Update Barcode

1. Using the Actions menu on the line item, click Actions → Update Barcodes.

   1. The line item must be marked as received before you can update the barcode.
2. The Volume/Copy Editor will open in a new tab.

Holdings Maintenance

1. Once an item is received it is possible to use the Actions menu to go directly to Holding Maintenance to view and edit the holdings for a line item.
2. Open a purchase order.
3. Using the Actions menu on the line item, click Actions → Holdings Maint..
4. The Holdings Maintenance screen will open in a new tab.
5. See Adding Holdings for further instructions.

Claim

1. Using the Actions menu on the line item, click Actions → Claims (0 existing).
2. Check the boxes adjacent to the copies you wish to claim and click Claim Selected.
3. From the Claim Type drop down menu select the Claim reason.
4. Enter a note(optional) and click Claim.
5. Claim vouchers for the claimed items will appear.

6. Click Print to save or print out your vouchers.

   1. The voucher can be mailed or emailed to the provider to initiate the claim.
7. The number of existing claims on the line item updates.

View History

1. Using the Actions menu on the line item, select Actions → View History.
2. By default the newest changes appear first. Use the column headers to sort.