Table of Contents
Make sure your browser allows Evergreen to open pop-ups or the Holdings Editor will not appear. See the section called “Browser Configuration”.
Co-op Support recommends all cataloguers adjust their Holdings Editor Preferences and set up holdings templates before starting to add holdings.
Detailed information on the Holdings Editor can be found in the section called “Holdings Editor”.
Sitka Training Video - Adding Holdings (2:05)
Search the catalogue for a record that matches the item in hand, as described in Chapter 14, Searching the Database for Cataloguing Purposes.
Click on the title link to open the record.
Click Add Holdings.
The Holdings Editor will open up in a new tab. Depending on your saved preferences you will see either the Unified Holdings and Item Attributes Display or separate tabs for Holdings and Item Attributes.
Complete the required fields for both the call number and item records.
If you would like to print a spine or pocket label for the item, check the box for Print Labels?.
Items that need different item attributes should be created separately.
Search the catalogue for a record that matches the item in hand, as described in Chapter 14, Searching the Database for Cataloguing Purposes.
Click on the title link to open the record.
Go to the Holdings View tab and select the branches you’d like to add items to.
Make sure both the Show Empty Call Numbers and Show Empty Libs checkboxes are selected in order to display branches without items on the library list.
If you don’t select a branch, the default owning and circulating library is set to your workstation location.
Click Add Holdings.
The Holdings Editor will open up in a new tab. Depending on your saved preferences you will see either the Unified Holdings and Item Attributes Display or separate tabs for Holdings and Item Attributes.
Complete the required fields for both the call number and item records.
If you would like to print spine or pocket labels for the items, check the box for Print Labels?.
Search the catalogue for a record that matches the item in hand, as described in Chapter 14, Searching the Database for Cataloguing Purposes.
Click on the title link to open the record.
Go to the Holdings View tab and select the call number you’d like to add items to and click Add Holdings.
The Holdings Editor will open up in a new tab with the call number field populated with the call number you selected. Depending on your saved preferences you will see either the Unified Holdings and Item Attributes Display or separate tabs for Holdings and Item Attributes.
Complete the required fields for both the call number and item records.
If you would like to print spine or pocket labels for the items, check the box for Print Labels?.