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--- setting_holdings_on_oclc [2020/05/19 16:46]
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+++ setting_holdings_on_oclc [2020/12/11 15:11]
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 **Setting holdings on OCLC**
-Some catalogers do all of their work in Connexion
+There are 2 types of holdings that can be set in OCLC. There are holdings on the master bibliographic record in OCLC. These types of holdings are the most common and some have been using the 930 method to indicate that the bib record should have their holdings set in OCLC. The other type of holdings are local holdings records used primarily for print serials or holdings records that have a holdings statement in the 866. The local holdings records are done by a batch process.
-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.
-Catalogers add a 930 OCLC field to the records in Aleph usually using a macro
+Here, you just need to know how to set holdings on the bibliographic master record in OCLC for records that are new or records that are updated with a new OCLC master record.
-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
-The above two processes also apply to all material ordered non-shelf ready by Rebecca which gets reviewed by catalogers.
+You need to set holdings right in Connexion each time you catalog something for everything **except electronic resources** whether added individually or in batch. __No holdings are set for bibliographic records in OCLC.__ This applies to all material ordered non-shelf ready by Rebecca which gets reviewed by catalogers. Anything ordered through Yankee - Yankee sets our OCLC holdings for us.
+There are 3 different ways you can update holdings on a record in Connexion:
+.    PressF8
+.    Select Action > Holdings > Update Holdings
+.    Click the button on the tool bar, you'll see a yellow, up-pointing, arrow on what looks like white pieces of paper.
+UMass holdings will be set on the item.
+If you make a mistake and want to remove UMass holdings on a record, you can select Action > Holdings > Delete Holdings.
+When overlaying a record in Aleph holdings need to be removed from the old record and added to the new record:
+.) First, cut and paste the OCLC number from the old record in Aleph
+.) Look up the old record by OCLC number in Connexion and delete holdings.  Click:
+.) Then, set holdings on the new record before exporting it to Aleph.  Click:
-Print serial new title
-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.
-No Holdings are set for any batch loaded electronic resources.
-SFX - We aren’t doing anything now
-No OCLC holdings are being set
-The OCLC Knowledge Base was managed by Christine, then Ron, and now Jennifer.
-Anything ordered through Yankee - Yankee sets our OCLC holdings for us.
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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
-- initials and date to gather cataloging statistics  ex. MBB 01/09/2017
-- AUTHORITY - should always add this field to record in Aleph after exporting the record
-- OCLC- should always add this field to record in Aleph after exporting the record
 Serials OCLC Local holdings record
 Jennifer processes local holdings in OCLC based on information in the 866 field from holdings records in Aleph
-Print journals
-Cancellations - we have a process which includes closing our holdings to show the last volume we hold in our library.
-Ejournals
-Cancellations - No local holdings records are created on OCLC for ejournals.
-Print books - For withdrawals Marcelle removes holdings in Connexion
-Ebook collections
-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.
-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.