Chapter 22. Maintaining Holdings

Table of Contents

Batch Editing Items
Replacing a Barcode
Transferring Holdings
Deleting Holdings
Deleting Holdings for Electronic Resources

Batch Editing Items

  1. Items can be edited in batch:

    • by scanning items or uploading a file of barcodes into Item Status, selecting the relevant items, and then selecting Edit → Items from the Actions menu.
    • from within an item bucket by selecting the relevant items, and then selecting Edit Selected Items from the Actions menu.
    • from within a bibliographic record by going to Holdings View, selecting the items you wish to edit, and then selecting Edit → Edit Items from the Actions menu.
  2. This will open the Holdings Editor in a new tab.
  3. Make any needed changes to the call number record and/or item attributes. Information on these fields can be found in the section called “Holdings Editor”.

    • For changes that apply to all items simply edit the desired fields.
    • For changes that apply to a subset of items, click Select Subset to Edit in the Barcode item attribute.

      images/cat/holdings/batch-edit-item-1.png
      1. Check or un-check the boxes for the specific item barcodes as needed and click Apply Filter.

        images/cat/holdings/batch-edit-item-2.png
      2. Make your desired changes. You can change the subset of barcodes you are editing as many times as needed.
      3. You can also select what to edit within an item attribute by de-selecting the values you don’t want to be altered before applying a change to the attribute.

        images/cat/holdings/batch-edit-item-3.png
  4. Once all your desired changes are made, click Apply All, Save & Exit.

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