*** This version of Confluence is for testing only and contains a copy of content from June 29th 2026. No changes will be preserved. ***
-Joanne would like to add a chart to explain this
-Natalya asks why we are suppressing item records?
Some notes on Location Types for Item and Holding records
- most item records to do not have permanent location (that field is blank); but they all have an "effective location"
- the item effective location will be the item's temporary location (if there is one - most records don't have this) or the parent holdings record's effective location (in nearly all cases, the holdings effective location is the holdings permanent location)
- the item record's effective location is inherited from the holdings record
- (there should be as many holdings records as there are items) – not sure about this
- 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 the holdings 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
(move these formats to another page)
What is a multivol, and how do you count records that are multivols?
- see hathi multivol report for examples
What is "bound with," and how do you count records that are "bound with"?