Enter Serial Holdings Record Details

To enter holdings record details

1. On the New Serial Holdings Record workform, select the Details view.
2. Select the Status for the serial holding. Assigning “Not currently received” as a status disables automatic prediction for this serial holdings record.

3. In the Destination list, select the branch that will house the series.
   

   Note:
   Only organizations for which you have the Serial holdings records: Create permission appear in the Destination list.

4. In the Copy no. box, enter the copy number.
5. Specify the bibliographic record control number:

   1. Select the FIND button beside the Bib control number field.

      The Bibliographic Record Find Tool opens.

   2. Search for a title and select it.

   3. Select OPEN.

      Leap populates the Bib control number field.

6. Select the Order Type for the serial holdings record.

7. In the Collection list, select the collection where the series will be located.

   Note:
   The selections available in the Collection list are dependent on the organization you selected for destination branch.

8. In the Material type list, select the format of the series.
9. In the Holdings Display section, enter the shelving scheme:

   1. Select a Call Number Scheme.

   2. Enter a Prefix.

   3. Enter a Classification.

   4. Enter a Cutter.

   5. Select Display in PAC if you want this information to appear in PowerPAC and Children's PAC. The display also depends on the retention information you enter. The checked in issues display according to the retention information. For more information, search the staff client help for "Displaying Serial Titles in the PAC."

      Note:
      If you leave Display in PAC cleared, no serial issues display for the title (unless there are linked item records that are set to display).

10. Select completeness and retention information:
    1. Select a Completeness Code that best describes the current state of the series.

    2. Select a Retention Designator.

       Note:
       If you select Retained for a limited period, then select Latest retained or Previous retained and the number of editions, issues, months, supplements, weeks or years of this serial title to retain. If you select Latest retained, the latest publications are retained, including the current one. If you select Previous retained, the previous publications, not including the current ones, are retained.