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OCLC Support

Local holdings group summary

About the group summary

  • Lists the institutions within a group that have at least one local holdings record (LHR) linked to a single bibliographic record.
  • Presents summary holdings data for each institution.
  • The system displays a group summary when you
    • Click a GR link for an item in WorldCat search results.
    • Take the Display Local Holdings action from the View list on a bibliographic record and select Group Holdings.
    • Take the Request Group Summary action from the Action/Sort list on a Group Summary or an Institution Summary.

Group summary screen content

element description
Search results message

Appears on the top line of the screen. Shows the local holdings search query that produced the Group Summary.

If your results are unexpected, you can use this feedback to verify that you entered the search correctly.

Jump bar (Navigation tools, at top and bottom of the screen)

View Record box

The box shows the entry number of the first entry on the screen. Box is active when the screen is first displayed; press <Enter> to view the first entry.
To view another entry, type the number in the box and press <Enter>.

View List box and arrow buttons

Use to move through a multi-screen Group Summary.
To view a section of the list beginning with a specific entry, type the entry number in the box and press <Enter>.
To move to the next or previous screen of the Group Summary, click the right arrow button or the left arrow button next to the View List box.

 Note: If all entries appear on a single screen, the View List box and arrow buttons are not active.

Bib Record button

Click Bib Record to view the bibliographic record to which the listed institutions have linked holdings records.

Action/Sort list

Lists the actions you can take from the Group Summary screen.

Open the list and select the action you want.

  • Create Local Holdings. Attach a new local holdings record (LHR) for your institution to the bibliographic record. When you select this action, the system displays a local holdings workform.
  • Delete All Local Holdings. Remove your institution's local holdings records (LHRs) linked to this bibliographic record. You can also choose to delete your institution's OCLC symbol from the record.
  • Request Group Summary. View local holdings for another group.
Header

Bibliographic information

Title (245 a,b), OCLC control number (001), ISSN (022) or ISBN (020), Frequency (008, Freq), Dates (008, Date1, Date2)

Record column

Entry number for each institution listed in the Group Summary.

Click the hyperlinked entry number to view holdings for an institution. When you click the entry number, the system displays either a local holdings record or (if the institution has more than one LHR) an Institution Summary.

Institution column

OCLC institution symbol

Hover the mouse pointer over a symbol to view the institution name.

Data column
Shows summary holdings for listed institutions
Summary holdings data for each institution, provided in the Summary field in an institution summary record.

Move within group summary screen

move to procedure
Top or bottom of the Group Summary screen Press <PageDown> or <PageUp>.
Or
Click the down arrow or the up arrow (right end of the blue bar at the top and bottom of the list).
Next or previous screen of Group Summary

Use the View List box and arrow buttons to move through a multi-screen Group Summary.

To view a section of the list beginning with a specific entry, type the entry number in the box and press <Enter>.

To move to the next or previous screen of the Group Summary, click the right arrow button or the left arrow button next to the View List box.

Bibliographic record to which the group holdings are linked Click the Bib Record button.
Institution local holdings (LHR or Institution Summary) Click the hyperlinked entry number for the institution.
Or
Type an entry number in the View Record box and press <Enter>.

Move among local holdings screen

from to procedure
Any local holdings screen Associated bibliographic record Click the Bib Record button.
WorldCat search results On the navigation bar, open the Search Options list and click Search Results.
Group Summary Institution Summary or LHR Click the entry number for an institution or type the number in the View Record box and press <Enter>.
Institution Summary Group Summary Click the Group Summary button.
Or
On the navigation bar, open the Search Options list and click LH Group Summary.
LHR Click the entry number for the record or type the number in the View Record box and press <Enter>.
LHR Institution Summary Click the Inst Summary button.
Or
On the navigation bar, open the Search Options list and click LH Inst Summary.
Group Summary Click the Group Summary button.
Or
On the navigation bar, open the Search Options list and click LH Group Summary.
Bibliographic record Institution Summary Click the Inst Summary button.
Or
On the navigation bar, open the Search Options list and click LH Inst Summary.
  Group Summary Click the Group Summary button.
Or
On the navigation bar, open the Search Options list and click LH Group Summary.
  LHR

Return to the Institution Summary or the Group Summary and select the LHR.
Or
If your institution holds the item, the text Holdings in [Inst symbol/Local [Inst] Holdings] appears at the top of the record. To view your local holdings, on the Action list click Edit Local Holdings.

If you do not hold the item, the text No holdings in [institution symbol] appears at the top of the record. To view local holdings for another institution, use Display Local Holdings.

Display local holdings:

 

  1. On the View list, click Display Local Holdings or press <Alt><K><\> (backslash).
  2. In the Local holdings type list, select Institution Holdings, type an institution symbol in the text box, and click Display Local Holdings.
  3. In the Holdings Display window, under Local Holdings Information, click the link to the holdings summary for the institution you want.

Take actions on group summary

You can take the following actions using the Action/Sort list on a Group Summary screen.

action procedure
Create a new local holdings record for your institution
  1. On the Action/Sort list, select Create Local Holdings. The system displays a local holdings workform that contains information from the bibliographic record and default data for your institution.
  2. Complete the LHR.
  3. Add the record to WorldCat and link it to the bibliographic record.
  4. While viewing the completed LHR, on the Action list click Add Record or press <Alt><K> and then <N>.
Delete your institution's local holdings records from the bibliographic record
  1. On the Action/Sort list, select Delete All Local Holdings. Immediately above the screen title, the system displays a box you can use to confirm or cancel the action.
  2. To delete all your LHRs and your OCLC institution symbol from the record, click Delete Local Holdings.
  3. To delete LHRs but keep your OCLC institution symbol linked to the record, clear (uncheck) the check box labeled Remove your institution's symbol from bibliographic record. Then click Delete Local Holdings.
  4. To cancel deleting local holdings from the record, click Cancel.
View a Group Summary for a different group
  1. On the Action/Sort list, select Request Group Summary. Immediately above the screen title, the system displays a box you can use to specify the group for which you want to view a Group Summary.
  2. In the text box, type the group symbol for the group you want. Then click Display Summary.
  3. To cancel the action, click Cancel.
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