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Search and filter subscription items

Discover how to search for and filter subscription items in WorldShare Acquisitions.

Ricerca articoli in abbonamento

Use the Subscription Items screen to search through all order items with an Acquisitions Type of Subscription.

Find all subscription items

  1. In the left panel, click Orders > Subscription Items.
  2. Click Search. The Subscription Items screen displays all subscription items, past and present, by default.
    • Results are sorted alphabetically by name.
    • To change the sort order, click any column heading.
    • To customize the column headings that appear, see Configure column headings below. By default, not all column headings are visible.
  3. Click the item's Title to view or edit the order item details. For more information on editing order item detail, see see View and edit an order.

Filter subscription items 

Subscription items can be filtered using the filters at the top of the page. To customize the filters that appear, see Configure filters, below. Once the filter is applied, you can hover over the filter name to view the selected values.

  1. Click the filter name.
  2. Select the values you want to apply. You can select one or more. When more than one value is selected, the system searches for any of the selected values.
  3. Click Apply.
  4. (Optional) To remove the filter, click Reset.

Configure filters

You can choose the filters that appear. All filters appear, by default. Selected filters have a check mark next to their name.

  1. Click Filters (at the top right of the screen).
  2. To select or deselect a filter, click on the filter name.
  3. (Optional) You can search through the list of filters by entering a keyword in the search box.
Some filters need explanation:
Campo Descrizione
Budget Period Il periodo di bilancio del fondo assegnato alla voce. Tutti i periodi di bilancio (passati, presenti e futuri) appaiono nell'elenco.
Claims Number of times the item has been claimed.
Copie non ricevute Numero di copie non ricevute.
Data di fine La data di scadenza dell'abbonamento.
Last Claimed Day the item was last claimed.
Material Type The item's material type, as determined in the WorldCat record. You can search for material types by entering a keyword in the search box.
Order Date Data in cui è stato effettuato l'ordine.
Order Status
Status Descrizione
Cancelled Le copie sono state annullate
Richiesta annullata Copies have been requested to be canceled
Aperto Order not placed
Ordered Order placed
Processing Type
Type Descrizione
Prodotti elettronici Un titolo elettronico non fisico. Può trattarsi di un singolo articolo o di un articolo in più parti. Può essere emesso in parti a tempo indeterminato.
Locale A physical or nonphysical item that does not belong in WorldCat or the knowledge base. May be a single item or multi-part item.
Monografia Monografie in cui viene applicato un solo codice a barre.
Periodico Stampa di riviste e monografie in più parti in cui sono applicati più codici a barre.
Purchase Status
Status Descrizione
Invoiced Item is invoiced
Non fatturati Item is not invoiced
Paid L'articolo è pagato
Partially Invoiced Item is partially invoiced
Parzialmente pagato L'articolo è parzialmente pagato
Stato della ricezione
Status Descrizione
Not Received Le copie non sono state ricevute
Not Tracked

Le copie non vengono tracciate

 Note: The Do Not Track action can only be applied to items with the Processing Type of Serial or eProduct. Monographs cannot have the Receipt Status of Not Tracked.

Partially Received Le copie sono state parzialmente ricevute
Received Sono state ricevute copie
Restituito Le copie sono state restituite
Renewal Setting
Setting Descrizione
Renew Subscription has been renewed
Do Not Renew (Canceled) Subscription has been canceled
Do Not Renew (Waiting For Review) Subscription must be reviewed before being renewed
Stato di rinnovo Se l'abbonamento è stato rinnovato o meno.
Resource Type WorldCat resource, Knowledge base collection, Knowledge base title, Local resource
Shipping Type Shipping type selected in the order.
Start Date La data di inizio dell'abbonamento.
Vendor Per cercare un fornitore, inserire il nome del fornitore nella casella di ricerca.

Ricerca articoli in abbonamento

Use the search box to search through subscription items.

  1. Enter a keyword in the search box.
  2. Click Search or press <Enter>.

Subscription item screen columns

Alcune colonne necessitano di una spiegazione:

Campo Descrizione
Budget Period

Budget period of the fund assigned to the item.

Claims Number of times the item has been claimed.
Copies Outstanding Numero di copie non ricevute.
Create Date Date the item was added to the order.
Last Claimed Date Date the item was last claimed.
Nota

Any notes about the order item. For more information on notes and adding notes, see Notes for funds.

  • Click the Add Note button (Aggiungi nota) to add a new note, or
  • Click the Add/Edit Note button (Aggiungi/Modifica nota) to add or edit notes.
Order Date Data in cui è stato effettuato l'ordine.
Numero d'ordine (numero) Number assigned by system when the order was created. Click the Order # to edit the order. For details, see View and edit an order.
Order Status

Descrizioni di tutti gli stati degli ordini:

Status Descrizione
Cancelled Some copies canceled
Annullato Richiesto Copies have been requested to be canceled
Aperto Order not placed
Ordered Order placed
Payment Amount Unit price. The amount is displayed in your institution's currency.
Purchasing Status

Descriptions of all Purchase Statuses:

Purchase Status Descrizione
No Item is not invoiced
Invoiced Item is invoiced
Paid Item is paid for
Partially Invoiced Item is partially invoiced
Partially Paid Item is partially paid for
Renewal Setting
Setting Descrizione
Renew Subscription has been renewed
Do Not Renew (Canceled) Subscription has been canceled
Do Not Renew (Waiting For Review) Subscription must be reviewed before being renewed
Renewals Number of times the item has been renewed. Click the number in the column to view renewal history. Enter the item's material type, as determined in the WorldCat record. Place the cursor over the icon to see the text definition of the material type.
Type The item's material type, as determined in the WorldCat record. Place the cursor over the icon to see the text definition of the material type.

Configure column headings

You can choose the column headings that appear.

  1. On the left side of the screen, next to the Rows drop-down list, click the Configure button (Configura colonne).
  2. In the Show Columns window, check or uncheck the columns you want to show or hide.  The columns you checked or unchecked are shown or hidden.
  3. Chiudi la finestra di dialogo facendo un clic altrove.

Download item data

È possibile scaricare i dati in file CSV (separato da virgole).Per scaricare più dati, aumentare le righe della schermata utilizzando l'elenco Righe.

  1. Sul lato destro dello schermo, vicino all’icona Aggiorna, fare clic sul pulsante Esporta (Esporta).