The Item Status Editor is used in very specific cases when Horizon’s normal item status change capabilities are not sufficient.
When an item is in one of the following statuses, Horizon will not allow a normal item status change: Item Hold Expired (e), Item Being Held (h), Transit (tr) or Transit Request (th).
For example, if there is an item in Item Hold Expired status and you would like to put it in Trace status, going through the normal item status edit procedure simply won’t work. Horizon won’t allow the change. In this case, you’ll need to use the Item Status Editor to force the change.
Opening the Item Status Editor
The Item Status Editor is found in the Circulation section of your navigation pane in Horizon. Simply double click on it.
21.4 Configuring the Item Status Editor
Open the Item Status Editor and click on the Config button. Set as follows… IP address: sdsql01.dynixasp.com Port: 1438
Database: dcls User: dclsstaff Password: myd@t@!
21.5 After clicking OK, return to the configure screen and set the “From Item Status” and “To Item Status” tabs. Check all the boxes next to the statuses you want to be able to change. At the very least, check TRANSIT and TRANSIT REQUEST on the ‘From’ tab and TRACE on the ‘To’ tab.
Using the Item Status Editor
When you open the Item Status Editor, you’ll see the following box:
21.6 Select the desired status.
Scan the item
21.7 In a case when the item is on hold for someone, you’ll see the following message after you scan the item
Simply click “Yes” and the next available copy will be made available for this borrower.
21.8 When to use the Item Status Editor
1. When a borrower wishes to change the pickup location of an item that is already on your holds shelf.
a. Change the status to Transit Request and then select the desired library. b. Send the item on delivery.
2. When an item on your Expired/Canceled Holds list is not on the holds shelf. a. This may mean that the borrower has taken the item home with them
without checking it out. Place these items in Trace status.
3. When an item on hold for a borrower cannot be located on the hold shelf. a. Simply change the status to Trace. This will put the next available copy
on hold for this borrower.
4. Any time an item is in Transit or Transit Request status and you need to change it.
Note: Occasionally, the Item Status Editor won’t allow you to force an item into Transit Hold and change the pick-up location. You’ll see the following error message: Java.lang.IllegalArgumentException: Row index out of range
Handle these items the “old-fashioned way.” 1. Extend the pick-up date.
2. Create a note on the patron’s account stating that that the hold item is being sent to another branch for pick-up. 3. Include in the note a message for staff to call the patron when the item arrives at the destination branch.
22.1 Chapter 22 ILL/DISTRICT LOAN
If DCLS doesn’t own a particular item, we can borrow it from another library in the Capital Area District or through Interlibrary Loan.
Patrons must be in good standing to request an item through ILL. Accounts must be paid down to under $5.00 before a borrower can check the ILL item out. And if the borrower is in Credit Bureau, we cannot place the order for him or her at all.
Managers reserve the right to purchase items, in paperback format, rather than requesting them through ILL. If it is decided to purchase an item for the collection, the manager will add the title to the ILL or Buy list on Ipage.
Titles added to list need to include the following in the note field: Patron name
Patron ID number Library requesting item Staff’s initials
We can request an item through ILL or District Loan if the item is not available on the DCLS catalog (in the desired format) or if DCLS owns the title, but it is not presently available because it is in a temporarily non-circulating status.
2. Other reasons include if there is a waiting list of more than three people for an item, but only if…
3. It is not a new item OR
4. It is not part of a book club Requesting an ILL/District Loan:
Submit a request in the ILL/District Loan Request application. You can access this application through the Interlibrary Loan button on the left side of the homepage.
1. Log into the application with your library’s username and password. Click on the Submit tab.
2. Complete the form. Provide as much information as possible. This application can only be used for specific items with known titles and authors. This is not for subject searches.
3. Once the form is filled out, check the District Library catalogs (CCLS,
Hershey/Middletown & Perry County libraries) to see if the item is available as a district loan.
a. If it is available from one of the district libraries, then log into their catalog with your library’s account and request the item.
22.2 i. Return to the ILL/District Loan application. Change the
request’s status to the appropriate District Loan status. 1. Click on Status on the left side of the screen 2. This will display a drop-down menu. Select the
appropriate status.
a. District Loan CCLS Quick: Item is immediately available form CCLS
b. District Loan HER/MDT Quick: Item is
immediately available from Hershey/Middletown c. District Loan Perry Quick: Item is immediately
available from Perry County Libraries d. District Loan CCLS Wait: Item is currently
checked out or on hold at CCLS
e. District Loan HER/MDT Wait: Item is currently checked out or on hold at Hershey/Middletown f. District Loan Perry Wait: Item is currently
checked out or on hold at Perry County Libraries b. If the item is not available from the district, go back to the ILL/District Loan application and change the request’s status to Interlibrary Loan. 4. Items newer than six months may not be requested through ILL/District Loan.
If a borrower would like to borrow a new item that is not part of our collection, fill out the Suggest a book form found on our website. The Queue
The ILL/District Loan application includes a work queue which displays tasks to complete.
1. Any new request entered by Staff Access requires attention. This is a staff- facilitated request submission. Search the district catalogs for the item according to the instructions listed above.
2. Any request with a telephone icon will require a phone call to the borrower. This could be for reasons such as informing the borrower that the requested item has arrived, been denied or if there is still a question about the item.
22.3