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Local Holdings Maintenance – Connexion – Manual Procedure

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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. Leader: if creating from scratch, Change Encoding level from u (Unknown) to 3 (Level 3):

   5. Image Added

      008 field.

      1. Check or Change Receipt or Acquisition: 4 (currently received) or 5 (if not currently received):

      2. 

      3. Fix 007 field codes:

         • Category: z to t (text)

         • Material Designation: u to a (print)

         • Or, if monograph: x (single part item) - rare, haven’t needed to use this yet

           

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• In OCLC Browser: View; Display Local Holdings

  1. Or, if two OCLC Holdings Records, choose the one that we have closed:

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• Make sure Edit is set to: Editing local holdings record; if it isn’t to the Edit menu; select Editing local holdings record.

• 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, unless you wish to update to 853/863) 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

1. 008 field.

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

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2. Fix 007 field codes - Strongly suggested

   • Category: z to t (text)

   • Material Designation: u to a (print)

   • Image RemovedImage Added

3. Mandatory: change 008 Receipt or acquisition [06] to 5 - Not currently received:

4. 

   Optional: change 866 to 853/863, using the open Holdings Record for the journal in Sierra as a guide; then change Summary from the textual summary (delete the old 866 field) matching the old 866 to this phrase: Local Holdings Available

   e. However, if not updating to 853/863, then it is Required to update the text version in field 866 to current holdings as best as possible based on what is listed in Sierra’s holdings record/and or item records (and it may be easier to simply update to the LHR the current 853/863 standard).

5. Edit; Validate record: and typos or if problems come up; edit them; then Validate again.

6. Action: Replace record; click Yes when asked if you are sure.

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