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Guidelines for voluntary validation of WEST Bronze Archives Best Practices:

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  • 022 ISSN if missing

    • copy from bib record

    • 022 \\ 1047-3157

  • 035 OCLC, if missing

    • copy from bib record

    • 035 \\ (OCoLC)20665052

  • 583 field with committed to retain

    • 583 1\ Committed to retain|c20221122|d20351231|fWEST|fWEST Bronze|uhttps://www.cdlib.org/wp-content/uploads/2018/11/WESTProgramStatement.pdf

  • For the few where we checked physical holdings: 583 field with completeness reviewed to volume-level.

    • 583 1\ completeness reviewed|c20200630|fWEST|fWEST Bronze|ivolume-level

  • 852 field: for newer Holdings Records that are lacking the a, b, & c, we will add our OCLC library code and sub-location in subfield a and b, in front of the call number (using UUSA in b for OCLC compatibility):

    • 852 01 UUS|bUUSA|hTJ3|i.A57

    • 866 (we also can update to the NISO holdings standard of 853/863 if time permits)

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Review OCLC LHR workflow if needed: OCLC LHR (local holdings record) Manual Updates

Bring up Sierra’s Holdings Record to refer to during LHR edit/checks:

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  • Make sure 863 shows the most current holdings (edit to match Sierra’s holdings)

  • If holdings are in field 866 (edit to match Sierra’s), can also replace/update with 853/863

  • If you need to delete the 866 field, if after replacing w/it with 853/863; click the red circled minus symbol:

  • Summary field at top of record should show: Local holdings available (but can we even edit this in WorldShare?)

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Register that Holdings Record!

  • Click Record;

  • Shared Print Commitment;

  • Add

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  • OCLC will automatically add a stubby version of the 583 field formatted according to WEST documentation:

  • Under any variable field, click the green circle plus symbol

  • Image Removed

    with:

    • Tag: 583

    • 1st indicator = 1 (public note)

    • 2nd indicator = blank

    • Committed to retain committed to retain ← just this portion is added by OCLC

      • So we will need to copy/paste the rest of the statement into the text of the field

      • Text to add:

        • $c 20221122 $d 20351231 $f WEST $f WEST Bronze $u https://www.cdlib.org/wp-content/uploads/2018/11/WESTProgramStatement.pdf

    • then Save.

  • Summary field at top of record should show: Local holdings available (but can we even edit this in WorldShare?)

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  • Click Record;

  • Shared Print Commitment;

  • Add

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  • Then Save the LHR.

Okay for some reason, it thinks it’s adding an identical call number, just click Save on the error popup and then…

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Okay. That’s the procedure.

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WEST’s MARC field charts (a selection):

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