423.4.3 Modify status

Modify status: to change the item status. This can be used to set items to ‘claimed returned', ‘missing' etc. After choosing this option the following form will be displayed:

If the item was already set to some special status, then the form will be shown with the current values completed, and may be used to update or change the status.

Fields on the screen

Loan status type: choose a type from the dropdown list. Different types result in different behaviour of the system. See the Help on AFO 481 – Main circulation parameters – Loan status code settings for more information.

Notes: Optionally add comments. It is also possible to simply add a note to the item, by leaving the loan status empty.

User date: Optionally you can enter the date on which the user claims he/she already returned the item.

A previous status may be removed by using the “clear status” button or by clearing the data fields on the input form.

423.4.3.1 Item status history

Items which have had a loan status set will have some of the details of the original loans together with relevant details of the loan status. When a loan status code changes, then we keep a history of these changes i.e. to track the change of claimed returned, to lost.(for example). This history can be displayed by using the Item status history option. After choosing this option the following overview screen will be displayed:

The Note column displays in what state the various statuses are.

You can double click on a line to see the historical details of the selected status. This may vary for different statuses.

Whether or not historical information is retained for a status depends on a parameter in AFO 481 – Main circulation parameters – Loan status code settings. However the system always keeps the PREVIOUS setting for an item, when the loan status is cleared. For example, we keep a note that an item HAD been set to Lost even when it has been found.

423.4.4 Item transfer information

Current item transfer information: Use this option to obtain information about an item that is involved in a transfer between libraries. The option will be greyed out if the item is not related to a current transfer. If an item has been moved from one location to another (AFO's 462 and 463) or has been given a special status, the information will be shown here.

Title transfer history: when the item was sent, where to and how often it was sent in the past. The screen shows all managers who have ever received the item, how often this happened and the date of the last transfer.


·                     Document control - Change History

 

Version

Date

Change description

Author

1.0

May 2008

creation

 

1.1

January 2009

info on inventory numer & note

 

2.0

August 2009

more info on header portion of screen; changes to item update; new option Return floating stock; new option Export savelist; ability to see the number of renewals
part of 2.0 updates

 

3.0

October 2010

new parameter for loan history display; new automatic barcode feature; clear loan status button; [ bracket for item barcode; new field Last activity
part of 2.0.06 updates