Add an Additional Format to a holdings record

 

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

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 record page, click Add Format.

7

Select appropriate physical Format.

8

Select whether the title is Currently Received.

9

Choose Retention Policy.

10

Supply appropriate detailed holdings information for Retention choice (must include Begin Vol. and/or Year).  Note: For Permanently Retained, gaps are indicated by separate ranges (rows).

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: