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1.3. Transit Items

Last Updated 09/27/2024

Transit Items

Evergreen’s transit feature tracks items transferring among branches. It allows patrons to return items at any branch and for holds to be placed on items at other branches.

When will an item go in transit?

1. When an item is checked in at a non-owning branch the status changes to In transit. A transit slip may be printed.
2. When a hold is captured for an item with a pickup branch other than the location at which the hold is captured, the item’s status will be changed to In transit. If the hold is captured from the Check In screen, a prompt to print the Transit/Hold slip will display. If the hold is captured from the Capture Holds screen, a Transit/Hold slip will be printed automatically.   

Receiving In Transit Items

All items received through transit must be checked in by the receiving branch. This changes the items' statuses from In transit to Reshelving or Ready for Pickup.

Transit List 

The Transit List report may be used as a tool to help manage your incoming and outgoing transits.

To access and use the Transit List report:

1. Select Administration → Local Administration → Transit List.

   2. Specify Transit to or Transit from library.

   3. Choose a Start Date and End Date for transit activity.

   4. Transits should automatically load.

   5. Items with an In transit status for the selected time period are listed.

You can view the library system to which a branch belongs by clicking on the library under the Source Library and Destination Library columns:

This will take you to the Cardinal Shipping Branches Knowledge Book page, with the corresponding library system appearing at the top:

Cancelling Transits

Transits may be cancelled from multiple locations within Evergreen. Circulators and all permission groups that inherit Circulator permissions can cancel transits only when logged into a workstation at either the sending or destination branch. Staff should only cancel transits when they have the item in hand. If someone has the item in hand and is not at the sending or receiving branch, they can either contact staff at one of those branches or ask a Branch Admin or System Admin (who have that permission) to cancel the transit. 

Use when processing missing in transit items or a patron requests an item that has just been returned and is in transit to its home library for reshelving. This procedure can be performed from the Transit List or from the Item Status screen.

1. Select the transit(s) to cancel.
2. Select Cancel Transit.
3. The transit is cancelled, but will still display in the list.
4. Click Retrieve Transits. The screen will refresh and the cancelled item(s) will no longer display as transits.

Cancelling Transits at Checkout

Items with a status of In transit trigger a notification when an attempt is made to check them out. To allow In transit items to be checked out, override the block by clicking Cancel Transit on the alert screen. Proceed by clicking Checkout.

Cancelling Transits from Item Status

Note:  Staff should only cancel transits when they have the item in hand.

1. Click Item Status or F5.
2. Scan item barcode.
3. Right click on the item and select Cancel Transit.
4. Click Yes for the popup message to cancel transit.
5. The item now has the status Reshelving.