Item Status

Table of Contents

To navigate to the item status editor from the staff client menu, select Administration → Server Administration → Item Statuses.

The Item Status Editor is used to add, edit and delete statuses of items in your system.

For each status, you can set the following properties:

Holdable - If checked, users can place holds on items in this status, provided there are no other flags or rules preventing holds. If unchecked, users cannot place holds on items in this status.
OPAC Visible - If checked, items in this status will be visible in the public catalog. If unchecked, items in this status will not be visible in the public catalog, but they will be visible when using the catalog in the staff client.
Sets item active - If checked, moving an item that does not yet have an active date to this status will set the active date. If the item already has an active date, then no changes will be made to the active date. If unchecked, this status will never set the item’s active date.
Is Available - If checked, items with this status will appear in catalog searches where "limit to available" is selected as a search filter. Also, items with this status will check out without status warnings. By default, the "Available" and "Reshelving" statuses have the "Is Available" flag set. The flag may be applied to local/custom statuses via the item status admin interface.

Evergreen comes pre-loaded with a number of item statuses.

Table 1. Stock item statuses and default settings
ID	Name	Holdable	OPAC Visible	Sets copy active
0	Available	true	true	true
1	Checked out	true	true	true
2	Bindery	false	false	false
3	Lost	false	false	false
4	Missing	false	false	false
5	In process	true	true	false
6	In transit	true	true	false
7	Reshelving	true	true	true
8	On holds shelf	true	true	true
9	On order	true	true	false
10	ILL	false	false	true
11	Cataloging	false	false	false
12	Reserves	false	true	true
13	Discard/Weed	false	false	false
14	Damaged	false	false	false
15	On reservation shelf	false	false	true
16	Long Overdue	false	false	false
17	Lost and Paid	false	false	false

Adding Item Statuses

In the New Status field, enter the name of the new status you wish to add.
Click Add.
Locate your new status and check the Holdable check box if you wish to allow users to place holds on items in this status. Check OPAC Visible if you wish for this status to appear in the public catalog. Check Sets copy active if you wish for this status to set the active date for new items.
Click Save Changes at the bottom of the screen to save changes to the new status.

Highlight the statuses you wish to delete. Ctrl-click to select more than one status.
Click Delete Selected.
Click OK to verify.

You will not be able to delete statuses if items currently exist with that status.

Double click on a status name to change its name. Enter the new name.
To change whether a status is holdable, visible in the OPAC, or sets the item’s active date, check or uncheck the relevant checkbox.
Once you have finished editing the statuses, remember to click Save Changes.

To report a problem with this documentation or provide feedback, please contact the DIG mailing list.