Creating and editing LHRs from WRS

1
Creating and editing LHRs from WRS

• If its OK with your cataloger
• and your OCLC login has authorization for
  Connexion

2
Why edit Local Holdings Records in WRS?

• To correct textual or formatting errors in the
  LHR
• To set up Auto-deflection for a specific title

3
The Local Holdings Record from the WRS request
This ILL workform has too much info in the
Summary.
4
Updating an existing Local Holdings Record

• Be very, very, careful!

5
In the ILL request, click on LHR Update
6
The LHR opens in Connexion
2.
1.

• Make edits on summary line.
• Replace Record

7
Borrowing librarys view
8
Creating an LHR to auto-deflect for a book

• A little more complicated,
• but so useful

9
The LHR summary display in WRS
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Example
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In the ILL request, click on LHR Update
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Connexion opens to the Bib record
Select Create Local Holdings
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1. Change text in summary field to reflect its
non-circulating status
2. Delete 853 863 fields
3. Then click to expand 008 field
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Setting Auto-Deflection !!!
4. Set Byte 20 and/or 21. Byte 20 for will not
lend. Byte 21 for will not reproduce.
5. Click apply.
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6. Add record in Action Menu
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Summary text displays to borrowing libraries.
Auto-deflection eliminates future requests.
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PANIC an error message
Encoding Level in the Leader, byte 17
To fix, expand the leader field
18
Fix anything with question marks???
19
Changed ???Unknown valueto Unknown value
20
Add record and success
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For auto-deflection by format, see the Policies
Directory Quick Reference Card

• http//www.oclc.org/support/documentation/resource
  sharing/libpolicies/getstart/policies_ref_card.pdf