Adding a Serial Holdings Record

Overview

 

The Serial Holdings Add screen appears when a user clicks on the ADD button from the Record Display screen OR when no records are found that match the search limits in effect and the user has rights to add holdings. You will only be able to add records for libraries for which you have update rights. Rights are determined by Serial Holdings authorizations that are established by the Regional DOCLINE Coordinator.

 

Data Displayed

Description

Search Criteria

Bibliographic search information input followed by the field name in parentheses.

Search Limits in Effect

Serial Holdings search limits selected or input by the user followed by the field name in parentheses.

Owning Library Name

The library's name. The name is taken from the Document Delivery Institution field in the Institution record.

Owning Library City

The library's city. The city is taken from the Document Delivery City field in the Institution record.

Owning Library State/Province

The library's state or province code. The U.S. state or Canadian province code is taken from the Document Delivery State/Province field in the Institution record.

Owning Library LIBID

The library's LIBID.

 

 

The bibliographic information for holdings that displays consists of:

  1. Journal Title

  2. NLM Unique ID

  3. ISSN

  4. Publisher

  5. Place of Publication

  6. Publication Dates

  7. Frequency

  8. Continuation Notes (if no notes exist, this field will not display)

 

The holdings information that displays consists of:

  1. Owning Library

  2. Retention Policy

  3. Physical Format

  4. Completeness

  5. Commitment Level

  6. Acquisition Status

  7. Holdings Owned

 

 

Function

Action

Add Holdings

Click on the Checkbox in front of the library or libraries on the left side of your screen in order to add holdings. Note: If you selected only one library to add holdings for on the Record Display screen, the system will automatically fill in the checkbox for you.

 

Change the Retention if necessary. The default is Permanently Retained.

 

Select the appropriate Acquisition Status.

Fill in Holdings Owned information.

 

Note: For Permanently Retained, gaps are indicated by separate rows (occurrences).

 

 

Buttons (for Permanently Retained Holdings Information)

Button

Button Definition

Insert Row

Adds another holdings row (occurrence).

Delete

Deletes the holdings row (occurrence) that the cursor is in.

Reset

Clears changes within the holdings and returns the holdings to the original form.

Delete All

Deletes all holdings rows (occurrences).

Sort

Sorts the holdings rows (occurrences) by years and then by volumes.

 

 

Buttons

Button

Button Definition

Add

Adds the holdings record to Serial Holdings.

Return to Search

Cancels the add process and returns the user to the Search screen.

Reset

Removes all user input.

Help

Retrieves this Help Window.