Setting Up a Copy Record to Display a Summary of Holdings

Before any serials holdings information can display in search results windows, you must add certain information to each serial copy record for which you want to maintain a summary of holdings.

To set up a copy record to display a summary of holdings

1 Do one of these options:
Open the copy record for which you want to display a summary of holdings.
Do these steps to create a new copy record:
Open the bib record to which you want to attach a copy record.
Choose Marc, Copy Records.

Horizon displays the List Copies window.

Click New.

Horizon displays the edit copy records window:

2 Use this table to enter the required fields for serials summary of holdings (click Codes after any field for a list of valid options):

Field

Action

Location

Enter the location of the copy record.

This specifies where the copy (or set of items) is housed.

Collection

Enter the collection.

The collection reflects the form or content of the copy.

Serials Media Type

Enter the serial’s media type.

3 Mark the Summary of Holdings box.
4 Enter any other information that you want.

Note: If you have more than one location where you keep serials, your system administrator may also need to specify which location’s holdings information you can display in your PAC. (For instructions, see “PAC Primary and Secondary Locations” in the “Searching Setup” chapter of the System Administration Guide.)

Once you have marked the Summary of Holdings box on a copy record, the collection and the media type that you designate for the copy displays in search results windows. If you want more information to display, you can manually add call numbers, enumeration, chronology, and notes to the copy record. You can also edit existing information. (For more information, see Editing a Summary of Holdings.)

 


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