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2.4. Holdings View

Last Updated 01/09/2026

Working with Items in the Holdings View

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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.

The Holdings View is a tab in the Bibliographic Record that allows Item and Bib Catalogers to make minor changes to location information about an item or call number. Most specifically, this interface is useful for moving items to different branches or call numbers.

Scoping 

You can change the scope of the items by owning library in the Holdings Maintenance field at the top of the grid.

Cardinal: Scoping to Cardinal will include holdings for every branch in every system within the consortium that owns a copy attached to the bib record.

System: Scoping to your system will include holdings for every branch in your system that owns a copy attached to the bib record.

Branch: Scoping to your branch will include only the branch selected, whether it has copies attached or not. 

Changing the View

You can change the way holdings are displayed in the grid by checking the boxes underneath the Holdings Maintenance field at the top.

Show Call Numbers: Selecting this box will automatically expand all branches within the scope of your view to show the Call Number level of that branch's holdings.

Show Copies: Selecting this box will automatically expand all branches and call numbers within the scope of your view to show the Copy level of that branch's holdings.

Show Empty Call Numbers: Selecting this box will automatically expand the grid to include call numbers even if there are no items attached.

Show Empty Libs: Selecting this box will automatically expand the grid to include every branch within the set scope, even if that library does not own a copy or have a call number for the title.

Action Menu

Catalogers can select barcode-level copies, call number-level volumes, and library branches from the grid, then perform a variety of functions on the selected assets using the Action Menu. Some of the most commonly used actions are:

• Print Labels 
• Place Holds/Request Items
• Add Call Numbers/Items 
• Add Items to Item Buckets 
• Add and Manage Item Alerts, Notes, and Tags 
• Delete Holdings 
• Edit Call Numbers and Items 
• Replace Barcodes 
• Mark Items Damaged or Missing 
• Mark Library/Call Number as Transfer Destination 
• Show Item Holds
• Show Item Status (Detail or List view)
• Show Triggered Events
• Transfer Holdings or Items to Marked Destination