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Open an item record for editing
1) Conduct a Physical Items search to retrieve the record of interest
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If you are in the Physical Item Editor in a free-text field, you can just hit the Enter key and it will save the item. This does not work if you're in a controlled field (like a dropdown or date picker).
Field values
Fill in or edit these fields when creating new or duplicating item records
Tab: General
Barcode | |
Copy ID | Leave blank. Add if 2 or higher. Migrated records have values -- if Duplicating remove |
Material Type | Leave blank if creating new. Migrated records have values -- if Duplicating leave value |
Item Policy | MUST BE FILLED IN by HMT and Fulfillment staff. |
Is Magnetic | Leave blank if creating new. Migrated records have values -- if Duplicating remove |
PO Line | Ignore, if not applicable. |
Enumeration A | Use for 1st designator |
Chronology I | Use for 2nd designator |
Description (Generate) | System or user-generated description based on entries in the Enumeration and Chronology fields above. Select Generate to have Alma enter the Description. |
Pieces | Leave blank. Add if 2 or higher. |
Import | Migrated records have values -- if Duplicating remove |
Inventory Number | For items going to HOLD enter/allocate an inventory number |
Permanent location | Select the permanent library and library location. Prepopulates with location from Holdings. |
Tab: ENUM/CHRON
Do not use. We will only use Enumeration A and Chronology I
Tab: Notes
When duplicating record ALL notes that do not apply to item in hand should be removed.
Public Note | Used by Fulfillment staff. Will display to patron in their Library Account |
Fulfillment Note | Use for Pieces count “Item consists of _ pieces. Used by Fulfillment staff for CIRC REVIEW, etc. |
Internal Note 1 | Use for item specific general notes. E.g. Item has some water damage. |
Internal Note 2 | |
Internal Note 3 | Migrated records has the Technical Migration note. |
Statistics Note 1 | Use for Bag/Box and other Voyager statistical categories that migrated to this field |
Statistics Note 2 | |
Statistics Note 3 |
Item records are not locked
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While the MDE requires a user to release a bib or holdings record before another user can edit it, two users can edit the same item record at once. The item record will not be locked for editing to a single user. |
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You can't restore a previous version of the item record with a single click, but you can copy/paste a previous value into the appropriate field in the item record should you need to restore certain data.
Change item location
Let's take a look at MMS ID 99918183506421 .
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Now you should see 2 holdings: 22133313300006421 (original) and 22479639610006421 (new).
Related
Bring Repository Search Results Into Editors (Hands-on practice)
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