Create local holdings record

Derive a local holdings record from a WorldCat bibliographic record for an institution

1. Search for a bibliographic record.
2. From either the MARC 21 editor or the Text View editor, click Record.
3. From the Record drop-down menu, select LHR > Derive LHR for Other Institution.
4. From the Derive LHR for Other Institution dialog, select the institution from which you want to derive a local holdings record using the Institution drop-down list or enter an institution name in the text field. This is an auto-suggest text field. Auto-suggestions for field-appropriate elements start with the first keystroke in the text field.
5. Click Derive LHR. An LHR template opens with fields 852 $a (institution symbol), 852 $b (default holding library code), and default values for other fields and tags prepopulated.
6. Edit the LHR template as needed and then click Save. A confirmation message will appear which states that the local holdings record has been added successfully.
   
   If the record was unable to be derived, an error message will appear. Correct any errors and repeat step 5.

Derive a local holdings record from an existing local holdings record for an institution

1. From the MARC 21 editor, click the Call Number for the record in the LHRs accordion.
   Or
   Search for a local holdings record and then click the Call Number for the record on the search results screen.
2. From the LHR editor, click Record.
3. From the Record drop-down menu, select LHR > Derive LHR for Other Institution.
4. From the Derive LHR for Other Institution dialog, select the institution from which you want to derive a local holdings record using the Institution drop-down list or enter an institution name in the text field. This is an auto-suggest text field. Auto-suggestions for field-appropriate elements start with the first keystroke in the text field.
5. Actualice el contenido para describir sus existencias del artículo.

    Note: For more information about the available record fields and their content, see LHR fields.

6. Click Save. A confirmation message will appear which states that the local holdings record has been added successfully.
7. (Optional) As needed, return to the bibliographic record to edit the Summary statement from the LHRs accordion. You may also build an automated summary.
   
   If the record was unable to be derived, an error message will appear. Correct any errors and repeat step 6.

Derive a local holdings record from another library's local holdings record for an institution

1. Search for a bibliographic record.
2. Haga clic en el enlace Otras bibliotecas para abrir la pantalla de existencias de WorldCat del registro.
3. Localizar una institución que tenga datos LHR asociados al registro. La columna "Holdings" contendrá un hiperenlace si la institución tiene datos LHR asociados.
4. Click the Local Holdings Available.
   • Si el registro tiene un único LHR asociado, se abre el diálogo LHR.
   • Si el registro tiene varios LHR asociados, se abre la pantalla Ver varios LHR. Haga clic en un número de llamada o código de barras para abrir el cuadro de diálogo LHR.
5. From the LHR dialog, click Derive LHR > Derive LHR for Other Institution. The Derive LHR for Other Institution Record dialog opens.
6. From the Derive LHR for Other Institution dialog, select the institution from which you want to derive a local holdings record using the Institution drop-down list or enter an institution name in the text field. This is an auto-suggest text field. Auto-suggestions for field-appropriate elements start with the first keystroke in the text field.
7. Click Derive LHR. The Derive Record screen opens.
8. Actualice el contenido para describir sus existencias del artículo.

    Note: For more information about the available record fields and their content, see LHR fields.

9. Click Save. A confirmation message will appear which states that the local holdings record has been added successfully.
10. (Optional) As needed, return to the bibliographic record to edit the Summary statement from the LHRs accordion. You may also build an automated summary.
    
    If the record was unable to be derived, an error message will appear. Correct any errors and repeat step 9.

Derivar un registro de explotaciones locales a partir de un registro de explotaciones locales existente

1. From the MARC 21 editor, click the Call Number for the record in the LHRs accordion.
   Or
   Search for a local holdings record and then click the Call Number for the record on the search results screen.
2. From the LHR editor, click Record.
3. From the Record drop-down menu, select LHR > Derive.
4. Actualice el contenido para describir sus existencias del artículo.

    Note: For more information about the available record fields and their content, see LHR fields.

5. Click Save. A confirmation message will appear which states that the local holdings record has been added successfully.
6. (Optional) As needed, return to the bibliographic record to edit the Summary statement from the LHRs accordion. You may also build an automated summary.
   
   If the record was unable to be derived, an error message will appear. Correct any errors and repeat step 5.

Derive a local holdings record from an existing local holdings record with default local holdings record constant data applied

 Note: This action can only be performed if a default local holdings constant data record has been selected. To select a default local holdings constant data record, navigate to Toolbox > Constant Data.

1. From the MARC 21 editor, click the Call Number for the record in the LHRs accordion.
   Or
   Search for a local holdings record and then click the Call Number for the record on the search results screen.
2. En el editor de LHR, haga clic en Grabar.
3. From the Record drop-down menu, select LHR > Derive with Default Constant Data.
   
   A confirmation message will appear with the name of the applied constant data record and the field(s) overlayed from the constant data record.
4. Haga clic en Guardar. Aparecerá un mensaje de confirmación indicando que el registro de explotaciones locales se ha añadido correctamente.
   
   Si no se ha podido derivar el registro, aparecerá un mensaje de error. Corrija los errores y repita el paso 4.

Derive a local holdings record from an existing local holdings record using local holdings record constant data preview

1. From the MARC 21 editor, click the Call Number for the record in the LHRs accordion.
   Or
   Search for a local holdings record and then click the Call Number for the record on the search results screen.
2. En el editor de LHR, haga clic en Grabar.
3. From the Record drop-down menu, select LHR > Derive and Preview Constant Data.
   
   The Apply Constant Data screen allows you to:
   • Preview the local holdings record with the local holdings constant data record applied. The overlayed constant data record data is highlighted in blue. The hyperlinked LHR control number will direct you to the local holdings record in the LHR editor.
   • Ver el registro de datos constantes de explotaciones locales seleccionado. El nombre de los datos constantes con hipervínculo le dirigirá al registro de datos constantes de las explotaciones locales en el editor de registros de datos constantes.
4. Select a constant data record name from the drop-down menu. Your default local holdings constant data record is selected by default, but any saved local holdings constant data record can be selected. This menu contains an auto-suggest text field. Auto-suggestions for available local holdings constant data records start with the first keystroke in the text field.
5. Seleccione en la lista desplegable los campos de datos constantes que se aplicarán al registro actual.
   • Campos fijos
   • Campos variables
   • Campos fijos y variables (por defecto)
6. Select which 852 subfields you would like to preserve from the Preserved 852 Subfields drop-down list. By default, $h  Classification part and $i  Item part are selected.

   Available 852 subfields

   • $a  Location
   • $b Sublocalización o recogida
   • $c Ubicación de la estantería
   • $d  Former shelving location
   • $e Dirección
   • $f Calificador de ubicación codificado
   • $g  Noncoded location qualifier
   • $h Parte de clasificación
   • $i Parte del artículo
   • $j  Shelving control number
   • $k Prefijo del número de llamada
   • $l Forma de presentación del título
   • $m Sufijo del número de llamada
   • $n  Country code
   • $p Designación de la pieza
   • $q Condición física de la pieza
   • $s Código de copyright del artículo
   • $t Número de copia
   • $u  Uniform Resource Identifier
   • $x  Nonpublic note
   • $z Nota pública
   • $2 Fuente de clasificación o esquema de estanterías
   • $3 Materiales especificados

7. Haga clic en Aplicar datos constantes. Aparecerá un mensaje de confirmación con el nombre del registro de datos constantes aplicado y el campo o campos superpuestos del registro de datos constantes.
8. Click Save. A confirmation message will appear which states that the local holdings record has been added successfully.
   
   If the record was unable to be derived, an error message will appear. Correct any errors and repeat step 8.