For additional information, refer to the Innovative Guide and Reference, Page # 105825: Managing Templates for New Records.

To create a holdings record that is attached to an existing bibliographic record follow the steps below:

Attach a holdings record to an existing bibliographic record.

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1. From the Summary tab change the View dropdown to Holdings, then select Attach New Holdings.
   
   
2. Select a record template, if prompted, and then complete the prompts from the template.
   
   
3. If you wish to change one of the fixed-field default values, double-click in the fixed field to bring up a list of valid options for that field. For variable-length fields, type the desired text in the prompt box.
   
   
4. Select Next or press <Enter> to skip a field and/or to proceed to the next prompt of the template.
   
   
5. If you have NOT selected Create checkin card when creating holdings record, in Admin | Settings | New Records tab in the Options for New Holdings Records section, you may now add/edit additional variable and fixed fields.
   
   
6. If you HAVE selected Create checkin card when creating holdings record, in Admin | Settings | New Records tab in the Options for New Holdings Records section, you will be prompted to create a checkin card. If you wish to edit a fixed length field or add or edit variable fields in the record you just created, you may do that after you have created the checkin card by selecting the Record tab.
   
   
7. Save the record.

For additional information, refer to the Innovative Guide and Reference, Page # 100492: Creating Item, Order and Checkin Records