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Local Holdings Maintenance – Connexion – Manual Procedure

M. Molto – 9/2/10, rev. 2/11/15; Melanie posted with minor edits: 11/16/2021; continued edits thereafter.

For serial tiles that we have closed, we may need to update or create an OCLC Local Holdings Maintenance Record. If we are already in the bibliographic record in OCLC Connexion Client, it is fairly easy to open the OCLC Browser to do so (however, the user will need to have the authorization to make changes in LHRs).

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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 RemovedImage 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:

     • 

• 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):

   • 

2. Fix 007 field codes - Strongly suggested

   • Category: z to t (text)

   • Material Designation: u to a (print)

   • 

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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