Change items in batch
Batch change functions are used to make changes to a series of items at once. The batch function can also be accessed via the Statistics and selections menu.
Change items in batch
To make batch changes to items:
- Go to Items > Batch changes. The Batch changes window opens.
- Select desired changes from the options in the right panel of the screen. The following item details can be changed in batch:
Option Result Branch Select a branch from the drop-down list or check the box to send it Back to owner. Note: In order to change the branch in batch or to send back to owner, the Items management (EXEMPLAARONDERHOUD) role must be set on the staff account at the 7-7-0 level. See Wise role functions for more information.
Owner Select an owner from the drop-down list. Material type Select a material type from the drop-down list, or check the box to set the material According to title. Regular shelf Select a regular shelf from the drop-down list, or check a box to Generate location and/or Ignore block. Temporary shelf Select a temporary shelf from the drop-down list, or check the box From temporary shelf. Return date Enter a return date. Minimum age Enter a minimum age required to borrow the item. Category Check the empty box to remove the current category or select a category from the drop-down list. Call number Check the empty box to remove the call number or enter a call number in the field. Parts Check the empty box to remove parts values or enter a number of parts in the field. Attachment Check the empty box to remove attachment information or select an attachment from the drop-down list. Attachment note Thi field appears if the code N - Note is selected from the Attachment drop-down list. Check the empty box to remove an attachment note or enter a note in the field. Damage note Check the empty box to remove a damage note or enter a damage note in the field. Discard block Check the Off to remove or On to apply a discard block. Block (general) Check the Off to remove or On to apply a general block. To select a block notification, click the drop-down box, select a code, and click OK.
Blocking notifications can be added and edited in the Wise configuration manager. For more information about setting up blocking notifications, see (TABBLO) Blocking notifications.
Additional message details This field appears if a blocking notification is selected in Block (general). This option allows an additional message to appear along with the blocking notification. Check the empty box to remove an additional message or enter a message in the field. Juvenile block Check the Off to remove or On to apply a juvenile block. Loan block Check the Off to remove or On to apply a loan block. Hold block Check the Off to remove or On to apply a hold block. Public block Check the Off to remove or On to apply a public block. Status Check Missing to mark the items as missing or Discard to mark items as discarded. For more information, see Batch process missing or discarded items. - Scan or enter the item barcodes to be changed in the Item field. Changes are applied to the items as they are added to the list.
- When batch changes are complete, click Quit.
Batch process missing or discarded items
You can change the status of a batch of items to Missing or Discarded using Batch changes.
To batch process items as lost or discarded:
- Change the return date to the current date
- Items with status B, D or K can be reported lost
- Items with status M or V can be discarded
- Items with a discard block are skipped in the process
No alerts are displayed for Last item or Hold request. If you want to see those alerts, you must use the Discard option to process the items individually.
Batch process items with status T - Transport
Items that are on transport cannot be discarded with Batch changes. These items can only be reported as Lost.
Batch return floating items
Floating items can be returned to the owning branch using Batch changes. Follow the Batch change items process and check the Back to owner check box.
When the process is complete, the items will display stats B - Returned. Complete the process with these steps:
Check in the items. Depending on the situation the following will happen:
- If the item was checked in at your branch less than 30 days ago, a message displays to alert you that the item must be placed on transport.
- Click Yes. A confirmation message appears.
- Click OK. A transport slip is generated for each item.
- If the item was checked in at your branch more than 30 days ago, a message appears stating that the item is now included in the collection at your library.
- Check in the item.
- Perform the Back to owner action again. This time, the change will take effect because the last check-in date is less than 30 days ago. When the receiving branch checks in the item from transport, they will receive a message that this is their item, being returned from your branch.
- To send floating items back to the owner, check in the item using Check in floating items. The copies will be returned to the original owner and sent for transport.
Batch change route collections: add/remove items
Route collections can be changed using Batch changes. Items for route collections are inserted or removed from route rotation. For more information about this function, see Route collections.