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cat:adding-maintaining-volumes-copies [2019/01/22 05:59] – [The Holdings Editor] ehardycat:adding-maintaining-volumes-copies [2019/01/22 06:05] – [The Holdings Editor] ehardy
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 The Holdings editor will open. The Holdings editor will open.
  
-==== The Holdings Editor ====+===== The Holdings Editor =====
  
  
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 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. 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.
  
-**Holdings Detail defaults**+==== Holdings Detail defaults ====
  
 //Always display Holdings Detail pane//: Checking this will display the call number editor when you select Actions – Edit – Items. //Always display Holdings Detail pane//: Checking this will display the call number editor when you select Actions – Edit – Items.
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 //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. //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.
  
-**Creation Defaults**+==== Creation Defaults ====
  
 **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 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).
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 //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. //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.
-** + 
-Display defaults for Working Item tab**+==== Display defaults for Working Item tab ==== 
  
 //Item display//: Checking the elements under the Item display sets what appears under the Working Item tab: //Item display//: Checking the elements under the Item display sets what appears under the Working Item tab:
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 //Call Number//: the call number associated with the item. //Call Number//: the call number associated with the item.
  
-**Circulation**: 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.+==== Circulation ==== 
 + 
 +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.
  
   *// Circulate?// Yes/true or no/false. Should be checked   *// Circulate?// Yes/true or no/false. Should be checked
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   * //Age-based Hold Protection:// Should be checked   * //Age-based Hold Protection:// Should be checked
  
-**Miscellaneous**+==== Miscellaneous ==== 
 + 
   * //Deposit?// Should be checked   * //Deposit?// Should be checked
   * //OPAC Visible?// Should be checked   * //OPAC Visible?// Should be checked
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   * //Item Notes are Public:// Should be checked, unless your library only adds public notes.   * //Item Notes are Public:// Should be checked, unless your library only adds public notes.
  
-**Statistical Categories**+==== Statistical Categories ==== 
  
   * //Default Filter Library//: Should be checked, unless your library does not add statistical categories (statcats)   * //Default Filter Library//: Should be checked, unless your library does not add statistical categories (statcats)
   * //Edit Statistical Data//: Should be checked, unless your library does not add statistical categories (statcats)   * //Edit Statistical Data//: Should be checked, unless your library does not add statistical categories (statcats)
   * //Add/Edit Item Tags//: PINES has not yet implemented, but may after we have evaluated and tested the functionality. Can be checked or unchecked.   * //Add/Edit Item Tags//: PINES has not yet implemented, but may after we have evaluated and tested the functionality. Can be checked or unchecked.
-** + 
-Display defaults for Completed Items tab**+ 
 +==== Display defaults for Completed Items tab ==== 
  
 This section determines which attributes display in the Completed Items Tab: This section determines which attributes display in the Completed Items Tab:
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 Choose those attributes you need to see on a regular basis in Completed Items. Choose those attributes you need to see on a regular basis in Completed Items.
  
-** Item templates tab**+==== Item templates tab ==== 
  
 {{ :cat:adding_vols_9.png?400 |}} {{ :cat:adding_vols_9.png?400 |}}
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 You can make changes to your templates or add new ones here. See [[cat:item_templates|Item templates]] for more information. You can make changes to your templates or add new ones here. See [[cat:item_templates|Item templates]] for more information.
  
-**Edit tab**+==== Edit tab: Holdings Editor ==== 
  
 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. 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.
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-**The Item Editor**+==== The Item Editor ====
  
 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. 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.
cat/adding-maintaining-volumes-copies.txt · Last modified: 2021/04/26 15:50 by ehardy