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亞洲太平洋地區 (Chinese Traditional) 變更
Batch Processing : Holdings maintenance : Set or update holdings

Set or update holdings

You may send files of records for batch processing for many reasons, for example:

  • New OCLC members can send copies of their local database to OCLC to set holdings symbols for resource sharing purposes
  • You may have a collection of old bibliographic records that you'd like to update
  • You prefer to catalog using your local system and submit holdings to OCLC to fulfill your membership commitments

Types of projects

Retrospective projects

You can submit files of your entire local system database or any subset for batch processing. Once the initial processing is completed, you can maintain your holdings online through OCLC Connexion, or choose to continue batch processing on an ongoing basis. This type of project is most common for new OCLC members who want to set holdings in WorldCat for interlibrary loan, union list or reference purposes.

Ongoing projects

If you do not want to maintain your holdings online through OCLC Connexion, you can submit files to OCLC for batch processing on an ongoing basis to support your OCLC membership. When a matching record is found in WorldCat, OCLC sets or cancels holdings according to the record status code (Leader byte 5) in each record. If you cannot identify cancel holding transactions within each record, you can submit files for cancel holdings processing separately.

Group projects

Batch processing for groups is similar to that for single institutions with some distinct differences. Your group can submit files of consolidated records; that is, a single file of records representing multiple institutions. The records must contain library identifiers within the bibliographic records themselves. You complete a translation table that lists the library identifiers and the corresponding OCLC institution symbol that is to be set (or canceled) during batch processing.

If you request OCLC MARC record output with your group project, a copy of the matching OCLC MARC record is created for each institution for which holdings are set on a record. For example, one record containing three library identifiers will set three holdings, and three copies of that same matching OCLC record will be included in the resulting file.

Reclamation project

If your institution's holdings have not been maintained in WorldCat for one reason or another, you may not have an easy way to identify which records need to have your holdings canceled or set. A one-time reclamation project is the easiest and most cost effective way to get your holdings in WorldCat in sync with the holdings in your local system.

In a reclamation project, OCLC first removes all of your holdings from WorldCat (preserving any local data records if requested) and then uses files you generate from your local system to set your current holdings in WorldCat. After the reclamation project is completed, you can maintain your holdings online or through an ongoing batch processing project.

For details about any type of batch processing project, see the documentation or contact your OCLC regional service provider.