2.14. Accessing the Holdings Editor

How to Access the Holdings Editor

When you find an existing bibliographic record that matches your item, you can add items to the bibliographic record using the Holdings Editor, the interface to edit all holdings data.

The Holdings Editor can be accessed:

• from within a bibliographic record by clicking on the Add Holdings button.
• from within a bibliographic record by going to Holdings View and selecting the appropriate option from the Actions menu.
• from within a bibliographic record by clicking Edit on the Item Table tab.
• from within an item bucket by selecting the appropriate option from the Actions menu.
• by scanning an item into Item Status and selecting the appropriate option from the Actions menu (for existing items).

Catalogers will most often add new items by clicking on the Add Holdings button or using the Holdings View tab. 

Note: See Editing and Deleting Item and Call Number Records for more information about editing existing items.

Accessing the Holdings Editor by barcode

Accessing the Holdings Editor from OPAC view of the catalog record

The bibliographic record detail page displays library holdings, including the call number, shelving location, and item barcode. Within the staff client, the holdings list displays a column next to the item barcode(s) containing two links, view and edit.

Clicking on the view link opens the Item Status screen for that specific item.

Clicking on the edit link opens the Holdings Editor screen for that specific item.

The edit link will only be exposed next to copies when the user has the UPDATE_COPY permission at the copy owning or circulating library.

 

Accessing the Holdings Editor from the Holdings View tab

• Select all the branches of your library you want to create items for from the list and right click or go to Actions → Add Call Numbers and Items.

• The Holdings Editor opens.