Holdings Management

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Tutorial

• Holdings Management
• Adding, Editing, and Assigning Notes

support.ebsco.com
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Holdings Management is a robust suite of tools in
EBSCOadmin that allows you to manage your
library's Knowledge Base and holdings for
searching in the Full Text Finder and EBSCO
Discovery Service interfaces. In this tutorial,
we will review the Notes feature available in the
Holdings Management tab.
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Notes are a valuable tool for providing
additional information to your users about your
holdings. For example, you can use a note to
indicate which titles are accessible off-campus,
specify the physical location of titles on
campus, or convey additional title
information. Notes are assigned to specific
Titles, Packages, Vendors, or at the Root level
for all items in your collection.
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To create a Note, on the Holdings Management tab
select Manage Your Notes from the Overview screen
or click Notes from the top right corner under
the main navigation.
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From the main Notes page all of your previously
created Notes will display. You can click on a
Note to edit the settings or assignments or
click New Note to create a new note.
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On the Create New Note page choose a Note Name,
Rank, and Note Text.
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When creating your note you have the ability to
choose your Display and Icon settings. Display
settings control whether a note displays in Full
Text Finder (your link resolver menu) or
Publication Finder (the search interface for
locating holdings). Icons can be assigned to
notes to assist users in understanding the
information. You can select from the Icon library
or enter the URL of a locally hosted icon you
would like to display. Once you have made your
desired choices click Save.
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Now that you have created your note, you will
want to assign where you note should be
displayed. You can manage your Notes directly
from the Notes page.  To the right of the Details
tab you will see Titles, Packages, Vendors, and
Root tabs with the number of each item that the
note is assigned to. Click the assignment level
you would like to use for that note.
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The default display is for items already assigned
at that level, select Find Vendors to Assign.
Search by the item name and from the result list
click the gray Not Assigned button.
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The button will turn green and display Assigned
and the headings will update with the number of
each item that the link is assigned to.  
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Notes can also be assigned to a specific title,
package, or vendor by searching for the item in
your collection and viewing the detail page. 
Once you have selected your resource, click
the Notes tab to view all notes currently
assigned. To add a note, locate an existing Note
available in your library by selecting Show
Notes not assigned. For any of the displayed
notes click the gray Not Assigned button to
assign the note to this resource.
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At any time, click the Help link in the top
toolbar to view the complete online Help system.

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