Saltar al contenido principal
Servicio de soporte de OCLC

About setting holdings on bibliographic records

  1. Última actualización
  2. Guardar como PDF
Find an overview on how to set holdings on bibliographic records in Connexion client.

Why set holdings for a bibliographic record?

Take the Update Holdings action to:

  • Add your library's OCLC institution symbol to a record, indicating that you hold (own) the item represented by the record.
  • Add a workform, an original record you created, to WorldCat.

You also set holdings for a record (and for workforms, add the record to WorldCat) when you take one of the following actions:

Set holdings interactively

Minimum authorization level: Produce and Update Holdings actions require Full or higher authorization.

To update holdings for a bibliographic record:

  1. Log on to Connexion.
  2. Retrieve an existing or an existing record or workform and edit if needed.
  3. Click Action > Holdings > Update Holdings, click the Update Holdings button (Update Holdings button), or press <F8>.

Results of Update and Produce

Validation: By default, the system does not validate existing records automatically. You can set an option to perform basic or full validation or re-set to none in Tools > Options > General / Validation Level Options. The system does full validation for both existing records and new records (workforms).

See Validate records online or offline for more information.

If validation is done:

  • When the record contains invalid data, the system sends a validation message listing errors. For records in a list, the system sends a list of errors for all records that failed validation. Correct the errors and retry producing the record.
  • When the record is valid, the system:
    • For a workform, adds the record to WorldCat and assigns an OCLC control number.
    • Sets holdings for your library.
    • Adds your library's institution symbol to field 040.
    • Updates the holdings information at the top of the record to Held.
    • Transfers a Dewey class number from field 082 subfield a to field 092 subfield a if you supplied data in other subfields in field 092.
    • Sets the Update Holdings or Produce action status to C (Completed) in the status bar.
    • Automatically deletes the record from the save file.