TABLE OF CONTENTS

• Add Ordered Items to Catalog Wizard Properties
  • Behavior Tab
    • Transit and Holds Processing
  • Defaults Tab
  • Helpers Tab
• Using the Add Ordered Items to Catalog Wizard
  • Item Search Window
  • List of Order Lines Window
  • Display Orderline Window
  • Loading Order Window

In WorkFlows, there are three ways to create an item record for an ordered item: The Add Ordered Items to Catalog wizard, the Add Item or Call Number and Item Maintenance wizard (in the Cataloging module), and the TS2bibload (Load Bibliographic Records) report.

The Add Ordered Items to Catalog wizard adds the item record of an orderline and loads (completes) the orderline. Copies created through the Add Ordered Items to Catalog wizard contain a link to the orderline distribution record that created it. When using this wizard, the date loaded field is automatically updated in the orderline when the Add Ordered Items to Catalog process is completed. 

Add Ordered Items to Catalog Wizard Properties

To access this wizard’s properties, right-click on the wizard.

Behavior Tab

Transit and Holds Processing

• Make item available at owning library/location; do not trap items to satisfy holds: New items created with this wizard will not be trapped or placed in transit to fill on-order title holds. 
• Make items AVAILABLE_SOON; do not trap or transit items to satisfy holds: New items created with this wizard will not be trapped or placed in transit to fill on-order title holds and the wizard will set the current location of these new items to AVAILABLE_SOON.
• Transit items to owning library; do not trap or transit items to satisfy holds: New items created with this wizard will be placed in transit to the owning library, but holds will not be trapped.
• Trap and/or transit items to satisfy holds, make remaining items AVAILABLE_SOON:  New items created with this wizard will be trapped and/or placed in transit to fill on-order title holds and any items without holds will have their current location set to AVAILABLE_SOON.
• Trap and/or transit items to satisfy holds, make remaining items in transit to owning library: New items created with this wizard will be trapped and/or placed in transit to fill on-order title holds and the remaining items will be placed in transit to the owning library.

Note regarding current location AVAILABLE_SOON: When an item is ready to be placed on the shelf, use the Discharging or Check Item Status wizard to change an item’s current location from AVAILABLE_SOON to the home location.

Defaults Tab

Helpers Tab

Using the Add Ordered Items to Catalog Wizard

When you first open the wizard, the “Item Search” window will open.

Item Search Window

List of Order Lines Window

*Note: You will only see this window if there is more than one open order for this title. If there is only one order, the “Loading Order” window will open.

Display Orderline Window

Click “Continue” in the “List of Orderlines” window after you are done reviewing the record. Next, you will see the “Loading Order” window.

Loading Order Window

After making any necessary edits, click “Add/Update Items”.

Next select "Close".