Home → Cataloging in NC Cardinal → Item Cataloging → The Holdings Editor
2.15. 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
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Click Search → Search for Items by Barcode
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Scan your barcode.
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Right click on the entry in the grid.
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Click Edit → Call Numbers and Items on the actions menu that appears.
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. If you wish to utilize an item template for the items you are creating, please first create the item template in the Item Template tab, then go back to the Edit tab and add the holdings details (call number and barcode information).
Holdings Details Defaults
You can select the settings you’d like to include in your Holdings Detail page by clicking on the Default tab.
The following settings can be set for the Holdings Details:
| Setting | Description |
|---|---|
|
Always display Holdings Details pane |
When selected the Holdings Detail section will show when Add/Edit Items is selected from the Actions menu. |
|
Allow Call Number Attribues in Item Templates |
When selected Classification scheme, Prefix, and Suffix are available options that can be included in Item Templates. |
|
Classification Scheme |
By default Evergreen will use the classification scheme specified by the library settings Default Classification Scheme. Using this setting you can specify Generic, Dewey, Library of Congress. |
|
Default Prefix |
If your library uses Prefixes select the one you’d like used as a default. |
|
Default Suffix |
If your library uses Suffixes select the one you’d like used as a default. |
|
Auto-generate Barcodes |
Only if your library prints Codabar barcodes. To auto-generate barcodes, check the box and enter the first barcode into the barcode field in the first row of the table. Then press the Tab key. The remaining barcode fields will automatically populate with the next barcodes in sequence, including check digits. |
|
Use checkdigit |
Only if your library uses Codabar barcodes. When checked if a non-codabar barcode is entered the outline of the Barcode field turns red. |
|
Print Item Labels on Save & Exit |
When checked the Print Items Labels interface will open when you click Save & Close. This setting is not recommend for libraries printing label sheets. |
Hiding Fields in the Holdings Editor
A user may hide specific fields in the holdings editor if these fields are not used for cataloging in their organization. Hiding fields that are not used by your organization helps to reduce confusion among staff and also declutters the holdings editor screen.
To hide one or more fields from the holdings editor:
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In the Holdings Editor, select the Defaults tab.
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On the Defaults tab, uncheck the boxes for the field(s) that you wish to hide. It is not necessary to save this screen; changes are saved automatically.
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Select the Edit tab; the de-selected fields no longer appear in the item attributes on the holdings editor.
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