1. Search Orbis first to determine whether there is a provisional-level record that will need to be overlaid or a full-level record to which you can add your copy. 

2. If you find a full-level record to which you can add your copy, add a new MFHD:

• In the 852, enter the appropriate indicators, the appropriate location code, and the call number based on the card-in-hand
• Create an 866 (867, 868) as appropriate and according to the Standards for Recording Serial Holdings in MFHD or Multipart Monograph MFHD Guidelines
• Add copy-specific notes in $z in the 852 as appropriate

*If you also find a matching provisional-level record with an item record, relink the item to the full-level record and delete the remaining provisional record.

3. If you find only a provisional-level record, search OCLC or RLIN for a matching record.

• Overlay the provisional record in Orbis
• Edit the MFHD as appropriate and according to the Standards for Recording Serial Holdings in MFHD or Multipart Monograph MFHD Guidelines

4. If you do not find any record (full or provisional level) in Orbis, search OCLC or RLIN for a matching record.

• Import the record into Orbis
• Add the MFHD as appropriate and according to the Standards for Recording Serial Holdings in MFHD or Multipart Monograph MFHD Guidelines

5. If no copy is found in OCLC or RLIN, do one of the following: 1) Create a record in RLIN for the vernacular titles or 2) Create a new record in Orbis.

6. If you create a record in RLIN, follow RLIN cataloging procedures. Import the record into Orbis, and be sure to do the following in the bibliographic record in Orbis:

• In the Leader, select 1 (one) for the "Encoding Level"
• In the Leader, enter the "Cataloging Form" as blank 
• In the 008, enter the "Cataloging Source" as appropriate, "d" in most cases
• Enter other fixed field elements as appropriate and based on the card-in-hand 
• Enter variable field elements as appropriate and based on the card-in-hand.  Verify headings (1XX, 4XX, 6XX, 7XX, 8XX) before input
• Add a new MFHD
  • In the 852, enter the appropriate indicators, the appropriate location code, and the call number based on the card-in-hand
  • Create an 866 (867, 868) as appropriate and according to the Standards for Recording Serial Holdings in MFHD or Multipart Monograph MFHD Guidelines
  • Add copy-specific notes in $z in the 852 as appropriate

7. If you create a record in Orbis, use Orbis2 Policies and Procedures as your guide to entering data from the card. Be sure to do the following in the bibliographic record in Orbis:

• In the Leader, select 1 (one) for the "Encoding Level"
• In the Leader, enter the "Cataloging Form" as blank 
• In the 008, enter the "Cataloging Source" as appropriate, "d" in most cases
• Enter other fixed field elements as appropriate and based on the card-in-hand 
• Enter variable field elements as appropriate and based on the card-in-hand. Verify headings (1XX, 4XX, 6XX, 7XX, 8XX) before input
• Add a new MFHD
  • In the 852, enter the appropriate indicators, the appropriate location code, and the call number based on the card-in-hand
  • Create an 866 (867, 868) as appropriate and according to the Standards for Recording Serial Holdings in MFHD or Multipart Monograph MFHD Guidelines
  • Add copy-specific notes in $z in the 852 as appropriate