All Copies utilities relating to call numbers will soon be integrated into one utility. Documentation will be added at that time.

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

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

Look at this utility's documentation for information on the Change Purchase Cost by Dollar Amount and Change Purchase Cost by Percentage utilities as well. All three of these utilities will soon be integrated into one.

There are three ways to change the purchase cost amount:

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

• Change Purchase Cost by Dollar Amount utility
  • 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 Percentage utility
  • 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 one of these utilities if you need to add purchase costs for inventory purposes or originally entered the wrong information.

Look at this utility's documentation for information on the Change Replacement Cost by Dollar Amount and Change Replacement Cost by Percentage utilities as well. All three of these utilities will soon be integrated into one.

There are three ways to change the replacement cost amount:

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

• Change Replacement Cost by Dollar Amount utility
  • 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 Percentage utility
  • 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

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.

Selections

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.

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 copy is copies are declared lost and the patron is patrons are charged appropriately.

• Remove. The copies are removed.

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

Nothing in the copy record, including notes, are 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. Check the Remove Titles with No Copies option to also remove remaining title records with no other copies once the discarded copies are removed.

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. Check the Remove Titles with No Copies option to also remove remaining title records with no other copies once the lost copies are removed.