CHARGING ITEM RECORDS
Item Record Procedures
BACKGROUND:
Item records for newly cataloged materials in Voyager are charged (checked
out) to Labeling, Binding, or In Transit status
patrons. Once an item
record is created and saved in Voyager it should be charged. Charging
(checking out) item records results in different OPAC messages which help
patrons to locate the item.
In January of 2007 a separate status patron for labeling Offsite books was
introduced, and different status patrons are now used for items to be
labeled in BSP depending whether they are cataloged for offsite or campus
locations. By using separate status patrons for labeling, the OPAC
messages associated with each status patron used will give more helpful
instructions to library users. For example, when a book is charged to a
labeling status patron for a campus location (CATLABL001) the
corresponding OPAC message reads: "In Shelf Preparation. Place a recall
request". When a book is charged to an Offsite labeling status patron
(OFFLABL001), the OPAC message is "En Route to Offsite. Try BorrowDirect
or ILL".
The additional task of remembering to use the correct status
patron to charge books needing labeling can be simplified by using macros
that will automatically choose the correct status patron based on the
barcode on the item, which can be done directly from the item record,
without the need to scan each barcode in the Circulation module.
PROCEDURE:
- Follow the steps outlined below:
- When working, have both the Cataloging and Circulation modules
running.
- Make sure you have the latest MacroExpress file running
- In a saved item record for a book to be labeled:
Alt + Spacebar
(This will copy your barcode and charge it either to CATLABL001 or
OFFLABL001 depending on barcode type and return you to the item record.)
- In a saved item record for a book to be bound:
Ctrl + Spacebar
(This will charge the item to CATBIND001.)
- In a saved item record for an item to be charged to IN TRANSIT
Alt + Ctrl + Spacebar
- Alternatively, it is possible also to use the old macros while in the
Circulation module, however, when charging books to status patrons in the
Circ module you will need to decide whether your item needs to be charged
to CATLABL vs OFFLABL in each individual case. The macros that function
within Circulation for charging to status Patrons are:
Alt + B Charges to CATBIND001
Alt + L Charges to CATLABL001
Alt + R Charges to OFFLABL001 (Think "R" for ReCAP)
Alt + T Charges to CATINTR001
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Last updated: 07/08/11 ink