Serial Holdings Level 2 Holdings Report Overview

This report lists the holdings that are at Encoding Level 2 according to the ANSI/NISO Z39.71-1999 standard. These holdings do not list volume or year holdings information. Since neither DOCLINE users nor the DOCLINE routing algorithm can tell what is held, it is important to add holdings information to these records as soon as possible.


A user can produce a Level 2 holdings report for any library for which he/she has rights to update holdings, a library group to which he/she belongs, or for his/her own state or province. For Serial Holdings Coordinators who have rights to more than one state/province, multiple states or provinces will display. Only one library, library group, and/or state/province can be selected for the report. Regional DOCLINE Coordinators can produce this report for their region.


The report is sorted by LIBID and then by Title. The fields displayed are: Library Name, City, State/Province, LIBID, Title, NLM Unique ID, ISSN, Publisher, Place of Publication, Publication Date, Frequency, Continuation Notes, Retention Policy, and Acquisition Status.  Any fields that have no data will not display.


Procedures for creating a Level 2 Holdings Report:





Select Serial Holdings the DOCLINE main menu.


Select Reports.


NOTE: If you do not have rights to create reports within Serial Holdings, you will not have the Serial Holdings Reports menu option.


Click the Level 2 Holdings hyperlink in the left sidebar under the Create Reports header.


Click on the appropriate radio button for LIBID, Library Group, Region (only Regional Serial Holdings Coordinators will have this option), or State/Province.


LIBID (report rights for only one library):  proceed to step 6.  


LIBID (report rights for more than one library):  Input LIBID.


Library Group, State/Province, or Region:  Click on the appropriate radio button for the report you want to run.   


Click Create Report.


When the user clicks Create Report, the following happens:


  1. The report is placed into a queue. Reports are generated every hour and are run in the order they are submitted.

  2. These reports will be current as of the time that they are run.

  3. When the report is ready, the user will see a Serial Holdings Report Ready message in the DOCLINE message area. Once the report has been viewed, the message is removed from the DOCLINE message area.

  4. Each report will be deleted from the DOCLINE system one week after creation even if the report has not been viewed.

  5.  Reports are accessible only to the user that creates them (e.g., if I create a report when I am logged in with USERID XXX61, I must log in as USERID XXX61 in order to retrieve the report).

  6. If a second report of the same type (ex. Level 2 Holdings) for the same library is requested by the same user, the first report will be replaced by the second report.

  7. Report fields with more than 255 characters will be truncated to 255 characters. If, for instance, the title is 260 characters, only the first 255 will be included in the report.