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OCLC

Create a local holding record

Overview

Once you've found the serial (via Discover Items), then:

  • Use the Issues screen to manage and receive issues from current subscriptions.
  • Use the Copies screen for a comprehensive view of your serial holdings and the ability to edit them.

 Note: Serials data migrated from an ILS into WMS does not show up on the Issues screen, so all current subscriptions must be manually added via Manage Issues.

Search

  1. Search for the serial in the Discover Items area on the left panel.
  2. From the search results, click the serial's title.

The Copies, Details, Holds, and Schedules links are in the upper right corner of the screen.

Click Copies: for each copy, gives the branch or library name, shelving location, call number, barcode, and number of copies held. A subscription is considered a copy.

Add copies, Holdings view, and Copies view

Section Description
Add copy
  1. On the Copies screen, in the upper right corner, click Add Copy.
  2. On the Add New Copy screen, fill in the fields.
Some fields need explanation
Field Definition
Copy Number The number assigned by the library that distinguishes one copy of the title from another identical copy.
Holding Location Library branch that owns the item described by the item record.
Note(s)

Note about the item.

(Optional). To make a note display upon check in or check out, type an exclamation point as its first character (!).

Receipt Status Whether newly published parts of a multipart or serial item are being received.
Shelving Locations

Location of the item within the holding location.

To remove a shelving location, either click the X next to the down arrow (if available), or click the shelving location in the list to uncheck it.

 

  1. Click Add copy. The screen displays with the information you entered.
Unrecognized Shelving Location error

This error occurs when the Shelf Location value (852 ‡c) in the Location Holdings Record does not match a value entered in the Holding Codes Translation Table found in OCLC Service Configuration. The Holding Code Translation Table is the source for Branch codes and display names, Shelving Scheme and Shelf Locations. For more information, see Holding Codes Translation Table.

Holdings view Lists item-level holdings (items are the parts that make up the subscription). Each item has a barcode.
Copies view The Copies area lists basic information about the subscription (branch, call number). The Holdings for Selected Copy area lists brief information about the items in the subscription (enumeration and chronology, if relevant, and barcode).
When creating or editing issues, make sure the issue metadata (captions, chronology type, etc.) is based on the data from the issue itself. If you want to change the issue metadata to anything other than what appears on the issue itself, make these changes in your library’s WorldCat holdings. For more information, see View and use serial item records.

Examples

  On Issue Desired Outcome Comments
Captions v.1 i.3 v.1 n.3 Adjust issue within WorldCat Holdings
Chronology Type

Year, Month - e.g.

v.1 i.1 2014 Jan.

Year Only - e.g.

v.1 i.1 2014

Adjust issue within WorldCat Holdings
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