Recording Locations

The Tasks & Locations vtab allows you to record the call number of an item in a library. You can also record location of an item in your own personal collection (a room, bookshelf or file folder) and the name and location of files on your computer.

hmtoggle_plus1 Recording the Location of a Work in a Library

  1. In the Reference Editor switch to the Tasks & Locations tab.
  2. On the Location menu, click Library location.
  3. Enter the name of the library.
  4. Enter the call number, for example GT2919 N33 H37 1985.
  5. Click OK.

Hint: To see a list of all the libraries you have saved, on the Lists menu, click Libraries. You can rearrange the order of the libraries by clicking the library you want to move, then clicking the arrows in the toolbar to move it up or down. This way, the libraries you use most often can be placed at the top of the list. This is also useful if you want to sort tasks by location in the Task Planner.

hmtoggle_plus1 Recording the Location of a Work in a Private Collection

  1. In the Reference Editor switch to the Tasks & Locations tab.
  2. On the Location menu, click Private Collection.
  3. Enter the name of the location, e.g. Living room) or select an existing location from the list.
  4. Enter any call numbers or notes you want to add.
  5. Click OK.