Add Serial Holdings

STEP

Action

1

Select Serial Holdings from the DOCLINE Main Menu.

2

On the Update/View Search page, enter a search term into one of the four Bibliographic Search fields.

3

On the Update/View Search page, under Filters, make sure the checkbox for My Library is selected.

4

Click SEARCH.

5

 

If more than one serial title is displayed, select the appropriate bibliographic title.

6

On the Holdings view page, click Add.

7

Select the appropriate physical Format.

8

Select whether the title is Currently Received.

9

Choose Retention Policy.

10

Supply appropriate detailed holdings information for retention choice. If holdings are Permanently Retained, enter Begin Vol. and/or Begin Year. If Limited Period Only, indicate the number and unit (Months, Years, or Editions) of holdings retained, e.g., Latest 5 Years.

11

Select Completeness Level.

12

If Format (step 7) is “Electronic”, update Embargo data as appropriate.

For libraries that report the title in LinkOut, the system will default to using LinkOut embargo information. Libraries can elect to manually enter an embargo period instead of using LinkOut by setting Use LinkOut Embargo to 'No' and entering the number of months in the Embargo Period field.

Libraries can manually input an embargo period in number of months (0-99) for titles not in LinkOut.

13

Indicate participation in National Print Retention program.

14

Click SAVE.

 

Additional resources: