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Tools > Utilities > Copies


Content Block
nameAdd Copy Notes
id1050630985

Add Copy Notes

Adds a Copy or Alert Note to selected copies

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titleMore information

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

Tip

Copy Notes are automatically added when a copy is lost, found, discarded, or returned from being discarded.

Selections
Options
Content Block
nameChange Copy Condition
id1050703252

Change Copy Condition

Changes the condition of selected copies

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titleMore information
Tip

You can customize your library's condition codes in Preferences > Codes > Condition Codes . Usually these are used to indicate if copies are new or used. But they can also be used to add ratings for movies and graphic novels.

Selections
Options
Content Block
nameChange Copy Location
id1050725070

Change Copy Location

Changes the location (852_b MARC tag) for selected copies

Note

Copy Location is a terminology field, meaning it can be changed for your library's needs. Go to Preferences > Localization > Terminology  to customize this term.

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titleMore information
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. 
Selections
Options
Content Block
nameChange Copy Policy
id1050746452

Change Copy Policy

Changes the policy for selected copies

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titleMore information
Note

If you would like to update the due dates for checked out items based on the new policies, you will need to run the Recompute Due Dates utility after this utility.

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.

Selections
Options
Content Block
nameChange Copy Shelving
id1050757143

Change Copy Shelving

Changes the shelving (852_c) for selected copies

Note

Copy Shelving is a terminology field, meaning it can be changed for your library's needs. Go to Preferences > Localization > Terminology  to customize this term.

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titleMore information
Selections
Options
Content Block
nameChange Copy Site
id1050771258

Change Copy Site

Changes the site (852_a) for selected copies

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titleMore information
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.

Selections
Options
Content Block
nameChange Funding Source
id1050781475

Change Funding Source

Changes the Funding Source for selected copies

Note

Funding Source is a terminology field, meaning it can be changed for your library's needs. Go to Preferences > Localization > Terminology  to customize this term.

Expand
titleMore information
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.

Selections
Options
Content Block
nameChange Purchase Cost
id1050797470

Change Purchase Cost

Changes the Purchase Cost (852_9) for selected copies

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titleMore information

There are three options to change the purchase cost amount:

  • Change Purchase Cost to: Completely replaces the old Purchase Cost with the new value
  • Change Purchase Cost by ___ Dollars: 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
Use(s)

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

Selections
Options
Content Block
nameChange Replacement Cost
id1050829654

Content Block
nameChange Vendor
id1050840692

Content Block
nameCheck Out to Standard Patron
id1050854183

Content Block
nameCheck Out to System Patron
id1050874145

Content Block
nameDeclare Checked Out Copies Lost
id1050891874

Content Block
nameDeclare Missing Copies Discarded
id1050930422

Content Block
nameDeclare Missing Copies Lost
id1050958904

Content Block
nameReassign Union Site Copies
id1050978673

Content Block
nameRemove Archived Copies
id1051018246

Content Block
nameRemove Copies
id1051032866

Content Block
nameRemove Copy History
id1051042936

Content Block
nameRemove Copy Notes
id1051057705

Content Block
nameRemove Discarded Copies
id1051070579

Content Block
nameRemove Lost Copies
id1051087023

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