Item tracking

In This Topic

Select the checkbox to the left of a parameter to inherit the setting from the parent collection. Clear this checkbox if you want to change the setting for the selected collection. You can also click Inherit All and Inherit None to inherit or disinherit the settings for all parameters.

Typically there might be a delay between the receipt of an item and its appearance on the library's shelves. Generally an item will pass through three stages:

It’s received by the Acquisitions Department.
It’s passed to the Cataloguing Department for processing.
It’s sent to Circulation for filing on the appropriate shelf.

You can use the Item tracking parameters in the collection to specify the status to be set against an item at each of these stages and so record its progress.

The final status is usually removed by returning the item through the Circulation Front Desk, i.e. the item status parameters are set up such that the status is automatically removed when the item is returned.

It may be desirable to make an exception for the Not for Loan status when it is added to items in a Reference collection.

Statuses applied during item processing

Item status after check-in

Specifies the status to be applied to an item after it has been checked in.

Item status after accessioning

Specifies the status to be applied to an item after it has been accessioned.

Item status after printing spine labels

Specifies the status to be applied to an item after the spine label has been printed.

If the same item status is used at two stages of processing, then the Status date will not be changed.

Item status at return

Parameters can be applied to a Collection to allow an item status to be automatically added after a number of loans have been completed.

These parameters might be used to rotate out or replace fragile materials after they have been circulated, or to review the contents of kits on return.

Item status at return - number of loans required

Specifies after how many loans the chosen status will be applied to Items in the Collection.

Item status at return - status to set

Specifies which Item status to set after the number of loans required parameter is met.

Note: The 'number of loans required' parameter must be set in order for the 'status to set' to be applied. If the 'number of loans required' is null, the status will never be set.

Suppress on order items from public display

This flag indicates to the system that on order items belonging to this collection should be suppressed from public display.

When an Order is Confirmed, an Item will be created in Spydus with the On Order status applied. Set this parameter to Yes to suppress those On Order Items from displaying at the OPAC.

If opting to display On Order Items at the OPAC (by leaving this parameter null, or setting to No), libraries may still choose to block reservations being placed on these items (at the OPAC. or by staff).