Modify an Item Record

If you have the required Polaris staff client permissions to edit item records, you can modify item records in Leap.

You can edit the following fields on the Details view of the Item Record workform:

Note:
The following fields cannot be changed for electronic items: Non-circulating, Display in PAC, Barcode, Bib Control Number. The Find Tool is also disabled so you cannot search for and select a different bibliographic record.

• Barcode
• Collection
• Shelf Location
• Temporary Location
• Owning Branch
• Assigned Branch
• Price
• Circulation Status

Note:
If you change the item to an Unavailable status, and it is the last copy linked to that bib, you can uncheck the Display in PAC box on the Bibliographic Record workform.

• Bib Control Number - Type a different bib control number or click FIND to search for and select a different bibliographic records.
• Parent Item
• Display in PAC

You can edit the following fields on the Controls view of the Item Record workform:

• Material Type
• Loan Period
• Renewal Limit
• Statistical Code
• Home Branch
• Do not float
• Call Number Scheme
• Cutter
• Volume
• Prefix
• Suffix
• Copy
• Classification
• Name of Piece
• Loanable outside system
• Do not mail to patron
• Holdable
• To indicate limits on the holds, use the check boxes under Hold Limited To:
  • Pickup at this branch
  • Patron from this library and branches
  • Patrons from this branch only
  • Preferred borrowers

You can edit the following fields on the Blocks and Notes view of the Item Record workform:

• Library Assigned Block
• Free Text Block
• Public Note
• Non-Public Note
• Physical Condition
• Special Item Check-In

You can edit the following fields on the Source and Donor view of the Item Record workform if the item record was not created from a purchase order:

• Funding source
• Donor First Name
• Middle
• Last Name
• Donor Organization