Local Holdings
Maintenance: The Basics
Agenda
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Defining Local Holdings
Accessing Connexion
Searching in Connexion
Understanding an LHR
Deriving LHR’s
Creating New LHR’s
Performing Final Actions
Resources
Objectives
• Learn the concept of Local Holdings
Maintenance
• Understand the structure of a Local
Holdings Record
• Successfully interpret Local Holdings
Record information
• Create institution-specific Local
Holdings Records
What Are Local Holdings?
Creating Local Holdings is a means by
which libraries describe their changing
collections. The service allows
institutions to create, maintain, and
display online their summary-level
holdings.
Why Create Local
Holdings?
• Provides copy-specific data of the library's
serials
• Supports collection development by making all
aspects of the collection known
• Provides finding tools for the library's local
patrons, staff and remote users
• Supports consortial activities, including but
not limited to interlibrary loan and cooperative
collection development and acquisition
How Do I Access This?
• Connexion browser
• http://connexion.oclc.org
• Cataloging Authorization and Password
• Union Listing authorizations have been
converted to cataloging authorizations to
allow access to Connexion
• Don’t know your authorization? Call the
SOLINET Member Services Help Desk
Searching in Connexion
Browser
• Command Line
• Derived searching
• Keyword/Numeric
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Language
Source
Years
Format
Microform
Internet
LHM Searching Elements
• Show Local Holdings limiter
• Holdings dropdown
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Any
Institution Holdings
My Local Holdings
Group Holdings
Group Local Holdings
Display Holdings Options
Holdings Dropdown
Options
• Any – no limits on what records show in search results
• Institution Holdings – will only show bibliographic
records in the search results where your library owns
the item
• My Local Holdings – will only show records in the
search results where your library’s local holdings are
attached
• Group Holdings – will show bibliographic records in
the search results where at least one member of a
group (that you’ve chosen to search) owns the item
• Group Local Holdings – will show bibliographic
records in the search results where at least one member
of a group (that you’ve chosen to search) has attached
local holdings
Connexion Searching
Exercise
Just remember do NOT use browser navigation!
What makes up a Local
Holdings record?
Understanding Local
Holdings
• Two interlocking Standards
• Display standard (Z39.71)
• Communications standard (MFHD)
MFHD
Z39.71
Data Areas
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Item Identification Area
Location Data Area
Date of Report Area
General Holdings Area
Extent of Holdings Area
Holdings Note Area
The Nine Principles
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Levels of Specificity
Identification of Data Elements
Optional Data Area or Element
Pieces Held
Number of Locations and Copies
Form
Cataloging System
Relationship of Holdings Statement to
Bibliographic Item
9. Formats
Reading Local
Holdings Records
LHR Elements
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Header (Item Identification Area)
Summary
Leader
Variable Fields
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007
008
852
853
863
Header
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OCLC Number
ISSN
Frequency
Dates
Summary
• Free text field that allows you to
summarize your local holdings
Leader
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Record Status [05]
Type of Record [06]
Encoding Level [17]
Item information in record [18]
Leader - Expanded
007 – Physical
Description Fixed Field
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Map
Electronic Resource
Globe
Tactile Material
Projected Graphic
Microform
Nonprojected Graphic
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Motion Picture
Kit
Notated Music
Remote-sensing Image
Sound Recording
Text
Videorecording
Unspecified
007 - Expanded
008 – Fixed Length
Data Elements
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Receipt or Acquisition Status [06]
Method of Acquisition [07]
General Retention Policy [12]
Completeness [16]
Lending Policy [20]
Reproduction Policy [21]
Language [22-24]
008 - Expanded
852 - Location
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Indicator 1 – Shelving Scheme
Indicator 2 – Shelving Order
$a - Location
$b – Sublocation or Collection
$h – Classification Part
$i – Item Part
• $t – Copy Number
852 - Expanded
853 – Captions & Patterns
• Indicator 1 – Compressibility and
Expandability
• Indicator 2 – Caption Evaluation
• $8 – Field Link Number
• $a – First Level of Enumeration
• $i – First Level of Chronology
853 - Expanded
863 – Enumeration
& Chronology
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Indicator 1 – Field Encoding Level
Indicator 2 – Form of Holdings
$8 – Field Link and Sequence Number
$a – First Level of Enumeration
$i - First Level of Chronology
863 - Expanded
Linking and Sequence
Numbers Example
853
863
863
863
863
863
863
863
33
3_
3_
3_
3_
3_
3_
3_
‡8
‡8
‡8
‡8
‡8
‡8
‡8
‡8
1 ‡a v. ‡i (year)
1.1 ‡a 59-61 ‡i 1952-1953 ‡w g
1.2 ‡a 63-65 ‡i 1954-1955 ‡w g
1.3 ‡a 68-110 ‡i 1956-1977 ‡w g
1.4 ‡a 115 ‡i 1980 ‡w g
1.5 ‡a 118 ‡i 1981 ‡w g
1.6 ‡a 121 ‡i 1983 ‡w g
1.7 ‡a 125- ‡i 1985-
866 – Textual Holdings
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Indicator 1 – Field Encoding Level
Indicator 2 – Type of Notation
$a – Textual Holdings
$x – Nonpublic Note
$z – Public Note
$2 – Source of Notation
$8 – Field Link Number
866 - Expanded
Translation and Data
Entry Exercise
Creating LHRs!
LHR creating in Connexion
is guided. Much of the
work has been removed!
Editing LHRs
• Editing is also guided
• Click on Function dropdown menu on
right or
• In an expanded field, Action dropdown
menu on right
Derive an LHR
• From one of your existing LHRs
• Search for the bibliographic record
matching your item
• Display your existing LHR
• Click on the Edit dropdown menu
• Click Derive New Record
• Edit fields
• Click on Action dropdown menu
• Select Replace Record
Derive an LHR
• From another institution’s LHR
• Search for the bibliographic record
matching your item
• Display the other institutions LHR
• Click on the Edit dropdown menu
• Click Derive New Record
• Edit fields
• Click on Action dropdown menu
• Select Add Record
Creating an LHR
• Search for the bibliographic record
matching your item
• Click on Action dropdown menu
• Select Create Local Holdings
• Edit Fields
• Click on Action dropdown menu
• Select Add Record
LH Constant Data
• What is Constant Data?
• Set up LH CD to streamline your work
• You can create your own or derive a CD
from another institution’s LHR
• Create LH Constant Data
• Fill out as little or as much as you want/need
• Save (give it a meaningful name) and a
possible Status
• Apply it to a record
Applying LH Constant Data
• Apply it to a LHR you are working on:
• Edit>Apply CD by Name (or)
• Edit>Apply CD from List
Taking Final Actions
• Reformatting
• Click on the Edit dropdown menu
• Click Reformat Record
• Validating
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Click on the Edit dropdown menu
Click Validate Record
Correct errors
Repeat until complete validation occurs
• Adding
• Click on Action dropdown menu
• Select Add Record
Punctuation
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Local Holdings Creation
Exercise
Resources
• MARC 21 Format for Holdings Data Primer
• http://www.oclc.org/support/documentation/localhol
dings/primer/holdingsprimer.pdf
• OCLC-MARC Local Holdings Format Tag
Chart
• http://www.oclc.org/support/documentation/localhol
dings/tagchart/holdingstagchart.pdf
• Connexion Browser Documentation
• http://www.oclc.org/support/documentation/connexi
on/browser/
• ANSI/NISO Z39.71
• http://www.niso.org/standards/resources/Z3971.pdf
Thank You for Attending!
Questions?
SOLINET Member
Services Help Desk
1.800.999.8558
[email protected]
8am-5pm Eastern
Monday-Friday
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Local Holdings Maintenance: The Basics