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4 results found

  1. Physical Item Editor Templates

    It would be great if we could use templates for adding new items.
    At the moment, whenever we add an item, for each single one of them we have to manually fill in the same values in "Material type" and "Item call number type". The "inventory date" has to be chosen manually as well.
    It would be extremely useful if we could load the physical item editor form with some values already filled in, and with the date fields automatically filled with the current day's date.

    If this idea has already been posted or it the option already exists, please…

    962 votes
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    Dear all,

    We are adding physical item templates to our roadmap.

    It will be possible to save an item as a template, and then use this template to pre-populate new items when they are created.

    The system will remember the user's template selection, so they won't be required to specify the template each time they create an item (only when the item differs from the previous item created from a template).

  2. Make physical item sort routines stick

    For those of us working with continuing resources:

    When viewing a list of physical items, the sort routine defaults to Library/Location. The items do not appear in any particular order when the results are loaded. Often I change the sort routine to Description or Receiving Date to view the most recent serial items and order them chronologically for viewing.

    It would be nice if the sort routine "sticks" so that every time I open a list of items, the sort mechanism will stay on Description (not default back to Library/Location)

    This would be especially helpful when managing items in the…

    298 votes
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  3. Significant Improvements to the 'Browse Shelf List' Function Needed

    The 'Browse Shelf List" function is essential for catalogers in our library and is extremely clunky and time-consuming to use. Proposing any (hopefully all) of the following changes:

    1. Ability to view more results surrounding the exact search request.
      Said in a different way, the ability to view the result in the middle of the results page, so as to be able to see a few of the results both before and after. This makes call number adjustment significantly easier, instead of always needing to click a back button and remember what the call number were on the page before.

    2. Ability…

    220 votes
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  4. BATCH JOB TO CREATE ITEMS

    We need a batch job to add items to existing holdings records. During migration we did not realize the importance of having items for display in Primo. One of our locations shows (0 copies, 0 available) when we do have non-circulating copies.

    131 votes
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    Dear all,

    I would like to update you on our plans to support creation of multiple items.

    We are looking into adding 2 workflows, to support different needs in libraries:


    1. Creating multiple items for a specific holdings record, using item templates.

    The "Add item from template" functionality coming in May release will allow automatically filling in the fields of a new item from a template. We are looking into a future enhancement using this feature, to also allow librarians to specify a number of items to add - so that multiple items will be created pre-populated from the template.

    This will be an easy, quick way to add multiple copies of a book, etc.


    2. Creating multiple items from Excel using a CloudApp

    This will work similarly to the existing "Item updater by Excel" CloudApp, allowing the librarian to upload an Excel with item information, but instead of specifying…

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