Web Client - Add Copies and Volumes


About

Use the following directions to add new volume/copy record pairs and additional copy records to existing volume records.

Search the Catalog

When adding holdings, always search for the title record first. PLS recommends searching by keyword and typing the author's last name and part of the title.

Scanning a UPC code is not guaranteed to find a matching record - even when one exists in the catalog! It will only return a result if the code you scan is present in a record in the catalog. Many titles/copies have variant codes, particularly in cases of reprinted editions, 10- versus 13- digit ISBNs, different distributors, etc. If you do scan a code on the item and it does not return a match, double check by trying a keyword search for author name and title term.

Criteria for matching

CloseEnoughRecords

No matching record found

If you have searched the catalog throughly ansd have not found an existing, matching title record, submit a a list of ISBNs to orders@pls-net.org.

Add Copies (and volumes) from the Catalog > OPAC View

Add Copies to existing Volume from the Catalog > Holdings View

  1. Retrieve the title record from a catalog search, click Holdings View
  2. Select the Volume record, right click
  3. select Add Copies
  4. The Volume/Copy Editor opens in a new tab

Add Items (Copies) and Volumes from Item Status

  1. Enter the barcode of the copy to which you are adding a new copy
  2. Select the record, right click
  3. Select Add Items
  4. The Volume/Copy Editor opens in a new tab

WebClient_AddCopies_ItemStatus.png

Complete the Copy Record

In the Volume/Copy Editor

  1. Enter the barcode in the Volume details section
  2. Enter all relevant copy attributes
  3. Click Save & Exit
  4. The Volume/Copy Editor tab will close

WebClient_AddCopies_CopyEditor.png

View added copy

In Holdings View, click the browser refresh button to refresh the catalog record, then click Holdings View again. Your new copy will display.

In Item Status, you will NOT be able to view your new copy. Click the Title link in the record you started from to open the record in the catalog. Then click Holdings View.

EvergreenWebForm
Topic Subject Web Client
Service Evergreen
Documentation type None
Year

Includes RT Form? No
Status

Topic revision: r4 - 28 Sep 2018 - 14:07:20 - LindsayStratton
 

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