HomeCataloging Best Practice StandardsItem CatalogingAdd Volumes

2.12. Add Volumes

When you find a record that matches your item, click on the title to view the record. There are two ways to create volumes.

If you are only creating volumes and copies for the branch you are logged into (based on your workstation location), you can choose Add Volumes from the dropdown menu, which will bring up the Volume/Item editor screen in a new tab.

If you will be adding items for multiple branches, you would need to go to Holdings Maintenance. 

If you are not in the Holdings Maintenance view, switch to it by clicking on Actions for this Record (Alt + R). Select Holdings Maintenance from the drop down menu, or you can go directly to Holdings Maintenance by pressing Alt + A and H together. You can return to the OPAC view by pressing Alt + A and O together.

When the Record Summary window displays, select the menu option, Actions for this Record Holdings Maintenance.


The Holdings Maintenance Window

 

The Holdings Maintenance window is the primary window for adding volume and copy (item) records.

 

  1. Make sure that the Show Volumes and Show Items boxes are checked.
  2. Select your library from the list and click Actions for Selected Rows → Add Volumes, or right click and choose Add Volumes. If you are cataloging for multiple branches at one time, select all branches, right-click, then select Add Volumes. If you highlight multiple branches and select Add Volumes from the Actions menu, your default workstation will be selected instead, so be sure to right click for multiples.

3. The Unified Volume/Copy Creator opens.

4. A Classification and a Call Number appear for each volume.

Note: The Classification is derived from following setting in the Admin module: Admin → Local Administration → Library Settings Editor → Cataloging: Default Classification Scheme. The Call Number is derived from the MARC record.


5. Enter the number of volume records (call number records) in the # of volumes field.

6. You can add volume and copy information to each row individually or in batch. In the dark gray row, select a classification, prefix, call number, and suffix (if needed) from the drop down menus and apply those settings in batch to all of the volumes that you created. Click Apply. Or, change each field individually, as needed.

7. Create desired copies as explained in Add Copies section.


NOTE: These instructions use the Unified Volume Copy Creator vs separate Volume and Copy editor screens. To see both versions in action, watch our NC Cardinal Add Volumes & Copies video.



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