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Home → Cataloging Items/Copies and Holdings → The Holdings Editor → Setting Holdings Editor Preferences

3.4. Setting Holdings Editor Preferences

Last Updated 01/09/2026


Customizing the Holdings Editor


On This Page

Hide unnecessary fields, unify the view of the Holdings Editor, and change attribute behaviors in the Preferences tab of the Holdings Editor.


In the Holdings Editor, users can customize their view in the Preferences tab.

The content of this tab is divided into 4 sections: 

  • Holdings Display Preferences: Determine which fields related to call number creations you want to have visible. For example, if your library does not use Call Number Prefixes, you can hide this field in your Call Number editor.
  • Holdings Creation Defaults: Set standard values for the Classifications, Prefix, and Suffix fields in the Call Number editor.
  • Item Attributes Behavior: Determine how certain Item Attributes will function in relation to others.
  • Hide Item Attributes: Determine which Item Attribute fields you want to have visible in the editor.

Holdings Display Preferences

 

Display Preference Description

Hide Call Number Classification Column

Select this to hide the call number classification column in the call number editor.

Hide Call Number Prefix Column

Select this to hide the call number prefix column in the call number editor. It will also hide the call number prefix field from the Item Attributes Editor.

Hide Call Number Suffix Column

Select this to hide the call number suffix column in the call number editor. It will also hide the call number suffix field from the Item Attributes Editor.

Hide Generate Barcodes

Select this to hide the Generate Barcodes button at the bottom of the Item Attributes Editor.

If Generate Barcodes is selected in the Item Attributes Editor, barcodes will be automatically generated according to settings established by your Evergreen administrator.

Hide Use Checkdigit

Select this to hide the Use Checkdigit option at the bottom of the Item Attributes Editor. 

If Use Checkdigit is selected in the Item Attributes Editor, a barcode that does not meet the checkdigit parameters will turn outline of the barcode field red.

Hide Item Part

Select this to hide the part column in the call number editor.

Unified Holdings and Item Attributes Display

Select this to show the call number editor and item attributes editor in one unified display. This is recommended.

Holdings Creation Default

Creation Default Description

Classification Scheme

By default Evergreen will use the classification scheme specified by the library setting Default Classification Scheme.

The holdings creation default lets you specify Generic, Dewey, Library of Congress which will override the library setting.

Default Prefix

If your library uses Prefixes select the one you’d like used as a default. All new holdings will be populated with this prefix.

Default Suffix

If your library uses Suffixes select the one you’d like used as a default. All new holdings will be populated with this suffix.

Item Attribute Behavior

 

Attribute Behavior Setting Description

Change Circ Lib When Owning Lib Changes 

Selecting this checkbox will automatically update the Circulation Library field if the Owning Library field is changed.

Default Stat Cat Library Filter

Selecting an Organizational Unit from the dropdown will default the displayed Item Statistical Categories to those owned by the selected Organizational Unit or its ancestors.

Default Item Alert Type

Selecting an Item Alert Type from the dropdown will default any newly added item alerts to the selected type.

Hide Item Attributes

In this area, you can check the boxes next to fields you don't use in your library to hide them from the Item Attributes form.

For More Information
To find details about each field, please review the Item Attributes Definitions page.

Knowledge Tags
item attributes  /  Item Cataloging  /  holdings editor  / 

Related Pages
  • Cataloging Items/Copies and Holdings > Item Interfaces > Holdings Editor
  • Cataloging Items/Copies and Holdings > The Holdings Editor > Accessing the Holdings Editor
  • Cataloging Items/Copies and Holdings > The Holdings Editor > Item Attribute Definitions
  • Cataloging Items/Copies and Holdings > The Holdings Editor > Item Attribute Templates
  • Cataloging Items/Copies and Holdings > The Holdings Editor > What Are Item Attributes?
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