OCLC Holdings Synchronization

Description

This report is a list of OCLC numbers (OCLC system control numbers) from an institution's FOLIO system that is sent to OCLC to "set holdings." Setting holdings is the process of updating the shared OCLC system to indicate that your library owns a resource (a holding).

Here is a link to a sample provided by NCSU: https://drive.google.com/open?id=0B_BH58UaDVTeaWF0WFJNVzlFY3M

Report Data Sources

None

Report Parameters

None

TEST 1 - Results of Test

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TEST 2 - Results of Test

None

TEST 3 - Results of Test

None

Checklist

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TestRail: Results

Activity

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Jacquie SamplesMarch 3, 2020 at 9:23 PM

I am interested in the report generated from OCLC when holdings sent via this method cannot be "set" it is the errors that need to be addressed, not the successes.

Charlotte WhittJanuary 23, 2020 at 11:02 PM
Edited

Hi - re.

Filter by FOLIO "statistical code"

Then I have linked this issue (https://folio-org.atlassian.net/browse/REP-252#icft=REP-252) with following UI-Inventory stories

  • UIIN-792 Filter instance records by Statistical code, P2 and OPEN

  • UIIN-793 Filter holdings records by Statistical code, P2 and OPEN

  • UIIN-794 Filter item records by Statistical code, P2 and OPEN

Please note, that Statistical code types are not a static list in Inventory, but a controlled vocabulary maintained in Settings > Inventory > Instance, Holdings, Items > Statistical code types

Kevin WalkerJanuary 23, 2020 at 10:20 PM
Edited

WOLFcon2020:

Could also be used for deleting holdings.

OCLC holdings sync is handled differently across institutions. We need examples to determine further refinement for this ticket. Variations in workflow/needs may force another ticket.

Need to determine what elements are used to identify the records of interest (e.g., status, suppression status, etc.). Filter by FOLIO "statistical code"? MM SIG will work on list of statistical code types of interest.

Sharon MarkusJanuary 9, 2020 at 4:47 PM

WOLFCON 2020: Discuss who needs this feature and the relationship of this to metadata export activities.

Sharon MarkusJanuary 9, 2020 at 4:24 PM

For Cornell, will ask and if this feature is needed or not.

Details

Assignee

Reporter

Report ID (pre-May 2019)

Report Functional Area(s)

Metadata Management

Rank: Chalmers (Impl Aut 2019)

R5

Rank: Chicago (MVP Sum 2020)

R1

Rank: Cornell (Full Sum 2021)

R5

Rank: Duke (Full Sum 2021)

R1

Rank: 5Colleges (Full Jul 2021)

R2

Rank: FLO (MVP Sum 2020)

R4

Rank: GBV (MVP Sum 2020)

R5

Rank: hbz (TBD)

R5

Rank: Hungary (MVP End 2020)

R5

Rank: Lehigh (MVP Summer 2020)

R2

Rank: Leipzig (Full TBD)

R4

Rank: MO State (MVP June 2020)

R1

Rank: TAMU (MVP Jan 2021)

R5

Rank: U of AL (MVP Oct 2020)

R2

Priority

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Created June 11, 2018 at 9:56 AM
Updated October 1, 2020 at 4:59 PM
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