Add Ordered Items to Catalog Wizard PropertiesAdd Ordered Items to Catalog Wizard PropertiesYou can change certain system settings and defaults for the Add Ordered Items to Catalog wizard using the Set Properties window. The Add Ordered Items to Catalog wizard allows the following properties to be set.
Display Property Page
The Display Property Page value allows you to choose when to display the Add Ordered items to Catalog wizard’s set properties window. Select one of the following options.
| • | Wizard Startup – Displays the Set Properties window the first time you access the wizard until you end the wizard session or log off the client. |
| • | Never – Does not display the Set Properties window as part of the wizard workflow. If Never is selected and you want to open the Set Properties window, point to the wizard’s toolbar button, right-click, and then click Properties on the shortcut menu. |
Depending on the value selected in Display Property Page, defaults may appear as the first step of the wizard. Property values that are changed in the first step of a wizard are retained only until the right-click method is used to set properties.
Behavior
On the Behavior tab, select or clear the following check boxes.
| • | Allow Receiving – Permits receiving items when using this wizard. |
| • | Allow Editing of Item Barcodes – Permits editing item barcodes when using this wizard. |
Under Source of Item Price, click one of the following price options.
| • | Paid Price – If you click this option, and the orderline is paid, the item price for the created items will be the actual price paid to the vendor. This option is selected by default. |
| • | Order Price – If you click this option, and the orderline is paid, the item price for the created items will be the original order price. |
| • | Order Price or Paid Price, Whichever Is Higher – If you click this option, and the orderline is paid, the item price for the created items will be either the actual price paid to the vendor or the original order price, whichever value is higher. |
If the orderline is unpaid, the price will always be the orderline discount price, regardless of Source of Item Price setting.
Under Transit and Holds Processing, the options that are available differ for multilibrary systems and single library systems.
If your library is part of a multilibrary system, click one of the following options.
| • | Make Items Available at Owning Library/Location; Do Not Trap Items to Satisfy Holds – If selected, the wizard will not trap newly created items for on order title holds, and will not transit these items. |
| • | Make Items AVAILABLE_SOON; Do Not Trap or Transit Items to Satisfy Holds – If selected, the wizard will not trap newly created items for on order title holds, will not transit these items, and will set the current location of these items to AVAILABLE_SOON. |
| • | Transit Items to Owning Library; Do Not Trap or Transit Items to Satisfy Holds – If selected, the wizard will transit newly created items to the owning library, but will not trap or transit these items to satisfy on order title holds. |
| • | Trap and/or Transit Items to Satisfy Holds, Make Remaining Items AVAILABLE_SOON – If selected, the wizard will trap newly created items for on order title holds, transit items to fill these holds, and set the current location of any remaining items to AVAILABLE_SOON. |
| • | Trap and/or Transit Items to Satisfy Holds, Make Remaining Items in Transit to Owning Library – If selected, the wizard will trap newly created items for on order title holds, transit items to fill these holds, and transit remaining items to the owning library. |
If your library is a single library system, click one of the following options.
| • | Make Items Available at Home Location; Do Not Trap Items to Satisfy Holds – If selected, the wizard will not trap newly created items for on order title holds. |
| • | Make Items AVAILABLE_SOON; Do Not Trap Items to Satisfy Holds – If selected, the wizard will not trap newly created items for on order title holds, and will set the current location of these items to AVAILABLE_SOON. |
| • | Trap Items to Satisfy Holds, Make Remaining Items AVAILABLE_SOON – If selected, the wizard will trap newly created items for on order title holds, and set the current location of any remaining items to AVAILABLE_SOON. |
| • | Trap Items to Satisfy Holds, Make Remaining Items Available at Home Location – If selected, the wizard will trap newly created items for on order title holds. |
For more information, see FAQs: On Order Title Holds
Label Printing
Print Labels for Items Added to the Catalog – Select this check box to print item labels when adding items to the catalog. This option allows you to print labels for multiple items in one step. Click one of the following options.
| • | Automatically – This option prints the item labels automatically. You cannot modify the labels before they are printed. |
| • | Print Preview – This option opens a preview window before printing the item labels. You can modify the elements of the labels, but these changes will not be saved to the database. |
If you select this property, there is not opportunity to edit the resulting call numbers before labels print.
Changes you make in the Print Preview step will be made to the item label only, and will not be saved to the database. If you anticipate that you will need to change the call number or other information for the loaded items, consider using the Print Preview Labels and Print Labels helpers instead.
If you are adding and updating individual items, you should not use this auto-printing feature. The Print Preview and Print window will open each time you click Add/Update Items, and item labels will be printed for every new item on the screen. You will not have the option to pick and choose which label to print. Utilize the Print Preview Labels and Print Labels helpers after all new items have been created to print all the labels, once changes have been completed.
Defaults
On the Defaults tab, you can set defaults to customize your use of the wizard.
Search Preferences
Select the following search options.
| • | Preferred Search Type – Select one of the search method options. |
| • | Preferred Search Index – Select an index from the list. |
| • | Item Library – Select a default item library from the list. You may select an item library when performing a bibliographic search to limit your search results to include only items owned by the selected library. |
| • | Acquisitions Library – Select a default acquisitions library from the list. Only orders for the specified acquisitions library and those available for loading into the catalog will display. The libraries presented for selection depend on the Acquisitions Maintenance Libraries attribute of the Library policy for the login user. |
Orderline Ext. Info
Entries to Display – You can select the default orderline extended information entries that display. Use the Policy List gadget to select entries. Use the Policy List gadget to select orderline extended information entries that will be useful to the staff members using this wizard.
Dates
Date Received – This property displays only when the Allow Receiving behavior property is selected. Use the Calendar gadget to select a default date received. When using the wizard, the distribution date received is set to this date when Allow Receiving is selected in behavior properties and the Add Item check box is selected in the wizard.
Helpers
On the Helpers tab, you can select the Helpers you want to display in the Add Ordered Items to Catalog wizard. Click the Helper buttons to display the Helper properties that you can set.
| • | Display Bibliographic Description Helper |
| • | List the Catalog by Call Number Helper |
| • | Global Copy Edit Helper (Global Item Modification Wizard) |
| • | Modify Title Helper |
| • | Print Preview Labels Helper |
| • | Print Labels Helper |
Related topics
Add Ordered Items to Catalog Wizard
FAQs: Adding Ordered Items to the Catalog
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