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Local Holdings Maintenance – Connexion – Manual Procedure

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1. In OCLC Browser: View; Display Local Holdings

   1. Or, if two OCLC Holdings Records, choose the one that we have closedcancelled (usually main collection):

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   2. 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.

2. 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.

     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

3. Fix 007 field codes - Strongly suggested

   1. For a print journal

      • Category: z to t (text) for a Print Journal

      • Material Designation: u to a (print)

   2. For a journal on microfilm reels:

      • Category: h

      • Material Designation: d

   3. 

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

5. 

   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

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

   2. 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).

6. Edit; Validate record:

   • If problems come up; edit them; then Validate again.

7. Action; Replace record; click Yes when asked if you are sure about Replacing the record.

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