Editing Summary of Holdings

The only editing of summary of holdings you might need to do is for these reasons:

To include the holdings of items received before you implemented Horizon Serials.
To close up a gap that has been filled.
To delete summary of holdings for issues that you no longer have.

Holdings editing is sensitive to the chronology and enumeration patterns attached to a title’s patterns, Serials Control attempts to enforce conformity to the pattern when editing holdings.

To edit summary of holdings

1 Search for the serials title you want and send it to Serials Control, if necessary.

Horizon displays the Copy List window.

2 Highlight the copy record with the summary of holdings that you want to edit.

Note: If summary of holdings should be changed for all copies of an issue, you need to edit each copy record.

3 Click Sum. of Holdings.

Horizon displays the Summary of Holdings window:

This window lists the holdings of issues that you have checked in since the date when you began using the Serials prediction function. If you have the issues before that shown in the Summary of Holdings window, you can edit the holdings to include those prior issues.

4 Highlight the first holdings row.

This is the row that you need to edit in order to reflect the issues that you have that were received before you implemented Serials.

5 Click Edit.

Horizon opens the Edit Summary of Holdings window:

Note: If the holdings row that you are working with contains issues with no prediction pattern, or special issues, Horizon displays a different window. (For more information, see Editing Summary of Holdings for Special Issues .)

6 Edit these fields so that the summary of holdings reflects all the issues that you have:
From Volume. Enter the earliest volume of this serial that you have.
To Volume. Enter the current volume of this serial that you have.
From Date. Enter the issue date of the earliest issue of this serial that you have.
To Date. Enter the issue date of the current issue of this serial that you have.

Note: Other fields, such as issues or pages, may appear in addition to volume and number fields depending on the enumeration display of the summary of holdings that you are editing. Edit these fields to reflect the summary of holdings as necessary.

You have now edited the holdings to reflect the earliest volume and issue that you have.

7 Remove the mark from the Gap check box if you have filled the gap by entering all the missing issues.
8 Save the file.

The summary of holdings display on the Bibliographic Detail window in PAC and staff searching should now reflect the changes that you have made.

 


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