To speed up order template creation, it would be helpful to have these two options:
Duplicate an existing order template
Create an order template based on a specific order (while viewing a specific order, the ability to set the default values for a new order template based on the values in the order).
From Lisa Smith, Mich State to Everyone 12:13 PM
Mich State created a lot of order templates. Â Duplicating sounds nice!
From Kimberly Pamplin to Everyone 12:14 PM +1 to duplication
Several people verbally said they would like this ability
From Kimberly Wiljanen to Everyone 12:15 PM Mich State also created a general order template that left the vendor information off. Â It filled most of the data in, but allowed me to change the vendor
From Lisa Smith, Mich State to Everyone 12:17 PM We use $0 for cost in renewals and approvals.
When libraries withdraw and delete resources from the library system, they will delete items/holdings/instances in Inventory. The order and receiving record will stay in the system, but needs a status "withdrawn" (or similar), so that the system user knows this has been part of the libraries holdings, but is no more.
From Lisa Smith, Mich State to Everyone 12:22 PM We use $0 for cost in renewals and approvals. Book was lost by patron, and a replacement can't be found. Â We would withdraw the title.
From Dung-Lan Chen to Everyone 12:23 PM Ex. new edition came out that we wanted to withdraw the earlier edition and get the new ed. to replace it.
From Lisa Smith, Mich State to Everyone 12:23 PM We have been us the note app in the POL for withdrawals. Â Having it appear at the top would be nicer.
From Sara Colglazier (MHC/5C) to Everyone 12:27 PM Yes, Textbooks are an excellent example!
From Lisa Smith, Mich State to Everyone 12:27 PM At Mich State, withdrawn items are included in our Fiscal Year end report.
From Aaron Neslin to Everyone 12:27 PM is this something that happens with an instance record, just an item? , or is it always the instance/holding/item
From Kristin Martin to Everyone 12:28 PM I'm a bit late, but this really does feel like something for Inventory. The Receipt status is still "Received," it's the item status that is withdrawn
From Sara Colglazier (MHC/5C) to Everyone 12:28 PM The Inventory BIB record (Instance/SRS) may also be different.
From Paivi Rentz to Everyone 12:28 PM We've been audited in the past and auditors may look up orders to track payment and status of item
From Ann Crowley to Everyone 12:28 PM We do report withdrawn items to our University accounting office
From Paivi Rentz to Everyone 12:29 PM We also report withdrawn item - it is usually just a count. It is part of a report where you have number physical items, items added, and items withdrawn.
From Sara Colglazier (MHC/5C) to Everyone 12:31 PM If it is the only Item, then you often want the whole record set in Inventory record to go away.
From Paivi Rentz to Everyone 12:34 PM I agree that the withdrawn status does not need to be in the order record - as long as you can get it somewhere in the system
From Lisa Smith, Mich State to Everyone 12:35 PM +1 Sara
From Dung-Lan Chen to Everyone 12:36 PM for limited retention periods, we have notes in Holdings to indicate so, such as Current year only, current edition only, etc.
From Dung-Lan Chen to Everyone 12:47 PM Can the status stay as withdrawn and item barcode removed from the system?
From Molly Driscoll to Everyone 12:48 PM It is possible to mark an item withdrawn, then remove the item barcode from the item record as it is not a required field unless you are circulating the item.
From Dennis Bridges to Everyone 12:49 PM So there is an item status for “Withdrawn"
From Aaron Neslin to Everyone 12:50 PM would an in app report address this?
From Dung-Lan Chen to Everyone 12:50 PM I am not sure, I was just wondering if an item is withdrawn can be without a barcode in the system.
From Molly Driscoll to Everyone 12:52 PM An item can be withdrawn through the Inventory or Data import apps. A Withdrawn item can be checked out to a patron; FOLIO shows a warning to the staff member, and then allows the checkout if the staff member confirms they want to continue. When the checkout occurs, the item status changes to Checked out. A Withdrawn item cannot be recalled, placed on hold, or paged.
From Lisa Smith, Mich State to Everyone 12:52 PM In our old system, we would delete withdrawn 'bib' records, that didn't have orders attached. Â If there was an attached order, we would keep the 'bib.' Â However, we prefer to delete all in FOLIO, to keep the database less cluttered.
From Lisa Smith, Mich State to Everyone 12:54 PM We added 'withdrawn' notes in the order of our old system. Â We are still adding these notes in FOLIO, in the note app in the POL. P weeding projects = lots of withdrawals for us the last few years - space is a big issue
Our catalog maintenance staff notes withdrawn in orders at Mich State