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Attaching a Holdings Record to Closed Serial Titles

 Purpose: To record in URSUS the completed holdings of a serial title held but no longer received in physical form by Fogler Library.

The phrase "Holdings Record" refers to a Checkin record that has no card attached.  These records can be created from scratch or by removing the card from an existing checkin record. 

Open the Sierra Serials module

If there is already a current check-in record

  1. Call up the record which usually defaults to the card display
  2. Click on the correct checkin record
  3. If the record has MARC formatted holdings (853 and 863 fields displayed) then simply close or update volume numbering.
  4. If not in MARC format, proceed to the "Adding and Updating Holdings" section below
  5. Checkin card removal:
    • Select the card tab
    • Select all the checkin boxes by highlighting (drag cursor across boxes; color will change)
    • Press the <Delete> key
    • When asked "Are you sure you want to delete the selected boxes?" click Yes
    • Click on the Record tab
    • Save

If there is no check-in record attached

           Attach New Checkin Record

  1. Call up the record
  2. Click on Summary
  3. Choose Checkin from the View dropdown menu
  4. Click "Attach New Checkin" button
  5. Respond to the subsequent series of dialog boxes:
  6. Frequency, click Next
  7. Label Type, click Next
  8. Edit Data, click Next
  9. Copies, leave at the default (1)
  10. Location (Usually obper)
  11. RLOC, click Next
  12. Vendor, click Next
  13. Identify, click Next
  14. Check note, click Next
  15. Lib. has, click Next
  16. Ven. ADDR, click Next
  17. Call #, click Next
  18. In the "Create Card" dialog box, click Cancel
  19. Save
  20. Proceed to the "Adding and Updating Holdings" section below

Adding and updating holdings

Adding Holdings Dialog Box

  1. Click Holdings in the left menu bar
  2. Click on Add New Range
  3. If the "Create Caption" dialog box appears, select the appropriate options for Enumeration and Chronology.
  4. Uncheck "Display Caption" for levels of enumeration and chronology for a cleaner appearance on the public display
  5. Click the Submit button.
  6. In the "New Holdings" display, enter the volume/number(year) in the "From" and "To" fields
  7. In the "Note" field enter the location in all caps (see examples below)
  8. Click Apply Changes
  9. If there are gaps in the holdings or holdings in multiple locations you will have to repeat this process for each distinct holdings range (For more information on creating holdings statements see: MARC format for Closed Serials)
  10. If there were already ranges of holdings listed in an 850 field or in a non-MARC "h" field, add these ranges using steps 2-6 above and then delete the 850 and/or "h" fields
    • Example 1 Multiple holding locations (OMIC): (b16741262)
      Title           American journal of orthopsychiatry
      Location    ORO Microforms
      Lib. Has    1 (1930)- 11 (1941) MICROFORMS;
                      40 (1970)- 52 (1982) MICROFILM;
                      12 (1949)- 39 (1969) STORAGE (AVAILABLE ONLINE)
                      49 (1979)- 75 (2005) STORAGE (AVAILABLE ONLINE)
    • Example 2 Multiple holding locations (OBPER): (b1674696x)
      Title          The Astronomical journal
      Location    ORO Per Stacks
      Lib. Has    1 (1849)- 22 (1902) ANNEX;
                      28 (1914)- 44 (1935) ANNEX;
                      45 (1935)- 114 (1997) PER. STACKS;
                      115 (1998)- 138 (2009) STORAGE (AVAILABLE ONLINE)
    • Example 3 Bangor Last Copy Center (OLCC): (b16737684)
      Title           Accounts of chemical research
      Location    Orono Storage
      Lib. Has    1 (1968)- 3 (1970) STORAGE (AVAILABLE ONLINE)
                      9 (1976)- 37 (2004) STORAGE (AVAILABLE ONLINE)
  11. Save
  12. Click on the "View" menu
  13. Select "Public Display"
  14. Make sure the holdings are correct and display properly. Alignment and chronological order of multiple statements enhance readability. 

Note: If there is no "holdings" type checkin record already attached, check the bibliographic record for an 850 field.  This applies to holdings created prior to 2000.  Add this range to the holdings record being created and delete the 850 field from the bib record. 

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Created by: Library Staff | Revised: 07/07/2016
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