HomeCataloging Best PracticesItem CatalogingAdd Copies

2.14. Add Copies

  1. Enter the number of items that you want to add in the # of Copies field. The barcodes that you enter will populate in the Copy Editor in the bottom pane. An additional barcode field will appear for more than 1 copy.
  2. Scan or type in a barcode for each copy to be added.
  3. Add monograph parts, as needed. (See Add Monograph Parts for detailed instructions.)

     4. If desired, select an item template from the template drop down menu, and click Apply. Changes to copies appear in green.

     5. Make all necessary edits by using Tab or Enter to move through fields. Selecting the appropriate circulation modifier and shelving location is crucial for the correct function of circulation and hold policies.

              a. changing a field to the appropriate option and

              b. clicking the Apply button for every change.

     6. When finished making changes, click Create Volumes/Items button.

     7. Click OK. The Holdings Maintenance screen will refresh to show the addition of the volumes and copies.

     8. To add a copy-level note for a donated item, save the information on the Item Attribute window, close it, and re-open it. You will see the Copy Notes button. You can add a non-public copy note according to the Advanced Reader Copies, Donated Items, and Copy Notes section.

Once an item is created, it is assigned a temporary copy status (default is In process). An item must be checked in to become Available, or the cataloger can choose to Edit Item Attributes and change status to Available once a record has been created and saved to the database (however, manually changing the Copy Status will not trigger a search for active holds on the item). See New Copies and Holds.



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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