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--- setting_holdings_on_oclc [2019/01/07 17:20]
127.0.0.1 external edit
+++ setting_holdings_on_oclc [2020/05/19 16:46]
jeustis
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 Some catalogers do all of their work in Connexion
-They sets holdings right in Connexion each time they catalogs something
+They sets holdings right in Connexion each time they catalogs something for everything except electronic resources. No holdings are set for bibliographic records in OCLC.
-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
 Catalogers add a 930 OCLC field to the records in Aleph usually using a macro
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 Print serial new title
-Cataloger creates a local holdings record in Connexion that shows with volumes and issues we have
+In Aleph and in the holdings record for the serial title, add a 866 4 1 $$a with a statement on what the Library holds for the serial title.
-For records batch loaded via OCLC Collection Manager Collection Manager sets holdings automatically
+No Holdings are set for any batch loaded electronic resources.
-For Vendor record loads Mary Ann uploads OCLC numbers for all the records to OCLC Collection Manager to set the holdings
 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.
-Anything ordered through Yankee - Yankee sets our OCLC holdings for us - for both print and electronic books
+The OCLC Knowledge Base was managed by Christine, then Ron, and now Jennifer.
-JSTOR also sets our holdings on OCLC for us
-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
+Anything ordered through Yankee - Yankee sets our OCLC holdings for us.
-Questions:
-How do we add holdings for individual e-books, e-journals, new databases?
+Issues:
-Add a 930 field or set holdings right in Connexion
-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.
-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.
-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.
-Aggregators with changing titles - how do we maintain holdings?  We don’t add holdings for the aggregators.
 Hathi Trust - holdings were set on the out of copyright items that were free for anyone to use
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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.
+Jennifer processes local holdings in OCLC based on information in the 866 field from holdings records in Aleph
 Print journals
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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.
+Cancellations - No local holdings records are created on OCLC for ejournals.
 Print books - For withdrawals Marcelle removes holdings in Connexion
-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.
 Ebook collections
-Records are batch loaded and holdings are batch set through Collection Manager by Mary Ann
+Records are batch loaded and holdings are not batch set through Collection Manager by Jennifer. This setting is managed at the institution level settings in OCLC Collection Manager.
-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.
+Other Electronic Collections like the PBS video collection through Alexander Street Press. No holdings will be set in OCLC. Bibliographic metadata sets of electronic resources are evaluated in terms of discovery and metadata quality. This is to determine if a set is better discovered through 3rd party services like EDS or SFX or batch loaded into Aleph.
 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.