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cat:item_alert_messages_and_item_notes [2020/03/13 15:22] – [Adding and managing alert messages in Cataloging] ehardycat:item_alert_messages_and_item_notes [2023/03/22 12:04] (current) – [Adding and maintaining Item Notes] ehardy
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 ===== Alert Message Types ===== ===== Alert Message Types =====
  
-Alert messages are assigned an alert event type when created. This type governs the kind of circulation event that controls when the alert message appears. Currently, PINES has only implemented two types: Normal Check In and Normal Checkout. No other alert type should be used by PINES libraries. +Alert messages are assigned an alert event type when created. This type governs the kind of circulation event that controls when the alert message appears. Currently, PINES has only implemented three types: Normal checkout and checkin, Normal checkin, and Normal checkout. No other alert type should be used by PINES libraries. 
  
-Normal Check In alerts halt the check in process and Normal Checkout alerts halt the checkout process. Items can have both alert types. Libraries with self-checkout devices that do not accommodate alert messages may wish to set alert messages for only check in so that staff can monitor the number of pieces returned, for example. +Normal Check In alerts halt the check in process and Normal Checkout alerts halt the checkout process. Normal checkout and checkin alerts halt both checkin and checkout processes. Libraries with self-checkout devices that do not accommodate alert messages may wish to set alert messages for only check in so that staff can monitor the number of pieces returned, for example. 
  
 ===== Categories of Alert Messages ===== ===== Categories of Alert Messages =====
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 <wrap indent>DELETE_COPY_ALERT</wrap>\\ <wrap indent>DELETE_COPY_ALERT</wrap>\\
 <wrap indent>UPDATE_COPY_ALERT</wrap>\\ <wrap indent>UPDATE_COPY_ALERT</wrap>\\
 +<wrap indent>VIEW_COPY_ALERT</wrap>\\
  
 ===== Column configuration for alert messages ===== ===== Column configuration for alert messages =====
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-The New Item Alert box opens. Choose the type, either "Normal checkout and Checkin," "Normal Checkin," or "Normal Checkout"and add text for the message. If the alert message is temporary, check the temporary box. When finished, click on the OK button.+The New Item Alert box opens. Choose the type, either "Normal checkout and Checkin," "Normal Checkin," or "Normal Checkout" and add text for the message. If the alert message is temporary, check the temporary box. When finished, click on the OK button.
  
 {{ :cat:alert_msgs_in_cataloging_2.png?400 |}} {{ :cat:alert_msgs_in_cataloging_2.png?400 |}}
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 You can also add and manage item alerts from menus under Circulation and Item Status (F5).see //Adding and Managing Item Alerts at Circulation// in this page above for more information. You can also add and manage item alerts from menus under Circulation and Item Status (F5).see //Adding and Managing Item Alerts at Circulation// in this page above for more information.
  
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-====== Adding and maintaining Item Notes ====== 
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-Since information of a local nature cannot be added to a bibliographic record in the PINES database (see [[cat:copy_cataloging_procedures|Copy Cataloging Procedures]]), item notes are attached to items to provide local information. Item notes are governed by local policy and procedures and their use is optional for libraries. While there is no PINES policy that governs their use, best practice is to use defined titles for the notes and similar language for notes using the same title. 
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-Notes can be public and thus visible in the OPAC or just visible in the item editor. Typical public notes might identify a donor, or that an item is missing accompanying material. Private notes might indicate which staff member has an Office copy. Multiple notes can be added to a single item; but must be added one at a time in the item editor. Identical item notes can be added to several items simultaneously in the item editor. To complete item note actions, always remember to click on Save & Exit. 
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-To add, edit, or remove item notes, scroll to the bottom of the item editor and click on the Item Notes button: 
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-{{ :cat:item_notes_1.png?200 |}} 
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-Create a title for the note and click on the Public Note box if it is to be visible in the OPAC. Add your note and click on OK: 
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-{{ :cat:item_notes_2.png?400 |}} 
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-Click on Save & Exit to add the item. 
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-A public note as it looks in the OPAC: 
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-{{ :cat:item_notes_3.png?600 |}} 
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-Item notes can be removed in the item editor. From Holdings View in the Actions menu – Edit – Items (you cannot remove Item notes from more than one item at a time): 
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-{{ :cat:item_notes_4.png?400 |}} 
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-Click on OK and then Save & Exit. 
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-You can also edit existing item notes in the item editor. You cannot edit more than one item at a time. After you complete any edits, click on OK and then Save & Exit. 
  
  
cat/item_alert_messages_and_item_notes.1584112948.txt.gz · Last modified: 2020/03/13 15:22 by ehardy