View and use serial item records

Delete serial item

1. To find the items in a serial set, on the Copies screen, click the row for the serial set containing the item you want to edit.
2. Under Holdings for Selected Copy, for the item you want to edit, click View/Edit.
3. On the Serial Item Details screen, in the upper right corner, click Delete.
4. On the Delete Serial Item window, click Delete.

After an item is deleted, its status in WMS is Withdrawn. Items deleted from WMS will not display to the public, but will stay in the system based on the time configured in OCLC Service Configuration (WMS Circulation > Admin/General > Deleted Items). For more information, see Deleted Items.

For more information on statuses, see Item statuses and Withdrawn status.

Edit serial item

1. To find the items in a serial set, on the Copies screen, click the row for the serial set containing the item you want to edit.  The items in the serial set appear under Holdings for Selected Copy.
2. Under Holdings for Selected Copy, for the item you want to edit, click View/Edit.
3. On the Serial Item Details screen, click Edit Serial Item.
4. On the Edit Serial Item Details screen, edit the fields.

If editing an already received item's enumeration and chronology, a defect incorrectly updates the local holdings record. Instead, use OCLC Connexion to make the edit.

Some fields need explanation:

Field	Definition
Audience Level	Determine the Audience Level for the item. Refer to WorldCat Holdings Audience Levels.
Category	A discrete bibliographic entity that constitutes either the whole or a part of the bibliographic item. A bibliographic unit may be a basic bibliographic unit, supplementary material, or Index. Examples of bibliographic units are: a single volume, a multi-volume monograph, an accompanying pamphlet, a set of serially-issued updates.
Chronology	The date(s) used by the publisher on a serially-issued bibliographic unit to help identify it or indicate when it was issued. The chronology may reflect the dates of coverage, publication, or printing. When entering months, type them as numbers (1, 2, etc.). Do not spell them out (January, Feb., etc.).
Copy Number	The number assigned by the library that distinguishes one copy of the title from another identical copy.
Description	The statement of coverage for the library's holdings of a serial or multi-part title, whether formatted (Vol. 7 No. 1 – Vol. 22 No. 12) or textual (Library holds 1992 – present).
Enumeration	The designation reflecting the alphabetic or numeric scheme used by the publisher on an item or assigned when the holdings statement is created to identify the individual bibliographic or physical parts and to show the relationship of each unit to the item as a whole.
Branch	Library branch that owns the item described by the item record.
Note(s)	Note about the item. (Optional). To make a note display upon check in or check out, type an exclamation point as its first character (!).
Receipt Status	Whether newly published parts of a multipart or serial item are being received.
Shelving Locations	Location of the item within the branch. To remove a shelving location, either click the X next to the down arrow (if available), or click the shelving location in the list to uncheck it.
Use Restrictions	Any restrictions on the use of the item. It is used when it is necessary to include information that is too item specific to be handled by field 506 (Restrictions on Access Note) in the bibliographic record.

5. Click Save Serial Item: the screen displays with the information you entered.

Edit copy

1. On the Copies screen, in the Copies section, in row for the serial set you want to edit, click View/Edit.
2. On the Copy Details screen, click Edit Copy.
3. On the Edit Copy Details screen, edit the fields (use OCLC Connexion to look up call numbers).

Some fields need explanation:

Field	Definition
Audience Level	Determine the Audience Level for the item. Refer to WorldCat Holdings Audience Levels.
Copy Number	The number assigned by the library that distinguishes one copy of the title from another identical copy.
Branch	Library branch that owns the item described by the item record.
Note(s)	Note about the item. (Optional). To make a note display upon check in or check out, type an exclamation point as its first character (!).
Receipt Status	Whether newly published parts of a multipart or serial item are being received.
Shelving Locations	Location of the item within the branch. To remove a shelving location, either click the X next to the down arrow (if available), or click the shelving location in the list to uncheck it.

4. Click Save Copy: the screen displays with the information you entered.