-= Administering shelving locations =
+= Administering Shelving Locations =
:toc:
-
-== Creating new shelving locations ==
-
-. Click _Administration_.
-. Click _Local Administration_.
-. Click _Shelving Locations Editor_.
-. Type the name of the shelving location.
-. In _OPAC Visible_, choose whether you would like items in this shelving location
- to appear in the catalog.
-. In _Hold Verify_,
-. In _Checkin Alert_, choose whether you would like a routing alert to appear
+(((Copy Locations)))
+(((Checkin Alert)))
+(((Shelving Locations Editor)))
+((("Label Prefix","Shelving Location")))
+((("Label Suffix","Shelving Location")))
+
+Shelving Locations are where the actual items are shelved in a library. This tells the patrons and staff which shelf or group of shelves a item is located at.
+Shelving locations are available at the Organizational Unit that it is assigned at and its descendants.
+Multibranch libraries can enter the system and then check the box to display the descendants.
+
+
+image::media/copy_location.png[Shelving Locations]
+
+== Creating New Shelving Locations ==
+
+. Select *Administration -> Local Administration -> Shelving Locations Editor*.
+. Select *New Copy/Shelving Location* button.
+. Select your paramaters for your shelving locaiton.
+.. _Can Circulate?_ Does it circulate?
+.. _Checkin Alert_, choose whether you would like a routing alert to appear
when an item in this location is checked in. This is intended for special
locations, such as 'Display', that may require special handling, or that
temporarily contain items that are not normally in that location.
+.. _Hold Capture Requires Verification_, if set up, will generate a prompt when an item is
+captured for a hold.
+.. _Is Deleted?_, is this shelving location deleted? xref:admin:copy_locations.adoc#deleting[see Deleting a Shelving Location.]
+.. _Is Holdable?_, are the items in this location holdable?
+.. _Is OPAC Visible?_, are the items in this location visible in the public catalog. This does not effect the staff client.
+.. _Label Prefix_, if a prefix is to be added to the all call numbers in this location add it here.
+.. _Label suffix_, if a suffix is to be added to the all call numbers in this location add it here.
+.. _Name_, type the name of the Shelving Location.
+.. _Owning Org Unit_, who owns this shelving location, which Organizational Unit does it belong too.
+.. _URL_, when a URL is entered in this field, the associated shelving location will display as a link in the Public Catalog summary display.
+This link can be useful for retrieving maps or other directions to the shelving location to aid users in finding material.
+. Select *Save*.
+
+image::media/copy_location_1.png[Add a Shelving Location]
+
+NOTE: By default, Checkin Alerts will only display when an item is checked in, _not_
+when it is used to record an in-house use. To also display these alerts when an item in your location is scanned for in-house use,
+select *Administration > Local Administration > Library Settings Editor* and set _Display shelving location check in alert for in-house-use_ to True.
+
+TIP: Whether an item can be circulated, is holdable, or visible in the catalog, is
+controlled by three factors: item status, shelving location, and item attributes (the
+options in the Copy Editor). Evergreen follows the aforementioned sequence to check the
+value of each factor until it encounters a NO. An item can be circulated, holdable or
+visible on OPAC when all three factors are set to YES.
+
+== Editing a Shelving Location ==
+
+. Select *Administration -> Local Administration -> Shelving Locations Editor*.
+. Select the shelving location you would like to edit.
+. Select the actions button and select _Edit Selected_.
+
-NOTE: By default, these alerts will only display when an item is checked in, _not_
-when it is used to record an in-house use.
+image::media/copy-location-2.png[Edit Copy Location]
+
-To also display these alerts when an item in your location is scanned for in-house
-use, go to Administration > Local Administration > Library Settings Editor and
-set _Display shelving location check in alert for in-house-use_ to True.
-+
-. If you would like a prefix or suffix to be added to the call numbers of every
- volume in this location, enter it.
-. If you would like, add a URL to the _URL_ field. When a URL is entered in
- this field, the associated shelving location will display as a link in the Public
- Catalog summary display. This link can be useful for retrieving maps or other
- directions to the shelving location to aid users in finding material.
-. If you would like to override any item-level circulation/hold policies to
- make sure that items in your new location can't circulate or be holdable,
- choose _No_ in the appropriate field. If you choose _Yes_, Evergreen will
- use the typical circulation and hold policies to determine circulation
- abilities.
-
-== Deleting shelving locations ==
+. Make your changes and click *Save*.
+== Deleting Shelving Locations ==
+[[deleting]]
You may only delete a shelving location if:
-. it doesn't contain any items, or
-. it only contains deleted items.
+
+* it doesn't contain any items, or
+* it only contains deleted items.
Evergreen preserves shelving locations in the database, so no statistical information
is lost when a shelving location is deleted.
-== Modifying shelving location order ==
+. Select *Administration -> Local Administration -> Shelving Locations Editor*.
+. Select the shelving location you would like to delete.
+
+image::media/copy-location-2.png[Edit Copy Location]
+
+. Select the actions button and select _Delete Selected_.
+
+== Modifying Shelving Location Order ==
+
+The shelving location order changes the display order of shelving locations on Holds Pull list
-. Go to _Administration_.
-. Go to _Local Administration_.
-. Click _Shelving Location Order_.
+. Select *Administration -> Local Administration -> Shelving Location Order*.
. Drag and drop the locations until you are satisfied with their order.
-. Click _Apply changes_.
+. Select *Apply changes*.
-== Shelving location groups ==
+== Shelving Location Groups ==
.Use case
****
level of the library hierarchy and may include shelving locations from any parent
org unit or child org unit.
-NOTE: To work with Shelving Location Groups, you will need the ADMIN_COPY_LOCATION_GROUP
-permission.
+NOTE: To work with Shelving Location Groups, you will need the ADMIN_COPY_LOCATION_GROUP permission.
=== Create a Shelving Location Group ===
-. Click Administration -> Local Administration -> Shelving Location Groups.
+. Click *Administration -> Local Administration -> Shelving Location Groups*.
. At the top of the screen is a drop down menu that displays the org unit tree.
Select the unit within the org tree to which you want to add a shelving location group.
The shelving locations associated with the org unit appear in the Shelving Locations column.
If you create more than one shelving location group, then you can order the groups in the
org unit tree.
-. Click Administration -> Local Administration -> Shelving Location Groups.
+. Click *Administration -> Local Administration -> Shelving Location Groups*.
. Three icons appear next to each location group. Click on the icons to drag the shelving
location groups into the order in which you would like them to appear in the catalog.
. Search the catalog to view the reorder of the shelving location groups.
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