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OCLC

Custom Holdings Paths

Use this screen to configure custom holdings paths that contain the names of holdings groups appropriate to a set of requests. Within the holdings path record are listed holdings group records in order of borrowing preference.

Configure Custom Holdings Paths

To add a custom holdings path:

  1. Click Create New Custom Holdings Path.
  2. Enter the Custom Holdings Path Name, and optionally, a Description.
  3. Drag and drops the groups you want to include from the Choose from available groups list to the Groups chosen for this path list.
  4. Click Save as New.

To edit a custom holdings path:

  1. From the Custom Holdings Path list, select the custom holdings path you want to edit.
  2. Drag and drop the groups you want to include from the Choose from available groups list to the Groups chosen for this path list.
  3. Click Save.

To delete a custom holdings path:

  1. From the Custom Holdings Path list, select the custom holdings path you want to edit.
  2. On the bottom of the screen, click Delete Custom Holdings Path.
  3. On the confirmation window, click OK.

Custom Holdings Paths fields

Note: Required fields are marked with an asterisk (*).

Field Description
Custom Holdings Path Name

The name of the custom holdings path (20-character limit, with no special characters).

Example:

DOTLIBS

Description

A brief description of the path.

Example:

Dept of Transportation libraries and other partners.

Choose from available groups The names of custom holdings groups that can be included in the group holdings path.
Groups chosen for this path The names of custom holdings groups that are currently included in the group holdings path or that will be included when changes are saved.

Watch a video

Custom Holdings for interlibrary loan (11:03)

Learn how to create and edit custom holdings groups and custom holdings paths then apply them to your interlibrary loan requests.