Defining or Editing an Item Status

You can create and edit your own item statuses that staff can assign manually. You can edit a Horizon-defined status so that items with that particular status can be requested or placed on hold. You can also edit an item status to identify that you want items with that status reported as exceptions during inventory.

To define or edit an item status

1 Open the item_status view in the Table Editor.
2 Choose the item status that you want to change, or create a new item status.

Horizon displays the Edit Item Status window:

 

3 Complete or update these fields:

Field

Action

Item Status

Enter the code that identifies the item status.

If this item status displays “Yes” in the Horizon-defined field, do not change the code.

Description

Enter a description for the status.

Even if this is a Horizon-defined status, you can edit this description.

Available for Request?

If borrowers can request items with this status, mark this box.

(For example, mark this box for items with a status of “Checked Out” to make them available for requests. In another example, if you do not want to let borrowers make requests for items that are on the shelf, clear this box for items with a status of “Checked In” to make them unavailable for requests.)

Note: If you are a member of a consortium, clearing this box keeps borrowers from making requests from other member libraries.

Fill a Request?

If items with the status can fill a request, mark this box.

(For example, mark this box for items with a status of “Checked In” to make them available to fill a request. In another example, clear the box for items with a status of “Checked Out” or “Bindery” since they would not be available to fill a request.)

Horizon-defined

This is a read-only field that specifies whether the status is a system default. If it is, you cannot delete the status.

No. of items

This is a read-only field that displays the number of items currently assigned to this status.

Horizon updates this field automatically.

Reserve?

If you have Reserve Bookroom and borrowers can place items with this status on reserve, mark this box.

Booking?

 

If you use Advanced Booking and borrowers can book items with this status in advance, mark this box.

Z39.50 Available

If items with this status will be shown as available to borrowers searching with Z39.50, mark this box.

Z39.50 On Hold

If borrowers searching with Z39.50 can place items with this status on hold, mark this box.

Inventory Action

Mark whether you want Horizon to report inventory exceptions for items with this status when you scan their barcodes during inventory.

By default, Horizon reports inventory exceptions for all item statuses except “i” (Checked In) or “s” (Shelving Cart). (For more information, see “Choosing Whether to Report Items as Exceptions” in the “Inventory Setup” chapter of the Inventory Guide.)

CSA Req?

If you use Closed Stack Access and items with this status can be requested through Closed Stack Access, mark this box.

4 Click Page Down.

Horizon displays the second page of the Edit Item Status window:

 

5 Complete or update these fields:

Field

Action

Track Cataloging?

Select this option to have the system track how long newly acquired items take to get cataloged.

Pull List?

Select this option to include this item_status on the pull list.

For example, if a site wants to have the shelving cart or display item_status display on the pull list, those status' need to have this value checked.

Track First Availability?

Select his option to have the system track how long newly acquired items take to become available for circulation.

This feature lets you use Information Portal to send automatic patron alerts that a patron requests. Horizon recognizes that a newly acquired item is available when the item status changes to a designated status. (For example, you might want to track the first availability of items when Horizon assigns an item an “In” or “Shelving Cart” item status.)

You specify those item statuses for which you want Horizon to track availability.

6 Save your changes.

 


© 1998-2017 Sirsi Corporation