Once you have selected a record to be requested, go to the Holdings tab under the OCLC Open Tab on the Request Form. From here, you have several options for determining which institutions might be able to provide the item. Which option you choose will depend on the item being requested, how many different Custom Holdings options you have set up, and your ILL requesting policies and/or preferences.
| Default Custom Holdings | Selecting the Default Custom Holdings option from the menu will display the custom holdings results for the specified default holdings path. |
|---|---|
| Custom Holdings | The Custom Holdings option allows you to specify a different Custom Holdings Path from the default. |
| Profile Groups | The Profile Group option allows you to specify a particular profile group or GAC (Group Access Capability) from which potential lenders should display. |
| Default | The Default option allows you to display OCLC's default Holdings information. |
| Regional | The Regional option allows you to display Holdings information for your region. This should include holdings information from your institution's state and all adjacent states. |
| State | The State option allows you to display Holdings information for your institution's state. |
| All | The All option allows you to display all Holdings information returned by OCLC regardless of geographic location. |
The Holdings Display
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Hovering your mouse over any symbol will display the institution name for the symbol, the days to respond, and any fee information. The institution name will also display in the status bar at the bottom of the Request Form.
- Right-clicking on any symbol in the holdings display will display the option to view the OCLC Policies Directory for that symbol. Selecting that option will open a web browser, log on to the OCLC Policies Directory, and perform a search for the specified symbol.
Once holdings information is generated from OCLC, the left side of the Holdings Tab displays the returned holdings information grouped either by Custom Holdings Group or by State depending on the holdings menu option selected. Within these groups, symbols are organized alphabetically by OCLC symbol. An information bar at the top of the holdings display informs you of the number of holdings that were found and the type of holdings displayed. Holdings groups may be compressed by clicking on the minussymbol to the left of each group. A compressed group may later be re-enlarged by clicking on the plussymbol the left of a compressed group.
Articles
Local Holdings for Articles display in a different format than the other Holdings displays so that specific volume, issue, and date information can be displayed for each lender symbol if the information exists in OCLC's database. The number of holdings found displays on the status bar at the bottom of the page.
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