Cataloging: Adding Holding and Item Records to URSUS (Alma)
Purpose: To add further specific location holdings to an existing bibliographic record.
- In Alma open record in MDE
- Click: Add Inventory
- Select inventory type from drop down list
- Complete holdings record
- At minimum, the Location (a), Sublocation (b), and Shelving location (c) subfields must be filled in
- Save the record
- Click View Related Data>View Inventory (CTRL+I) to get list of all holdings records
- Click on the three dots and select View Items
- Click Add Item and complete, at minimum, fields listed below
- General Information: Add barcode, Copy ID, Material type, Item policy
- Location information: Add Permanent location, Item call number type, Item call number
To Create an item record from an existing item record – this is a useful option when you are adding items to standing order (aka “Adds”) title where all the information matches previous items except the barcode and volume number.
- From the List of Items click on the three dots of the item you wish to copy
- Click on Duplicate
- Alter metadata as needed
As a final step, login to OCLC Connexion to add holdings.
- Search for the record by OCLC number found in the 001 field of the URSUS record. Search prefix is the # sign.
- Under Action menu select “update holdings” option. Change to Action>Holdings>Update Holdings (or press F8).
- Click OK.
When holdings are updated, our institution symbol MEU is added to the OCLC WorldCat record which appears at the top of the screen.
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