Tip of the Week: Batch Updating/Checking Items in the Item Status Screen

Have you ever done a careful inventory scan of a specific shelving location and wanted to know more about the items you scanned besides their barcode and comparing them with a report?The item status screen is a very useful tool for catalogers as well as staff wishing to make batch changes on a set of barcoded items. It is especially useful when you have a scanned list of barcodes of items you’d like to “clean up” — e.g. change shelving location, circulating library, circulation modifier, holdable status and more. Start off by scanning a list of barcodes into a file that looks like this (plain text with a .txt extension):Screen Shot 2013-11-19 at 1.58.15 PM1) Open up the Item Status Screen using the F5 key or clicking on the Item Status Button.2) Make sure that “Trim List” is unchecked. Otherwise you will only see 20 results in your screen and Evergreen will truncate the rest. Upload your text file of barcodes by clicking on “Upload from File”.Screen Shot 2013-11-19 at 1.44.36 PM3) You should see an “Action Succeeded” message and a list of item information in the screen.Screen Shot 2013-11-19 at 1.45.41 PM4) From here you can select the Column Picker and choose which pieces of information you’d like to see listed about the items. You can sort the data by clicking on the heading, e.g. “Status” if you wanted to listed all the similar status types together.Screen Shot 2013-11-19 at 1.46.00 PM5) Highlight as many items as you wish by holding down either shift (for all in a row) or control (one item at a time) and build up a list of items you would like to edit. Click on “Actions for Selected Items” and choose “Edit Item Attributes”.Screen Shot 2013-11-19 at 1.46.12 PM6) The familiar Item Attributes screen should come up, only with a lot more information listed. By clicking on one of the attributes you will be changing that information row for all of the selected titles. So be careful that the change you meant to make is for all the items selected.Screen Shot 2013-11-19 at 2.06.27 PM

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