*** This version of Confluence is for testing only and contains a copy of content from June 29th 2026. No changes will be preserved. ***
Some notes on Location Types for Item and Holding records
- most items to do not have an effective location
- item effective location inherits its effective location from the holdings record
- there should be as many holdings records as there are items
- for example, 3 copies of a book each have their own holdings record and their own item record
- generally, the holdings permanent location will only be listed on theholdings records for the 3 copies of the book, not the item records
- volumes will have one holding record and an item record for each volume
Temporary Locations take Precedence
- temporary locations are generally used to show the location for items that are being moved somewhere temporarily, such as moving items to the annex during a library building renovation
- temporary locations are typically listed in the item record and will take precedence over the permanent location for showing the actual location of the item
- item record locations take precedence over holdings locations
- when item records do not have holdings records, they inherit the location from the holding record
- for annual reports, it is best not to count items that are in temporary locations
Which Location to Use to Count Current Records
- to obtain a current count of records by location, you want to focus on the owning library, which is most often the holdings permanent location
- for item counts, you should look at the permanent holdings location, which is the anchor because it is the owning library
What is "Effective Location"?
- "effective location" is the resulting location that is listed for a given holding or item after all the rules about locations have been followed
- "effective location" is useful in queries because it shows the location that is "in effect" for that item or holding at this moment in time
What is a multivol, and how do you count records that are multivols?
What is "bound with," and how do you count records that are "bound with"?