Global Item Modification Helper

Acquisitions > Acquisitions Module Toolkit > Global Item Modification Helper

Global Item Modification Helper

Use the Global Item Modification helper to make global changes to item information after creating items in the Add Ordered Items to Catalog wizard. Libraries that have large collections and don’t create holding codes for all location/item type possibilities, might use this helper to change the location and other item features globally. Also, cataloging staff may change their minds about the item characteristics assigned after the items are added to the catalog. This helper facilitates a global change of the item values.

The following item characteristics can be modified globally using this helper.

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Item Type

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Home Location

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Item Category 1

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Item Category 2

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Item Category 3

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Item Category 4

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Item Category 5

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Item Library

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Price

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Shadowed

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Permanent

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Circulate

Behavior properties control which characteristics can be edited globally.

When modifying the library, the Global Item Modification wizard performs transfer item commands to move items from one library to another. For information about how transferring items affects attached charges and holds, go to FAQs: Transferring Titles, Call Numbers, or Copies.

To use this helper

After creating items in the Add Ordered Items to Catalog wizard, click the Global Item Modification helper. You can use the Modify Selected Items helper to search for items by title, then select the items you want to modify.

The call numbers/items created for this order appear on the Call Number/Item tab. Select the check boxes for the items to be modified and click Next.

Under Item Values to Modify, make any needed changes to the item value fields by selecting a new policy value from the list.

Click Modify.

The helper displays a list of the items modified and the new item characteristics. You have the opportunity to change these values again under Item Values to Modify. To reset the item values, click Reset.

You can click the Print Helper to print the list of items modified globally. You can also preview this list using the Print Preview Helper before it is printed.

If you are satisfied with the new item characteristics, click Close to return to the Add Ordered Items to Catalog wizard.

When you select the check box next to the item you want to modify, the item record changes to bold and italic. This convention allows you to easily identify which item records will be modified.

Additionally, when you select an item to modify, the associated title and call number check boxes will be automatically selected and the background of the check box will appear in gray. This convention allows you to easily identify the title/call number associated with the item record to be modified.