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Local Holdings Maintenance – Connexion – Manual Procedure

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

  • #111111111

  • *111111111

  • no:111111111

2. Tools; Launch Local Holdings Maintenance

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1. In OCLC Browser: View; Display Local Holdings

   1. Or, if two If more than one OCLC Holdings RecordsRecord is listed, check each one for needed edits, : generally the one that needs Holdings Edits will be the one that the library has cancelled in the Serials main LC call number collection. The call number will be listed visible in the list under the Data column as shown below:

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   2. Once the LH record is open, 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.

   Fixed fields editing: click on the + symbol to the left of the field (which will expand the field)

   1. • A lot of our LHR will have

   obsolete/

   1. • the old 866 fields formatting: we can complete update the fixed fields and 007 and reformat the 866 fields to 853/863 (Optional) or we can just

   update the minimum

   1. • edit the volumes/dates in the 866 (Required, unless you wish to update to 853/863) as outlined here.

2. Fixed fields editing:

   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

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   2. Fix 007 field codes - Strongly suggested- many will have unhelpful z and u (Unspecified) codes:

      • For a print journal

        • Category:

   z to

   1. • • t (text) for a Print Journal

        • Material Designation:

   u to

   1. • • a (print)

      • For a journal on microfilm reels:

        • Category: h

        • Material Designation: d

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   2. Mandatory: Change 008 field’s Receipt or acquisition 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 Sierra’s holdings record/and or item records (and but, in many cases, it may be easier to simply update to the current 853/863 standard).

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4. Edit; Validate record:

• If problems come up, such as typos; edit them; then Validate again.

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

• A saved LHR will reformat into something like this:

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  Nice.

Create holdings record in OCLC

1. In OCLC Browser: Action; Create Local Holdings

2. Edit: Apply constant data from list

   • or create from scratch, as below:

   • 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 (to 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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c. Add 853/863 fields, using our Sierra holdings record as a guide; leave Summary as: Local Holdings Available

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