Skip to main content
ExLibris
  • Subscribe by RSS
  • Ex Libris Knowledge Center

    "Select Holdings Template" box opens every time operator tries to create new MFHD

    • Product: Voyager
    • Product Version: All
    • Relevant for Installation Type: Multi-Tenant Direct, Dedicated-Direct, Local, TotalCare

    Problem symptoms

    Operator attempts to create new MFHD:

    • Operator asked to select template from "Select Holdings Template" window each time
    • Call number not transferred from bib to MFHD record

    Cause

    Preferences for call number hierarchy and template need to be set for Cataloging client on operator's workstation

    Resolution

    1. Set Call Number Hierarchy
      1. Cataloging > Options > Preferences 
      2. General tab > Call Number Hierarchy > select the call number hierarchy that should be used to select the call number from the bib when creating a new mfhd. 
    2. Set default holdings template
      1. Folders/Files > Templates > Hldg > select the default mfhd template that should be used creating a new mfhd.
      2. Click OK to save the new preferences. 

    • Article last edited: 17-Jul-2017