39.71

retention designator for (all or any copies of) the item as reported to a union catalogue



Values:

infoNotAvailable(0),

other(1),

asReplacedByUpdates(2),

sampleIssueRetained(3),

untilReplacedByPreservationFormat(4),

untilReplacedByCumulationOrOther(5),

limitedRetention(6),

noRetention(7),

permanentRetention(8)

008/12

NR

 

unionCatReproductionNote

reproduction note for (all or any copies of) the item as reported to a union catalogue

843

NR

 

unionCatLendingInfo

ILL or other external lending policy for (all or any copies of) the item as reported to a union catalogue

008/20

NR

 

unionCatReproductionInfo

reproduction service policy for (all or any copies of) the item as reported to a union catalogue

008/21

NR

 

unionCatTermsUseRepro

terms of use and reproduction note for (all or any copies of) the item as reported to a union catalogue

845

NR

 

summaryReservationPolicy

reservation policy for (all or any copies of) the item as reported to a union catalogue 

 

 

 

summaryReservationInfo

summary reservation information for (all or any copies of) the item in the holdingsStatement. Reservation information for a single copy is carried in CopyLocation; reservation information for individual circulating items is carried in Piece

 

 

 

InstitutionOrSiteId

 

The MARC code for the organization holding the item or from which it is available. The sources for the MARC code are the MARC Code List for Organizations (maintained by the Library of Congress) and Symbols and Interlibrary Loan Policies in Canada (maintained by the National Library of Canada). 

852$a

NR

 

 

LocationName

The specific department, library, collection, etc., within the holding organization in which the item is located or from which it is available. 

852$a, $b, or $c

NR

bibview

 

 

 

 

 

typeOfUnitDesignator

Required for top-level parts only



Values:

infoNotAvailableOrApplicable ('0'),

basic ('a'),

supplement ('c'),

index ('d')

Leader/17 +presence of 865-878

NR

 

unitName

title or supplied name decribing a unit; captions for parts at lower levels are carried in enumeration and chronology

844 or 852 $3

NR

 

physicalFormDesignator

Values:

microform ('hh'),

microform aperture card ('ha'),

microfilm cartridge ('hb'),

microfilm cassette ('hc'),

microfilm reel ('hd'),

microfiche ('he'),

microfiche cassette ('hf'),

micro-opaque ('hg'),

other microform ('hz'),

text ('tt'),

regular print ('ta'),

large print ('tb'),

braille ('tc'),

other text ('tz'),

visual material ('vv'),

motion picture ('va'),

projected medium ('vb'),

videorecording ('vc'),

map ('ma'),

globe ('mb'),

printed music ('ra'),

sound recording ('rb'),

computer file ('ca'),

graphic ('ga'),

kit ('km'),

unspecified form ('zu'),

other form ('zz')

007/00-01

NR

 

numberOfChildBibParts

number of bib parts at the next lower level only

 

NR

 

childEnumChronSummary (one of either structured or unstructured)

summary chronology and enumeration of

child parts

 

NR

 

childCompletenessDesig

an indication of the level of completeness of the set of child parts of this part



Values:

infoNotAvailable (0),

complete (1),

incomplete (2),

veryIncompeteOrScattered (3),

notApplicable (4)

 

NR

 

primaryEnum

Enumeration and chronology in primary numbering scheme

 

R

 

startingEnum

Starting enumeration

 

NR

 

enumCaption

Caption to display with enumeration

853-855 depending on unit type $a-f

NR

 

specificEnumeration

Specific enumeration

863-865 $a-f

NR

 

chronCaption

Caption to display with chronology

853-855 $i-l

NR

 

specificChronology

Specific chronology

863-865 $i-l

NR

serviceInfo

 

 

 

 

 

servicePolicy

Values:

unknown (0),

will (1), -- will perform the service 

willNot (2) -- will not perform the service

 

 

remoteHoldingsData

 

Z39.50 URL for alternative/additional sources

of holdings information for this record

850, 852+

R

 

recordId

Tagset G element recordID

 

 

 

Tag Path Representation of Reporting Level B-2. 

Tag set G elements assume tag type 2. For this schema, elements defined by the above element set assume tag type 4. 



bibItemInfo (4,1) 

    targetItemId (4,1)/(4,3)

holdingsStatement (4,4)

    holdingsSiteLocation (4,4)/(4,6)

        institutionOrSiteId (4,4)/(4,6)/(4,27)

(Recursion of SiteLocation)

    publicationType (4,4)/(4,8)

    unionCatShelfMark (4,4)/(4,9)

    localHoldings (4,4)/(4,10)

        bibView (4,4)/(4,10)/(4,11)

            typeofUnitDesignator (4,4)/(4,10)/(4,11)/(4,42)

            unitName (4,4)/(4,10)/(4,11)/(4,43)

            physicalFormDesignator (4,4)/(4,10)/(4,11)/(4,44)

        servicePolicy (4,4)/(4,10)/(4,11)/(4,116)/(4,109)

        numberOfChildBibParts (4,4)/(4,10)/(4,11)/(4,49)

        childEnumChronSummary (4,4)/(4,10)/(4,11)/(4,50)

            childEnumChronSummary-structured (4,4)/(4,10)/(4,11)/(4,50)/(4,51)

                primaryEnum (4,4)/(4,10)/(4,11)/(4,50)/(4,51)/(4,87)

                startingEnum (4,4)/(4,10)/(4,11)/(4,50)/(4,51)/(4,87)/(4,89)

                enumCaption (4,4)/(4,10)/(4,11)/(4,50)/(4,51)/(4,87)/(4,89)/(4,94)

                specificEnumeration (4,4)/(4,10)/(4,11)/(4,50)/(4,51)/(4,87)/(4,89)/(4,95)

                chronCaption (4,4)/(4,10)/(4,11)/(4,50)/(4,51)/(4,87)/(4,90)/(4,97)

                specificChronology  (4,4)/(4,10)/(4,11)/(4,50)/(4,51)/(4,87)/(4,90)/(4,98)

            childEnumChronSummary-unstructured (4,4)/(4,10)/(4,11)/(4,50)/(4,52)

            childCompletenessDesig (4,4)/(4,10)/(4,11)/(4,53)

remoteHoldingsData (4,5)

    recordId (4,5)/(2,37)



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Page last modified: March 2, 2011