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Operations

Utilities

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Copies Utilities

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

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

Add Note: Type the note you would like to add.

Note Type: Choose the type of note to add.

Replace Existing Notes: When checked, this option removes all existing notes of the chosen type and completely replaces them with what's in the Add Note field.

Change Copy Condition

 Textbook Tracker

Changes the condition of selected copies to the specified condition

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 Condition to: Specify the new condition you would like selected copies to have.

Change Copy Location

 Textbook Tracker

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

"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. 
Selections
Options

Change Copy Location to: Specify the new location you would like selected copies to have.

Change Copy Policy

 Textbook Tracker

Changes the policy of 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

 Textbook Tracker

Changes the shelving (852_c MARC tag) of selected copies

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

Selections
Options

Change Copy Site

 Textbook Tracker

Changes the site (852_a MARC tag) of 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 of selected copies

"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.

Selections
Options

Change Purchase Cost

 Textbook Tracker

Changes the purchase cost of 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

 Textbook Tracker

Changes the replacement cost of 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

Changes the vendor of selected copies

Selections
Options

Check Out to Standard Patron

Checks out selected copies to the specified patron

Check Out to System Patron

Checks out selected copies to the specified system patron

Declare Checked Out Copies Lost

 Textbook Tracker

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

 Textbook Tracker

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 specified site

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

Remove Archived Copies

 Textbook Tracker

Removes selected copies that have been archived (System Patron 6

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 archived copies are removed.

Selections

Use the Copies Archived selection to select copies by date range, ensuring that only copies archived a long time ago are removed.

Options

Remove Copies

 Textbook Tracker: Remove Textbook Copies

Removes selected copy records

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

  • Declare Lost. The copy is declared lost and the patron is charged appropriately.
  • Remove. The title record and all copies are removed.
  • Keep. The title will not be removed if any copies are checked out.
Selections
Options

On the Options tab, choose whether or not to also remove title records if there are no more copies after selected copies are removed.

Remove Copy History

Removes the check out history of selected copies 

Nothing in the copy record, including notes, are removed.

Although previous checkouts are removed, the Checkout Count in Copy Stats remains the same.

Selections

Remove Copy Notes

Removes all notes of the specified type for selected copies

Use(s)

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

Selections
Options

Remove Discarded Copies

 Textbook Tracker

Removes selected copies that have been discarded (System Patron 2)

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.

Selections

Use the Copies Discarded selection to select copies by date range, ensuring that only copies discarded within a particular date range are removed.

Options

Remove Lost Copies

 Textbook Tracker

Removes selected copies that have been declared lost (System Patron 1)

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.

Since lost copies are often found and returned, we recommend waiting at least a year to remove them. Use the Copies Lost selection to select copies by date range, ensuring that only copies lost within a particular date range are removed.

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.

Selections
Options