Displaying a Serial Holdings Record (with Update Rights)

Overview

 

The Serial Holdings Record Display screen appears after the system performed a Serial Holdings search and retrieved one bibliographic record and one to 100 holdings records. You may view holdings, and, with the proper authorizations, proceed to add, update, or delete holdings from this screen.

 

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.

Search Results

The number of holdings records that match both the search criteria and the search limits.

 

An alphabetic list of LIBIDs and the corresponding status displays, if a library is closed, a demonstration library, or is inactive.

 

An Edit button displays next to each LIBID. To view the Institutions' holdings record(s), click on the Edit button to the left of the LIBID. An abbreviated Institution record displays with ILL contact information, ILL charge information, and a list of library groups to which the library belongs. To view the entire Institution record, click on the View Entire Record link. To return to the Serial Holdings display screen, click the Close Window link.

 

To display the holdings record for a particular LIBID, click on the appropriate LIBID hyperlink.

 

To see the Document Delivery Institution, City, and State from the Institution record display, in the status area at the bottom of the window hold the cursor over the LIBID hyperlink.

Add holding for

An alphabetic list of LIBIDs for which:

 

  1. Search Limits included either the LIBID or a Library Group of which the library is a member; AND,

  2. No holdings for that title are held by that library; AND

  3. The user has rights to update holdings for that library.

 

To add holdings, click on the checkbox(es) in front of the LIBID(s) and click the ADD button.

No Institutions Record Found

An alphabetic list of LIBIDs for which:

 

  1. Search Limits included the LIBID; AND,

  2. There is no Institutions record for that 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. Volumes Held (when retention is permanent)

  3. Years Held (when retention is permanent)

  4. Limited Retention (when retention is limited)

  5. Physical Format

  6. Completeness

  7. Acquisition Status

  8. Retention Policy

  9. Commitment Level

  10. Added/Modified Date and USERID

  11. Encoding Level

 

 

Function

Action

View Holdings

On the left side of the screen under "Search Results":

 

Click the appropriate LIBID hyperlink.

 

The holdings for that LIBID will display.

View Institutions Information

On the left side of the screen under "Search Results":

 

Click on the icon located to the left of the appropriate LIBID hyperlink.

 

The ILL Info window opens which displays Interlibrary Loan contact information, charge information, and library group data for that LIBID. To view the entire Institution record, click the View Entire Record link. To return to the Serial Holdings record from the ILL Info window, click the Close Window link.

Update Holdings

At the bottom of the screen:

 

Click the UPDATE button.

The Serial Holdings Update Screen displays.

Make the appropriate changes.

Click the UPDATE button.

 

Note: If you do not have rights to update or delete a record, the UPDATE and DELETE buttons will not be displayed.

Delete Holdings

At the bottom of the screen:

 

Click the DELETE button.

The following message displays:

Click OK to delete the holdings record for LIBID.

Click CANCEL to return to the holdings record without deleting it.

Click the OK button.

 

The holdings record is permanently deleted.

 

Note: If you do not have rights to update or delete a record, the UPDATE and DELETE buttons will not be displayed.

Add Holdings

On the left side of the screen under "Add Holding for":

 

Click on checkbox next to the appropriate LIBID(s) hyperlink.

Click the ADD button.

 

The Serial Holdings ADD screen will display. See HELP on the ADD screen for additional information about adding holdings.

 

Note: The "Add Holding for" label only displays when you have authorization to add records and have limited the initial search by Library Group or LIBID.

 

 

Buttons

Button

Button Definition

Update

Takes you to the Serial Holdings Update screen.

 

This button displays whenever user has rights to edit the record. Rights are determined by Serial Holdings authorizations that are established by the Regional DOCLINE Coordinator.

Delete

Permanently deletes the selected holdings record once you have confirmed that you really want to delete the record.

 

The confirmation message is: "Click OK to delete the holdings record for LIBID. Click CANCEL to return to the holdings record without deleting it."

 

The DELETE button displays if you have rights to edit the record; if you have rights to edit a record, you have rights to delete the record. Rights are determined by Serial Holdings authorizations that are established by your Regional DOCLINE Coordinator.

Return

Returns to Serial Holdings Add/Update screen.

Help

Retrieves the Help Window.