Periodicals Procedures Guide:

Creating a New Prediction Pattern

Written: 08/16/2022

Last revised: 10/22/2024

Note: Acquisitions will create and maintain order records. Cataloging is only responsible for the following areas: serials check-in (including newspapers, in certain cases), maintaining prediction patterns and predicted items, and maintaining receiving notes.

  1.  Modify the bib record

1.1.         Locate the Bib Record

  1. Find the relevant bibliographic record in Alma via the persistent search bar.
  2. Find the holdings record you want to predict on (e.g., perstack). It should be associated with an order record. If you are unsure of which holding to use, consult your supervisor.
  3. Open the holdings record for editing.
  4. In the holdings record, edit 852.

Figure 1

1.2        Add a prediction pattern from template

  1. Navigate to “Edit” option from the menu bar, select “Expand from Template”

Note: If you are not sure of which prediction pattern would best suit the publication in-hand, or if you need to fine-tune the 853 field after making your selection but you aren’t sure how to do this, please refer to Appendix A for suggested pattern structure and format.

Figure 2

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1.3         Edit the 853 as needed

  1. If you need to revise the 853 field, add a $x subfield.

Figure 4

1.4.        Add the next predicted item’s information

  1. Navigate to “Tools” on the dropdown menu, then “Marc21 holdings” and “Next predicted item’s info”


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1.5         Add to the 866 field

  1. Check the lower level and confirm which issues are on the shelf.
  2. Document what is in the library collection at the time of closing in the 866 field.

Figure 7

1.6         Predict future issues

  1. Finally, open your predicted items by navigatine to “Tools” then “Marc21 holdings” and “Open predicted items”. This generates predicted item records.
  2. If satisfied, Save. If there are errors, hit ‘discard’ and continue to edit the holdings record.

Figure 8

  1. Once you are satisfied with the holdings record save and release the record, then hit back. Your predicted items are ready to be received.

Figure 9

APPENDIX A:

Prediction Pattern Cheat Sheet

Note: This document was last copied from the “Prediction pattern guide and examples” document on September 12, 2019.

Reference:

ExLibris. (2019) Prediction pattern guide and examples. Presentations and Documents - Serials. Retrieved from: https://knowledge.exlibrisgroup.com/Alma/Training/Extended_Training/Presentations_and_Documents_-_Serials

A special thanks to Wesley Teal from Wartburg College wesley.teal@wartburg.edu for contributing the original version of this document.

 

 Holdings records 853 prediction patterns

More information: http://loc.gov/marc/holdings/hd853855.html

$$a volume (top level enumeration)

$$b number/issue (secondary enumeration)

$$u issues per year

$$v numbering pattern (repeating or continuous)

$$w periodicity (monthly, weekly, etc.)

$$x when new volume starts

$$y regularity pattern

 

Examples

Bimonthly

Bimonthly, 6 issues per volume, combines every two months starting with Jan/Feb, new volume in January (hack of monthly ($$w m rather than $$w b) to get joint months)

$$a v. $$b no. $$u 6 $$v r $$i (year) $$j (month) $$w m $$x 01 $$y cm01/02,03/04,05/06,07/08,09/10,11/12 $$8 1

Bimonthly, 6 issues per volume, non-combined months, new volume in September

$$a v. $$b no. $$u 6 $$v r $$i (year) $$j (month) $$w b $$8 1 $$x 09

Bimonthly, 6 issues per year, combines every two months, new volume in January

$$a v. $$b no. $$u 6 $$v r $$i (year) $$j (month) $$w b $$8 1

Bimonthly, 6 issues per year, combines every two months, new volume in September

$$a v. $$b no. $$u 6 $$v r $$i (year) $$j (month) $$w b $$8 1 $$x 09

 

Daily

Daily publication published 313 times a year (365-52) omitting daily Saturday and Sunday

$$8 1 $$u 313 $$v r $$i (year) $$j (month) $$k (day) $$w d $$y odsa,su

Daily publication published 313 times a year (365-52) omitting daily Sunday

$$8 1 $$u 313 $$v r $$i (year) $$j (month) $$k (day) $$w d $$y odsu

Biweekly

Biweekly, 26 issues per volume, month and day used in chronology, new volume in January

$$a v. $$b no. $$u 26 $$v r $$i (year) $$j (month) $$k (day) $$w e $$8 1 $$x 01

Biweekly, continuous enumeration

$$a Issue $$v c $$i (year) $$j (month) $$k (day) $$w e $$8 1

Biweekly, 2 volumes per year, 13 issues per volume, new volumes in January and July

$$a v. $$b no. $$u 13 $$v r $$i (year) $$j (month) $$k (day) $$w e $$8 1 $$x 01,07

 

Monthly

Monthly, 12 issues per volume, new volume in January

$$a v. $$b no. $$u 12 $$v r $$i (year) $$j (month) $$w m $$8 1 $$x 01

Monthly, 12 issues per volume, new volume in August

$$a v. $$b no. $$u 12 $$v r $$i (year) $$j (month) $$w m $$8 1 $$x 08

Monthly, 6 issues per volume, new volume in January and in July (2 volumes per year)

$$a v. $$b no. $$u 6 $$v r $$i (year) $$j (month) $$w m $$x 01,07 $$8 1

Monthly, 11 issues per volume, new volume in November, combined Dec/Jan issue

$$a v. $$b no. $$u 11 $$v r $$i (year) $$j (month) $$w m $$x 11 $$y cm12/01 $$8 1

Monthly, 11 issues per volume, new volume in January, combined Jan/Feb issue

$$a v. $$b no. $$u 11 $$v r $$i (year) $$j (month) $$w m $$x 01 $$y cm01/02 $$8 1

Monthly, 11 issues per volume, combines Jun/Jul, new volume in August

$$a v. $$b no. $$u 11 $$v r $$i (year) $$j (month) $$w m $$x 08 $$y cm06/07 $$8 1

Monthly, 11 issues per volume, combines Jun/Jul, new volume in January

$$a v. $$b no. $$u 11 $$v r $$i (year) $$j (month) $$w m $$y cm06/07 $$8 1 $$x 01

Monthly, 10 issues per volume, combined Jan/Feb and Jul/Aug issues, new volume in January

$$a v. $$b no. $$u 10 $$v r $$i (year) $$j (month) $$w m $$y cm01/02,07/08 $$x 01 $$8 1

Monthly, 10 issues per volume, omits July, August, new volume in September

$$a v. $$b no. $$u 10 $$v r $$i (year) $$j (month) $$w m $$x 09 $$y om07,08 $$8 1

Monthly, 10 issues per volume, combines Jan/Feb and Jul/Aug, new volume in January

$$a v. $$b no. $$u 10 $$v r $$i (year) $$j (month) $$w m $$x 01 $$y cm01/02,07/08 $$8 1

Monthly, 9 issues per year, combines May/Jun, Jul/Aug, Nov/Dec, new volume in September

$$a v. $$b no. $$u 9 $$v r $$i (year) $$j (month) $$w m $$y  cm05/06,07/08,11/12 $$8 1 $$x 09

Monthly, 5 issues per volume, 2 volumes per year, combined Jan/Feb and July/Aug issues, new volumes in January and August (2 volumes per year)

$$a v. $$b no. $$u 10 $$v r $$i (year) $$j (month) $$w m $$8 1 $$y cm01/02,06/07 $$x 01,08

Monthly, 9 issues per volume, omits July, combined May/Jun, Nov/Dec, new volume in January

$$a v. $$b no. $$u 9 $$v r $$i (year) $$j (month) $$w m $$y om07 $$y cm05/06,11/12 $$x 01 $$8 1

Monthy, 9 issues per volume, omits July, August, combines May/Jun, new volume in September

$$a v. $$b no. $$u 9 $$v r $$i (year) $$j (month) $$w m $$y cm05/06 $$y om07,08 $$8 1 $$x 09

 

Quarterly

Quarterly, 4 issues per volume, season name used in chronology, new volume in Spring

$$a v. $$b no. $$u 4 $$v r $$i (year) $$j (season) $$w q $$8 1 $$x 21

Quarterly, 4 issues per volume, season name used in chronology, new volume in Winter

$$a v. $$b no. $$u 4 $$v r $$i (year) $$j (season) $$w q $$8 1 $$x 24

Quarterly, 4 issues per volume, months used in chronology, new volume in October

$$a v. $$b no. $$u 4 $$v r $$i (year) $$j (month) $$w q $$8 1 $$x 10

Quarterly, 4 issues per volume, months used in chronology, new volume in October, published Jan/Mar/Jun/Oct (This is actually a hack of a monthly pattern ($$w m instead of $$w q) because the quarterly pattern wouldn’t play nice with this unusual publication schedule)

$$a v. $$b no. $$u 4 $$v r $$i (year) $$j (month) $$w m $$8 1 $$y om02,04,05,07,08,09,11,12 $$x 10

Quarterly, 4 issues per year, seasons used in chronology, single continuous enumeration

$$a no. $$u 4 $$v c $$i (year) $$j (season) $$w q $$8 1

Quarterly, 4 issues per year, months used in chronology, new volume in December

$$a v. $$b no. $$u 4 $$v r $$i (year) $$j (month) $$w q $$8 1 $$x 12

 

Triannual

Triannual, 3 issues per year, seasons used in chronology, new volume in Spring

$$a v. $$b no. $$u 3 $$v r $$i (year) $$j (season) $$w t $$y ps21,22,23 $$8 1 $$x 21

Triannual, 3 issues per year, seasons used in chronology, new volume in Autumn (hack of quarterly pattern because predictions weren’t working for some reason)

$$a v. $$b no. $$u 3 $$v r $$i (year) $$j (season) $$w q $$y os21 $$8 1 $$x 23

Triannual, 3 issues per year, seasons used in chronology, new volume in Spring (hack of quarterly pattern because predictions weren’t working for some reason)

$$a v. $$b no. $$u 3 $$v r $$i (year) $$j (season) $$w q $$y os23 $$8 1 $$x 21

 

Weekly

Weekly, 52 issues per year, no volume, issue numbering restarts in January

$$b no. $$u 52 $$v r $$i (year) $$j (month) $$k (day) $$w w $$x 01 $$8 1

Weekly, 52 issues per volume, new volume in January

$$a v. $$b no. $$u 52 $$v r $$i (year) $$j (month) $$k (day) $$w w $$8 1 $$x 01

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