Action buttons are located below the Record Summary to the right.
You can use the following actions:
- Patron View: The record will open in the patron catalog (OPAC) in a new tab. You will not be logged in to Evergreen in this new tab. You must return to your staff tab to continue using staff features.
- Place Hold: The Place Hold screen will appear in the current tab. You may place a title hold. Select Return to return to the record.
- Add Holdings: The Holdings Editor for the current record will open in a new tab. Users with the appropriate permissions can begin the process of adding a new holding (item).
- Serials: A dropdown menu opens with the options Quick Receive, Manage Subscriptions, and Manage MFHDs. The latter two options take you to the Serials page for the current record with the selected pane open.
- Mark For…: A dropdown menu opens with the options Conjoined Items, Overlay Target, Title Hold Transfer, Holding Transfer, and Reset Record Marks. Cataloging primarily uses these to complete a variety of cataloging tasks. Circulation staff may use the Title Hold Transfer option to transfer a hold to a different hold request while preserving the other hold details. Reset Record Marks removes all marks.
Other Actions: A dropdown menu opens with the following options:
- Add To Bucket: The Add Item # to Bucket window opens. You may add the record to an existing, new, or shared record bucket.
- Add To Carousel: The Add to Carousel window opens. You may add the record to an existing carousel or create a new carousel.
- Upload Cover Image: The Upload Cover Image window opens. You may upload a cover image for the current record.
- View/Place Orders: The Line Items Related to Bib Record page in the Acquisitions module opens in a new tab.
