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3.15. The Holdings Editor

Last Updated 11/03/2023

What is the Holdings Editor?

The Holdings Editor is a single interface from which Item Catalogers can add call numbers and copies, create the attributes Evergreen uses to apply circulation policies and edit the options available within the interface. As part of the 3.9 upgrade from November 2022, this interface has been restructured. 

Holdings Tab

The Holdings tab replaces the top section of the Edit tab in the previous version of the holdings editor. From here Item Catalogers can add call numbers and copies for their library to the bib record.

Item Attributes Tab

The Item Attributes tab replaces the lower section of the Edit tab in the previous version of the Holdings Editor, as well as the Templates tab. From here, Item Catalogers can set the details that tell Evergreen how the item should function within the ILS. Attributes include Copy Status, Shelving Location, details related to Circulation policies, Price information, and Item Notes.

Item Catalogers can create templates to apply to the Item Attributes table by simply filling in the details they would like to appear in their template and clicking the Save button. You can apply a template by selecting the template from the drop-down menu and clicking the Apply button. 

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

Preferences Tab

By default, all available item attributes will appear in the Item Attributes tab. If your library does not use some of these attributes, you might wish to hide them. You can do so in the Preferences tab. This replaces the Defaults tab in the previous version.

Unified Holdings Editor

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. It's the last option in the Holdings Preferences box.