1. Configure institution settings for local holdings records collections

Use the Add fields area of the Customize Records tab to map data elements to your records. Map all data elements you need in records from any of your collections in this single profile area. Record customizations apply across all records you receive from Collection Manager. See the default values in records from Collection Manager.

To add fields:

1. Enter a Tag, Ind 1, and Ind 2 or leave them blank.
2. Enter a Subfield.
3. Choose from the Data values in the Value drop-down list to map the associated data to your records.
4. If desired, nest multiple values under a single subfield or multiple subfields under a single tag:
   1. Use the add button (+) to add another value to the subfield.
   2. Alternatively, use the add button (+) to add an another subfield to the tag and then choose a value.
5. If you would like to add another tag, use the add button (+) to add another field and enter a tag.

You have the option to have Local Holdings Records (LHRs) interleaved with your records and/or to have Local Bibliographic Data (LBD) embedded in or interleaved with your records.

 Caution: When including local holdings records (LHRs) to records, you must select MARC 21 with MARC-8, MARC-21 with UTF-8 Unicode, or MARCXML with UTF-8 Unicode in the Record Delivery tab.

Include LHRs

To include LHRs:

1. Select Include my local holdings records.

   

2. Select from the drop-down list a delivery method. Options include:
   • Deliver a file of local holdings records only
     You will receive a file of local holdings records only. You will not receive bibliographic records or local bibliographic data. The file name will include "lhr" as follows: metacoll.XXX.new.lhr.D20160213.T042239.1.mrc
   • Deliver a file of local holdings records and a file of bibliographic records
     You will receive local holdings records and bibliographic records in separate files.
   • Deliver a file of local holdings records interleaved with my bibliographic records
     You will receive each bibliographic record followed by its associated LHR(s). Updated bibliographic records and their interleaved LHRs will be output if any associated LHR is deleted, added, or updated and/or if you have WorldCat updates enabled. You will receive an updated record and all associated LHRs, including those that have not changed. This allows you to replace all LHRs for a record without the need to figure out what has been changed. Note: Local bibliographic data will be included if you have selected the Include my local bibliographic data setting.
3. Enter your OCLC Symbol(s). If you have multiple OCLC symbols, separate each symbol with a space.

 

Include LBD

To include LBD:

1. Select Include my local bibliographic data.

   

2. Select from the drop-down list how you would like your LBD included with your records. Options include:
   • Embedded with my bibliographic records
     Select if you want local bibliographic data, such as subjects and notes, embedded in your records.
   • Interleaved with my bibliographic records
     The option to have LBD Interleaved with records is useful for libraries that need to determine which metadata is local and which is coming from the WorldCat bibliographic record.
3. Enter your OCLC Symbol(s). If you have multiple OCLC symbols, separate each symbol with a space.