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CAT ADMINISTRATION

Chapter 3. WORKING WITH ITEMS

   

 


Editing an Item

You can edit the item record for any item in your library's catalog.

To access the Edit Item screen from the Search module:

  1. Access the Full Record Display for the title to which you wish to edit an item record (see the Search User Guide for details).
  2. Click the Edit Item link for the desired item in the Location information section of a Brief Record Display or Full Record Display for the desired title.
    • The Edit Item screen displays.

Edit Item Screen (from Search)

Edit Item Screen (from Search)

To access the Edit Item screen from CAT Administration:

  1. From the CAT Admin menu, select Edit Item.
    • The Edit Item Entry Form displays.

Edit Item Entry Form

Edit Item Entry Form

  1. Enter your search term in the Enter Title or Barcode text box to locate the item record you wish to edit. You may search for item records by Title or Barcode.
    • When entering a barcode, enter the complete barcode.

      NOTE: If your library has enabled searching by partial barcode (see the Circulation Administration User Guide for details), you may enter a complete or partial barcode.

    • When entering a title, you may enter a complete or partial title.
  2. Click the Submit button.
    • If you entered a title, a list of titles matching your search criteria displays.

Select Title List

Select Title List

  • Use the Previous and Next buttons to view other pages of the list.
  • Click the desired Title link to display a list of items for the selected title.
  • Click the Select this Item link for the desired item. The Edit Item screen for the selected item displays.

NOTE: If the Web HLD Permissions assigned to your account through the User Administration module (see the User Administration User Guide for more information) are set to Update Only My HLD or Update List HLD and the item record retrieved is owned by a library other than one for which you are authorized to perform holdings maintenance, an advisory dialog displays the message “Cannot edit this item (item does not belong to your library).” Click the OK button to close the dialog. You cannot edit the current item record.

To edit an item record:

  1. The Edit Item screen provides the following information:

Edit Item Screen (from CAT Administration)

Edit Item Screen (from CAT Administration)

  1. Enter, edit or delete item information, Enumeration and Chronology as desired (see Adding an Item for details).

    NOTE: If active reserves exist for the title, the message “There are reserves for this title with the same enumeration and chronology specified. The fields below cannot be edited until those reserves are removed.” is shown above the Enumeration and Chronology fields. All reserves for the item must be cleared before Enumeration and Chronology values may be edited.

    NOTE: If the item status is currently Checked Out, In Transit, Global Item Transfer, Reserve for Checkout, Reserve In Transit, Cancel Reserve In Transit or Reserve Expired, the Current Location and Permanent Location fields are "read only" and cannot be edited.

  2. When all desired information has been edited, click the Submit button to submit your changes to the item record.
    • The message “Item Edit Completed” displays.

Item Edit Completed Message

Item Edit Completed Message