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2.3. Holdings Editor

Last Updated 01/09/2026

What is the Holdings Editor?

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The Holdings Editor serves as a unified interface where Item Catalogers can manage call numbers and copies, and the attributes used by Evergreen to determine circulation and hold policies.

Words to Know

Holdings: The locally owned portion of a record, specifically the Call Number (Volume) and Copy (Item).

Item Attributes: Details attached to individual copies that tell Evergreen which circulation and hold policies to apply, as well as metadata, such as alerts, notes, and statistical categories, that should be attached at an item level, rather than at a shared bibliographic level.

The Holdings Editor is a single interface from which Item Catalogers can add call numbers and copies, together known as holdings, create the attributes Evergreen uses to apply circulation policies, edit the options available within the interface, and create and manage templates for these attributes.

Holdings Tab

The Holdings tab allows Item Catalogers to add call numbers and copies for their library to the bib record.

Item Attributes Tab

The Item Attributes tab allows Item Catalogers to set the details that tell Evergreen how the item should function within the ILS. Attributes are divided into categories:

• Identification
• Location
• Circulation
• Cost and Condition

Additionally, Item Catalogers can add and manage Item Alerts, Tags and Notes, as well as entries to item-related Statistical Categories.

For more information on the Item Attributes, please refer to the Adding Call Numbers and Items in the Holdings Editor page.

Note: Some catalogers find it easier to view the Holdings tab and Item Attributes tab in a single screen. You can set this in the Preferences tab (see below). It's the last option in the Holdings Preferences box.

Preferences Tab

By default, all available holdings details will appear in the Holdings tab and all available item attributes will appear in the Item Attributes tab. If your library does not use some of these details or attributes, you might wish to hide them. You can do so in the Preferences tab. 

Administration Tab

In this tab, Catalogers can create, edit, delete, import and export Item Attribute templates. Templates allow catalogers to quickly apply standard attributes as they catalog. 

This tab was created in the upgrade to version 3.15

For More Information
You can learn more about Cataloging Templates in the Item Attribute Templates page.