OCLC Custom Holdings

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Custom Holdings allow you to prioritize potential lenders by setting up groups of lender symbols and setting up holdings paths that determine which groups of lender symbols display in which order when results are returned by OCLC Searching. You may specify distinct default Custom Holdings Paths to be used by the system for Loans and for Articles. This is done in the ILLiad Customization Manager. If you wish, you may also set up additional Custom Holdings Paths to be accessed manually during the searching process.

View OCLC's documentation with more details about Custom Holdings here.

Custom Holdings Paths

A custom holdings path is a record that contains the names of holdings groups appropriate to a set of requests. Within the holdings, path record are listed holdings group records in order of borrowing preference.

  1. From the ILLiad main screen, click the System tab then click Resource Sharing Settings.
  2. Click on the Custom Holdings Paths tab.
  3. To create a new path, click New and enter in a name and description.
  4. To add groups to the new path, select a group from the Available Groups section and drag it to the Selected Groups section. To remove groups, drag them back.
  5. Once you have added groups, click Save to save changes to the new path.
  6. To update a path, pick the path from the Name drop-down. Make any necessary changes and click Save.
  7. To make a copy of an existing path, select the path to copy from the Name drop-down. Then click Copy, make any desired edits, and click Save.
  8. To delete a custom holdings path, select the path from the Name drop-down and click Delete.

Custom Holdings Groups

A custom holdings group is a record that contains the OCLC symbols of preferred lenders for a particular category of borrowing activities.

  1. From the ILLiad main screen, click the System tab then click Resource Sharing Settings.
  2. Click on the Custom Holdings Group tab.
  3. To create a new group, click New and enter a name and description.
  4. Enter the desired OCLC symbols into the text box and click Add Symbol to Group. Click Save to save the group.
  5. To remove symbols from the group, select the symbol you wish to remove and click Remove Selected Symbols. To clear all symbols click Remove All Symbols
  6. To make changes to existing groups, select the group from the Name dropdown.
  7. To copy a group, select the group from the Name dropdown and click Copy. Then make any desired edits and click Save.
  8. To delete a group, select the group to be deleted from the Name dropdown and click Delete.

 

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