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CAT ADMINISTRATION

Chapter 8. CATALOGING FUNCTIONS

   

 

Setting Item Defaults

The Item Defaults function lets you set the default values for several fields on the Add Item form.

To set Item Defaults:

  1. From the Cat Admin menu, select Catalog - Item Defaults.
    • The Set Add Item Defaults screen displays.

Set Add Item Defaults Screen

Set Add Item Defaults Screen

  1. Enter the desired default values for the Prefix, Suffix, Item Call Number and item Cost in the associated text boxes.
  2. Enter any default Comment or Circ Note (circulation note) in the associated text boxes.

    NOTE: The Comment may each be a maximum of 256 characters, including spaces. The Circ Note may be a maximum of 500 characters, including spaces. If you enter more than the maximum number of characters allowed for the Comment or Circ Note, text will be truncated when you submit your changes.

    • The Circ Note is intended for use in noting damaged items on check in, identifying special handling requirements, or other related information. The Circ Note is shown in the Item Has Notes field on the Checkout Warning screen and Item Checkin screen in the Circulation module.
  3. Select the desired default material type from the Material Type menu.
    • The Material Type menu lists all currently defined material types for your library.
  4. Select the appropriate default locations from the Current Location and Permanent Location menus.
    • The Current Location and Permanent Location menus list all currently defined library locations/collections for your library.
      • If the permanent location is the same as the selected Current Location, click the Apply Current Location button to apply the selected Current Location to the Permanent Location menu.
  5. Select the desired item status from the Status menu; Available, At Bindery, Deleted, Discarded, In Process, Lost, Missing, Non Circulating, On Order or Patron Lost.
    • The Status menu may list additional exceptions defined by your library.
  6. When all desired default values have been specified, click the Submit button to save your changes.
    • The message “Defaults Saved” displays at the top of the screen.
    • Each time you access the Add Item screen (see Adding an Item for details), the screen will be pre-filled with the specified default values.