Loading Pub Patterns from 891 Entries

In the Create Serial Control or Modify Serial Control wizard work flow, you have the option of loading publication patterns from the 891 entries in bibliographic records, and mapping these entries to the appropriate fields in SirsiDynix Symphony.

To use the CONSER Publication Pattern Load feature, first the you will need to select the Prompt to Load Bibliographic Pub Pattern Data When Available behavior in the Create Serial Control wizard properties and the Replace Patterns helper properties. The Replace Patterns helper properties are set on the Helper tab of the Create Serial Control and Modify Serial Control properties.

Then, when creating new a serial control record (or modify an existing record), if the bibliographic record contains an 891 entry, SirsiDynix Symphony will evaluate the subfields of the entry and match them to chronology type maps and publication cycle maps defined in SirsiDynix Symphony policies.

To load publication patterns

In the Load Pattern window, the message “Pattern data is available in the MARC bibliographic record” displays, and below, a table of the 891 entries of the bibliographic record displays. The matching chronology type and publication cycle for each 891 entry appear in panes in the lower half of the Load Pattern window. As you select (highlight) each 891 entry, the chronology type and publication cycle lists are updated. (These policies are listed in the order of the 891 entries.)

Select the 891 entry with pub pattern data that best represents the chronology and publication cycle for this serial control.

Click Load Bib Entry Pattern Data, and the Patterns tab of the serial control record will automatically be populated with the chronology type and publication cycle values.

There may be two exceptions to this process.

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If an 891 entry can be matched to multiple chronology types or publication cycles, the matching values will be listed in the CONSER Chronology Type and CONSER Publication Cycle panes. In these panes, select (highlight) the values that best represent the chronology and publication cycle for this serial control. Click Load Bib Entry Pattern Data, and the Patterns tab will be populated with chronology type and publication cycle values.

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If you do not see an 891 that adequately represents the publication frequency for this serial, click Select Frequency Pattern Template, and the Select a Pattern Template window will open. This window displays matching pattern templates defined in serial control policies. Select a pattern template and click OK to load the pattern. If you click Return to Bib Entry List, the pattern will not load, and you will return to the list of 891 entries in the Load Pub Pattern window.

If at any time you click Close in the Load Pub Pattern window, the wizard will attempt to match the Frequency fixed field in the bibliographic record. If there is no matching template, the Select a Pattern Template window will open, and you will be able to select a pattern template defined in serial control policies.

After loading an 891 pub pattern, if you decide that it was not the correct 891 entry to load, you can click the Patterns tab, then the Replace Patterns helper, and select a different 891 entry to load.

Even though the 891 entry loads a publication pattern into SirsiDynix Symphony, it may not be complete. Review the pattern and make additions or adjustments, if needed.