Find Holding Code Helper

The Find Holding Code helper is used when creating or modifying the orderline fundings and distributions in an acquisitions wizard or when selecting a library to receive serial issues as they are checked in. Use this helper to limit the holding codes to a reasonable list and ensure the selection of the correct holding code by displaying more complete information about each code.

When you open this helper initially, it will appear empty until you select a search filter and click Search.

To find a holding code

Click the Find Holding Code helper.

You may filter by Library, Item Type, or Location. Use the list in each field to select the filter value. You must select at least one filter for the Search, or the gadget will display a "You have not entered any selection criteria" message.

Click Search. All existing holding codes containing the filter values you selected appear below your selections. Each holding code’s name, library, item type, location, item categories, and whether or not it circulates is displayed in a table. You may sort this table by clicking the column headers.

If you cannot immediately find a holding code in the list, select additional filters and click Search again. If you select filters for multiple values and no holding code is defined that contains the values, the holding code table is not displayed. Remove or change one or more filter values until a valid holding code is displayed.

Once you have determined the appropriate holding code, click Close to exit the helper.

Select the appropriate holding code from the list.

A property is available to set the default Library filter for this helper. This property is not available on single library systems.