Editing Holdings

Editing Holdings via Item Status
Editing Holdings via the Item Table Tab
Editing Holdings via the Holdings View Tab

In Evergreen, the local call number is kept in a separate record, called call number record. Items under the same title with the same call number share the same call number record. Item records and call number records can be edited at several places.

Editing Holdings via Item Status

  1. Go to Circulation → Item Status

    images/cat/edit-holding-1.png
  2. Scan or enter the barcode to retrieve the item. Select the item on the list. Click Actions dropdown list. Scroll down to Edit, then select Call Numbers, Items or Call Numbers and Items. In this example, we choose Items.

    images/cat/edit-holding-2.png
  3. The Item Editor opens in a new tab. Make the changes, then Save & Exit to close the tab.

    images/cat/edit-holding-3.png

Tip

Use the Show Holdings Details and Hide Item Attributes buttons to choose to display call number or copy only, or both call number and item at the same time.

Editing Holdings via the Item Table Tab

You can access the Holdings Editor in the catalogue from the Item Table tab in a record.

  1. Click Edit beside the item barcode that you want to edit. The Item Editor opens in a new tab.

    images/cat/edit-holding-4.png

Editing Holdings via the Holdings View Tab

You can access the Holdings Editor in the catalogue from the Holdings View tab in a record.

  1. Select the item you want to edit and click the Actions button.

    images/cat/edit-holding-5.png

  2. Scroll down to Edit. and click Edit Call Numbers, Edit Items or Edit Call Numbers and Items.

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