Versions Compared

Version Old Version 81 New Version 82
Changes made by

Melanie Shaw

Melanie Shaw

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Local Holdings Maintenance – Connexion – Manual Procedure

...

  • 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

...

  1. In OCLC Browser: View; Display Local Holdings

    1. If there is no Local Holdings Record its Bibliographic Record will be displayed instead. In that case, go to Create Holdings Record in OCLC, below.

    2. If more than one OCLC Holdings Record is listed, check each one for needed edits. The call number will be visible in the list under the Data column as shown below:

      • 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.

      • A lot of our LHR will have the old 866 fields formatting:

        • we can update the fixed fields and 007 and reformat the 866 fields to 853/863 as shown below

        • or we can just edit the volumes/dates in the 866 to match what we now own.

        • just so long as the LHR shows our correct holdings.

  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

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

      • For a print journal

        • Category: t (text) for a Print Journal

        • Material Designation: a (print)

      • For a journal on microfilm reels:

        • Category: h

        • Material Designation: d

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

  3. Variable Fields Editing:

    1. Edit the holdings in the LHR to match the volumes/years held in our Sierra Holdings Record.

    2. Optional: change 866 field to 853/863 fields, using the open Sierra Holdings Record as a guide; then change the Summary field at the top, to this phrase: Local Holdings Available - then delete the old 866 field.

    3. Or, edit the 866 field text version to current holdings as best as possible based on Sierra’s holdings record/and or item records.

Note

  • OCLC Connexion Browser uses the $ (dollar symbol) for subfield delimiters.

  • Unlike Sierra, there will be a space between the text and subfields.

  • This means copy/paste between Sierra and OCLC Connexion Browser is of limited use.

    • For LHRs with large numbers of 863 fields, see 4-b, for a potential workaround

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

...

Note

4-b. For large numbers of 863 fields, Excel can be used a batch editor to replace | with $, and insert

...

one space between subfields as below. Each

...

holdings' text has to be pasted one-by-one into

...

OCLC’s field,

...

but this can save a great deal of hand keying (with its usual possibility of an occasional typo).

...

For any odd combinations and unfamiliar fields that turn up (for instance, 854/864 fields) refer to the MARC Holdings Record Full Procedures: MARC Holdings Records Full Procedures

...