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Copies Utilities

Last Updated: $action.dateFormatter.formatDateTime($content.getLastModificationDate())


Tools > Utilities > Copies


Add Copy Notes

Adds a Copy or Alert Note to selected copies

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

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

Selections
Options

Change Copy Condition

Changes the condition of selected copies

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

Change Copy Location

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

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.

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

Change Copy Policy

Changes the policy for selected copies

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

Change Copy Shelving

Changes the shelving (852_c) for selected copies

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.

Selections
Options

Change Copy Site

Changes the site (852_a) for selected copies

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

Change Funding Source

Changes the Funding Source for selected copies

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.

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

Change Purchase Cost

Changes the Purchase Cost (852_9) for selected copies

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

Change Replacement Cost

Changes the Replacement Cost for selected copies

There are three ways to change the Replacement Cost amount:

  • 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
Use(s)
  • Run this utility if you need to add replacement costs for reporting/fine purposes or had 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.
Selections
Options

Change Vendor

Modifies the Vendor for selected copies

Selections
Options

Check Out to Standard Patron

Check Out to System Patron

Declare Checked Out Copies Lost

Declares selected copies that are checked out to patrons as lost (System Patron 1)

Use(s)

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

Selections

Declare Missing Copies Discarded

Declares as discarded (System Patron 2) all selected copies with an Available status that have not been inventoried since the specified Inventory Start Date

Selections

An Inventory Start Date is required.

Declare Missing Copies Lost

Declares as lost (System Patron 1) all selected copies with an Available status that have not been inventoried since the specified Inventory Start Date

Selections

An Inventory Start Date is required.

Reassign Union Site Copies

Moves selected copies from the Union Site to the site specified under the Options tab

Union Site copies always maintain a status of In Processing. Even when you move those copies, they will still have the In Processing status. Bookdrop your recently moved copies or run the Check In Processing Copies utility to change their status to Available.

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 they have been processed and need to be moved.
Selections
Options

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