The new note will append to the end of the note field.

Use(s)

• Librarians can use this utility to change call numbers to their preferred style.

• Use this utility to help genrefy your library's collection.

• If a school district comes out with new standards, librarians can use this utility to quickly reorganize their collection. 

• Use this utility to clean up differences between title and copy call numbers.

"Copy Location" is a localization term that can be altered in Terminology Preferences.

Use(s)

• Run this utility if you use the Copy Location field and have physically moved copies to new locations.

• Run this utility with the Copies in Call Number Range or Copies with a policy of selections if you need to add locations based on call number or policy/genre. 

Use(s)

Run this utility if you've made changes to your policies and they differ by site. However, if your policies are the same across all of your sites, use the Change Title Policy utility instead.

"Copy Shelving" is a localization term that can be altered in Terminology Preferences.

Use(s)

Run this utility if you have moved a bunch of copies to a different site or have accidentally imported copies to the wrong site.

"Funding Source" is a localization term that can be altered in Localization Terminology Preferences.

Use(s)

Run this utility with the Copies added selection after importing new items to add a funding source. You can then run yearly usage reports for donors and other sources.

There are four options when changing the purchase cost amount:

• Change Purchase Cost to: Completely replaces the old purchase cost with the new value

• Change Purchase Cost by [ ] $: Adds the old purchase cost to the new value
  • e.g. old value ($10) + new value ($8) = $18

• Change Purchase Cost by [ ] %: Adds the old purchase cost to the old value times the entered percentage
  • e.g. old value ($10) + (old value ($10) * percentage (100%)) = $20

• Match to Replacement Cost: Changes each selected copy's purchase cost to its replacement cost.

Use(s)

Run this utility if you need to add purchase costs for inventory purposes or originally entered the wrong information.

There are four ways to change the replacement cost amount on the Options tab:

• Change Replacement Cost to: Completely replaces the old replacement cost with the new value

• Change Replacement Cost by ___ Dollars: Adds the old replacement cost to the new value
  • e.g. old value ($10) + new value ($8) = $18

• Change Replacement Cost by __ %: Adds the old replacement cost to the old value times the entered percentage
  • e.g. old value ($10) + (old value ($10) * percentage (100%)) = $20

• Match to Purchase Cost: Changes the old replacement cost to match the copy's purchase cost

Use(s)

• Run one of these utilities if you need to add replacement costs for reporting/fine purposes or had originally entered the wrong information.

• If you would like to set your replacement cost a certain amount over the purchase cost for a group of copies, first run this utility to set the replacement cost to the purchase cost. Then run it again and add X amount to the replacement cost.

Use(s)

• Run this utility at the end of the school year to declare all items that were never returned as lost.

• Use the Patrons with a Policy of selection if you only want to declare copies lost for certain patrons. For example, you may want to exclude teachers when running this utility at the end of the year.

Selections

Inventory Start Date: Enter an inventory date in MM/DD/YYYY format. This field is required.

Selections

Inventory Start Date: Enter an inventory date in MM/DD/YYYY format. This field is required.

This utility is only available to those with a Centralized Catalog.

Use(s)

• Run this utility if you accidentally imported items with an invalid site code and need to move those copies to the intended site.

• If you purposely use the Union Site to store In Processing copies, run this utility when those copies have been processed and need to be moved.

Use(s)

Run this utility to clean out old records if you're approaching your item limit.

There are three ways to handle copies that are checked out:

• Declare Lost. The copies are declared lost and patrons are charged appropriately.

• Remove. The copies are removed. CAUTION: There will be no record of the copies being checked in if you choose this option.

• Keep. The copies will not be removed if they are checked out.

What kind of copy history does this utility remove? Everything in the Previous checkouts section of a copy's statistics is cleared. However, the Checkout Count remains the same, and nothing in the copy record—including notes—is removed.

Selections

Use(s)

Run this utility to remove outdated notes a past librarian added to various copies.

Use(s)

Run this utility to clean out old records if you're approaching your item limit.

Since copies can be lost in different ways, there are three types of lost copies you can remove:

• Patron. Removes copies that were lost by patrons. These have associated fines and are likely to be returned later.

• Inventory. Removes copies that were declared lost during inventory or other circumstances not involving a patron. These have no associated fines.

• Both. Removes all lost copies, no matter how they were lost.

Use(s)

Run this utility to clean out old records if you're approaching your item limit.