Item alerts pop up on the screen when the item is checked in and/or checked out to alert staff that something further needs to be done with or known about the item.
To add an item alert:
In the item attributes section of the Holdings Editor, click Item Alerts.
- Choose a type from the dropdown list.
- Type in the message.
- Check the box for Temporary? if the alert is only needed to resolve a particular issue.
Click Add New. The alert will display as a pending new alert.
Click Apply Changes.
- Back in the holdings editor, click Apply All, Save & Exit.
- The alert will appear at check out and/or check in depending on the alert type choosen.
To edit an item alert:
In the item attributes section of the Holdings Editor, click Item Alerts.
Make the the necessary changed and click Apply Changes
- Back in the holdings editor, click Apply All, Save & Exit.
- The updated alert will appear at check out and/or check in depending on the alert type choosen.
To delete an item alert:
In the item attributes section of the Holdings Editor, click Item Alerts.
Check the box for Clear? beside the alert you’d like to delete and click Apply Changes
- Back in the holdings editor, click Apply All, Save & Exit.
- The alert is deleted and will no longer appear at check out and/or check in.
Note
You can also view, edit, and delete item alerts from Item Status by clicking on the Manage button. A count beside the button indicates how many alerts are on the item. This button opens the older version of the alerts pop-up.
Manage is greyed out if the item does not have an alert.
Notes can be added to item records. Notes will not show up when items are retrieved, but they can be made public and displayed in the public catalogue.
To add an item note:
In the item attributes section of the Holdings Editor, click Item Notes.
- Enter a title for your note.
- Enter the content of your note.
- Check the box for Public Note if the note should display in the public catalogue.
Click Add Note.
Click Apply Changes.
- Back in the holdings editor, click Apply All, Save & Exit.
The note is now applied to the item and will display in the public catalogue if set to be public.
To delete an item note:
In the item attributes section of the Holdings Editor, click Item Notes.
Click Remove beside the note you would like to remove.
Click Apply Changes.
- Back in the holdings editor, click Apply All, Save & Exit.
- The note is now removed from the item.
Note
Currently notes cannot be edited.
The item tag option is hidden by default in the Holdings Editor as item tags are not currently used by Sitka.
Item Statistical Categories, also referred to as item stat cats, can be used to capture item information the library needs that isn’t otherwise captured in the item record. This information can be used in reporting.
For information on creating and editing statistical categories see Statistical Category Editor.
The Stat Cat Filter enables you to specify the organizational level at which statistical categories display. For example, if you have federation wide stat cats as well as library specific ones you can set the filter to your federation or your library to change what stat cats display.
To apply a statistical category value:
In the item attributes section of the Holdings Editor, click on the statistical category you would like to enter a value for.
- From the drop down menu select the value you would like to apply to the item.
- Click Apply.
- Click Apply All, Save & Exit.
To clear a statistical category value:
In the item attributes section of the Holdings Editor, click on the statistical category you would like to clear the value for.
- Click Clear.
- Click Apply All, Save & Exit.
Tip
Statistical categories can be set as required. When required the statistical category is highlighted in orange and the item cannot be saved until a value is entered.
