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Local Holdings Maintenance – Connexion – Manual Procedure

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1. Search for the serial title or bib-number in Sierra & verify it is the correct record by double checking bib number, closed status in Holdings, etc.

2. Copy the OCLC number to search in OCLC

3. Display the Holdings record in Sierra

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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)

   • A lot of our LHR will have obsolete/old formatting: 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.

     1. 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

     2. 008 field.

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

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        • 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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   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 plus the Summary, to current holdings as listed in Sierra

4. Edit; Validate record

5. Action: Replace record

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