Holdings records are where the call number and permanent location, along with other holdings-level information (such as holdings statements and notes) are stored.
Preconditions: Instance Record exists in Inventory
Summary of Holdings will appear along with the Instance data in the right pane.
Preconditions: a Holdings record has already been created
Instance displays in right pane. Updates to holdings display here only if they are part of the summary information (such as location, call number).
Preconditions: No items are associated with the Holdings record to be deleted and the Holdings record has been suppressed
Holdings records must first be suppressed before they are deleted. (This ensures the change occurs correctly in the public catalog.) Before following the steps below, suppress the holdings, and either wait a minute or two or open the record in the public catalog (you can use the instance hrid to pull it up easily) to verify that the holdings record suppression has occurred.
If no items were associated the Holdings record has been deleted.
Note: You can initiate this process from either record, that is, the record you wish to move Holdings from or the record you wish to move Holdings to. Once the records are displayed side by side, you can move both Holdings and Items in either direction.
The Holdings record and any associated item(s) will display on the record they have been moved to; they will no longer display with the record they were moved from.
If you need to mark an instance for deletion, follow the steps outlined in Inventory: Deleting Instance Records