Updating Holdings Records from a File

You can update LIB HAS fields in holdings/checkin records by importing a text or XML file.

To update the holdings statement with the contents of a file:

  1. Choose Coverage Load from the Function list. The Coverage Load screen appears.
  2. Select Catalog.

(This step is necessary only if your organization has both the EJournal Update and WebBridge products.)

  1. Choose Range or Review from the drop-down list.

Range updates all records that contain the identifier and fall within the specified range of record numbers.

Review updates all records that contain the identifier and are listed in the specified review file.

  1. In the text box next to the Range/Review drop-down list, specify either a:
    • range of record numbers
    • review file
  2. Enter the full path and name of a holdings update file. For example:

C:\serials\ejournals\lexisupdate929.txt

or

C:\serials\ejournals\lexisupdate500.xml

You can also use the Browse button to search for the file. The file must reside on the computer or on a network accessible from the computer.

  1. In the Suppliers dialog, choose an identifier from the drop-down list or enter one in the text box. Choose OK.

Identifiers are limited to 12 characters. Only alphanumeric characters are allowed.

If the file contains a SUPPLIER element, the dialog does not appear. The identifier in the file's SUPPLIER element is used.

  1. In the Vendor and Database Info dialog, enter a Vendor ID in the text box. The Database ID can be left blank. Choose OK.

If the file contains PROVIDER elements, the dialog does not appear. The Vendor IDs in the file's PROVIDER elements are used.

  1. Choose Process to process the holdings updates in the file.

A results screen appears after processing. If records failed to update, the reason is displayed. The results table can be sorted on any column.

You may find it useful to group the records that failed to update. Do this by sorting the table by Status.

See also:
Editing Holdings (LIB HAS) Fields
Updating Holdings and Coverage Data from a File
Formatting Text Files for Holdings Records Updates
Formatting XML Files for Holdings Records Updates
Updating Coverage Data and Holdings Records from a File