Set Check In list view fields for patron and item data

To specify the information that appears in the list view of the Check In workform:

Note:
You can set these options at the system, library, or branch level.

  1. In the Administration Explorer tree view, open the Parameters folder for the organization, and select the Patron Services tabbed page in the details view.
  2. Double-click Check-in: Listview options. The Check-in listview options dialog box appears.

CheckInListOps.gif 

  1. In the Normal column, select the fields (Title, Material Type, Call Number, Shelf Location, Patron Name, Assigned Branch, Collection) to display for normal check-in. The selected fields will be displayed as data columns in the Check In workform list view for normal check-in. The title field includes issue information for serials.

Note:
Select Assigned Branch if you allow circulation staff to change an item’s barcode, circulation status, or shelf location from the Check In Workform. These operations can be performed only when an item’s assigned branch is the same as the workstation’s logged-in branch, so it is useful to know the assigned branches of the items in the Check In list view.

  1. In the Bulk column, select the fields (Title, Material Type, Call Number, Shelf Location, Patron Name, Assigned Branch, Collection) to display for bulk check-in. The selected fields will be displayed as data columns in the Check In workform list view for bulk check-in.

These settings (except Patron Name) are also used in the Check-In Shelf-Ready Materials workform if your library sends Enriched EDI orders using Polaris Acquisitions and receives and checks in shipments of shelf-ready barcoded materials. Checking In Shelf-Ready Items.

  1. Click OK on the dialog box. The Administration Explorer appears.
  2. Select File | Save.