4.5. The Item Status Screen

Working with Items in the Item Status Screen

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On This Page

Circulation staff may access information about an item, including how it's cataloged and limited circulation information from the Item Status screen. There are multiple ways for staff to access this screen, including directly from the bibliographic record or patron account, or from multiple menus throughout the staff client.

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Accessing the Item Status Screen

As is true with many actions in Evergreen, there are multiple ways to navigate to the Item Status screen. The quickest and easiest is to use the keyboard shortcut F5 to open the Item Status interface, and then scan barcodes to view the item records in a list. However, it's also possible to navigate to the Item Status screen, either for specific items, or to a blank screen where the user can scan barcodes.

From the Item Table

If viewing a title in the Title Record, staff can access the Item Status screen for a specific copy from the Item Table tab.

1. Locate the copy to view in the table.
2. Click on the View link underneath the barcode.

 

From the Search menu

1. Open the Search menu.
2. Select Search for copies by Barcode.
   

From the Circulation Menu

1. Open the Circulation menu.
2. Select Item Status.
   

From the Cataloging Menu

1. Open the Cataloging menu.
2. Select Item Status.
    

From a Patron AccountIf a patron has any items checked out, a staff user can navigate directly to them:

1. Open the patron's account.
2. Navigate to the Items Out tab.
3. Made sure the Barcode column is visible.
4. Click on the barcode for the item you want to view.
   

Looking Up Items in the Item Status Screen

Once in the Item Status screen, you can look up items by:

1. Scan the barcode for your item or type it and click Submit. The current status of the item is displayed with selected other fields. You can use the column picker to select more fields to view.
   
2. Click the Detail View toggle button and the item summary and circulation history will be displayed.
3. Click List View to toggle back to the list.

Note: Choose File allows you to load multiple items saved in a csv file on your local computer. The file contains a list of the barcodes in text format. To ensure smooth uploading and further processing on the items, it is recommended that the list contains no more than 100 items.

Click on the Recent Circ History tab to see the two most recent circulations displayed.

You can also select the Circ History List tab to see more circulation history. The number of items that displays in the Circ History List can be set in the Local Administration interface, under Library Settings Editor.

To retrieve the patron(s) of the last circulations, click on the name of the patron. The patron record will be displayed.

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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 Library of North Carolina, a division of the Department of Natural and Cultural Resources.