Summary: Instructions for Special Collections and/or Technical Services staff to restore serial holdings statements lost during Folio migration due to inaccurate MARC coding in Sierra

Background

• In the 2022 Folio migration, Special Collections serial holdings statements for 309 titles failed to migrate.

• These failed because they were recorded in standalone 863 fields (formulated as textual holdings and lacking the necessary 853 paired field).

• The unmigrated holdings statements were still available in archive Sierra, from which they have been extracted to a spreadsheet for manual restoration in Folio Inventory.

Procedure

1. Access the spreadsheet of impacted serial titles

2. Claim a title to work on by recording your initials in Column A

3. Retrieve the impacted title by searching on Sierra bib number or OCLC number in Folio Inventory

   1. Sierra bib number can be searched in Instance / Keyword, but must be preceded by a period in your search: .bXXXXXXXX

   2. OCLC number can be searched in Instance / OCLC number, normalized

4. With the impacted title retrieved:

   1. Identify the impacted holdings record (if there is more than one present)

   2. Click View Holdings to examine the holdings record

   3. Within the holdings record, click Actions / Edit to begin editing

5. When editing the holdings record:

   1. Locate the Holdings details portion of the record

   2. Click Add Holdings Statement

   3. Copy and paste the contents of Column E (and any rightward columns) into the holdings statement field(s)

   4. Be mindful of the order of holdings statement fields if creating multiple; they cannot be dragged to be reordered and new fields cannot be added between existing

6. When finished, click Save and close in the lower right