How to create or update Local Holdings Records for serials or multipart items
To add circulation item records for new serial or multipart titles, or new issues or parts,
create or update local holdings records (LHRs) for the items using Connexion browser.
1. Log on to Connexion browser: Go to http://connexion.oclc.org and enter your cataloging
authorization and password.
2. Search WorldCat to retrieve the bibliographic record for a serial or multipart item to
check for and update an existing LHR or, if none, to create a new LHR. See tips and
shortcuts for finding LHRs below.
Example: ti=library journal/cnr
 List. In a results list, click the
link that appears next to each record with your
library’s LHR attached to open the LHR.
 Record. In a bibliographic record, the line below the header bar shows that your
library (identified by OCLC symbol) holds the item and has local holdings records
attached (LH).
Example:
To view the LHR, on the Action list click Edit Local Holdings.
3. If your library has an LHR attached to the bibliographic record, you can add holdings
information for a new serial issue or a new volume for a multipart work to the LHR. Go
to step 5.
Important:
Before adding holdings for a new volume, issue, or part, check the 852
$b and $c in the LHR to verify that the LHR contains the appropriate branch and
shelving location.
If no LHR is attached, go to step 4 to create one.
4. Create and attach a new LHR:
a. With the bibliographic record open, on the Action list click Create Local
Holdings. Connexion transfers bibliographic information to an LHR workform (a
template).
b. Edit the LHR as appropriate. Be sure to:

Edit the Summary field to reflect your overall holdings for the title (in the field
labeled Summary at the top of the record. (System-supplied default: Local
holdings available.)

Make sure that item type (Leader/06) is set to Y for Serial or V for Multipart
work.
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Note: To edit the Leader:
i. Click the plus sign (+) next to the Leader field (below the
Summary field):
ii. In the expanded field, select Leader values from drop-down lists.
iii. Click Apply to save the changes and collapse the field.
c. Make sure that encoding level (Leader/17) is set to one of the following:

Level 3 for records with information only at volume-level

Level 4 for records with information at volume and issue-level

Level 2 if neither of the above apply
d. Make sure that the branch holding code is entered into 852 $b and the shelving
location is entered into 852 $c.
e. Go to step 5.
5. Once you have located or created the appropriate LHR, add the individual volume or
issue information to the LHR:
a. If the captions and patterns have not already been provided, add them to the
853 field. Enter other appropriate details on publication: enumeration levels,
chronology, frequency, number schemes, and more.
i. For most items, follow these guidelines for the 853 field:
Serials:
In this field/subfield
Enter…
853 $a
v.
853 $b
no.
853 $c
(year)
853 $d
(month)
Multipart work:
In this field/subfield
Enter…
853 $a
v.
No other subfields needed
ii. Set the linking field/subfield 853 $8 ($8 is the first subfield in 853). Enter
the appropriate sequence number for the volume/issue/part you are
adding to the record (for example, 1, 2, 3 …).
The number links each 853 field (caption/pattern for an issue or volume)
to an 863 field that contains the enumeration and chronology for the
same volume/issue.
b. For each volume, issue, or part you add to the LHR, add field/subfield 863 $8 ($8
is the first subfield in 863). Enter the appropriate linking sequence number (for
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example, 1.1, 1.2, 1.3, …).
This number links the enumeration and chronology data for an individual volume,
issue, or part to the applicable caption and pattern given in field 853. For
example, the second volume that follows the pattern in 853 $8 1 should contain
863 $8 1.2.
Complete the 863 field by entering the appropriate enumeration and chronology
in $a, $b, $i and $j. Subfields for enumeration, chronology, etc., correspond to
subfields for the matching captions in the linked 853 field.
c. Circulating items (only) require barcodes. For volumes or issues that you
plan to circulate, add an 876 field. In $8, enter a linking number to relate the 876
field with the correct 853/863 fields. In $p, scan the barcode from the item or
enter the barcode manually.
See examples of fields 853, 863, and 876 (scroll down after you click the link).
6. When finished, on the Action list, click Add Record for a new LHR; click Replace
Record for an updated LHR.
See the Local Holdings Maintenance Quick Reference for more details:
In HTML format:
http://www.oclc.org/us/en/support/documentation/localholdings/quickref/default.htm
Or in PDF format:
http://www.oclc.org/us/en/support/documentation/localholdings/quickref/lhm_quickref.pdf
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Tips and shortcuts
Finding LHRs

Use a number search when possible (retrieves a single bibliographic record)
Examples:
OCLC control number (no: 10998406 or * 10998406 or # 10998406)
ISBN (bn:085109130x)
ISSN (in:0190-8286)

Limit your search to bibliographic records that have your library’s LHRs
If you know your library or your group has existing LHRs to update or to use for
creating new LHRs, you can combine (“and”) your search term with a local holdings
index. Use one of the following index labels followed by your OCLC institution or
group symbol:
Index
My local holdings
Group local holdings
Label
l4:
l5:
(where “l” is lowercase letter “ell”)
Example: ti=library journal and l4:ocl
Command Line (full syntax) search; finds a record for Library Journal that has OCL’s
LHRs.
Optionally, enter the search in the Keyword/Numeric area and select a Holdings limit
(Connexion creates the search syntax for you):
Note: If the search finds only one record with your library’s LHR attached, the LHR
displays
Creating LHRs
“Derive” a new LHR from an existing record. Step 4 above tells you how to create an
LHR using a workform. You can also “derive” a new LHR for an item from one of your own
library’s LHRs or from a read-only copy of another library’s LHR.
1. With the record open from which you want to derive a new record, on the Edit list,
click Derive New Record. Connexion transfers much (but not all) of the appropriate
data to a new LHR.
2. Follow the procedure above, starting with step 4, b. When finished, on the Action list,
click Add Record.
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How to look for another library’s LHR:

You can combine (“and”) your search term with the Institution Holdings index (label:
li:) followed by an OCLC institution symbol.
Example: ti=new Yorker and li:osu
Results show record(s) for items held by the institution with OCLC symbol OSU (the
records do not necessarily have the institution’s LRH attached).
In the results list, you can click the link for a record in the Record column. If the
record has an LHR created by the institution, the (read-only) LHR opens directly.
If the record does not have the institution’s LHR attached, a “No local holdings found
for …” message displays at the top of the bibliographic record.
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