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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In OCLC Browser: View; Display Local Holdings
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.
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.
Fixed fields editing:
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
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
Mandatory: Change 008 field’s Receipt or acquisition code from 4 to 5 - Not currently received:
Variable Fields Editing:
Edit the holdings in the LHR to match the volumes/years held in our Sierra Holdings Record.
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.
Or, edit the 866 field text version to current holdings as best as possible based on Sierra’s holdings record/and or item records.
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4-b. For large numbers of 863 fields, Excel can be used a batch editor to replace | with $, and insert one space between subfields as below. Each holdings' text has to be pasted one-by-one into OCLC’s field, but this can save a great deal of hand keying (with its usual possibility of an occasional typo). |
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In OCLC Browser: Action; Create Local Holdings
Edit:
Either Apply constant data from list
OR, create from scratch, as below:
Enter data:
To add new fields, click on Functions; Add Single Fields or Add Multiple Fields
To edit/update fixed fields, click on the + symbol to the left of the field (to expand the field)
To close fixed fields: Apply or if opened by mistake: Cancel
Leader: if creating from scratch, Change Encoding level from u (Unknown) to 3 (Level 3):
008 field.
Check or Change Receipt or Acquisition: 4 (currently received) or 5 (if not currently received):
Fix 007 field codes:
Category: z to t (text)
Material Designation: u to a (print)
Or, if monograph: x (single part item) - rare, haven’t needed to use this yet
c. Add 853/863 fields, using our Sierra holdings record as a guide; leave Summary as: Local Holdings Available
To add new fields, click on Functions; Add Single Fields or Add Multiple Fields.
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* For large numbers of 863 fields, Excel can be used a batch editor (using Find and Replace) to replace|with [space]$[space], (where [space] is a single blank space), as below. Each holdings' text would be pasted one-by-one into OCLC’s field. |
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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
Once all the changes have been made:
Edit; Validate record:
Edit; Validate record
Action; Add record
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