2 ITEMS WORKING MODES

The Items function is divided into two working modes: Overview mode and Functional mode. Each mode is selected by clicking one of the buttons in the upper link frame.



2.1 OVERVIEW MODE

The Overview mode displays a tree of the records in the system that are related to an item. In this mode records can be "pushed" from one module or functionality to another. The Overview mode is comprised of two panes. The left side of the pane, which contains the Overview Tree, and the right side of the pane, which contains the Record Bibliography window.

The Navigation Pane displays the Overview Tree, which shows the records in the system that are related to an item.



For example, it displays the bibliographic record, the holdings record and the HOL record. These can be further sub-divided into: Items, Subscriptions and Orders.

Highlighting an item record in the Overview Tree will display its details in the rightside of the pane.

Highlighting a BIB record node in the Overview Tree and clicking Cataloging transfers the highlighted BIB record to the Cataloging module and will activate the HOL Records tab in the lower pane. The HOL Records tab lists the holdings records linked to the record displayed in the Catalog Editor.

Highlighting a record in the Overview displays its details in the right side of the pane as follows:



Each record may be edited by selecting one of the following buttons.

-> Catalog Record
Click the Catalog Record button to edit a highlighted record in the Overview Tree.

-> Items
Select the Items button to modify an item highlighted in the Overview Tree.

-> Circulation
Select the Circulation button to transfer a highlighted item in the Overview Tree to the Circulation module.

-> Acquisitions
Select the Acquisitions button to transfer a highlighted item in the Order List to the Acquisitions/Serials module. This will enable the user to view and manage related Serials functions.

-> Serials
Select the Serials button to transfer a highlighted item in the Overview Tree to the Serials function in the Acquisitions/Serials module. This will enable the user to view and manage related Serials functions.

-> Push to Search
Select Push to Search to transfer a highlighted record to the Search function.

2.2 FUNKTIONSMODUS

The Functional mode provides access to various items functions, such as creating a new item or updating the details of an existing item. In addition, this mode displays various items details.

The Functional mode displays the Item Tree:



Items List
Displays all the items associated with a bibliographic record and enables access to various Items functions.

All Items History
Displays the log of changes made to item records.

Item
Displays details regarding a specific item.

Bibliographic Info.
Displays bibliographic details from the associated bibliographic record.

Trigger List
Displays a list of triggers related to a record.

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