Establish Chronology and Enumeration

To establish a serial publication’s chronology The date(s) used by the publisher on a serially-issued bibliographic unit to help identify or indicate when it was published. The chronology may reflect the dates of coverage, publication, or printing. and enumeration The designation reflecting the alphabetic or numeric scheme used by the publisher on an item or assigned when the holdings statement is created to identify the individual bibliographic or physical parts and to show the relationship of each unit to the unit as a whole.:

Note:
You can specify up to four levels of chronology, six levels of enumeration, and two levels of alternative enumeration. There must be at least one level of enumeration or chronology.

1. Specify the publication pattern options, following the steps in Specify the publication pattern for a serial title, and click Next.

The Create Publication Pattern - Enumeration and Chronology dialog box appears.

Tip:
If the frequency is Quarterly, see Tips for Predicting Quarterly Issues.

2. Select the frequency with which the serial is published in the Frequency box.

Note:
The frequency is specified in the 008 field Fixed-length Data Elements - General Information This field contains 40 character positions (00-39) that provide coded information about the record as a whole and about special bibliographic aspects of the item being cataloged. These coded data elements are potentially useful for retrieval and data management purposes.   The data elements are positionally defined. Character positions that are not defined contain a blank (#). All defined character positions must contain a defined code; for some field 008 positions, this may be the fill character (|). The fill character may be used (in certain character positions) when a cataloging organization makes no attempt to code the character position. The fill character is not allowed in field 008 positions 00-05 (Date entered on file). Its use is discouraged in positions 07-10 (Date 1), 15-17 (Place of publication, production, or execution), and the 008 position defined for Form of item (either position 23 or 29 depending upon the 008 configuration).   Character positions 00-17 and 35-39 are defined the same across all types of material, with special consideration for position 06. The definition of character positions 18-34 was done independently for each type of material, although certain data elements are defined the same in the specifications for more than one type of material. When similar data elements are defined for inclusion in field 008 for different types of material, they occupy the same field 008 character positions., position 18 of the bibliographic record.

3. For each level of chronology, enter information in the following fields in the Chronology Setup frame:
   1. Select the chronology caption in the Caption box.
   2. Select the format in the Format box.
   3. If applicable, select the Alternative chronology box.
   4. Click Add to add the chronology level.
   5. Continue adding chronology levels.

Example:
If the chronology includes a year, month, and day (November 24, 2003), there are three levels of chronology. Select Year as the caption and select Number as the format for the first level of chronology. Select Day of Month as the caption and select Number as the format for the second level of chronology. Select Month as the caption and select Full text as the format for the third level of chronology.

4. For each level of enumeration, enter information in the following fields in the Enumeration Setup frame:

Tip:
To suppress the enumeration display, use square brackets [ ] in the Caption box. To force a value to display in reverse order, use a plus sign + in the Caption box under Enumeration Setup. For example: +Ed. with a format of numeral, and a start value of 5 would display as 5th Ed.

1. Type the enumeration caption in the Caption box.
2. Select the enumeration format in the Format box.

Note:
If you select Free text for the enumeration format, you can leave the Start value blank. For more information on using free text enumeration to add an issue that is a supplement or a special issue with a different title than the title in the serial holdings record, see Predict issues/parts with different titles.

3. Type a start value for the enumeration in the Start value box.

Note:
If you select Number, Numeral, or Roman in the Format box, enter an Arabic number in the Start value box. The number is converted to the appropriate format. For example, if you selected Numeral for the format and 5 as the start value, it is converted to 5th. If you selected Roman for the format and 5 as the start value, it is converted to V. The start value can be blank if the enumeration format is free-text.

4. If applicable, select the Alternative enumeration box.
5. Click Add to add the enumeration level.

Note:
If the enumeration for the serial has volume and number, the highest (first) level of enumeration is the volume.

The Bib units per next higher level and Continuity boxes appear for each level of enumeration you define after the first level of enumeration.

5. In the Bib units per next higher level box, indicate how many units are needed in each enumeration level (second - sixth) before the next higher level increments.

Examples:
For a monthly serial with enumeration of volume and issue, type 12 in the Bib units per next higher level box for the second enumeration level. After 12 issue records are created for a volume, the first enumeration level is automatically incremented by one.

For a daily publication that is published every day except on Sundays and Christmas Day, it is not necessary to enter the exact number of issues. Enter 365 in the Bib units per next higher level box. Then, select Day of Month in the Calendar Change box and a value of 0101 to force the volume to increment on January 1 of each year.

6. Indicate in the Continuity box if the numbering for each level restarts (returns to 1) or continues incrementing.

Note:
The enumeration and chronology levels and values you specified appear in the Start designation box. If the designation is not what you want, you can remove chronology and/or enumeration levels, and reenter the information.

7. Click Next to set up the serial regularity. See Set up the serial publication pattern regularity.