HomeCirculationSetting up a Shelving LocationAdministering Copy and Shelving Locations

3.1. Administering Copy and Shelving Locations

Copy Location / Shelving Location

Evergreen uses the terms "copy location" and "shelving location" interchangeably in early versions.  They both refer to a physical location within the library. Copy/Shelving Locations help patrons find items, and they also can be used to construct circulation policies in SPARK.

Staff with the LibAdmin permissions can create new Copy/Shelving Locations.

Instructions to Creating New Copy/Shelving Locations

  • Administration tab-->Local Administration-->Shelving Location editor
  • Type the name of the copy location.
  • In OPAC Visible, choose whether you would like items in this copy location to be visible in the catalog.
  • In Hold Verify, set to "Yes" if, when a copy checks in, you want to always ask for staff confirmation before capturing a hold.
  • In Checkin Alert, choose whether you would like a routing alert to appear when a copy in this location is checked in. This is intended for special locations, such as Display, that may require special handling, or that temporarily contain items that are not normally in that location.
    • By default, this alert will not sound when used to record an in house use. To also display these alerts when a copy in your location is scanned for in-house use, go to Administration > Local Administration > Library Settings Editor and set Display copy location check in alert for in-house-use to True.)
  • If you would like a prefix or suffix to be added to the call numbers of every volume in this location, enter it.
  • If you would like, add a URL to the URL field. When a URL is entered in this field, the associated copy location will display as a link in the Public Catalog summary display. This link can be useful for retrieving maps or other directions to the copy location to aid users in finding material.
  • If you would like to override any copy-level circulation/hold policies to make sure that copies in your new location can't circulate or be holdable, choose No in the appropriate field. If you choose Yes, Evergreen will use the typical circulation and hold policies to determine circulation abilities.

Shelving locations can be used in Circulation Policies. If you have any questions about how your items will circulate, consult with SPARK support.

Instructions to Edit and Delete Copy/Shelving Locations

  • Use the Edit button to edit the copy location.
  • Use the Delete button to delete a Copy Location. Copy locations cannot be deleted if they contain copies.
  • If the deletion fails, run a report that Lists Items by that copy location, and delete those items.  Once all the items are deleted, try again to delete the copy location.

Note: Evergreen preserves copy locations in the database; no statistical information is lost when a copy/shelving location is deleted.

Note: There is currently (August 2019) a bug that affects the ability to edit stat cats:

https://bugs.launchpad.net/evergreen/+bug/1752367

It should resolve as the Web Client continues to develop, but until then any deletes need to be handled through SPARK support.



Please consider a plan to create, edit, or delete Shelving Locations on the Test Server before setting it on Production to make sure you will get the desired result. 

Contact SPARK Support if you want assistance with Shelving Locations.  Please consider a plan to create, edit, or delete Shelving Locations on the Test Server before setting it on Production to make sure you will get the desired result. 

Here's a link to a little video showing some Shelving Locations being edited in 3.1:  https://ttprivatenew.s3.amazonaws.com/pulse/lugene-sparkpa/attachments/10537429/TinyTake07-05-2019-12-28-33.mp4

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