Wand into file
Items can be wanded into a selected file. This is useful if you wish to use the group of items in a Report e.g. Spine Labels or wish to create a file for the Mass Deletion or Change of items e.g. MassReturn of Items to SLOWA.
- Launch the Amlib client
- Open the Stockitem module
- Select File > WandIntoFile – the Wand Into File screen will open
- Click the F4 Select button – the Stockitem Saved Query Results screen will open
- Highlight an existing file, or click the F1 New button to add a new file (name it and then click the F3 Save button)
- Saved File: = selected file (for example: Add Subject Headings or Spine labels)
- Scan all items
- Close out of Wand Into File window when complete
- In Stockitem module, select File > DisplayFile – the Stockitem Saved Query Results screen will open
- Highlight the saved file (for example: Spine labels) and click the F9 Select button
- Highlight all the items in the table
- Select XReferences > Catalogue
- This will bring up the table in the Catalogue module
- Select File > Save All
- Highlight an existing file, or click the F1 New button to add a new file (name it and then click the F3 Save button)
- Click the F9 Select button. This will bring up the table of items and the use of Menu Options.
Table menu options
Add to reserve list
The file contents are added to the Reserves Items List. The Reservation application is activated, ready to enter the Borrower Identity. The items can then be reserved by pressing [F2] for all items, or select the items from the Item list and press [F3] to reserve the highlighted items.
ChangeDatesDue
This enables a File of items to be changed in regard to Due Date without having to find the borrowers and items to renew them. However, the process will only apply to items with a date due format (not hourly format) and will not check the Calendar for closed dates.
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Ensure the date entered is a valid date and not a closed date, as no checking will occur |
WARNINGSave the items to a File. If it is a new File press New [F1] and type a description. Press Save [F3].
Highlight the File and press [F9] Select or create a new file, save and select. Close out of the Files and go back to the Stockitem window and select File > Display File. Select the relevant File and highlight the items to which the Mass Date Change will apply.
MassItemDeletion
Stockitems can be deleted “en masse” by creating a table of Stockitems. From the Stockitem screen, perform a query from a relevant field or wand into a file. From a resulting table, select the Stockitems to be deleted by highlighting the rows. To select more than one item, press the Control key and click the particular items with the left mouse button for individual items. To select a range of items, highlight the first item in the range. Find the final item for the range and press the Shift key and click with the left mouse button.
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This option is useful when returning SLOWA (State Library of Western Australian) stock or to facilitate the weeding of the collection, particularly in relation with the Wand in File facility |
From the Table menu, select MassItemDelete. You will be given the option to receive a confirmation at each deletion.
No: All items highlighted in the table will be deleted, unless
- the item is on loan
- has reservations or memos
- If the Stockitem is the last for the catalogue, the catalogue will also be deleted
- No messages display.
Yes: Each item’s ID will display.
- Messages will also display if the item cannot be deleted (e.g. the item is on loan, has reservations or memos).
MassMemoItems
It is possible to attach memos to Stockitems “en masse” by creating a table of items. From the Stockitem Details screen, perform a query from a relevant field e.g. VI in the Form Type field or Wand into file. Select the items to be given memos by highlighting the rows. To select more than one item, press the Control key and click the particular items with the left mouse button for individual items. To select a range of items, highlight the first item in the range. Find the final item for the range and press the Shift key and click with the left mouse button.
After highlighting the items to have Memos created, selecting Table > MassMemoAllItems, will result in a text box displaying, in which the message can be typed. If a Memo Type is selected, the Text of the Memo Type will appear in the Message Box.
Pressing [F3] Save will result in the Memos being created. A message will display when complete.
Mass Memo Data
Show
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Y |
The operator is alerted every time the Item’s identity is entered. |
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N |
The memo can be view from the Item memo option. |
Data
The date (in the format of dd/mm/yyyy) to begin showing the memo. This is defaulted to today’s date, which may be altered.
Data di fine
The date (in the format of dd/mm/yyyy) to finish showing the memo. This is defaulted to the date as calculated in Supervisor > Installation > Stockitem > “Delete memo after xx days”. This may be altered.
Tipo
This field is optional. A type of memo can be entered to assist with deletions, reporting, queries etc. The Memo types can be entered in Supervisor > Application > MemoTypes. It is often useful to have a memo type for reporting and enquiry purposes. It can also save time when the memo is being entered.
Messaggio
Text of up to 250 characters can be entered. The Message will be automatically entered if a MemoType is selected first.
MassMemoDelete
It is possible to delete memos from Stockitems “en masse” by selecting items from a table of Stockitems.
- From the Stockitems Details screen, perform a query or select a file of items.
- From a resulting table, select the Stockitems whose memos will be deleted, by highlighting the rows. To select more than one item, press the Control key and click the particular items with the left mouse button for individual items. To select a range of items, highlight the first item in the range. Find the final item for the range and press the Shift key and click with the left mouse button.
By selecting Table > MassMemoDelete, a Window allows the User to select from a combination of Date range AND/OR Memo Types. Set the Memo date section or the Memo Type section. If you have both Date and Type clauses you may set both sections and perform and AND search.
Options can be chosen from the Mass Memo Delete Window.
| button/field | explanation | |
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| Memo Date | ||
| Ignore the date when deleting Memos | No check of the Date is performed when deleting the Memos from the items highlighted in the Table | |
| Only Delete Memos within a Date range | Minimum Date | The date entered in this Field (e.g. 01/11/03) will be used as a beginning range for deleting the Memos from the items highlighted in the Table |
| Maximum Date | The date entered in this Field (e.g. 31/03/04) will be used as an ending range for deleting the Memos from the items highlighted in the Table | |
| MemoType | ||
| Ignore the type when deleting memos | No check of the MemoType is performed when deleting the Memos from the items highlighted in the Table | |
| Only delete memos with the below type | Only Memos with the Memo Type entered in the Memo Type Field (e.g. YAO) will be deleted from the Stockitems highlighted in the Table | |
Once memos are successfully deleted, a message box will appear, detailing how many Memos were deleted.
ReserveShuffle
Used to add reservations to copies where other items sharing that same Catalogue Reference have reservations. For example, if an item added to the Database shares a Catalogue with other copies that have reservations. Add items in the usual way. If the other items with the same Catalogue records have Reservations, a message will display.
Highlight the items that have the same Catalogue Reference from the Table and select ReserveShuffle from the Table menu. A ReAllocate Stockitem Reservation screen is displayed. (Reserve Shuffle will only work if the items have the same catalogue reference). Highlight the reservations you wish to add to the new item. Select [F2] Addto.
This will add all the highlighted reserves from the existing item to the new item. Select [F3] Save. To trigger the reservation, the new item can be placed through Returns.
MassItemChange
This menu option is useful for maintenance of Stockitem Records.
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MassItemChange will only become available after displaying a Saved File as the file references are used to determine which borrowers on the Database will be changed |
After conducting a query to select the Stockitems to change, save the results into a file. After saving the file, close the Table and go back to the Stockitem Details screen. Select File > DisplayFile. Select [F9] the appropriate file. From the Table menu, choose MassItemChange.
Box 1: Choose Columns to Change
Select the Field to change by double clicking the correct field. For example, STATSCODE.
Box 2: Select Value Else Type after paste
If the Field selected in Box1 is a field with an associated list of choices. The options will display after the Field is double clicked. You are then able to select the Value to which the Field will be updated during the MassItemChange.
Box 3: Click….
Click the Paste Button to insert the code into Box 4 or to insert the field ready for an entry of text.
Box 4: Repeat from 1
Box 4 contains the data, which will change when [F3] Save is selected. This box can contain one change or multiple changes to Stockitem data.
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You do not need AND or OR connectors to change more than one field in an operation. For example, to change all items from Reference to Non Fiction AND to set their For Loan from N to Y, this requires 2 statements without an AND connector |
If the field is one which does not require a code, but text, select the Field from Box 1. Click the Paste button and type the data between the inverted commas in Box 4. The text is inserted into the relevant field for the selected Stockitems after selecting [F3] Save.
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If the text to be included is a date in the Year 2000 or beyond, the format should be dd/mm/yyyy, e.g. 06/10/2000 |
If the text is to be removed, select the field and click the Paste button. Leave the inverted commas without adding text or spaces etc. The field will become null when [F3] Save is selected.
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The MassItemChange occurs on the entire file. You do not have to select the Stockitems first and highlighting certain Stockitems does not select them for the change. The change occurs on every Stockitem in the file |
Continue Query
See Stockitem: Continue Query.
Restart Query
See Stockitem: Restart Query
Print [F6]
The report prints to the screen as a Print Preview for the selected items. If you require the report to be sent to the printer, select the Print icon. Selecting the arrow keys at the top of the report can scroll pages
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Scroll to the beginning of the report |
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Scroll back one page |
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Scroll forward one page |
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Scroll to the end of the report |
Report [F7]
Allows a number of items on a table to be selected for reporting. This option calls up a list of reports (as per the reports module) and one of these formats may be selected for a view and print.
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Only the reports available in Stockitem Reports display. For more selections, it is possible to set up new templates. See Stockitem Reports |
For example, a listing of new items may be required, giving brief details. The Title, Author Call no. Form Report Type (&STKTACT) may be the one selected.
The report is viewed by selecting [F8] View
An order sequence may also be defined if required by selecting [F9] Order before the report is viewed. Select the Sort option from the Columns Window by highlighting the field. Use the Blue arrow to enter this field into the Order By Window. Line 1 in this Order Window relates to the Lines in the Stockitem Screen. Order is usually by Line 1 (Title), Line 2 (Author) or Line 6 (Call No).
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Often the Report Description is incorporated into the Report Heading, depending on the Report Type selected |
The report can then be sent to a printer by selecting the Print icon.
Sequence
Stockitems display in Title Sequence (unless the window is the result of a WhereSelect when you can allocate your own sequence). The sequence option from the Table menu may be used to sort the table in the order of your choice. Highlight the relevant field from the Column box and select either Increasing or Decreasing from the Sort Sequence options.
XReference
Authorities
Displays a list of Authorities for all marked Stockitems. To highlight more than one Borrower, press the Shift key and click with the left mouse button for a range of items, and Control key and click with the left mouse button for individual items.
Mutuatari
Displays a list of Borrowers who have items on loan for any of the marked Stockitems. To highlight more than one Item, press the Shift key and click with the left mouse button for a range of items, and Control key and click with the left mouse button for individual items.
Catalogues
Displays a list of Catalogues for the marked Stockitems. To highlight more than one Item, press the Shift key and click with the left mouse button for a range of items, and Control key and click with the left mouse button for individual items. If only one order is found for the Query, the display of the Catalogue for that particular Stockitem will appear.
StockitemOrders
Displays an Order list for the marked Stockitems. To highlight more than one Item, press the Shift key and click with the left mouse button for a range of items, and Control key and click with the left mouse button for individual items. If only one order is found for the Query, the display of the Order line for that particular Stockitem will appear.
Periodical Copies
Displays the Periodicals copies for all marked Stockitem. To highlight more than one Item, press the Shift key and click with the left mouse button for a range of items, and Control key and click with the left mouse button for individual items.
Stockitem
Items on loan to borrower
Displays all Stockitems on loan to the borrower who has the current Stockitem on loan.
Items with same Catalogue
Displays all Stockitems that share the Catalogue Id.
File
The File Window below will appear whenever you select any of the menu choices. The data table will show files that you have created. To view any files created by other users select Others [F8].
SaveAll
Saves all the borrowers from the table window into a nominated file. You are given the opportunity to select the file or create a new file once you select this option. The system will display the number of records inserted into the file.
SaveMarked
Saves the Stockitems highlighted from the table window into a nominated file. To highlight more than one Stockitem, press the Shift key and click with the left mouse button. You are given the opportunity to
select the file or create a new file once you select this option. The system will display the number of records inserted into the file.
SaveNotMarked
Saves all the non-highlighted items from the table window into a nominated file. To highlight more than one Stockitems, press the Shift key and click with the left mouse button (to indicate which Stockitems you do not wish to save). You are given the opportunity to select the file or create a new file once you select this option. The system will display the number of records inserted into the file.
RemoveAllFromFile
Removes all records from the existing file.
RemoveMarkedFromFile
Removes highlighted records from the file that is currently in use.
RemoveNotMarkedFromFile
Removes those records not highlighted from the file that is currently in use.
RemoveMarkedFromAnyFile
Removes those records highlighted from any file.