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 |
Enter the code that identifies the item status. If this item status displays “Yes” in the Horizon-defined field, do not change the code. |
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Description |
Enter a description for the status. Even if this is a Horizon-defined status, you can edit this description. |
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. |
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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.) |
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This is a read-only field that specifies whether the status is a system default. If it is, you cannot delete the status. |
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This is a read-only field that displays the number of items currently assigned to this status. Horizon updates this field automatically. |
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If you have Reserve Bookroom and borrowers can place items with this status on reserve, mark this box. |
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If you use Advanced Booking and borrowers can book items with this status in advance, mark this box. |
If items with this status will be shown as available to borrowers searching with Z39.50, mark this box. |
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If borrowers searching with Z39.50 can place items with this status on hold, mark this box. |
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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.) |
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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: |
6 | Save your changes. |
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