HomeMigrationCollection and Policy Mapping: Shelving Locations, Call Numbers, Circ Mods, oh myShelving Locations

5.2. Shelving Locations


Shelving Location refers to a physical location within the library. Shelving Locations can be displayed in the catalog, and along with Call Number, are a useful tool to help patrons find items. They also can be used to construct specific circulation policies in SPARK.

Staff with LibAdmin permissions can create new Shelving Locations or edit existing 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. 

Contact SPARK Support if you want assistance with creating or editing Shelving Locations. 


To Create New Shelving Location:

Administration-->Local Administration-->Shelving Locations Editor

Verify that the Focus Location is set to your own Library.  Review your existing Shelving Locations. 
Make note that some may have an Owning Library of your system/cooperative and some may be owned by your location. 
Before creating new Shelving Locations, know how you will use them and consider consistency in practices. 
Some locations run circulation reports on Shelving Locations.  Circulation Policies can be set by Shelving Locations too.

Complete each of the fields and select options:

  • Name: Type the name of the new Shelving Location you want to use.  Be consistent and avoid jargon. 
  • Holdable: If items in this location can be requested for holds, select yes. (works in conjunction with other hold policies.)  (most set to Yes.)
  • OPAC Visible: Choose whether you would like this location to be visible/searchable in the catalog. (most set to Yes.)
  • Circulate: Choose if items in this location can circulate.  (works in conjunction with other circulation policies.) (most set to Yes.)
  • Hold Verify: Set to "Yes" if, when a copy checks in, you want to always ask for staff confirmation before capturing a hold. (most set to No.)
  • Owning Library: Consider if this is a shelving location that your system/cooperative uses or if it is one just for your location.  Get agreement from system contacts before creating a systemwide location.  Typically, you will select your own location.
  • 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. (most set to No.)   Details: 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.)
  • URL: 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. (most leave blank.)
  • Label prefix and Label suffix: If you would like a prefix or suffix to be added to the call numbers of every volume in this location, enter it here.  (many leave this blank)

To Edit or Delete Shelving Locations:

  • Use the Edit button to edit fields as listed in instructions above.
  • Use the Delete button to delete a Shelving Location.  Shelving locations cannot be deleted if they contain copies.  If the deletion fails, run a report that Lists Items by that location, and delete those items.  Try again.


Notes:

  • Evergreen preserves copy locations in the database; no statistical information is lost when a copy/shelving location is deleted.
  • Evergreen uses the terms "copy location" and "shelving location" interchangeably in earlier versions of the software. 

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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