Creating a Single Item Record from Scratch

You can create a single item record by completing all the fields in an item record.

To create a single item record

1 Open the List Items window for the bib record to which you want to add an item record. (For instructions, see Opening a List of Items.)
2 Click New.

Horizon displays the Edit Items window:

3 Use this table to complete the fields on the window as needed (if you do not complete a required field, Horizon displays a reminder when you try to save the item record):

Field

Action

Item Type

Enter the ITYPE (Item Type).

This is a required field. The ITYPE determines the general circulation rules that apply to the item. Circulation rules or privileges include loan period, fine rate, grace period, renewal period, and so forth. (ITYPE is not the same as Collection.) Click Codes for a list of valid ITYPEs. Your system administrator sets up the ITYPEs for your system.

(For more information, see “Defining an Item Circulation Type [ITYPE]” in the “Preparing Horizon to Work with Item Records” section of the Circulation Setup Guide.)

Item Barcode

Enter the item barcode.

This is a required field. You can enter or scan the barcode into this field. When items are batch created, Horizon inserts temporary barcodes in this field for each record, which you must then edit individually.

Note: This field is not only required but must contain a unique number. If your library is not barcoding items, you must still enter something in the Barcode field. One suggestion is to enter the bib record number, followed by a space, followed by 1, 2, 3, and so forth, for each item.

Location

Enter the location where the item is housed.

This is a required field. Location carries such information as whether fines accrue when the library is closed and what days the library is open and closed, or click Codes for a list of valid locations. Your system administrator sets up the locations for your system.

(For more information, see “Library Locations” in the “General Setup” chapter of the System Administration Guide.)

Collection

Enter the collection to which the item belongs.

This is a required field. Collection reflects the form or content of the item, such as reference or music, or click Codes for a list of valid collections. Your system administrator sets up collections for your system.

(For more information, see “Collections” in the “General Setup” chapter of the System Administration Guide.)

Call Type

Enter the call number type.

Click Codes for a list of valid call types.

Note: Information that you enter in this field overrides the default call type for the collection that you entered in the Collection field.

Call No.

Enter the call number of the title.

You can copy the call number from the bib record into this field. If you copy a call number tag into the item record, you need to delete extraneous characters, such as subfield delimiters and indicators.

Copy Statement

Enter a copy statement to specify which copy of the title the item record represents.

This is not the same as the Copy record that Horizon uses. The copy statement on the item record indicates which of several identical items you are currently describing.

Serial Volume No.

Enter the serial volume to specify which volume in a series the item record represents.

You must enter a numerical value.

Source

Enter the source from which you obtained the item.

(For example, if you bought the item from a local bookstore, enter the name of the store.)

Price

Enter the price of the item.

Staff‑Only

If you mark this box, only staff can view the item on a search results screen.

If you leave this box unmarked, the public can view the item on a search results screen.

Note: The Staff‑Only feature works only if your library has set up Public‑Only indexes. (For help in setting up public‑only indexes, contact your system administrator. There may be an additional charge for this service.)

Item Note

Enter any notes about the item.

The public can view these notes on a search results screen.

Item Status

Enter the item status.

This is a required field. Item statuses are generally system‑assigned. (For example, if an item is currently being created or is new to the catalog, the system can assign it a status of “In Cataloging.” If the item is checked out, the status is “Checked Out,” and so forth.) If you get an error message while entering a status, you must change the item status from Circulation.

(For more information, see “Working with Item Statuses” in the “Preparing Horizon to Work with Item Records” section of the Circulation Setup Guide.)

Fast‑Add

Horizon automatically marks this box if the item was fast‑added in another part of Horizon.

(For more information, see “Fast‑Adding Item and Bib Records” in the “Borrower and Item Records” chapter of the Circulation Guide.)

Internal Note

Enter any additional notes about the item.

Only staff can view these notes when they view an item record. Press CTRL+ENTER to move to the next line in this field.

4 If your library is using the Inventory Number, the Call Number Prefixes, or the Closed Stack Access Call Number Prefixes feature, complete the following fields as appropriate:

Field

Action

Inventory Prefix

Enter the prefix that Horizon should add to the beginning of this item's Inventory Number. Click Codes to select a prefix from a list of possible values.

Inventory Number

Leave blank if you want Horizon to fill in this field automatically based on the value of the Inventory Prefix field.

If you manually enter a value in this field, Horizon saves the Inventory Number as-is without using the value in the Inventory Prefix field, if there is one.

Call No. Prefix

Enter the prefix that Horizon should add to the beginning of this item's Call Number. Click Codes to select a prefix from a list of possible values.

CSA Number

Leave blank if you want Horizon to fill in this field automatically based on the value of the CSA Prefix field.

If you manually enter a value in this field, Horizon saves the CSA Number as-is without using the value in the CSA Prefix field, if there is one.

Note: This field does not display by default; it must be added manually to the item Mq View to display in the item record. For information on how to add this field to the item record, see the "Setting Up Call Number Prefixes for Closed Stack Access" topic of the Cataloging Setup Guide.

CSA Prefix

Enter the prefix that Horizon should add to the beginning of this item's CSA Call Number. Click Codes to select a prefix from a list of possible values.

Note: This field does not display by default; it must be added manually to the item Mq View to display in the item record. For information on how to add this field to the item record, see the "Setting Up Call Number Prefixes for Closed Stack Access" topic of the Cataloging Setup Guide.

Note: The Inventory Number, Call Number Prefix, and CSA Call Number Prefix functions are feature-activated; if you want to use any one these functions, contact SirsiDynix Customer Support.

5 Save your changes.

 


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