OCLC Holdings Records Manual Updates

Local Holdings Maintenance – Connexion – Manual Procedure

M. Molto – 9/2/10, rev. 2/11/15; posted with minor edits on: 11/16/2021

For serial tiles that we have closed, we may need to update or create an OCLC Local Holdings Maintenance Record. If we are already in the bibliographic record in OCLC Connexion Client, it is fairly easy to open the OCLC Browser to do so (however, the user will need to have the authorization to make changes in LHRs).

Find the serial holdings record in Sierra

1. Search for the serial title or bib-number in Sierra & verify it is the correct record

2. Copy the OCLC number to search in OCLC

3. Display the Holdings record in Sierra

Sample:

Locate record in OCLC Connexion Client

1. Search by OCLC#

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

  • #111111111

  • *111111111

  • no:111111111

2. Tools: Launch LHM

3. This will open OCLC Connexion Browser on the Web with a new window

4. Other searches can be run directly in OCLC Browser without going back to the Client

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

  • In that case, go to Add holdings record to OCLC below:

Add holdings record to OCLC

1. In OCLC Browser: Action; Create Local Holdings

2. Edit: Apply constant data from list

   • or create from scratch

3. Enter data

Type of recd = u [unknown]

– if x [single part item] doesn’t work

863a [serial] or 852z [mono]

Summary

4. Edit: Validate record

5. Action: Add record

Sample:

Edit holdings record in OCLC

1. In OCLC Browser: View; Display local holdings

2. Edit; Editing local holdings record

3. To edit 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

   • 008 possible change:

     • change Receipt or Acquisition: 4 to 5 (not currently received)

   • 

     007 field possible changes:

     • Category: z to t (text)

     • Material Designation: u to a (print)

4. Type in changes as needed

   1. add a new field using the Functions at the right of the field.

5. Action: Replace record

6. Some of these will be in the old 866 format,

   1. if easy to do, go ahead and convert them to the standard 853/863 fields and change Summary if detailed, to Local holdings available

   2. otherwise, update the old 866 and change Summary if detailed, to Local holdings available

Delete holdings record in OCLC

1. View: Display local holdings

2. Action: Delete local holdings

Create local holdings constant data in OCLC

Search: OCLC: LH constant data

Create options: LH constant data

Enter fields

Action: Save constant data record

Constant data name: [enter name]

Counting holdings

Enter in FirstSearch catalog command search box:

= 19,828 [7/17/14]

Examples in and not in OCLC

1. American libraries - #00854299 – LHM holdings record on OCLC

2. NYSE magazine - #46920320 – new – no LHM holdings in UUS

3. Human-wildlife interactions monograph - #647997167 – new – no holdings

4. Managing wild pigs - #647803064 – new – no holdings [mono]

For LH record training see OCLC training here: https://help.oclc.org/Metadata_Services/Local_Holdings_Maintenance/Training