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    Holding Upload

    Holdings are the backbone of RapidILL and allow institutions to only receive lending requests that they can fulfill, leading to quick turnaround times and efficient resource sharing departments.

    To this end, it is very important that your institution’s holdings are accurate and up to date.

    Frequency of Holding Updates

    All Alma institutions are automatically updated every month. For full instructions on how to configure Alma to automatically update holdings, please read here.

    For all institutions not using Alma, we rely on the institution to send holdings data on a regular basis. One full update per year is required. Institutions see the best results when they update either monthly or quarterly, depending on how dynamic their holdings are. No strict schedule is needed though, and if holdings haven’t changed since the last update, no new data upload is needed.

    We recommend that you upload all of your holdings, whether they can be lent to other institutions or not. Knowing what holdings your library has allows us to block borrowing requests from your institution for materials that you have in your holdings, and provide your call number and location for local management.

    Holdings Data Export

    We are working to better document holdings data export from multiple platforms. If you are an OCLC WMS WorldShare Management user, please reference our community-written guides to holdings data export.

    Organizing File Export

    The best way to export your data is in separate files or ‘sets’. This means that each file/set should have only one of each of the following characteristics:

    • Print OR Electronic material
    • Journals OR Books
    •  Lendable Internationally OR Lendable within your Country OR Local Only

    For example:

    • File 1 would only include Print Journals that are Lendable Internationally
    • File 2 would only include Electronic Books that are Lendable within your Country

    Data Necessary for Holdings Upload

    In order to add a record to Rapid we need, at a minimum:

    • Standard number (ISSN, ISBN, or OCLC number)
    • Title
    • Location (usually a physical collection or electronic database)
    • Call number (for electronic items this is usually replaced by a link to the journal/book)
    • Years/volumes held for journals

    File Types Supported

    Please export your holdings data as one of the following file types: xml, json, txt, csv, xls, xlsx, zip, gz, tar, mrc and out (handled as mrc)

    • For print holdings, we suggest using mrc files types.
    • For electronic holdings, we suggest using xml, txt or csv files types.
    • For holdings containing non-Latin characters, please use a txt file type.

    File Name

    We no longer require specific file nomenclature when uploading a file. The only limitation to the file name is that you cannot include a holding type or holding format value that negates the value chosen on the Holding Upload page.

    For example: If the file is named ‘Print2020’ and under Holding Format, Electronic is chosen, the upload will be unsuccessful, and an error message will be presented. (See more in the error section below).

    Accessing the Holding Upload Page

    To Access the Holding Upload page, log into RapidILL using your institutions name and password.

    Locate “Holdings” in the top menu and select Upload Holdings.

    Holdings_Upload_Page.png
    Holdings Upload page

    Holding and Mapping

    For all holdings uploads, select the Holdings radio button.

    The mapping option is for uploading a mapping file (formerly known as a block/lend list) which assigns information such as lendable status, branch mapping and location mapping to collections in bulk.. See more on Mapping below.

    holdings upload 2.png

    Holding Upload Page Fields

    When uploading a holdings file, three types of information must be applicable to the entire file.

    You must choose one option for each field. Only one option can be chosen for each of the fields.

    • Holdings Format indicates whether the file contains ‘Print’ or ‘Electronic’ holdings
      holdings upload 3.png
    • Holding Type indicates whether the file contains ‘Journal’ or ‘Book’ holdings
      holdings upload 4.png
    • LendableStatus indicates what lending status should be attributed to the holdings in the file. If you do not choose a lendable status, you must manage your lendable status through a block/lend list. (See below)

      Lendable statuses include:

      • LendableInternational: The material is available for lending to any other Rapid library.  This is the value used for print material that has the generic “Lendable” status.
      • LendableCountry: The material is only available for lending to other Rapid libraries in your country.  This is the value used for electronic material that has the generic “Lendable” status.
      • LocalOnly: The material is not available for lending to other Rapid libraries but is still available for your local patrons’ borrowing requests.
        holdings upload 5.png

    Mapping

    There is also an option of managing lendable status through a mapping file (formerly known as a block/lend list). This allows you to download a list of collection, and assign which lendable status applies.

    To learn about managing your lendable status through a mapping file, please read our article How to Use a Mapping File.

    Uploading Files

    To upload a file, click Upload to choose files from your browser, or drag and drop files onto the upload button. If there are multiple files that have the same Holding Format and Type, please upload them on the same day. For example: all Print Books holding files should be uploaded on the same day.

    holdings upload 6.png

    Multiple holding files can be uploaded at the same time as long as the information fields applies to all files being uploaded.

    You will know that a file has been successfully uploaded when you see the name of the file in a green rectangle.

    holdings upload 7.png

    Pro Tip

    While a file is uploading, you can change the fields and upload more files without interrupting the original file being uploaded.

    Confirmation Email

    A confirmation email will be sent to the holdings contact email connected to your institution.

    To update your holdings contact email, see My Profile section under Settings.

    holdings upload 8.png

    Previously Uploaded Files

    You can see a record of the last 50 files that were uploaded in this table. Find important information like date and time uploaded, holdings type, holdings format, file name, file type and file size.

    holdings upload 9.png

    Errors

    There are two main error types:

    • Unsupported File type: If you upload an unsupported file type, you will receive the following message. Please reformat the file and upload only supported file types:  xml, json, txt, csv, xls, xlsx, zip, gz, tar, mrc and out (handled as mrc) 
      holdings upload 10.png
    • Conflicting information between the value chosen and the file name: If your file name contains a value that conflicts with the value chosen in field, you will receive the following error. In the example below, ‘Print’ was chosen as the Holdings format, but the file name contained ‘Electronic’. To fix, either rename the file or choose a different value in the appropriate field and re-upload the file.
      holdings upload 11.png
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