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cat:adding-maintaining-volumes-copies [2020/01/14 21:08] – [Display defaults for Working Item tab] 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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 ==== 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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   * **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.
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   * **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.\\
-  * E**dit 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.\\
  
cat/adding-maintaining-volumes-copies.1579036106.txt.gz · Last modified: 2020/01/14 21:08 by ehardy