Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Anchor
top
top
Summary: Item records  Information concerning the creation, requirements, and elements of item records in the Sierra database software client.


Warning

This procedure is archived and no longer valid following the June 2022 system migration from Sierra to FOLIO. It has been retained for historic value only. It is not updated or reviewed. 


Table of Contents
printablefalse

Warning

Page in progress! Information not finalized.

Required fields in monograph item records

  • Copy number
  • Itype
    • system supplied at creation, unless a unique circulation rule is needed
  • Location
  • Status
  • Agency code
    • system supplied
  • Volume field
    • if title is a multi-volume work

Required fields in serial item records

  • Copy number
  • Icode1
    • if the title has limited circulation for a period of years)
  • Itype
    • system supplied
  • Location
  • Status
  • Agency code
    • system supplied
  • Volume field
    • unless an unbound issue of the title

Variable fields found in item records

  • Barcode
  • Call numbers
    • 050, 090, 092, 099, and 086 all permissible
    • used when a piece has a call number different than the one in the bib record
  • Staff note
  • Supervisor note

  • Problem noteoften used with a code in the Imessage field

    General info

    Item records are a proprietary part of the III Sierra ILS client. Like order and checkin records, item records are attached to bibliographic records. 

    Item records facilitate circulation of materials and other inventory control functions. Information in item records generates a display of some information in the public catalog, including an item's status, its location, its copy or volume number, etc.

    In general, any bibliographic record should have at least one item record attached. Multi-part works receive one item record for each circulating physical piece. 

    Back to top


    Item record fields

    Item records contain both fixed fields which expect certain codes, and variable fields where text strings of any kind may be entered.

    Fixed fields

    Field (& tag)FunctionCodes/content

    Required for monograph item records?

    (i.e., cataloger or processor must enter manually)

    Required for serial item records?

    (i.e., cataloger or processor must enter manually)

    Copy #displays copy numbering in OPAC

    2, 3, etc.

    (warning)

    if not copy 1

    (warning)

    if issue is not copy 1

    Icode1used in some older serial records to record publication year; no longer in use for new items 

    (error)

    system supplied at creation, defaults to 0

    (error)

    system supplied at creation, defaults to 0

    Icode2suppression or special status

    blank = available

    s = suppressed

    d = delete

    e = electronic

    f = Faculty Books

    m = missing pages

    x = repair to text

    v = ROVI local (objectionable content)

    w = withdrawn-supp

    (error)

    defaults to blank

    (error)

    defaults to blank

    Itypedefines different circulation rules and loan periods

    see codes below

    also see Innovative documentation: Item Types Table

    (warning)

    defaults to 0 Normal; change if item requires different status 

    example: SPC items are always Itype 199

    (warning)

    defaults to 0 Normal; change if item requires different status 

    example: SPC items are always Itype 199

    Locationdisplays sublocation in OPACsee Location chart(tick)(tick)
    Statusdisplays availability in OPAC see codes below

    (warning)

    defaults to - Available; change if item requires different status 

    example: SPC items are always Status o

    (warning)

    defaults to - Available; change if item requires different status 

    example: SPC items are always Status o

    Imessage

    prompts a pop-up message when the piece is being checked in or out and needs review

    must be used in conjunction with supervisor note (m) or problem note (e) (see below), or a message will not display

    when a piece is checked in, the popup message will signal the piece to be placed on the CatReview shelf for CatMan

    - No message

    p = Problem

    d = Dummy
    (created from III migration to NOTIS & no piece matched to the record – remove “d” when barcoding)

    f = On the fly
    (record created during check-out)

    x = Cat review

    l – Lost & Paid

    r = Needs repair

    a = Disk in pocket

    (error)

    defaults to - No Message

    (error)

    defaults to - No Message

    Agency codeidentifies the library that owns the item

    001 = MSU

    002 = Law Library

    003 = Library of Michigan

    (error)

    system supplied at creation

    (error)

    system supplied at creation


    Variable fields

    Field (& tag)FunctionCodes/content

    Required for monograph item records?

    (i.e., cataloger or processor must enter manually)

    Required for serial item records?

    (i.e., cataloger or processor must enter manually)

    Volume field (v)displays volume numbering in OPAC

    v.1, b.3, etc.


    (warning)

    if title is a multi-volume work

    (tick)

    unless an unbound issue of the title

    Barcode (b)contains barcode number generated by Sierra and labeled onto physical piece; facilitates circulationalphanumeric string generated automatically by Sierra

    (tick)

    entered by CatMan staff

    (tick)

    entered by CatMan staff

    Call number (c)if item call number differs from c-tagged call number in bib record

    formulate normally, with MARC subfield coding

    see Call numbers for more details

    (warning) 

    if item call number differs from c-tagged call number in bib record

    (warning)

    if item call number differs from c-tagged call number in bib record

    Staff note (f)does not display publicly; allows staff to enter notes, reminders, etc.
    (error)(error)
    Supervisor note (m)

    appears as pop-up note at check-in or out providing instructions for Patron Services staff, usually for notifying when pieces have attached supplements, number of supplements, or where to send an item when returned

    use with Imessage code (or no pop-up message will be generated)


    (error)(error)
    Problem note (e)

    can be used to have a piece returned to a specific staff member after circulation

  • Work stats identifying the cataloger
  • 945 fields containing

    use with Imessage code (or no pop-up message will be generated)

    example: Please return to Autumn F. in CMS for re-classification(error)(error)
    Workstat (w)identifies the cataloger, their unit, the type of material, and the type of cataloging performedsee Workstats formatting(tick)(tick)
    945 contains information from the previous library catalog
    Other fields

    (error)(error)


    Note

    Note that some other item record fields or codes not listed here are often used by Course Reserves, Inter-Library Services, Binding Prep, Patron Services, and Preservation/Conservation.

    Back to top


    Itype field codes

    ITypesCirculation time periodCatalog displayMeLCat display
    0NormalCheck shelfAvailable
    1**1 hourCheck shelfNot requestable
    2**2 hourCheck shelfNot requestable
    321 daysCheck shelfNot requestable
    4**4 hour no overnightCheck shelfNot requestable
    714 daysCheck shelfAvailable
    10**1 hour no overnightCheck shelfNot requestable
    20**2 hour no overnightCheck shelfNot requestable
    24**24 hourCheck shelfNot requestable
    72**72 hourCheck shelfNot requestable
    99NonCirc periodicalCheck shelfLib use only
    168**168 hour

    198MeLCat nonrequestable 
    7 & 14 day loans
    Check shelfNot requestable
    199NonCirc materialLibrary use onlyUnavailable


    Back to top


    Status field codes


    CodesMeaningsPublic display
    -
    AVAILABLE
    o
    LIB USE ONLY
    bBind Prep – items with missing pages, awaiting the arrival of replacement pages on ILL; when the pages are received, the pages will be tipped in or the volume will be rebound.ASK AT PATRON SERVICES: B
    cThese are in the "Collection renewal" process but we shouldn't get requests for status C items because the OPAC indicates that the patron should request an ILL.REQUEST ILL
    dGov docs microforms "shelved" in file drawers.CHECK DRAWER
    eUsed in item records for electronic resources to provide the OPAC status display of "electronic." The location also indicates "electronic resource."ELECTRONIC
    fUsed for Law School items that are non-circulating to all categories of borrowers except Law School faculty.ON-SITE USE
    j
    REQUEST ILL
    l

    Used by staff in library locations for which Patron Services does not do searches:

    • Fine Arts
    • Gov Docs
    • Reference
    • branches

    Indicates item is lost or that staff in that location are searching for the item because it has been requested by a patron. Essentially, these are the same as status M, but we use different status codes to keep track of which are Steve's searches and which are being done by someone else.

    LOST: TRY ILL
    mInserted when Steve, in response to a patron search request, places a hold on an item that is not checked out and answers "Yes" to the question about making it missing. M is a "special" status that creates a system-generated missing list that Patron Services uses for searching.LOST: TRY ILL
    nChecked out to a patron and long enough overdue that a replacement bill has been sent to the patron. Patron has been billed but has not yet paid for the item.BILLED
    rIn Bind Prep or Conservation awaiting repair; if a patron requests one of these, do a Search request. Steve will work with Nora and/or Lisa to find it and rush the repair so the patron may have the item quickly. If that is not possible, Steve will refer the patron to ILL.ASK AT PATRON SERVICES: R
    sA system-defined status that we don't currently use. Its special Innovative "qualities" probably make it impossible for us to use for purposes other than III intended.ON SEARCH
    tMoving from one library location to another. This "special" status will disappear when the item is checked in at its owning location. (We need to run some lists and excise old ones that didn't get cleared.)IN TRANSIT
    wWet books being freeze-dried in the Main Library Preservation Freezer.REQUEST ILL
    zThe system enters Z when Patron Services uses the "claim return" function to flag the record for searching. It also inserts a SUPERVISOR note in the item and patron fields. Items with this code are actively being searched. RETDBKSEARCH
    @On loan through MelCat.OFF CAMPUS
    $Lost and paid for by patron; bibliographers will be notified via the Lost and paid procedures worked out among the branches, Patron Services, CatMan, and Collection Management/Bib Support.LOST & PAID
    !On the hold shelf at Main Patron Services, Library of Michigan, Fine Arts, a branch, or the Law School, awaiting patron pickup.ON HOLDSHELF
    LM codeLM RECOVERY
    gLM code?NEW BK SHELF
    hLM Technical ServicesLM TECH SERV
    pLM code?ON TEMP LOAN
    uLM code?ON DISPLAY


    MelCat status codes

    The following appear only in virtual MelCat item records, so they are seen only through patron records and in the InnReach module.

    CodesMeanings
    (MelCat Paged
    &MelCat Loan Requested
    @On MelCat Loan
    #MelCat Received
    %MelCat Returned
    )MelCat Cancelled
    _
    (underscore)
    MelCat Re-requested
    +MelCat Renewal Pending
    =MelCat Renewal Denied

    Back to top


    Legacy policies?


    Warning

    This section contains migrated information that is likely outdated!


    • Inventory field (INVDA) will be updated when apiece is sent to the Main New Book shelves.
    • All new item records for branch libraries will be placed “in-transit” before the piece leaves Catalog Maintenance.
    • Sublocations in the location field will be filled in by the branch library receiving the piece except for the following locations: Main Library Reference and the Gerald M Kline Digital and Multimedia Center.
    • Records for electronic titles will have an item record. Item records for Serials Solutions titles will be suppressed from display.
    • 4/24/07
  • Substep a

  • Substep b
  • Substep c
  • Back to top 

    Step 2

    • Substep a

    • Substep b
    • Substep c

    Back to top

    Step 3

    • Substep a
    • Substep b
    • Substep c

    Back to top

    Step 4
    • Substep a
    • Substep b
    • Substep c

    Back to top



    Panel
    borderColorblack
    bgColor#F8F8F8
    borderWidth1
    borderStylesolid
    titlePolicies
    • An item record will be attached to each bibliographic record (with the exception of some Serials Solutions electronic journal records)
    • A barcode will be placed in an item record even if the location is non-circulating (with the exception of Special Collection and Turfgrass Beard materials).
    • When a copy or volume of a title is withdrawn, the item record will be deleted.
    • Dummy items were created during the migration to the III system. If a barcode is added to a dummy item, the code in the Imessage field representing "dummy" should be removed.


    Page Properties
    idpage-info


    ContactLisa English
    TeamCatMan
    UpdatedJune 2022
    CreatedApril 2018