Tip #136: Working with Multiple Branches in the Holdings Maintenance Screen

Evergreen libraries with more than one location can add, edit, and delete holdings for multiple branches at the same time.

For example, say your library purchases three copies of Alexander McCall Smith’s new book, A Conspiracy of Friends, and you need to add one copy each to your main library, the East Side Branch, and your bookmobile. You can do this with the correct settings in the Holdings Maintenance Screen.

First, the library name displayed on that screen must be the system level name and not one of the branches. If, for example, if you are cataloging for the Lincoln Heritage Library, “LHPL Lincoln Heritage Public Library” must be selected from the library pull-down menu rather than one of the branches, “LHPLC Lincoln Heritage Public Library – Chrisney” or “LHPLD Lincoln Heritage Public Library – Dale”.

Second, “This Specialized Library” must appear in the “limit” box to the right of the library name.
If the settings in the Holdings Maintenance Screen are correct, all your library’s branches will be displayed. By highlighting multiple locations at the same time (do this by holding down the Shift key while highlighting each library name), you can add volumes and items to all branches simultaneously.

Use the same technique to edit or delete multiple volumes and items.
Originally published on June 8, 2012.


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