PINES Cataloging Manual
PINES Policies & Procedures
PINES Evergreen Manual
PINES Cataloging Manual
PINES Policies & Procedures
PINES Evergreen Manual
Call numbers and items are added and maintained in several places in Evergreen. Catalogers generally add new call numbers and items in the Holdings editor access from the Holdings View of a bibliographic record. Holdings can be edited from the Holdings editor and deleted from Holdings view. Maintenance of copies can also be performed in item status (F5) and Item buckets.
This section covers adding and maintaining holdings through the Holdings View of a bibliographic record. In holdings view, you will use the Actions menu to access the Holdings editor as well as to take direct actions on holdings. From the Actions menu, you can
You add new volumes and copies to bibliographic records, both when no volume exists on a record in the database and when adding additional items to an existing volume via Holdings view. From the bibliographic record, select Holdings view and then the specific copies or volumes needing editing.
After you have identified a matching record in the PINES database by following PINES matching procedures and policies, you are ready to add your library system holdings to the bibliographic record. From a bibliographic record, select Holdings View.
Choose your library system from the dropdown menu at Show holdings at or below. Make sure the boxes to show empty call numbers, show empty libraries, show item detail, and show call number details are checked.
From the column picker, manage your columns by selecting the attributes you wish to display and the order you want then displayed. Be sure to select Save Columns when you are done. See Function Bar/Columns for further instructions.
From the list of libraries, choose the library or libraries for holdings:
From the Actions menu, either from the drop down menu or right clicking, choose Add – Call numbers and Items:
The Holdings editor will open.
In the Holdings editors, you can add volumes and copies, add just copies, or edit copies and/or volumes. In this section, the terms item and Item are used synonymously.
Setting default view for the Item editor
You can set a personalized view for the holdings editor that defines the attributes available for edit and how the editor displays. Unchecking an attribute leaves it displayed in the holdings editor; but it is grayed out and cannot be edited. Most attributes should be checked so that they are available to edit.
At any point, you can change your defaults. You may need to re-display the browser page to see the changes in the Item editor.
Always display Holdings Detail pane: Checking this will display the call number editor when you select Actions – Edit – Items.
Allow Call Number attributes in Item Templates: Checking this provides the ability to set some call number attributes in an item template. These include classification type (none, Generic, Dewey Decimal Classification (DDC), or Library of Congress Classification (LCC)) and any prefixes or subfixes you may use that would be compatible with the item template. Most PINES libraries have not implemented functionality for prefixes or subfixes separated from the basic call number.
Use Library Setting: defaults to the setting in Administration – Library settings. This first menu is to set your classification scheme. The default set for PINES under Administration – Library Settings – Cataloging – Default Classification Scheme is Dewey (Dewey Decimal Classification).
Use Default Prefix: For libraries with call number prefixes defined. Can choose a specific prefix to apply to all call numbers.
Use Default Suffix: For libraries with call number suffixes defined. Can choose a specific suffix to apply to all call numbers
Auto-generate Barcodes: PINES has not implemented, leave unchecked.
Use checkdigit: Checking allows for verification of the item barcode and should not allow an improperly formatted barcode to be entered. If your library does not use Codabar formatting, you should leave the box unchecked.
Print Item Labels on Save & Exit: If you wish to print spine or spine/pocket labels one at a time to accommodate editing for format and spacing, check the box. If you batch print spine or spine/pocket labels, leave unchecked.
Item display: Checking the elements under the Item display sets what appears under the Working Item tab:
Activated: the date the Item was set to activate. Activation date differs from the create date. An item is set to active when the status is set to Available, Checked out, ILL, On holds shelf, On Reservation shelf, Reserves, or Reshelving. In PINES, the date an item is activated starts the age protection count.
Created: the date the item was added to the PINES database.
Call Number: the call number associated with the item.
This section sets up how the attributes controlling circulation of an item display. Items unchecked are not available for editing in the Item editor. PINES catalogers should leave the majority checked so that they are editable.
This section determines which attributes display in the Completed Items Tab:
Choose those attributes you need to see on a regular basis in Completed Items.
You can make changes to your templates or add new ones here. See Item templates for more information.
Once your defaults are set, no need to set them again unless you want to change something. When ready, return to the Holdings Editor by clicking on the edit tab.
If you are adding multiple volumes, set the counter for call numbers. (If you add too many, you can remove them by click on the X. Be sure to reset the counter). If you are adding multiple volumes, either across multiple libraries, or for a multivolume set, you can Batch Apply the call number and any prefix or suffix. Most PINES libraries do not use Prefixes or suffixes for call numbers. If you would like to implement them, please open a helpdesk ticket for more information. Click the Apply button when you are ready to add the call number to all volumes.
If you are adding multiple copies for call numbers, adjust the counter. If your library uses them, you can add Item numbers here as well. Scan in your barcodes. Assign parts to print titles as needed (See Monographic and Serial Parts for more detailed instructions).
You will edit attributes in the item editor by applying templates and manually editing attributes such as price and deposit amounts (if needed). You can also add item notes and alert messages. See Item alert messages and notes for more detailed instructions.
When creating items, some values in the item editor are set to default visibly and not visibly. All default values apply (deposit is no longer set by default). Green highlighting in the Item Editor indicates some default values and that an attribute has been edited, either manually or by application of a template.
Default values in the Item editor are:
Pick the appropriate template from the drop down menu and click Apply.
Make any other edits, such as price, as needed. You can either click on Save & Exit to save your work and close the holdings editor, redisplaying Holdings view with your new holdings, or click Store Selected, to verify your work and make additional edits as needed.
If the Item editor does not close when you click Save & Edit, a critical attribute such as a barcode or call number is missing. Check your work, make corrections, and try again.