If the phrase is essentially an unnumbered statement of the name of the body from which the item emanates, reject it as a series. Give the phrase as a quoted note if the name of the emanating body is not given elsewhere in the bibliographic record (e.g., as the name of the publisher, in a note for the issuing body).

If the phrase is essentially a numbered statement of the name, initialism/acronym, or part of the name of the body from which it emanated and that body is not a commercial publisher, transcribe the information in the series statement.

If the phrase is essentially a numbered/unnumbered statement of the commercial publisher or includes a sub-imprint name or name of a subsidiary, a division, etc., of a publishing firm, reject it as a series. Give the phrase as a quoted note if the name is not given as the name of the publisher.

If the phrase includes the name of an in-house editor or the name or designation of some other official of the firm, etc., reject it as a series. Give the phrase as a quoted note.

If a named lecture series appears on the item as a series title, i.e., it is not extracted from another context (e.g., other title information, prefatory material) and it has or is likely to have data that remain constant from issue to issue, treat the name of the lecture series as a series title. In case of doubt, do not treat the name as a series. If the name is rejected as a series, record the name in the MARC 245 field or give the name with associated data in a quoted note.

Do not treat as a series a number that cannot be associated with a series title. Generally, do not treat as a series a combination of letters or letters and numbers that cannot be associated with a series title if there is evidence that the combination is assigned either to every item the entity issues for control purposes or to certain groups of items for internal control or identification. Give the information as a quoted note; however, do not give the note on a bibliographic record for a serial because such a number usually varies from issue to issue.

If the phrase is a slogan, motto, prize, etc., reject it as a series. Give it as a quoted note if it appears on the preferred source of information.

If an unnumbered genre/characterizing word in the singular form or plural form having singular meaning (e.g., "Novel," "Mystery," "Témoignage," "Essai," "Piano solo," "Graphics," "Multimedia") appears only on the cover or container, reject it as a series. Generally, do not give it as a quoted note.

If an unnumbered phrase indicating a broad subject or category (e.g., "Computers," "Etiquette," "Contemporary history," "Educational software") appears only on page 4 of cover, on the cover flaps, or on the container, reject it as a series; the phrase is provided by the publisher/manufacturer for retail stores, etc. Generally, do not give it as a quoted note.

If the publisher's listing is subdivided into broad categories, generally do not consider the captions to be series titles unless (a) the same phrases appear elsewhere in the resource as series titles, (b) the phrases include a word such as "series," "library," "collection," etc., or (c) there is other evidence of intent to consider the captions to be series titles (e.g., the titles listed under each caption are numbered sequentially). Generally, do not give as quoted notes.