2. Add records to a label print list
Discover how to add a record to the label print list and how to view the label print list.
Add a single record to a label print list while receiving
- From the left navigation, click Receive and Invoice.
- Select Monograph from the Processing type drop-down list.
- Select Receive from the Action drop-down list.
- Click View Items.
- Click the Search Text form field and then press <Enter>.
- Find the items you want to receive and invoice.
- Search by barcode, ISBN, ISSN, OCLC number, or title, using the search box. Search results appear automatically when you stop typing.
- To return to the list of outstanding items, delete all text from the search box.
- Barcode searches are possible only after importing shelf ready data. See Import invoice and shelf-ready data.
- Enter the full Order Number (PO number), including "PO" and dashes (-), in the Search box. Search results appear automatically when you stop typing.
- To return to the list of outstanding items, delete all text from the search box.
- You may also narrow your search by one of the filters below.
- Search filters - Table
-
To search by |
Use retrieval method |
Suche |
Select an index with which to limit your search from the list:
- Keyword
- Title (default)
- Copy Number
- Barcode
- Invoice Number
- ISBN
- ISSN
- Order Item Number
- Order Number
|
Content Type |
Select the content type of the item from the list.
- To return to the list of all items, select the blank space in the list.
|
Branch |
Select the branch the item is to be delivered to from the list.
- The branch is in the Location column on the order.
- To return to the list of outstanding items, select the blank space in the list.
|
Order Status (not available for editing when action is set to Receive) |
Select the degree to which the order has been placed:
- Ordered
- Cancellation requested
- Not cancelled
- Cancelled
|
Receipt Status |
Select the degree to which the order has been completed. Options differ by processing type. |
Purchase Status |
Select the degree to which invoicing has been completed:
- Not invoiced
- Partially invoiced
- Invoiced
- Partially paid
- Paid
|
- Fill in call number fields. Follow local practice.
- Fill in the barcode field (use a scanner or type barcode). If you type in the barcode, press <Enter> to receive and invoice the item (the cursor must be in the barcode field when you press <Enter>):
- Result
-
- The item moves to the Items processed in this session area at the bottom of the screen.
- The barcode links to the item record.
- The item is now available in WMS Circulation and WorldCat Local/Discovery.
- If the item has a hold or a Requestor, the system displays an alert at the top of the screen by default. Contact OCLC Support or your Implementation Manager to turn off this feature.
- To set cost of item
-
The cost field (876 $c of the LHR) is filled in automatically with the price of the item from the order. When the item is received, its cost is assigned according to either:
- Total unit cost (including any service charges, shipping, discounts, or taxes). This is the default for all existing and new libraries.
- Unit cost (excluding any service charges, shipping, discounts, or taxes)
- No cost is assigned
To change how item cost is assigned, contact OCLC Support or your Implementation Manager.
- From the Items Processed section, click the barcode to open the Item Details screen.
- Click Send to Label Print List. The Send Record to Label Print List dialog window opens if you have more than one label print list.
- From the Send Record to Label Print List dialog window, select the Label Print List Name to which you want to send the record from the drop-down list.
- Click Send. You will receive a message indicating whether or not the record was sent to the label print list. If the system was unable to send the record, a reason will be given.
- (Optional) Click the label print list name in the confirmation message to open the label print list.
Add a single record to a label print list
- On the left navigation, click Discover Items.
- Select Local Holdings Records from the Data Type drop-down list.
- Select Barcode from the Index drop-down list.
- In the Term(s) field, enter your item barcode. The search field will expand to fit your search terms, if needed.
- Click Search or press <Enter>.
- From the results list, click the item barcode of the item record you want to add to a label print list to open the Item Details screen.
- From the Item Details screen, click Send to Label Print List. The Send Record to Label Print List dialog window opens if you have more than one label print list.
- From the Send Record to Label Print List dialog window, select the Label Print List Name to which you want to send the record from the drop-down list.
- Click Send. You will receive a message indicating whether or not the record was sent to the label print list. If the system was unable to send the record, a reason will be given.
- (Optional) Click the label print list name in the confirmation message to open the label print list.
- Repeat for all items that need labels (e.g. all items on cart).
Add multiple records to a label print list
Note: You can add up to 100 records to a label print list at a time.
- On the left navigation, click Discover Items.
- Select Local Holdings Records from the Data Type drop-down list.
- Select an index from the Index drop-down list. See Select a search index below for details.
- In the Term(s) field, enter your search terms. The search field will expand to fit your search terms if needed.
- Click Search or press <Enter>. The Search results page appears with the matching local holdings records listed in a table.
- Select one or more local holdings records that you want to send to a label print list.
- Select Send to Label Print List... from the Actions drop-down menu. The Send Record to Label Print List dialog window opens if you have more than one label print list.
- From the Send Record to Label Print List dialog window, select the Label Print List Name to which you want to send the records from the drop-down list.
- Click Send. You will receive a message indicating whether or not the records were sent to the label print list. If the system was unable to send any of the records, a reason will be given.
- (Optional) Click the label print list name in the confirmation message to open the label print list.
- Select a local holdings record search index - Table
-
Index |
Field |
Available sub-selections |
Action Note |
583 |
|
Barcode |
876 |
|
Bibliographic Control Number |
014 when ind1=1, a |
|
Branch/Shelving Location |
852 |
sub-selection |
Available options |
Branch |
Select a branch location from the drop-down list. Or Enter the name of a branch location in the text field. As you type, the system automatically suggests names of potential matches. If the branch name entered does not appear in the drop-down list, press <Enter> to add it to the list. |
Shelving Location |
Select a shelving location from the drop-down list. Or Enter the name of a shelving location in the text field. As you type, the system automatically suggests names of potential matches. If the shelving location entered does not appear in the drop-down list, press <Enter> to add it to the list. |
|
Call Number |
852 |
|
Holdings Record Number |
014 when ind1=0, a |
|
Lending Policy |
008/20 |
Sub-selection |
Available options |
Options |
Limited lending policy |
Will lend |
Will lend hard copies only |
Will not lend |
Unknown |
|
LHR Control Number |
001 |
|
MARC Organization Code |
014b |
|
OCLC Number |
004 |
|
Private Note |
876 |
|
Public Note |
876 |
|
Reproduction Policy |
008 |
sub-selection |
available options |
Options
|
Will not reproduce |
Will reproduce |
Unknown |
|
Temporary Shelving Location |
876 |
sub-selection |
available options |
Branch |
Select a branch location from the drop-down list. Or Enter the name of a branch location in the text field. As you type, the system automatically suggests names of potential matches. If the branch name entered does not appear in the drop-down list, press <Enter> to add it to the list. |
Shelving Location |
Select a shelving location from the drop-down list. Or Enter the name of a shelving location in the text field. As you type, the system automatically suggests names of potential matches. If the shelving location entered does not appear in the drop-down list, press <Enter> to add it to the list. |
|
View a label print list
On the Label Print Lists screen, you can select which label print list will be selected as the default when sending records to a label print list.
- In the left navigation, click My Labels > Label Print Lists. From the Label Print Lists screen, you can:
- Click the Delete row button () to delete a label print list. When you delete a label print list, any records on the list will also be deleted.
- Click the Label Print List Name that you want to view. The Label Print List screen contains:
- The Label Print List Name and Description.
Note: The Label Print List Name is required for a label print list.
- Two accordions:
- Records - View all records that were added to the label print list and delete labels as needed
- Layout - Preview how labels will look and make additional edits