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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 note field, etc.

2. Copy the OCLC number to do search (later) in OCLC

3. Display the Holdings record in Sierra

Sample:

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Locate record in OCLC Connexion Client

1. Search by OCLC# OCLC number

• Either #, *, or “no” no: will work as a prefix to search in the Command Line Search

  • #111111111

  • *111111111

  • no:111111111

  • or use the menu

2. Tools; Launch Local Holdings Maintenance

3. This will open the OCLC Connexion Browser on the Web with a new window. A tiny second window will open also (do not close it).

4. If you have several LHRs to do, subsequent searches can be run directly in OCLC Browser without going back to the Client: again searching by OCLC number.

• If there is no Local Holdings Record in OCLC, the bibliographic record will be displayed instead…

  • In that case, go to Create holdings record to OCLC.

  • If there is a Local Holdings Record in OCLC, just go to Edit holdings record in OCLC, below.

Edit holdings record in OCLC

1. In OCLC Browser: View; Display Local Holdings

   1. Or, if two OCLC Holdings Records, choose the one that we have cancelled (usually main our LC 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, or make sure you are using the correct OCLC authorization.

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

   • 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

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4. Mandatory: change Change 008 field’s Receipt or acquisition [06] code from 4 to 5 - Not currently received:

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   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.

   • A saved LHR will reformat into this:

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Create holdings record in OCLC

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