Thank you to all who responded to my survey on serial holdings statements. Here is a brief summary of the results:

Universities were the majority of institutions responding (US, Canada, Australia, South Africa, Middle East, India)

ILS by Innovative Interfaces, Ex Libris, and SirsiDynix account for most of the library automation systems used

Over 90% of libraries check-in serials, which display in the OPAC

Types of formats used for holdings statements:
       o Compressed used more often than itemized
       o Detailed level 4 used more often (70%) than summary level 3
       o Enumeration and Chronology adjacent (60%)  rather than separate
       o Most libraries use broad phrases, open-ended statements and captions

Holdings statements are mainly done for bound print journals and microform

33% of  libraries surveyed have their holdings formatted to the latest standard Z39.71-2006; most have no plans to redo holdings or have no idea if they conform; 34% are partially compliant; 10% are in the process of conversion

About 50% of libraries responding replied holdings statements in OPAC are consistent with their OCLC holdings

75% of serial holdings statements are updated by paraprofessional staff (library technicians, assistants, and some student workers)  usually only when needed

The big question: Are they worth the time and effort? Definitely YES.  Some good comments were provided.  Many libraries felt that ILS systems need to improve the way holdings data displays in the OPAC. Holdings statements may be more helpful to library staff rather than patrons.

Jean Sibley
Serials Librarian/Assistant Professor
Mississippi State University Libraries
662-325-7666
jsibley@library.msstate.edu