Adding holdings to records
When cataloging in Evergreen, it is always important that thorough searching be done to find a matching record in the catalog before importing a new record over from another library via Z39.50. When a match is found in Evergreen, it is only necessary to attach holdings to the existing record. Feel free to peruse the Michigan Evergreen Cataloging Policies for more information.
Retrieve the record you want to add holdings to. Note that this example used the Unified Copy/Volume editor.
Click on Actions for this Record and select Holdings Maintenance.
The holdings screen will display. Make sure the boxes labeled Show Volumes and Show Items are checked so that the items and volumes are automatically shown with the holdings display. To add holdings for a new title, click on the appropriate library (your library or branch) to highlight it then click on Actions for Selected Rows.
Select Add Volumes. [Note: you can also right click on your library or branch and select "Add Volumes"]
[Note: volumes must have different call numbers.]
The Volume and Copy Editor screen will display. Volumes must be created before items/copies can be added.
To add one volume and one copy, enter in 1 for the number of volumes, a call number, 1 for the number of copies, and enter the barcode. Use the Enter key to move between fields. Then click on the button Create Volumes/Items.
If you wanted to add multiple holdings, you would adjust the number of volumes and items you enter in the Volume/Copy Editor and more fields for call numbers and barcodes would display.
Adding holdings to multiple libraries
Retrieve the record you want to add holdings to.
Click Actions for this Record and select Holdings Maintenance.
The holdings screen will display. Make sure the boxes labeled Show Volumes and Show Items are checked so that the items and volumes are automatically shown with the holdings display.
While holding down the Ctrl key, click on each library/branch to select it. Click on Actions for Selected Rows.
Select Add Volumes. [Note: you can also select the libraries/branches and right click to select Add Volumes.]
The Volume and Copy Creator will display. Enter in the number of volumes an copies for each library/branch.
Edit the copy/item values in the lower part of the screen. When you have made all the changes, click on Create Volumes/Items.
Multiple holdings will be attached to multiple libraries/branches.
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