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Add notes to a holding

Notes let you attach your own observations and reminders to a holding — your thesis, research, anything worth remembering. They’re visible only to you. By the end of this, you’ll know how to add, edit, and delete them.

  1. Open the holding’s detail page by clicking its row on your dashboard.
  2. Select the Notes tab.
  3. Type your note in the Add a note… field.
  4. Click Add (or press Enter).

Adding a note on a holding's Notes tab

The Add button stays disabled until you’ve entered some text.

Each note shows as a card with the note text, a timestamp of when it was last updated, and Edit and Delete buttons. Before you’ve added any, the tab shows No notes yet.

  1. Find the note on the Notes tab.
  2. Click the Edit (pencil) icon.
  3. Change the text inline.
  4. Click Save (or press Enter). To discard, click Cancel or press Esc.
  1. Find the note you want to remove.
  2. Click the Delete (trash) icon.
ProblemFix
The Add button is greyed outThe field is empty — enter some text to enable it.
A note’s timestamp changedThe timestamp shows the last-updated time; it updates each time you edit.
You deleted a note by mistakeDeletion is permanent — you’ll need to re-create it.
Your edit didn’t saveClick Save (or press Enter) to apply; Cancel or Esc discards it.