Modify an Item Record

If you have the required Polaris staff client permissions to edit item records, you can modify item records in Leap. You can edit fields on the following views of the Item Record workform:

• Details
• Blocks and Notes
• Source and Donor

Edit Fields on the Details View

Note:
The following fields cannot be changed for electronic items: Non-circulating, Display in PAC, Barcode, and Bib Control Number. The Find Tool is also disabled so you cannot search for and select a different bibliographic record.

You can edit the following fields on the Details view:

• Barcode
• Collection
• Shelf Location
• Temporary Location
• Owning Branch
• Assigned Branch
• Price
• Circulation Status

  Note:
  If you change the item to the Unavailable status, and it is the last copy linked to the bibliographic record, you can clear the Display in PAC box on the Bibliographic Record workform.

• Bib Control Number - Type a different control number or select FIND to search for and select a different bibliographic record.
• Parent Item
• Display in PAC
• Material Type
• Loan Period
• Renewal Limit
• Statistical Code
• Home Branch
• Do not float
• Call Number Scheme
• Cutter
• Volume
• Prefix
• Suffix
• Copy
• Classification
• Name of Piece
• Language
• Loanable outside system
• Do not mail to patron
• Holdable
• To indicate limits on the holds, use the checkboxes under Hold Limited To:
  • Pickup at this branch
  • Patron from this library and branches
  • Number of days past first available
  • Patrons from this branch only
  • Preferred borrowers

Edit Fields on the Blocks and Notes View

You can edit the following fields on the Blocks and Notes view:

• Library Assigned Block
• Free Text Block
• Public Note
• Non-Public Note
• Physical Condition
• Special Item Check-In

Edit Fields on the Source and Donor View

You can edit the following fields on the Source and Donor view if the item record was not created from a purchase order:

• Funding source
• Donor First Name
• Middle
• Last Name
• Donor Organization