items on the fly

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ITEM ON THE FLY Adding item records to the database for temporary use.

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Post on 12-Feb-2017

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Page 1: Items On the Fly

ITEM ON THE FLY

Adding item records to the database for temporary use.

Page 2: Items On the Fly

A Temporary record is created when

During checkout it may become necessary to create an “ ITEM ON THE FLY”

You will receive a notification from the system stating “Checkout Error: Item not found in the Catalog”

Select OK to acknowledge the notification

Page 3: Items On the Fly

Begin the process of attaching the item to a temporary record.

From the Items wizard group

Select “Add Item“ Wizard

Page 4: Items On the Fly

All items created on the fly are given the Title “Item on the fly” so that’s the

record we want

Search For: ITEM ON THE FLYINDEX: TITLELIBRARY: HOU-LMS

Click “Search”

Page 5: Items On the Fly

XX(does not mater what is in the parenthesis) – HOU-LMSYou can attach the item to a record that displays the call number as “XX” and the home library as “HOU-LMS”

Select an LMS Record by clicking once to highlight

Click “Add Item” at the bottom of the screen

Page 6: Items On the Fly

Filling the BlanksAn item template based on an LMS item record will display, and this is where we input info about the specific itemItem IDItem Type

Home Location: CATALOGINGItem Library: HOU-LMS

Number of PiecesCheck box to Shadow Item

In the extended information areaChoose to enter a CIRCNOTEStandard Format is: CALL# “TITLE”/AUTHORClick “Save”

Click “Close”

Page 7: Items On the Fly

Example of what a record looks like right before you click save

Page 8: Items On the Fly

Back to checkout

Check item out to customerCirculation note with specific item information will displayClick “Close”

Page 9: Items On the Fly

All items created on the fly are given the title “Item on the fly”

The Title will display as “ITEM ON THE FLY” on the customer's receipt

Page 10: Items On the Fly

Checking IN an Item on the fly

Once the item has been scanned the circ note will display routing information to “Cataloging”

Click “OK”

Attach transit slip

Place item with other items for delivery