NC Cardinal Support and Staff Education
  • Home
  • Submit a Request
  • Check on a Request
  • Knowledge Books
    • About NC Cardinal
    • Circulation in Evergreen
    • Cataloging in NC Cardinal
    • Administration Manual for Libraries
    • Reports in Evergreen
    • Resource Sharing
    • Student Access Initiative
    • Acquisitions in Evergreen
    • Serials in Evergreen
    • Offline Transactions
    • Evergreen Upgrades
    • Libraries Migrating into NC Cardinal
    • Summon Documentation
    • Troubleshooting in Evergreen
HelpSpot help desk software

Home → Serials in Evergreen → Serials → Holdings

1.8. Holdings

Last Updated 11/13/2023


System Generated Holdings Statement

As issues are received, Evergreen creates a holding statement in the OPAC based on what is set up in the Caption and Patterns of the subscription. The systems generated holdings can only be edited by changing caption and pattern information and there is no ability to edit the statement as free text.

MARC Format for Holdings Display (MFHD)

MARC Format for Holdings Display (MFHD) records contain location and call number information, and are linked to bibliographic records. They display in the catalog in addition to holding statements generated by Evergreen from subscriptions created in the Serials Module. Evergreen users can create, edit and delete their own MFHD. The MFHDs are editable as MARC but the holdings statements generated from the control view are system generated. Multiple MFHDs can be created and are tied to Organizational Units.

Creating an MFHD Record

Catalogers can create an MFHD Record from the bibliographic record for the serial title by following the steps outlined below.

  1. Navigate to the Bib record of the title you want to create an MFHD for.
  2. Click on the Serials button to the left side of the screen underneath the Record details section. Select Manage MFHDs from the drop-down menu.
    The serials tab is the fourth option. Manage MFHDs is the second of two options in the menu.
  3. You will navigate to a screen with a list of existing MFHDs. To create a new one, click the Create MFHD button at the top of the list.
    The Create MFHD button is just below the row of tabs.
  4. A pop-up box will appear. Choose the system or branch that you will be creating the display for.
  5. A new line item will appear in the list with an ID number and the owning library you selected.
  6. Click on the new line item to highlight it. You can right-click and select Edit MFHD from the line, or select Edit MFHD from the Action menu.
    Edit MFHD is the first option listed in the Actions dropdown menu.
  7. Modify the record as needed and click save.

Editing MFHD Records

Whether you are setting up your MFHD record for the first time or editing it due to a change in holdings, follow the steps outlined below to make the necessary changes.

  1. Navigate to the Bib record of the title you want to create an MFHD for.
  2. Click on the Serials button to the left side of the screen underneath the Record details section. Select Manage MFHDs from the drop-down menu.
  3. Locate the MFHD you want to edit in the list. Click to highlight and select Edit MFHD from the line, or select Edit MFHD from the Action menu.
  4. The record has some fields already filled in. You may also add additional fields such as those listed below.

 

853: the caption and notation for volume and issue numbers.

863: enumeration and chronology information for the publication.

866: A textual statement of your library's holdings.

Activating MFHD Records

You can link your current and new subscriptions to existing MFHDs.

    1. Go to Manage Subscriptions tab and scroll to bottom list of subscriptions.
      The Manage Subscriptions tab is the first tab in the Serials Management screen.
    2. Scroll down to find the list of available subscriptions. Click on each subscription you wish to link. Go to the Actions menu and select Link MFHD.
      Link MFHD is the fifth option in the menu.
    3. Click on the circle by the branch name that you wish to link.
    4. For the Summary Display choose Merge to show issues checked in. Choose MFHD Only to show generic holdings note only (use if you already will have item records to show actual holdings).
 

Deleting MFHD Record

  1. Open a serial record, go to Serials → MFHD Record → Manage MFHDs and select the appropriate MFHD.

  2. Go to Actions or right-click on the MFHD and select Delete Selected MFHDs.

  3. Click OK/Continue to delete the record.

Knowledge Tags
holdings  /  MFHD Records  / 

This page was: Helpful | Not Helpful


NC Cardinal is supported by the Institute of Museum and Library Services under the provisions of the federal Library Services and Technology Act (LSTA), as administered by the State Library of North Carolina, a division of the Department of Natural and Cultural Resources.