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Local holdings institution summary

About institution summary

  • Lists two or more local holdings records (LHRs) for an institution that are linked to a single bibliographic record.
  • Presents detailed holdings data for each copy, extracted from field 863 in the local holdings record.
  • The system displays an institution summary when you
    • Click an LH link for an item in WorldCat search results. If your institution has more than one LHR linked to the record, the system displays an institution summary.
    • Click a hyperlinked item number for an institution on a group summary. If the institution has more than one LHR linked to the record, the system displays an institution summary.
    • Take the Display Local Holdings action from the View list on a bibliographic record and select Institution Holdings.

Institution summary screen content

Element description
Search results message

Appears on the top line of the screen. Shows the local holdings search query that produced the institution summary.

If your results are unexpected, you can use this feedback to verify that you entered the search correctly.

Jump bar
(Navigation tools, at top and bottom of the screen)

View Group box and arrow buttons

Appears only if you viewed the Institution Summary from a Group Summary. The box shows the entry number for the institution you are viewing.

  • To move to items for other institutions listed in a Group Summary, type an entry number in the box and press <Enter>.
  • To move to the next or previous item within the Group Summary, click the right arrow button or the left arrow button next to the View Group box.


View Record box

The box shows the entry number of the first entry on the screen. Box is active when the screen is first displayed; press <Enter> to view the first entry.

  • To view another entry, type the number in the box and press <Enter>.


View List box and arrow buttons

Use to move through a multi-screen Institution Summary.

  • To view a section of the list beginning with a specific entry, type the entry number in the box and press <Enter>.
  • To move to the next or previous screen of the Institution Summary, click the right arrow button or the left arrow button next to the View List box.

 Note: If all entries appear on a single screen, the View List box and arrow buttons are not active.

Bib Record button

Click Bib Record to view the bibliographic record to which the listed institution has linked holdings records.

Action/Sort list

Lists the actions you can take from the Institution Summary screen.

Open the list and select the action you want.

  • Create Local Holdings. Attach a new local holdings record (LHR) for your institution to the bibliographic record. When you select this action, the system displays a local holdings workform.
  • Delete All Local Holdings. Remove your institution's local holdings records (LHRs) linked to this bibliographic record. You can also choose to delete your institution's OCLC symbol from the record.
  • Request Group Summary. View local holdings for a specific group.
Header

Bibliographic information

Title (245 a,b), OCLC control number (001), ISSN (022) or ISBN (020), Frequency (008, Freq), Dates (008, Date1, Date2)

Summary Shows summary holdings data from the Summary field of the first LHR for this institution.
Record column

Entry number for each institution listed in the Group Summary.

Click the hyperlinked entry number to view holdings for an institution. When you click the entry number, the system displays either a local holdings record or (if the institution has more than one LHR) an Institution Summary.

Location column Holding library code for each location within the institution.
Copy column Copy number for the copy of the item held at each location (if available).
Data column
Shows holdings data from each LHR for the institutions

Holdings data for each location, from field 863 in the local holdings record (LHR) for that location.

Hover the mouse pointer over the data for one location to view all content of field 863 in the LHR, OCLC# of the bibliographic record, and holding library code.

Move within institution summary screen

move to procedure
Top or bottom of the Institution Summary screen Press <PageDown> or <PageUp>.
Or
Click the down arrow or the up arrow (right end of the blue bar at the top and bottom of the list).
Next or previous screen of Institution Summary

Use the View List box and arrow buttons to move through a multi-screen Institution Summary.

  • To view a section of the list beginning with a specific entry, type the entry number in the box and press <Enter>.
  • To move to the next or previous screen of the Institution Summary, click the right arrow button or the left arrow button next to the View List box.
Bibliographic record to which the institution holdings are linked Click the Bib Record button.
Local holdings record (LHR) Click the hyperlinked entry number for the location/copy.
Or
Type an entry number in the View Record box and press <Enter>.

Move among local holdings screen

from to procedure
Any local holdings screen Associated bibliographic record Click the Bib Record button.
WorldCat search results On the navigation bar, open the Search Options list and click Search Results.
Group Summary Institution Summary or LHR Click the entry number for an institution or type the number in the View Record box and press <Enter>.
Institution Summary Group Summary Click the Group Summary button.
Or
On the navigation bar, open the Search Options list and click LH Group Summary.
LHR Click the entry number for the record or type the number in the View Record box and press <Enter>.
LHR Institution Summary Click the Inst Summary button.
Or
On the navigation bar, open the Search Options list and click LH Inst Summary.
Group Summary Click the Group Summary button.
Or
On the navigation bar, open the Search Options list and click LH Group Summary.
Bibliographic record Institution Summary Click the Inst Summary button.
Or
On the navigation bar, open the Search Options list and click LH Inst Summary.
Group Summary Click the Group Summary button.
Or
On the navigation bar, open the Search Options list and click LH Group Summary.
LHR

Return to the Institution Summary or the Group Summary and select the LHR.
Or
If your institution has local holdings records for the item, the text Holdings in [Inst symbol/Local [Inst] Holdings] appears at the top of the record. To view your local holdings, on the Action list click Edit Local Holdings .

If you do not hold the item, the text No holdings in [institution symbol] appears at the top of the record. To view local holdings for another institution, use Display Local Holdings.

Display local holdings:

  1. On the View list, click Display Local Holdings or press <Alt><K><\> (backslash).
  2. In the Local holdings type list, select Institution Holdings, type an institution symbol in the text box, and click Display Local Holdings.
  3. In the Holdings Display window, under Local Holdings Information, click the link to the holdings summary for the institution you want.

Take actions on institution summary

You can take the following actions using the Action/Sort list on an Institution Summary screen.

action procedure
Create a new local holdings record for your institution
  1. On the Action/Sort list, select Create Local Holdings. The system displays a local holdings workform that contains information from the bibliographic record and default data for your institution.
  2. Complete the LHR.
  3. Add the record to WorldCat and link it to the bibliographic record.
  4. While viewing the completed LHR, on the Action list click Add Record or press <Alt><K> and then <N>.
Delete your institution's local holdings records from the bibliographic record
  1. On the Action/Sort list, select Delete All Local Holdings. Immediately above the screen title, the system displays a box you can use to confirm or cancel the action.
  2. To delete all your LHRs and your OCLC institution symbol from the record, click Delete Local Holdings.
  3. To delete LHRs but keep your OCLC institution symbol linked to the record, clear (uncheck) the check box labeled Remove your institution's symbol from bibliographic record. Then click Delete Local Holdings.
  4. To cancel deleting local holdings from the record, click Cancel.
View a Group Summary for a different group
  1. On the Action/Sort list, select Request Group Summary. Immediately above the screen title, the system displays a box you can use to specify the group for which you want to view a Group Summary.
  2. In the text box, type the group symbol for the group you want. Then click Display Summary<.>
  3. To cancel the action, click Cancel.

 

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