Adding a Holdings Record
Page Contents:
Overview
In what situations are holdings records created?
Holdings records are automatically created when a Physical/Print One Time and Continuous POLs are created in Alma.
However, holdings records will need to be created manually in the MD Editor for:
- Standing Orders
- Library inventory that is not in Alma for an existing title
- Campuses who are not currently using acquisitions in Alma
NOTE: You can only have one holdings record per location, but if you need to have more than one holding record per location you can do this by adding $$t (copy number) to MARC holding field 852 with an identifier, such a 1,2,3, etc.
Adding a Holdings Record for a Book
Adding a new holdings record for a book:
- Open the bib record in the MD Editor
- Click New>Marc21 Holdings
- Click the appropriate Holdings Template - Books (Default) Template
- The holdings template will on the right-side of the split screen editor
- Click in MARC 852
- Open the Form Editor by clicking Editing Actions>Open Form Editor (Ctrl+F)
- Form Editor Opens
- Edit the first indicator for to use the appropriate shelving Scheme
- Select $$b (sublocation)
- Select $$c (shelving location)
- Hit the Esc button to close the form editor
- Click Save
- Items can now be added to the Holding record from the MD Editor
- Release the holdings record once items have been successfully added
Adding a Holdings Record for a Serial
To add a serials holdings record:
- Open the bib record in the MD Editor
- Click New>Marc21 Holdings
- Click the appropriate Serials Holdings Template
- Continuing Resources template - Ex Libris serials holdings templates are used for "expand from template"
- The holdings template will on the right-side of the split screen editor
- Click in the LDR
- Open the Form Editor by clicking Editing Actions>Open Form Editor (Ctrl+F)
- The Form Editor Opens and populate the following positions (if a template is created for continuous (serials) the following positions will be configured)
- Record status (5) - n (new)
- Type of Record (6) - y (serial item holdings)
- Undefined character positions (7) - # - Undefined
- Undefined character positions (8) - # - Undefined
- Character coding scheme (9) - # MARC-8
- Encoding level (17) - u - Unknown
- Item information in record (18) - i - Item information
- Undefined character positions (19) - # - Undefined
- Length of the length-of-field portion (20) - 4
- Length of the starting-character-position portion (21) - 5
- Length of the implementation-defined portion (22) - 0
- Undefined (23) - 0 - Undefined
- Click in MARC 852
- Open the Form Editor by clicking Editing Actions>Open Form Editor (Ctrl+F)
- Form Editor Opens
- Edit the first indicator for to use the appropriate shelving Schema
- Select $$b (sublocation)
- Select $$c (shelving location)
- Hit the Esc key to close the form editor
- Click into the MARC Holdings 852
- Click Editing Actions>Expand from Template
- Choose Template: [Select the appropriate Serials Template]
- Click Ok
- MARC 853 and 590 will be created based on the template
- Edit MARC 853 and/or 590 if necessary
- Click Save
- Items can now be added to the Holding record from the MD Editor
- Release the holdings record once items have been successfully added