From: Robert Soulliere Date: Tue, 24 Aug 2010 14:19:11 +0000 (-0400) Subject: add section for adding holdings and media files to cataloguing. X-Git-Url: https://old-git.evergreen-ils.org/?a=commitdiff_plain;h=4162d7f98cb90e0b7f93b30036d330faf6e529ad;p=contrib%2FConifer.git add section for adding holdings and media files to cataloguing. --- diff --git a/1.6/media/add_holdings-1.png b/1.6/media/add_holdings-1.png new file mode 100644 index 0000000000..07baaa0192 Binary files /dev/null and b/1.6/media/add_holdings-1.png differ diff --git a/1.6/media/add_holdings-2.png b/1.6/media/add_holdings-2.png new file mode 100644 index 0000000000..4176df14ef Binary files /dev/null and b/1.6/media/add_holdings-2.png differ diff --git a/1.6/media/add_holdings-3.png b/1.6/media/add_holdings-3.png new file mode 100644 index 0000000000..a847eb6afc Binary files /dev/null and b/1.6/media/add_holdings-3.png differ diff --git a/1.6/media/add_holdings-4.png b/1.6/media/add_holdings-4.png new file mode 100644 index 0000000000..6359f1d0f1 Binary files /dev/null and b/1.6/media/add_holdings-4.png differ diff --git a/1.6/media/add_holdings-5.png b/1.6/media/add_holdings-5.png new file mode 100644 index 0000000000..3a25250aec Binary files /dev/null and b/1.6/media/add_holdings-5.png differ diff --git a/1.6/stafftasks/cataloging.xml b/1.6/stafftasks/cataloging.xml index f40b1a5463..dc6010653a 100644 --- a/1.6/stafftasks/cataloging.xml +++ b/1.6/stafftasks/cataloging.xml @@ -452,6 +452,155 @@ record. +
+ Adding holdings to title records + This lesson demonstrates adding your library’s volume and copy records to a title record. + + + Search the catalogue for a record that matches the item in hand, as described in . + + + + When record is displayed, select + Actions for this Record + Holdings Maintenance + . + + + screenshot of staff client + + + + + + + + + + + Record opens in record summary view. Select your library from + the list and click + Actions for Selected Rows + Add Volumes + . + + + screenshot of staff client + + + + + + + + + + Enter amount in # of volumes field, type in a call number, or + if the call number pulled from MARC record is acceptable click + Apply to bring call number down to call number field, enter + number of copies, scan barcode, and click Edit then Create. + Use Tab or Enter to move through fields. + + + screenshot of staff client + + + + + + + + + + + + + The Copy Editor opens. Make all necessary edits by moving + through fields and clicking Apply on every edit, and click + Create Copies + + + screenshot of staff client + + + + + + + + + + + Click OK. + + + screenshot of staff client + + + + + + + + + + + + + Once an item is created it is assigned a status of In Process. Item + must be checked in to become Available or cataloguer can choose to + Edit Item Attributes and change status to + Available once record has been created and saved to + database. + Creation and use of item record templates is recommended. See for + more information. + + + New Copies and Holds + Because of the way Evergreen targets holds new copies are not guaranteed to fulfill + pre-existing holds correctly until 24 hours after cataloguing. If your cataloguing + turn-around time is shorter than 24 hours you can ensure the new copy is captured correctly + at check in with the steps below. + + + + After adding the item select + Actions for this Record + View Holds + + + + actions for this record menu + + + + + + + + + + If there are outstanding hold requests, select the hold that is next in line + then choose + Actions for Selected Holds + Find Another Target + . This forces Evergreen to re-target the hold and recognize the newly + catalogued item. + + + + + + + + + + + Check in the new item to capture it for the selected hold. + + + +
Printing Spine and Pocket Labels Copy buckets may be used to group items requiring labels. @@ -510,4 +659,5 @@ Confirm the action by selecting the checkbox and Undelete in the resulting popup box.
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