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3.1. Accessing the Holdings Editor

Last Updated 01/09/2026

How to Get to the Holdings Editor

On This Page

There are five main portals for accessing the Holdings Editor: from the Item Status page, from the Item Table in the Bibliographic Record, from the Holdings View in the Bibliographic Record, from the Add Holdings button in the Bibliographic Record, and from an Item Bucket. Instructions for each method and recommendations on which method to use in different circumstances are included on this page. 

The Holdings Editor is the main interface used to apply and edit item attributes. There are multiple ways to access the holdings editor.

From the Item Status Page

After scanning an item or uploading a file:

1. Select the item from the grid by checking the box.
   
2. From the Actions menu, choose Items from the "Edit" section.
   

From the Bibliographic/Title Record

There are actually three ways to access the holdings editor from within a bibliographc record.

From the Item Table

1. Navigate to the Item Table tab of the title record.
2. Locate the barcode for the specific copy you want to edit in the Barcode column of the grid.
3. Click the Edit link underneath the barcode.
   
4. This will open the Holdings Editor in a new tab, leaving the bib record open in the original tab.

From the Holdings View

1. Navigate to the Holdings View tab.
2. Locate the copy you want to edit within the holdings grid.
3. Select the copy by checking the box on the barcode line.
   
4. Choose Edit Items from the Actions Menu.
   

Using the Add Holdings Button

This button opens a blank holdings editor. Once you have filled it out with the minimum required metadata and saved, you will have created a new copy.

For More Information
You can find more details about this process in the Adding Call Numbers and Items in the Holdings Editor page.

From an Item Bucket

1. Open the bucket with items to be edited.
2. Select the item to be edited by checking the box in the item grid. You may select more than one and the Holdings Editor will include attribute details for each item selected.
3. Choose Edit Selected Items from the Actions Menu.