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setting_holdings_on_oclc [2017/01/18 12:09]
mbanach created
setting_holdings_on_oclc [2019/01/07 12:20]
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-**Setting holdings on oclc** 
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-Some catalogers do all of their work in Connexion 
-They sets holdings right in Connexion each time they catalogs something 
-Peter saves all records in a save file in Connexion and checks to make sure holdings are set on all records at the end of every month 
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-Catalogers add a 930 OCLC field to the records in Aleph usually using a macro 
-Twice a month Lucy does an OCLC batch process to add these holdings 
-Pulls a list for all records that have a 930 with OCLC in them via Aleph services 
-does batch update in Connexion ​ 
-Deletes the 930 fields out of the records after the holdings are set  
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-The above two processes also apply to all material ordered non-shelf ready by Rebecca which gets reviewed by catalogers. 
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-Print serial new title  
-Cataloger creates a local holdings record in Connexion that shows with volumes and issues we have 
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-For records batch loaded via OCLC Collection Manager Collection Manager sets holdings automatically 
-For Vendor record loads Mary Ann uploads OCLC numbers for all the records to OCLC Collection Manager to set the holdings 
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-SFX - We aren’t doing anything now 
-No OCLC holdings are being set 
-Most of the other 4 Colleges weren’t interested in having their e-journal holdings set on OCLC 
-Used to be managed via the OCLC Knowledge Base by Christine, but when Ron took over that didn’t continue 
-We can’t lend all of our e-resources via ILL.  Some licenses do allow for ILL lending though. ​ Depending on license we would add holdings for things we could lend but not for things we couldn’t lend.  Christine used to do this. 
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-Anything ordered through Yankee - Yankee sets our OCLC holdings for us - for both print and electronic books 
-JSTOR also sets our holdings on OCLC for us 
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-Anne said some schools used to do a sweep of new records and then set OCLC holdings so catalogers didn’t have to remember to set holdings in Connexion or add a 930 field manually 
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-Questions: 
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-How do we add holdings for individual e-books, e-journals, new databases? 
-Add a 930 field or set holdings right in Connexion 
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-Canceled e-resources - holdings need to be removed from OCLC 
-Record is suppressed in Aleph. ​ Whoever suppresses the record needs to log into Connexion look up the oclc number and remove our holdings on that record. 
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-What is the value of setting holdings if we can’t ILL lend.  When using WCL as a discovery interface you want your holdings to show to your users. ​ Also OCLC holdings show what we have purchased access to in Google Scholar. 
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-We can set holdings in OCLC and say they aren’t lendable so ILL doesn’t get requests on things we can’t lend.  It’s a setting in Connexion. ​ If the OCLC symbol is in lowercase letters in a catalog record on Connexion in the 040 field it means it’s not lendable. 
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-Aggregators with changing titles - how do we maintain holdings? ​ We don’t add holdings for the aggregators. 
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-Hathi Trust - holdings were set on the out of copyright items that were free for anyone to use 
-Turned off due to problems with linking to in copyright books that couldn'​t actually be accessed and messy metadata and bad record merging 
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-910 - initials and date to gather cataloging statistics ​ ex. MBB 01/09/2017 
-928 - AUTHORITY - should always add this field to record in Aleph after exporting the record 
-930 - OCLC- should always add this field to record in Aleph after exporting the record 
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-Serials OCLC Local holdings record 
-Steve had a process if we update a holdings record in Aleph it will automatically update the OCLC Local holdings record. ​ However, it’s not working right now.  Steve and Lucy will talk about what to do.  Steve expects OCLC to fix this eventually. 
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-Print journals 
-Cancellations - we have a process which includes closing our holdings to show the last volume we hold in our library. 
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-Ejournals 
-Cancellations - We haven’t created local holdings records on OCLC for ejournals. ​ Often we are able to keep access to the volumes and issues we subscribed but we just stop getting access to the new issues. 
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-Print books - For withdrawals Marcelle removes holdings in Connexion 
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-We should have a separate meeting to discuss issues with maintaining OCLC holdings for e-resources when we have perpetual access or post cancellation access. ​ However, sometimes the vendor moves the access to another platform or the content goes away and you lose access even when you were supposed to have access. 
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-Ebook collections 
-Records are batch loaded and holdings are batch set through Collection Manager by Mary Ann 
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-Streaming Collections like the PBS video collection through Alexander Street Press - We plan to remove records from Aleph and have the discovery and access of the metadata come from EDS instead of loading vendor records. ​ The metadata in EDS is more current and thorough than it is via the vendor record sets.  No holdings will be set in OCLC. 
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-For serials in SFX there is no feed to set holdings on OCLC but SFX will show our holdings in Google Scholar. ​ Google Scholar also takes our holdings from WorldCat.  ​ 
  
setting_holdings_on_oclc.txt · Last modified: 2019/01/07 12:20 (external edit)
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