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cat:adding-maintaining-volumes-copies [2020/01/14 20:57] – [Using copy buckets to batch edit or delete call numbers and copies] ehardycat:adding-maintaining-volumes-copies [2021/04/26 15:50] (current) – [Adding and maintaining Call Numbers and Items] ehardy
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-====== Adding and maintaining Call Numbers and Items in the Web Client ======+====== Adding and maintaining Call Numbers and Items ======
  
  
-Call numbers and items are added and maintained in several places in Evergreen. Catalogers generally add new and maintain existing call numbers and items by accessing the Holdings editor from the Holdings View of a bibliographic record. Maintenance of copies can also be performed in item status (F5) and Item buckets; the holdings editor will open from any of place where adding or editing call numbers/volumes and/or items is selected.+Call numbers and items are added and maintained in several places in Evergreen. Catalogers generally add new and maintain existing call numbers and items by accessing the Holdings editor from the Holdings View of a bibliographic record. Maintenance of copies can also be performed in item status (F5) and Item buckets; the holdings editor will open from any place where adding or editing call numbers/volumes and/or items is selected.
  
 ===== Navigating Holdings View ===== ===== Navigating Holdings View =====
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 Link as conjoined to previously marked Bib record (not implemented by PINES)\\ Link as conjoined to previously marked Bib record (not implemented by PINES)\\
  
-Show+**Show**
        * Item Status (list)        * Item Status (list)
        * Item Status (detail view)        * Item Status (detail view)
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        * Print Labels        * Print Labels
  
-Mark+**Mark**
        * Item as Damaged        * Item as Damaged
        * Item as Discard/Weed see [[cat:marking_items_discard_weed|Discard/weed: Marking Items for Deaccessioning]]        * Item as Discard/Weed see [[cat:marking_items_discard_weed|Discard/weed: Marking Items for Deaccessioning]]
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        * Library/Call Number as Transfer Destination [[cat:transferring_volumes_and_items|Transferring volumes and items]]        * Library/Call Number as Transfer Destination [[cat:transferring_volumes_and_items|Transferring volumes and items]]
  
-Add+**Add**
        * Add Call Numbers        * Add Call Numbers
        * Add Items        * Add Items
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        * Add Item Alerts        * Add Item Alerts
  
-Edit+**Edit**
        * Edit Call numbers        * Edit Call numbers
        * Edit Items        * Edit Items
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        * Edit Manage Item Alerts        * Edit Manage Item Alerts
  
-Delete+**Delete**
        * Delete Empty Call Numbers        * Delete Empty Call Numbers
        * Delete Items        * Delete Items
        * Delete Call Numbers and Items        * Delete Call Numbers and Items
  
-Transfer+**Transfer**
        * Call Numbers to Previously Marked Destination [[cat:transferring_volumes_and_items|Transferring volumes and items]]        * Call Numbers to Previously Marked Destination [[cat:transferring_volumes_and_items|Transferring volumes and items]]
        * Volumes to Previously Marked Destination (same as above)        * Volumes to Previously Marked Destination (same as above)
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   * Library of Congress (LCC: Library of Congress Classification scheme)   * Library of Congress (LCC: Library of Congress Classification scheme)
  
-<note>Whether you choose Generic or Dewey will influence how call numbers are sorted</note>+<note>Setting the call number classification to Generic or Dewey will influence how call numbers are sorted</note>
  
-**Unset Default Prefix**: For libraries with call number prefixes defined. Can choose a specific prefix to apply to all call numbers. +**Unset Default Prefix**: For libraries with call number prefixes defined. Can choose a specific prefix to apply to all call numbers.\\ 
-**Unset Default Suffix**: For libraries with call number suffixes defined. Can choose a specific suffix to apply to all call numbers+**Unset 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. +**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 for all barcodes, you should leave the box 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 for all barcodes, 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.+**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 ====
-Unchecking attributes here removes them from display in the +Unchecking attributes here removes them from display in the **Holdings editor**.
-//Item display//: Checking the elements under the Item display sets what appears in the Edit tab -- Working Items:+
  
-{{:cat:pasted:20200114-143520.png}} +{{:cat:pasted:20210407-165359.png}}
- +
-{{:cat:pasted:20200114-143531.png}}+
  
 **Item display**: **Item display**:
-  * 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. +  * **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. +  * **Created**: the date the item was added to the PINES database. 
-  * Call Number: the call number associated with the item.+  * **Call Number**: the call number associated with the item.
  
 ** Circulation ** ** Circulation **
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 This section sets up how the attributes controlling circulation of an item display. PINES catalogers should leave the majority checked so that they display and are editable. This section sets up how the attributes controlling circulation of an item display. PINES catalogers should leave the majority checked so that they display and are editable.
  
-  * Circulate? Yes/true or no/false. Should be checked +  * **Circulate?**: Yes/true or no/false. Should be checked 
-  * Circulation Library: Should be checked +  * **Circulation Library**: Should be checked 
-  * Circulation Modifier: Should be checked +  * **Circulation Modifier**: Should be checked 
-  * Circulate as Type: Checking is a local decision. This attribute should only be set if a library does not use circulation modifiers to define basic circulation policy. Best practice is to not use circulate as type with circulation modifiers since a Type that differs from the circulation modifier can change the circulation rules that govern the item. +  * **Circulate as Type**: Checking is a local decision. This attribute should only be set if a library does not use circulation modifiers to define basic circulation policy. Best practice is to not use circulate as type with circulation modifiers since a Type that differs from the circulation modifier can change the circulation rules that govern the item. 
-  * Loan Duration: Should be checked +  * **Loan Duration**: Should be checked 
-  * Fine Level: Should be checked +  * **Fine Level**: Should be checked 
-  * Shelving Location: Should be checked +  * **Shelving Location**: Should be checked 
-  * Holdable?: Should be checked +  * **Holdable?**: Should be checked 
-  * Age-based Hold Protection: Should be checked+  * **Age-based Hold Protection**: Should be checked
  
 ** Miscellaneous ** ** Miscellaneous **
  
-  * Add/Edit Item Alerts May be unchecked if your library never uses item alerts. +  * **Add/Edit Item Alerts**: May be unchecked if your library never uses item alerts. 
-  * Deposit? May be unchecked if your library does not have items in a deposit collection +  * **Deposit?**: May be unchecked if your library does not have items in a deposit collection 
-  * Deposit amount May be unchecked if your library does not have items in a deposit collection +  * **Deposit amount**: May be unchecked if your library does not have items in a deposit collection 
-  * OPAC Visible? Should be checked +  * **OPAC Visible?**: Should be checked 
-  * Price: Should be checked +  * **Price**: Should be checked 
-  * Quality: PINES has not implemented. How an items quality is defined effects holds. Can be unchecked. +  * **Quality**: PINES has not implemented. How an item'quality is defined effects holds. Can be unchecked. 
-  * Reference? Should be checked +  * **Reference?**: Should be checked 
-  * Acquisition Cost: Can be unchecked. This field is populated with the invoiced cost of the originating acquisition and will be empty if the originating acquisition is not connected to an invoice. Only valid for libraries using the acquisitions interface. +  * **Acquisition Cost**: Can be unchecked. This field is populated with the invoiced cost of the originating acquisition and will be empty if the originating acquisition is not connected to an invoice. Only valid for libraries using the acquisitions interface. 
-  * Status Should be checked. +  * **Status**: Should be checked. 
-  * Add/Edit Item Notes: Should be checked, unless your library does not add Item notes. +  * **Add/Edit Item Notes**: Should be checked, unless your library does not add Item notes. 
-  * 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: Can add the default library for display of statistical categories (statcats). Be aware that this will determine which statcats will be available if you have created different ones for different libraries. +  * **Default Filter Library**: Can add the default library for display of statistical categories (statcats). Be aware that this will determine which statcats will be available if you have created different ones for different libraries.\\ 
-  * 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 **
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   * Duration: Normal   * Duration: Normal
  
-=== Editing attributes and applying holdings templates ===+==== Editing attributes and applying holdings templates ====
  
   * Pick the appropriate template from the drop down menu and click Apply.\\   * Pick the appropriate template from the drop down menu and click Apply.\\
cat/adding-maintaining-volumes-copies.1579035457.txt.gz · Last modified: 2020/01/14 20:57 by ehardy