2.1. Item Status Screen

Viewing and Working with Items in the Item Status Screen

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On This Page

The Item Status screen displays details about items that the user has scanned or uploaded. Users can access it through the Search menu, Circulation or Cataloging menus, or directly from an item's Bibliographic record. The screen enables various actions on selected items, including adding to item or record buckets, placing holds, deleting, checking in or renewing items, updating inventory, and editing holdings.

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The Item Status screen includes a grid that lists items that are either scanned or uploaded to appear in the grid. 

Multiple Ways to Access

• From Search menu choose Search for Items by Barcode
• Select Item Status from the Circulation or Cataloging menus
• On the item’s Bibliographic record page, click View next to the item’s barcode, then click List View.

Adding Items to the Grid: One at a Time or in Batch

One at a Time

You can look up items in the Item Status screen one at a time by scanning the barcodes.

In Batch

If you have a list of barcodes, such as from a report, you can upload all of them into the Item Status screen at once.

1. Format your list of barcodes by removing all other data and saving the file in a .CSV format
2. Click the Choose File button at the top of the Item Status screen.
   
3. Choose the .CSV file with your barcodes.

Managing the Grid

Like all grids in Evergreen, you can change the information you see in the list of items in the Item Status screen. To do so, Click the Gear icon to open the Grid Management menu. Any columns with a green check mark can be removed from the view. Any columns with a yellow X can be added. When you're done, be sure to click Save Columns.

What Can You Do From This Screen?

The Item Status Screen allows you to take actions on items, either one at a time or in batch. To select the item(s) you wish to take action on, just check the box on the far left of the grid line for that item.

Once you have selected the item(s) to work with, you can select your action from the Actions menu.

There are a large number or potential actions. The most common include:

• Add Item to an Item Bucket 
• Add Item to a Record Bucket 
• Place holds on Items using the Request Items action
• Delete Items
• Check In Items
• Renew Items
• Cancel Transits
• Update Inventory
• View Item Holds (Copy Level)
• View Record Holds (Title Level)
• Print spine or pocket labels 
• Mark Items Damaged, Discard/Weed, or Missing 
• Add new copies to an existing volume
• Edit Holdings, including call numbers and item attributes 
• Replace barcodes 
• Transfer Items 

 

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NC Cardinal is supported by the Institute of Museum and Library Services under the provisions of the federal Library Services and Technology Act (LSTA), as administered by the State Library of North Carolina, a division of the Department of Natural and Cultural Resources.