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OCLC Support

Using Report Designer to identify records with a WorldCat holding, but no LHR

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Symptom
  • Library has many older WorldCat holdings left on Bibliographic records, after the last physical LHR was deleted.  We need to locate these bibliographic records to remove these old holdings, to ensure our catalogue is current and up to date.
Applies to
  • WorldShare Record Manager
  • WorldShare Circulation
  • WorldCat Discovery
Resolution

This is only for those who have WorldShare Report Designer. You need to run a report that will capture all the titles you have a WorldCat Holding on, that does not have a LHR attached. Sometimes a holding gets added accidentally, by human error, meaning your system will say you hold an item, when in fact you do not.

To create a report to locate the OCLC numbers of items that have a WorldCat Holding on it but no LHR do the following:

  1. Select > Analytics > Reports > Classic Launch Pad
  2. Click the Home icon in the top left corner
  3. Click Web Intelligence under Applications
  4. Select Universe and click OK
  5. Select Institution Title Holdings and click OK
  6. Select > Title  > OCLC number > drag into top box
  7. Click Add Query at the top of the panel, select Universe and click OK
  8. Click LHR Item Detail and click OK
  9. You will now see you have a Query 1 and a Query 2 has been created
  10. Now while in Query 2 select > Title > OCLC number > drag into top box
  11. You will now need to run both queries > select the Query 1 tab  > Run 
  12. Then open Edit Data Provider > Query 2 tab  > Run 
  13. Then open Edit Data Provider  > Query 1 tab 
  14. Now add a Query Filter > to Query 1 select > Title folder > OCLC number > drag into Query Filter box > Select Not In List >
  15. Select the drop down menu on the right > Result from another query > Query 2 OCLC number > OK
  16. Then Run again
    • The OCLC numbers that appear in the left column of the report are the records that have holdings, but no LHR

To delete your holdings in Record Manager, see Delete WorldCat holdings. If you find numerous records from running this report, it may be best to use the Record Work list to delete these holdings in bulk.


Please Note:
• That the LHR Item Detail and the Institution Title Holdings reports have a 500k row limit.
• For large libraries with more holdings than this, this solution may not work, as you would only get partial results
• In which case you may have to apply other filters on your queries to reduce the datasets. For example, Material Format/Sub format, Conspectus Division, etc.

 

Additional information

If you want to remove LHRs that no longer have barcodes then see this guide instead: 

 Report to run to locate LHRS without Barcodes

Page ID
54370