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--- cat:updating_holdings_information_in_oclc [2017/08/23 18:01] – ehardy
+++ cat:updating_holdings_information_in_oclc [2018/10/11 20:15] – external edit 127.0.0.1
@@ Line 9: / Line 9: @@
 [[http://pines.georgialibraries.org/cataloging-deletingholdings|For more information, see Deleting Holdings in OCLC]]
-<font inherit/Arial,Helvetica,sans-serif;;inherit;;inherit>If you don’t remove your holdings from OCLC, your library may receive Interlibrary-loan requests from other OCLC member libraries for items no longer available for lending, thus wasting processing time for a borrowing library on the one hand and time tracing the non-existing item by your library staff on the other. Because one PINES library has removed its last copy on an OCLC record in PINES does not mean all have done so, batchloading for deleting holdings from World Cat at PINES level is not plausible. Further, GOLD member libraries have always been responsible for deleting their own holdings from OCLC. Each PINES library system needs to delete their holdings in OCLC’s WorldCat after the library has deleted its last copy from an OCLC record in PINES.</font>
+If you don’t remove your holdings from OCLC, your library may receive Interlibrary-loan requests from other OCLC member libraries for items no longer available for lending, thus wasting processing time for a borrowing library on the one hand and time tracing the non-existing item by your library staff on the other. Because one PINES library has removed its last copy on an OCLC record in PINES does not mean all have done so, batchloading for deleting holdings from World Cat at PINES level is not plausible. Further, GOLD member libraries have always been responsible for deleting their own holdings from OCLC. Each PINES library system needs to delete their holdings in OCLC’s WorldCat after the library has deleted its last copy from an OCLC record in PINES.
 **Recommended procedures for deleting holdings from OCLC**
-   * Record the OCLC TCN numbers [i.e.: ocm12345678, ocm91123456, ocn945353199, on1001550020, etc.], either by hand or manually when you are sure that you have withdrawn your system’s **LAST**  copy on the record
+  - Record the OCLC TCN numbers [i.e.: ocm12345678, ocm91123456, ocn945353199, on1001550020, etc.], either by hand or manually when you are sure that you have withdrawn your system’s **LAST** copy on the record.
-  * If you have withdrawn your last copies from a PINES’ record which does not have an OCLC number based TCN [i.e.: i123456789X or l (small ‘L’)860123456 or PIN1234567891, etc.], you need to search WorldCat via Connexion or the Connexion Client to find the record’s corresponding OCLC record, and can remove your library’s holding right then (when it is confirmed that the holding is still held by your library).
+  - If you’ve withdrawn your last copies from a PINES’s record which does not have an OCLC number based TCN [i.e.: i123456789X or l (small “L”)860123456 or PIN1234567891, etc.], you need to search WorldCat via Connexion or the Connexion Client to find the record’s corresponding OCLC record, and can remove your library’s holding right then (when it is confirmed that the holding is still held by your library).
-  * If you remove or update your holdings sporadically, you can do so record by record, removing holdings online one at a time.
+  - If you remove or update your holdings sporadically, you can do so record by record—removing holdings online one at a time.
-      * Log on to the Connexion Client
+  * Log on to the Connexion Client
+  * Pull up the record on display
+  * If the record is shown “Held by” your library’s symbol,
+  * Go to Action - **Holdings** - **Delete Holdings**
-      * Pull up the record on display
+If you plan to remove or update holdings in a batch, especially for a large weeding project, you may want to do a batch deleting by following procedures:
-      * If the record is shown “Held by” your library’s symbol
+  * Compile a .txt file for all OCLC records’ title control numbers from which you want to remove your library’s holdings and save the file in your C:\temp or any folder. Remember to delete the prefix and any initial zero(s) from the TCN)
-        * Go to Action - **Holdings -Delete Holdings**
+  * Open Connexion Client offline
-      * If you plan to remove or update holdings in a batch, especially for a large weeding project, you may want to do a batch deleting by following procedures:
+  * Click on **Batch - Holdings by OCLC Numbers**
-        * Compile a .txt file for all OCLC records’ title control numbers from which you want to remove your library’s holdings and save the file in your C:\temp or any folder formatted as:
+  * On the screen of **Batch Holdings by OCLC Numbers**, first click on **Browse **on the top-right hand corner to find the file you want to import, and then click on **Import** button.
+  * You will see your OCLC numbers displayed to the left of the window and the message “Do you want to delete your original import file?” (Say “No” just in case all numbers are not imported or keep record for stats).
+  * Click on the radio button for **Delete holdings** and click on **OK.**
+  * Connexion logs on automatically to do batch searching and deleting and immediate after that, you will see a report for your batch.
-   2345687 (please remember to delete the prefix and any initial zero(s) from an OCLC number based TCN)
-            12345678
+===== Updating Holdings =====
-            23456789
-            * Open Connexion Client offline
+If you want to update holdings rather than wait for the monthly PINES update, you can repeat the same procedures except that you should remember to click on **Updating holdings** instead of** Delete holdings.**
-              * Click on **Batch**  - **Holdings by OCLC Numbers**
-                * On the screen of **Batch Holdings by OCLC Numbers**, first click on **Browse **on the top-right hand corner to find the file you want to import, and then click on **Import**  button;
-                  * You will see your OCLC numbers displayed to the left of the window and the message “Do you want to delete your original import file?” (Say “No” just in case all numbers are not imported or keep record for stats).
-                  * Click on the radio button for **Delete holdings**  and click on **OK.**
-                  * Connexion logs on automatically to do batch searching and deleting and immediate after that, you will see a report for your batch.