Item details screen

Header

Header information is located at the top of the Item detail screen.

Item details screen header

The following information is found in the header:

Field	Description
Item ID	A unique, system-generated number that can not be changed.
Item barcode	Item barcode number. Hovering over this field displays the Title ID and Order ID.
Title	Title of the item.
Order ID	The order number for the item.
Obsolete	Not for use in US libraries.
Publication year	Year the item was published.
Print	Details of Location ID data, if that information was included with the acquisition of the item.
Price (title)	The cost of the item.

Notes

The vertical column to the right of the header information contains notes about the item. The text boxes to the right of the column display only a small portion of the note text. To view or edit a note, click in the field. A notes window opens.

These notes can also be accessed via the Notes menu at the top of the Item details screen and appear in various locations and processes in the staff client.

Item details screen notes

Note: Notes can only be added to items that belong to the logged-in branch unless the logged-in account has additional authorizations configured.

Note type	Description
Discard	This note is entered when the item is discarded.
Attachment	This note is used only when an attachment is included with this title. If the item has supplemental materials code N - Note, the text of this note is displayed at the service desk during check in.
Link	The link note is displayed in red when linking and also in the placement window when checking in a new item.
Instruction	This note is typically used for binding notes (for instance, for an old item that needs bound). This note is for staff use and does not appear elsewhere in the system.
Memo	This note is used for notes about the item (for instance, page 22 was colored on by a patron). This note is for staff use and can be queried in Selections. Selections can also be searched by the presence of a memo (y/n).
Damage	This text is displayed at the service desk upon check in. It can also be added by the service desk using the right-click menu for an item from the item overview in the catalog.
Invoice	A message entered here is printed on the service desk invoice. The message is printed in the item block, immediately below the barcode. This note might be used when a damaged item is taken from the shelf and the last borrower is suspected of causing the damage. Without this note, the customer may not know why they are receiving a service desk invoice.
Print	The print note is displayed where the items have identification data included with the acquisition of the item.

Group 1

Group 1 contains information about the item location and status.

Fields on the Group 1 Item screen

Field	Description
Branch	The branch where the item is located (in Group 4, this is referred to as the Owner). All branches are displayed at login with System as the item maintenance location.
Status	This cannot be changed manually, it is assigned by the system dependent on the status of the item. For more information, see Item status.
Last customer ID	The last customer to borrow the item.
x overdue alerts	Counter of times that an overdue notification was sent. If the item ends up in the invoicing procedure, this field will display an N.
Notification type	The type of notification that was created for this item. Multiple notifications can be sent in sequence. This field will always display the last type of notification sent. To view all notifications sent to the last customer about the item: From the Item detail screen, go to Customer > To last customer. The Customer administration screen appears, displaying the last customer to borrow this item. In the Customer administration screen, go to Customer > Customer correspondence and select a notification type. All notifications to that customer appear.
Item price	This serves as a basis for a replacement invoice. If the price is 0, a price can be found in the title record.
Due date	The date the item is due for return. For staff loans, this field displays the check-out date For ordered items, the order/link process date displays The last check in date remains in this field. If an item that is checked in is checked in a second time, the due date is not changed unless the item is on the hold requests shelf list. In that case, the date of the check-in is overwritten.
Date marked missing	Field is not editable. This field is set when an item is marked as "Missing" through the staff client interface. This field is populated with the current date when an item is marked “Missing” through the Status menu on the Item detail record, Status > Missing.
Borrowed from	Branch where the item was last checked out.
Loan date	Last checkout date.
Selection date	Date when the item was selected for a notification.
Discard block	If this box is checked, the item cannot be withdrawn unless processed. The block must be lifted before it can be withdrawn.
In-house date	The date when the item was last checked in using In-house check in.
In-house count	The number of times that an item was checked in using In-house check in mode.
Held for	If the item is in status T - Transport, this field will display the destination branch.

Fields on the edit by Group 1 screen

When this group is opened by pressing 1 on your keyboard or by clicking on a field in this group, you will see the following fields in the editing window. Some fields are displayed in gray and cannot be edited.

Edit by group 1 window

Field	Description
Branch	This is the branch where the item is located. When logging in with item maintenance authorization, Branch selections appear in the drop-down list. Caution: When your library gives an item to a branch outside of your authorizations, you cannot change that item back to your branch.
Status	This cannot be changed manually, it is assigned by the system.
Substatus	This field cannot be edited.
Discard block	Can be enabled or disabled.
Price	A change is only stored for the item and does not affect the budgets.
Obsolete	Not for use in US libraries.
Overdue alert	The number of reminders sent to the customer. If the item ends up in the invoicing process, this field will show an N.
Renewed	Counts the number of renewals on the item, updated by the system

Group 2

Group 2 contains location data for the item.

Item details screen group 2

Fields on the Group 2 Item screen

Fields

Description

Location

This information is generated based on underlying sections from multiple tables. This field is updated in real-time when one of the item selections is changed.

If the description of one of the underlying fields is changed, the text is not updated until the system updates.

Addl. details

A comment that can be displayed after the placement without comprising part of that location. This text will not be printed on the label.

Storage

If this box is checked, the item is held in storage.

Fields on the edit by Group 2 screen

When this group is opened by pressing 2 on your keyboard, you will see the following fields in the editing window.

Edit by group 2 window

Fields	Description
Shelf	The drop-down list contains all defined shelves for the branch.
Temporary shelf	The drop-down list contains all defined temporary shelves for the branch.
Call number	The text in this field must contain specified punctuation if a label will be printed.
Head word	Limit 5 characters. The head word is generated by the primary author in the title description. If no primary author is provided, the head word uses the first word of the title.
Language or AVI	Limit 7 characters.
Age	Limit 4 characters.
Addl. details	Additional details about the item location.
Show in location	Select Yes or No to indicate whether the comment should be included after the location.
Service desk notification	Select Yes or No to indicate whether a message displays at the service desk. If the comment concerns supplemental materials, use supplemental materials code O.
Storage ID	For example, for DVDs that are kept behind the service desk. Content that is written in parentheses after the location in the staff catalog.
Period	If the title is a Periodical or Yearly Volume, the content of this section will appear in parentheses following the location. If 6 characters are entered, the field will be saved as YYYY/MM. If 5 characters are entered, the field will be saved as YYYY/Y.
Serial number	This is taken from the title section Volume designation (the sorting value of the volume designation) or from the subscription accounts. The section is displayed using 2 fields: the first if a numerical value less than 100, the second is used if a higher value or text is needed
Volume	If the title is a Periodical or Yearly Volume, the content of this section will be written in the section preceded by Yearly volume. Note: If the Year is identical to the volume, only the year displays in the location. Yearly volume is not printed on labels, but Period is and the serial number is, only if the period is blank.
Storage	If this box is checked, the item cannot be removed from the shelf by the public. The box is set based on the shelf configuration and cannot be edited in the Client.
Print label	Field is not currently in use.
Storage number on label	Field is not currently in use.

Group 3

Group 3 includes information about item type and material type.

Item details screen group 3

Fields on the Group 3 Item screen

Field	Description
Material type	Material type. Material types are defined in RMT tables.
Category	Category serves as an abbreviated type classification. Limit 1 character. Codes 5 and 6 signify that the item is a Youth item. The item is assigned the youth statistical category and youth material codes.
SCAT	Statistical category, based on the title data.
Block	According to the local table, this is a general neutral block. In Group 5, there are block codes with specific meanings.
Block note	A note containing information about the block.
Parts	The default value of this field is 1. This field can be used to indicate if there are multiple parts to the item (For example, a two-CD set.), which might influence lending fees.
Volume/Issue	Sequence number from the title. This is included in the location and is written on the label as volume number.
Attachment	According to the local table, N and O have a special effect so that item-specific supplemental materials can be named. For N, the content of the supplemental materials note is displayed at the service desk. For more information, see Notes. For O, the content of the comments field of Group 2 is shown as supplemental materials at the service desk.
Binding method	The binding method for the item.

Fields on the edit by Group 3 screen

This group is opened by pressing 3 on your keyboard or by clicking on a field in this group. The same fields editable in group 3 on the item details screen can be edited in this window.

Edit by group 3 window

Group 4

Group 4 contains item purchase and collection information.

Item details screen group 4

Fields on the Group 4 Item screen

Field	Description
Vendor	The vendor who supplied the item.
Owner	The branch that owns the item.
Collection	The collection in which the item is included.
Collection owner	The compiler of the collection.
Has relationship	Notification that a relationship has been established between this item and another one. The relationship between the secondary and primary item is displayed, not between primary and secondary item, in connection with system preference. Due to this relationship, they can follow each other in certain routes, despite individual loans.
Order date	Date when the item was created in the system.
Received	Date that the item was received.
Return date/Transfer date	Date when the collection must be returned or date of transfer for routed item.
Invoice ID/Order number/Invoice number/Cancellation	The text depends on where the item is in the order process.
Invoice price	Price on the invoice.
Invoice status	Status of the invoice.
Hold request no.	Hold request number, if a hold is placed on the item

Fields on the edit by Group 4 screen

When this group is opened by pressing 4 on your keyboard or by clicking on a field in this group, you will see the following fields in the editing window.

Edit by group 4 window

Field	Description
Owner	Select an owner of the item from the drop-down list.
Vendor	For informational purposes only, this field cannot be edited.
Order date	The date the item was ordered. This field can be edited.
Received	The date the item was received. This field can be edited.
Special collection	This can be changed if the purchase falls within the current budget year.
Budget	This can be changed if the purchase falls within the current budget year.
Budget year	For information purposes only, this field cannot be edited.
Do not count as acquisition (RCB)	For information purposes only, this field cannot be edited.

Group 5

Group 5 contains information about codes and blocks for lending properties.

Fields on the Group 5 Item screen

Field	Description
Lending block	If Yes, lending is not permitted. The item is available for in-library use only.
Juvenile block	If Yes, the item cannot be checked out by youth customers.
Public block	If Yes, the item is not displayed in the public catalog.
Loans	This field displays the number of loans 2+ years previous + last year + this year = total. This field is not editable.
Loans after 12 months	Here you can see the number of loans over the last twelve months. A renewal is also counted as a loan.
Hold block	Displays conditions of hold requests for the item. The available hold blocks are: 0 - No restriction 2 - No external ILL 5 - No ILL 6 - Only branch and network holds 7 - Only branch holds 8 - No holds 9 - Not holdable Note: If hold block 8 is used, the item is hidden in the OPAC. If holds are allowed at the title level library, staff will not be blocked from placing a hold on the item in the staff client. If a hold request is placed in the client on an item with hold block 8, a message appears stating that no items are available for hold. If hold block 9 is used, the behavior is the same as hold block 8, but a message will not appear in the Wise staff client stating that no items are available for hold if a request is placed on an item with hold block 9. OCLC recommends using hold block 8 instead of 9.
Block for MARC 21 export	Check this box to exclude the item record from all MARC 21 exports of items. Note: This field is read only.
Minimum age	Minimum age of the borrower to be able to check out the items. Minimum is determined by data in the title.
Magnetic media	If Yes, the item is security activated with magnetic media.
Check-in sorting	Code for sorting machine.
Inventory date	Last date that the barcode/RFID was detected.
Lending fee	If there is a different price for a customer to borrow the item, it is indicated here.
Special collection	If part of a special collection, it is indicated in this field.

Fields on the edit by Group 5 screen

This group is opened by pressing 5 on your keyboard or by clicking on a field in this group. The same fields editable in group 5 on the item details screen can be edited in this window.

Edit by group 5 window