Items - Create

Owned by Minjie Chen
Last updated: Dec 01, 2022Version comment
2 min read

Items and Holdings

  1. Items must be attached to holdings.
  2. When creating an item through other workflows such as Acquisitions, Alma will also create a holding if one does not already exist for the item’s library/location/call number.

Option 1: From the Metadata Editor

First, you have the holdings record open in the Main Pane

Second, select the menu option Add Inventory > Add Item (Alt + I)

This brings you to the Physical Item Editor to edit the item. The Permanent location field will have been populated from holdings 852

The holdings record does not need to be saved first. Add Item (Alt+i) kicks off a series of motions -

  1. Save the holdings record to Princeton's repository
  2. Populates call number from the 050 of bib if 852 has 0 in the second indicator
  3. Opens a new blank item record in the Physical Item Editor

Option 2: From Repository Search Results

If you are adding an item to an existing holdings record, alternatively you can bypass the MDE if it suits your workflow.

This method doesn't apply if the title currently has 1 holding and 0 item, and you have retrieved it by a Physical titles search.

The List of Holdings (Step 2 below) will appear only if you are able to conduct an All titles search to retrieve the title.

  1. In the repository search result, click on the hyperlinked Holdings (no. 20)
  2. In the List of Holdings, click on the three-dot icon in the far right side of the table, select View items
  3. Click on Add item in the upper-right corner

A blank Physical Item Editor is open.

Instruction for the Holdings Management Team and Fullfillment/Branch staff:

Option 3: Quick Cataloging (DO NOT USE)

Fulfillment staff please contact Joan Martine or Marie Wange-Connelly

From the vertical menu bar select Resources > Create Inventory > Add Physical Item

Option 4: During the Acquisitions Process

Option 3A - Receive New Items list

From the Receiving list, you can create new items for Continuous orders, not for One time orders.

Option 3B - List of Items

From the List of Items, you can create new items for One Time or Continuous (not recommended) orders.

Option 5: Duplicate an Item

From the List of Items, you can click the three-dot icon > Duplicate

A second item identical to the one being duplicated is generated, except that the barcode field is stripped and blank.

Note that this new item has automatically been saved to Princeton's respository already the moment it is generated.