Item Status

To navigate to the item status editor from the staff client menu, select AdministrationServer AdministrationItem 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

  1. In the New Status field, enter the name of the new status you wish to add.

  2. Click Add.

  3. 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.

  4. Click Save Changes at the bottom of the screen to save changes to the new status.

Adding item statuses

Deleting Item Statuses

  1. Highlight the statuses you wish to delete. Ctrl-click to select more than one status.

  2. Click Delete Selected.

  3. Click OK to verify.

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

Editing Item Statuses

  1. Double click on a status name to change its name. Enter the new name.

  2. To change whether a status is holdable, visible in the OPAC, or sets the item’s active date, check or uncheck the relevant checkbox.

  3. Once you have finished editing the statuses, remember to click Save Changes.

Editing item statuses