Page Comparison

Local Holdings Maintenance – Connexion – Manual Procedure

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• If there is no Local Holdings Record in OCLC, the bibliographic record will be displayed instead…

  • In that case, go to Add holdings record to OCLC below:

  • If there is a Local Holdings Record in OCLC, go to Edit holdings record in OCLC

Add holdings record to OCLC

1. In OCLC Browser: Action; Create Local Holdings

2. Edit: Apply constant data from list

   • or create from scratch

3. Enter data:

   1. To add new fields, click on Functions; Add Single Fields or Add Multiple Fields

   2. To edit/update fixed fields, click on the + symbol to the left of the field (which will expand the field)

   3. To close fixed fields: Apply or if opened by mistake: Cancel

   4. 008 field.

      1. Required: change Receipt or Acquisition from: 4 to 5 (not currently received):

      2. 

      3. Optional: fix 007 field codes:

         • Category: z to t (text)

         • Material Designation: u to a (print)

         • Or, if monograph: x (single part item) – I haven’t had to do one of these yet.

         • 863a [serial] or 852z [mono]

         • 

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1. In OCLC Browser: View; Display local holdings

2. Edit; Editing local holdings record

3. To edit fixed fields, click on the + symbol to the left of the field (which will expand the field)

   • To close fixed fields: Apply or if opened by mistake: Cancel

     1. A lot of our LHR will have obsolete/old formmating: we can update the fixed fields and 007 and reformat the 866 fields to 853/863 (Optional) or we can just update the minimum (Required) as outlined here.

     2. To edit/update fixed fields, click on the + symbol to the left of the field (which will expand the field)

        • To close fixed fields: Apply or if opened by mistake: Cancel

     3. 008 field.

        • Required: change Receipt or Acquisition from: 4 to 5 (not currently received):

        • 

        • Optional: fix 007 field codes:

          • Category: z to t (text)

          • Material Designation: u to a (print)

          • Or, if monograph: x (single part item) – I haven’t had to do one of these yet.

          • 863a [serial] or 852z [mono]

          • 

   c. Optional: change 866 to 853/863, using our Sierra holdings record as a guide; then change Summary from a textual summary matching the old 866 to this: Local Holdings Available

   e. Required: update the text in field 866 or fields 853/863 to current holdings as listed in Sierra

4. Edit; Validate record

5. Action: Replace record

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