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cat:status_of_items [2019/05/09 20:52] – [On order] ehardycat:status_of_items [2022/06/30 15:55] (current) – [Long Overdue] tmccanna
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 In Evergreen, item statuses are codes to provide information about whether an item is available for check out or not. Status can also include some information about why it is not available. Some statuses make the item not visible in the public facing OPAC and not available for holds. In Evergreen, item statuses are codes to provide information about whether an item is available for check out or not. Status can also include some information about why it is not available. Some statuses make the item not visible in the public facing OPAC and not available for holds.
  
-===== Item status list ===== 
- 
-{{tablelayout?rowsHeaderSource=1&rowsVisible=21&colwidth=",,,104px,,171px"}} 
-^ Name                     ^ Holdable?  ^ OPAC visible?  ^ Sets copy active?  ^ Is available?  ^ Assignable?        ^ 
-| Available                | Yes        | Yes            | Yes                | Yes            | System controlled  | 
-| Bindery                  | No         | No             | No                 | No             | Yes                | 
-| Canceled Transit         | Yes        | Yes            | No                 | No             | System controlled  | 
-| Cataloging               | No         | No             | No                 | No             | Yes                | 
-| Checked out              | Yes        | Yes            | Yes                | No             | System controlled  | 
-| Damaged                  | No         | No             | No                 | No             | Yes                | 
-| Discard/weed             | No         | No             | No                 | No             | Yes                | 
-| ILL                      | No         | No             | Yes                | No             | Yes                | 
-| In process               | Yes        | Yes            | No                 | No             | Yes                | 
-| In transit               | Yes        | Yes            | No                 | No             | System controlled  | 
-| Long Overdue             | No         | No             | No                 | No             | System controlled  | 
-| Long Overdue (Legacy)    | No         | No             | No                 | No             | Yes                | 
-| Lost                     | No         | No             | No                 | No             | Yes                | 
-| Lost and paid            | No         | No             | No                 | No             | Yes                | 
-| Missing                  | No         | No             | No                 | No             | Yes                | 
-| On holds shelf           | Yes        | Yes            | Yes                | No             | System controlled  | 
-| On order                 | No         | No             | No                 | No             | Yes                | 
-| On reservation shelf     | No         | No             | Yes                | No             | Yes                | 
-| Reserves                 | No         | No             | Yes                | No             | Yes                | 
-| Reshelving               | Yes        | Yes            | Yes                | Yes            | System controlled  | 
-| Temporarily unavailable  | No         | No             | No                 | No             | Yes                | 
- 
- 
- 
-For each status, PINES system administration can set the following properties: 
- 
-<WRAP INDENT JUSTIFY>**Holdable** - If checked, users can place holds on copies in this status, provided nothing else prevents holds. If unchecked, users cannot place holds on copies in this status. </WRAP> 
-<WRAP INDENT JUSTIFY>**OPAC Visible** - If checked, copies in this status will be visible in the public catalog. If unchecked, copies in this status will Not be visible in the public catalog, but they will be visible when using the catalog in the staff client. </WRAP> 
-<WRAP INDENT JUSTIFY>**Sets copy active** - If checked, moving a copy that does not yet have an active date to this status will set the active date. If the copy already has an active date, then no changes will be made to the active date. If unchecked, this status will never set the copy’s active date. </WRAP> 
-<WRAP INDENT JUSTIFY>**Is Available** - If checked, copies with this status will appear in catalog searches where "limit to available" is selected as a search filter. Also, copies with this status will check out without status warnings. By default, the "Available" and "Reshelving" statuses have the "Is Available" flag set. </WRAP>  
- 
-Default Evergreen statuses have a further property: 
- 
-<WRAP INDENT JUSTIFY>**Assignable** – Status is system controlled and editing to either assign or change in the Holdings editor is not always possible. </WRAP> 
  
 ===== Item status definitions ===== ===== Item status definitions =====
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 ==== In Process ==== ==== In Process ====
-<WRAP INDENT JUSTIFY>Items in this status have been cataloged and are awaiting check in at circulation library, which makes item active. Item can be placed on hold while in process. If patron has placed a hold n the item, checking in triggers notification that item is needed to fill a hold. Otherwise, after check in item is now in Available status. Can be edited in Holdings Editor. </WRAP>+<WRAP INDENT JUSTIFY>Items in this status have been cataloged and are awaiting check in at the circulation library, which makes item active. Items in process can be placed on hold. If patron has placed a hold on the item, checking in triggers notification that item is needed to fill a hold. Otherwise, after check in item is now in Available status. Can be edited in Holdings Editor. </WRAP> 
 + 
 +==== In Receiving ==== 
 + 
 +<WRAP INDENT JUSTIFY>For use by libraries using the acquisitions module. Item has been received from vendor and is awaiting cataloging. System controlled, cannot be edited in Holdings Editor. As of August 2019, in system holds for LOPL patrons only are currently allowed as part of a pilot test of on order holds</WRAP>
  
 ==== In Transit ==== ==== In Transit ====
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 ==== Long Overdue ==== ==== Long Overdue ====
-<WRAP INDENT JUSTIFY>Items that are overdue for longer than 180 days are automatically changed to status (unless the patron has been flagged for collections). The price of the item, plus an optional processing fee, is applied to the patron’s card. Overdue fines on the item are automatically voided. See [[circ:circulation:lost#long_overdue_items|Long Overdue Items]] for more information</WRAP>+<WRAP INDENT JUSTIFY>Items that are overdue for longer than 3 months (90 days) are automatically changed to status (unless the patron has been flagged for collections). The price of the item, plus an optional processing fee, is applied to the patron’s card. Overdue fines on the item are automatically voided. See [[circ:circulation:lost#long_overdue_items|Long Overdue Items]] for more information</WRAP> 
  
 ==== Long Overdue (Legacy)  ==== ==== Long Overdue (Legacy)  ====
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 ==== On order ==== ==== On order ====
  
-<WRAP INDENT JUSTIFY>Generally set in acquisitions and only by those libraries using the acquisitions interface.</WRAP>+<WRAP INDENT JUSTIFY>Generally set in acquisitions and only by those libraries using the acquisitions interface. As of August 2019, in system holds for LOPL patrons only are currently allowed as part of a pilot test of on order holds</WRAP>
  
  
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 <WRAP INDENT JUSTIFY>Typically used for items in storage during renovation or a move that cannot be accessed by patrons or staff. </WRAP> <WRAP INDENT JUSTIFY>Typically used for items in storage during renovation or a move that cannot be accessed by patrons or staff. </WRAP>
 +
 +
 +===== Item status list =====
 +
 +{{tablelayout?rowsHeaderSource=1&rowsVisible=21&colwidth=",,,104px,,171px"&tablePrint=1}}
 +^ Name                     ^ Holdable?  ^ OPAC visible?  ^ Sets copy active?  ^ Is available?  ^ Assignable?        ^
 +| Available                | Yes        | Yes            | Yes                | Yes            | System controlled  |
 +| Bindery                  | No         | No             | No                 | No             | Yes                |
 +| Canceled Transit         | Yes        | Yes            | No                 | No             | System controlled  |
 +| Cataloging               | No         | No             | No                 | No             | Yes                |
 +| Checked out              | Yes        | Yes            | Yes                | No             | System controlled  |
 +| Damaged                  | No         | No             | No                 | No             | Yes                |
 +| Discard/weed             | No         | No             | No                 | No             | Yes                |
 +| ILL                      | No         | No             | Yes                | No             | Yes                |
 +| In process               | Yes        | Yes            | No                 | No             | Yes                |
 +| In receiving               | Yes        | Yes            | No                 | No             | System controlled  |
 +| In transit               | Yes        | Yes            | No                 | No             | System controlled  |
 +| Long Overdue             | No         | No             | No                 | No             | System controlled  |
 +| Long Overdue (Legacy)    | No         | No             | No                 | No             | Yes                |
 +| Lost                     | No         | No             | No                 | No             | Yes                |
 +| Lost and paid            | No         | No             | No                 | No             | Yes                |
 +| Missing                  | No         | No             | No                 | No             | Yes                |
 +| On holds shelf           | Yes        | Yes            | Yes                | No             | System controlled  |
 +| On order                 | No         | No             | No                 | No             | Yes                |
 +| On reservation shelf     | No         | No             | Yes                | No             | Yes                |
 +| Reserves                 | No         | No             | Yes                | No             | Yes                |
 +| Reshelving               | Yes        | Yes            | Yes                | Yes            | System controlled  |
 +| Temporarily unavailable  | No         | No             | No                 | No             | Yes                |
 +
 +
 +
 +For each status, PINES system administration can set the following properties:
 +
 +<WRAP INDENT JUSTIFY>**Holdable** - If checked, users can place holds on copies in this status, provided nothing else prevents holds. If unchecked, users cannot place holds on copies in this status. </WRAP>
 +<WRAP INDENT JUSTIFY>**OPAC Visible** - If checked, copies in this status will be visible in the public catalog. If unchecked, copies in this status will Not be visible in the public catalog, but they will be visible when using the catalog in the staff client. </WRAP>
 +<WRAP INDENT JUSTIFY>**Sets copy active** - If checked, moving a copy that does not yet have an active date to this status will set the active date. If the copy already has an active date, then no changes will be made to the active date. If "No", this status will never set the copy’s active date. </WRAP>
 +<WRAP INDENT JUSTIFY>**Is Available** - If checked, copies with this status will appear in catalog searches where "limit to available" is selected as a search filter. Also, copies with this status will check out without status warnings. By default, the "Available" and "Reshelving" statuses have the "Is Available" flag set. </WRAP> 
 +
 +Default Evergreen statuses have a further property:
 +
 +<WRAP INDENT JUSTIFY>**Assignable** – Status is system controlled and editing to either assign or change in the Holdings editor is not always possible. </WRAP>
  
cat/status_of_items.1557435161.txt.gz · Last modified: 2019/05/09 20:52 by ehardy