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setting_holdings_on_oclc [2020/12/11 15:11] jeustis |
setting_holdings_on_oclc [2022/01/03 20:33] (current) jeustis |
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| **Setting holdings on OCLC** | **Setting holdings on OCLC** | ||
| - | 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. | + | 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. 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. |
| 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. | 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. | ||
| - | 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. | + | You need to set holdings right in Connexion each time you catalog something. If you update the bib record and use another OCLC WorldShare record, remember to set holdings in Connexion on this new record, add that new OCLC number to the record in our catalog and remove holdings on the old OCLC number. 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: | There are 3 different ways you can update holdings on a record in Connexion: | ||
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| 3. Click the button on the tool bar, you'll see a yellow, up-pointing, arrow on what looks like white pieces of paper. | 3. 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 OCLC bibliographic record. | |
| - | 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. | 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: | + | When overlaying a record in Aleph holdings you need to remove the settings from the old record and add it to the new record: |
| 1.) First, cut and paste the OCLC number from the old record in Aleph | 1.) First, cut and paste the OCLC number from the old record in Aleph | ||
| - | 2.) Look up the old record by OCLC number in Connexion and delete holdings. Click: | + | 2.) Look up the old record by OCLC number in Connexion and delete holdings. |
| - | 3.) Then, set holdings on the new record before exporting it to Aleph. Click: | + | 3.) Then, set holdings on the new record before exporting it to Aleph. |
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| Serials OCLC Local holdings record | Serials OCLC Local holdings record | ||
| - | Jennifer processes local holdings in OCLC based on information in the 866 field from holdings records in Aleph | + | Local holdings are batch processed in OCLC based on information in the 866 field from holdings records in Aleph |
| + | **Deleting holdings on OCLC** | ||
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| + | You can delete using a file of OCLC numbers or by copying and pasting the numbers in a text box. In each case, the OCLC numbers must only be numbers without the (OCoLC) and 2-3 indexing letters. Each number must be on a separate line. | ||
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| + | If you have a file of OCLC numbers, then the file must be a text file or *.txt. | ||
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| + | 1) Log into Connexion | ||
| + | 2) Click on Batch in the top level menu | ||
| + | 3) Select "Holdings by OCLC Number" | ||
| + | 4) If you have a file of OCLC numbers, click Browse to find and upload your file. | ||
| + | 5) If you are copying and pasting, copy the OCLC numbers in the left hand side text box. | ||
| + | 6) Select the Action by checking off the radio button "Delete Holdings" | ||
| + | 7) Click OK | ||
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