Local Holdings Maintenance – Connexion – Manual Procedure
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Edit holdings record in OCLC
In OCLC Browser: View; Display Local Holdings
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 click on the Edit dropdown menu; select Editing local holdings record.
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Fixed fields editing: 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.
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
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Fix 007 field codes - Strongly suggested
For a print journal
Category: z to t (text) for a Print Journal
Material Designation: u to a (print)
For a journal on microfilm reels:
Category: h
Material Designation: d
Mandatory: change 008 Receipt or acquisition [06] to 5 - Not currently received:
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.
To add new fields, click on Functions; Add Single Fields or Add Multiple Fields.
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).
Edit; Validate record: and typos or if
If problems come up; edit them; then Validate again.
Action: ; Replace record; click Yes when asked if you are sure about Replacing the record.
Create holdings record in OCLC
In OCLC Browser: Action; Create Local Holdings
Edit: Apply constant data from list
or create from scratch
Enter data:
To add new fields, click on Functions; Add Single Fields or Add Multiple Fields
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
Leader: if creating from scratch, Change Encoding level from u (Unknown) to 3 (Level 3):
008 field.
Check or Change Receipt or Acquisition: 4 (currently received) or 5 (if not currently received):
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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