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serials_local_holdings_records_lhrs_creation_and_maintenance [2020/07/21 13:42]
jeustis
serials_local_holdings_records_lhrs_creation_and_maintenance [2020/07/22 17:38]
annk removed
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-====== ​THIS DOCUMENTATION IS UNDER REVIEW--LHRs ARE FULLY AUTOMATED ​====== +====== ​Serials Workflow: Creation & Maintenance of Local Holdings Records (LHRs) in OCLC ======
-July 2020 +
---- //​[[annk@umass.edu|Questions:​ Ann Kardos]]//+
  
-====== Serials--Creation and maintenance of Local Holdings Records (LHRs) in OCLC ======+//Revised July 2020//
  
-**(for print serial/​periodical holdings per local policy)**+===== Outline of Automated Process =====
  
 +**For print serial/​periodical holdings per local policy**
  
-===== Getting Started: ===== +**NOTE**: ​Do not make any modifications of LHRs in OCLC. This is done by the automated process. Only holdings statements in Aleph should be updated and maintained to reflect current library holdings. The automated process happens approximately every quarter.
- +
-**NOTE**: ​It is not necessary to make any modifications of LHRs in OCLC. This is done by the automated process. Only holdings statements in Aleph should be updated and maintained to reflect current library holdings. The automated process happens approximately every quarter.+
  
   - Connect to FCL60 in Aleph   - Connect to FCL60 in Aleph
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   - Fix any errors   - Fix any errors
  
-===== Holdings Statements Format in Aleph=====+ --- //​[[jeustis@umass.edu|Contact:​ Jennifer Eustis]]//​ 
 + 
 +===== Holdings Statements Format in Aleph =====
  
   - Identification of record: ​ Top line:  **Title.** ​ Second line:  **OCLC, ISSN, Freq, Dates.**   - Identification of record: ​ Top line:  **Title.** ​ Second line:  **OCLC, ISSN, Freq, Dates.**
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           014_0_ 002429968 $b (NONE)           014_0_ 002429968 $b (NONE)
  
-(Aleph Workflow–Collection Services Division) 
-(Working Draft, 10/​08/​10) ​ 
- 
-===== Local Holdings Information from Other Institutions ===== 
- 
-The LHR screen can be useful for checking other institutions’ holdings on a certain title. 
-  - Call up the LHR (or bib.) of the record of interest (step A.2. above). ​ The VIEW window (to right of the ACTION window) will read MARC template. ​  Click the drop-down menu of that window, and choose Display Local Holdings. 
-  - A new line will appear labeled “Local holdings type.” ​ Choose "All Holdings"​ in the drop-down, then click "​Display Local Holdings"​ in the oval to right. ​ The holdings of other institutions will appear. ​ Moving the cursor onto the various OCLC symbols will display the names of the institutions. 
  
-//​[[lucyd@library.umass.edu|Primary contact: Lucy deGozzaldi]]//​. 
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