Item Search and Display Wizard Properties

You can change current system settings in the Item Search and Display wizard using the Set Properties window. The Item Search and Display wizard allows you to set the following properties.

Display Property Page

You can choose when to display the Item Search and Display wizard’s Set Properties window by selecting one of the following options.

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Wizard Startup – Displays the Set Properties window the first time you access the wizard until you end the wizard session or log off the client.

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Never – Does not display the Set Properties window the first time you access the wizard. If Never is selected and you want to open the Set Properties window, point to the wizard’s toolbar button, right-click, and then click Properties on the shortcut menu.

Behavior

The Search Library List Type property allows the SirsiDynix Symphony administrator to control what libraries are accessible in the Search Library list when searching items. The following selections are available. Search by Library is the default option.

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Search by Library — If you click this option, the Search Library List property becomes active. The libraries presented in this property list are defined in Library policies. (This option does not refer to the Search Library policies.)

From the drop-down list, select one of the following Search Library lists.

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All – Includes all libraries on the system

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Acquisition Display Libs – Includes the libraries defined in the Library policy’s Acquisitions Display Libraries attribute

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Bill Display Libs – Includes the libraries defined in the Library policy’s Bill Display Libraries attribute

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Circulation Display Libs – Includes the libraries defined in the Library policy’s Circulation Display Libraries attribute (which is the default)

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User Display Libs – Includes the libraries defined in the Library policy’s User Display Libraries attribute

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Search by Search Library Group — If you click this option, the Search Library list will be built from values in the Search Library policies. (This option does not refer to the Library Group policies.)

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Search by Library or Search Library Group — If you click this option, all libraries on your system and all Search Library policies will be included in the Search Library list. The libraries and Search Library policies will be inter-filed alphabetically. (This option does not refer to the Library Group policies.)

Defaults

On the Defaults tab, you can set defaults to customize your use of the wizard.

Search Preferences

The Search Preferences defaults are used when you search the item database.

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Type — Select the default search type you want to use when you start the wizard. You have three options.

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Keyword Search

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Browse Search

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Exact Search

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Index — Select the default search index you want to use when you start the wizard.

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Library — Select the default search library. You can search a single library, library group, or all libraries. This property limits only the search library for title-level records. If the titles have call numbers and items belonging to other libraries, the wizard will display them.

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Display View Pane — Select this check box to display the View pane on the search window by default. The Show/Hide View View Pane helper can be used to toggle on/off the View pane display on the search window. If the property check box is not selected, the View pane does not display until the you click the Show/Hide View Pane helper. The View pane displays for the entire wizard session or until you toggle the Show/Hide View Pane helper off. This property is delivered selected by default.

Editor Display Options

The Editor Display options are used when you display item records in an editor.

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Select the format option you want to display records. You have the following options.

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MARC View – Displays the numeric MARC tags and indicators (or alphabetic tags for non-MARC formats).

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Descriptive View – Displays the entire MARC record with labeled fixed fields.

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Display Fixed Fields — Select this check box to display fixed fields data as part of the bibliographic record.

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Display Descriptive Labels (for entries) — Select this check box to display descriptive labels for the numeric MARC tags and indicators. If this check box is cleared, the numeric MARC tags and indicators (or alphabetic tags for non-MARC formats) display without description.

Call Number/Item Default Values

Select the Show Shelving Key check box to display the field that controls the sorted display of call numbers.

Item Tree Defaults

This property controls the display of the item tree in both the search window View pane and on the detailed display screen’s Call Number/Item tab for multilibrary systems. Choose one of the following options.

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Item Tree Display Expanded – Displays item tree with all call numbers expanded.

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Item Tree Display Collapsed – Displays item tree with the user’s library call numbers expanded and all others collapsed.

Additional call numbers that do not belong to the user’s library may be expanded, as follows.

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If the user reaches the Call Number/Item tab by way of clicking on a current title.

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If the user reaches the Call Number/Item tab by way of selecting a different call number or item from the View pane.

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If a call number or item is a default item.

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If a new call number or item is added.

Extended Info Display Options

Select the following options.

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Display Staff Note on Item List – Displays the Staff Note item extended information entry in the item list.

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Display Public Note on Item List – Displays the Public Note item extended information entry in the item list.

Additional Tab Display Options

Select or clear the following check boxes.

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Show Bookings – Displays the Bookings Tab. This tab displays only if WorkFlows is configured to use the Materials Booking module (Overview).

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Show Holdings – Displays the MARC Holdings Tab

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Show Serial Control – Displays the Serials Ctrl Tab. This tab displays only if WorkFlows is configured to use the Serial Control module (Overview).

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Show Charge History – Displays the Charge History Tab. This tab displays only if WorkFlows is configured to use the Charge History feature (FAQs: Using Charge History).

Bills Tab

You can set properties to control what information displays in the Item Search and Display wizard’s Bills Tab.

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Show Bills — Select this check box to display the Bills tab.

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Library — Select one of the following options.

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Full access to all libraries – Displays bills for the item associated with all of the libraries in your Bill Display Libraries group.

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Individual library – Displays bills for the item associated with the selected library.

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Bills Type — Select which bills you want to display.

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All – Displays all bills associated with the item.

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Paid – Displays only paid bills associated with the item.

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Unpaid – Displays only unpaid bills associated with the item.

Orders Tab

You can set properties to control what information displays in the Item Search and Display wizard’s Orders Tab. The Orders tab displays only if WorkFlows is configured to use the Acquisitions module.

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Show Orders — Select this check box to display the Orders tab.

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Library — Select one of the following options.

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Full access to all libraries – Displays orders for the title at all of the libraries in your Acquisition Display Libraries group.

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Individual library – Displays orders for the title at the selected library.

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Orders Type — Select which orders you want to display.

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All – Displays all orders for the title in the acquisitions library selected.

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Delivered – Displays only orders for the title received in the acquisitions library selected and distributed to users.

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Loaded – Displays only orders for the title in the acquisitions library selected that have been loaded into the catalog.

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Open – Display only open orders for the title in the acquisitions library selected. These orders have not been loaded or delivered.

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Undelivered – Displays only orders for the title in the acquisitions library selected that have not been received and/or distributed to users.

Checkouts Tab

You can set properties to control what information displays in the Item Search and Display wizard’s Checkouts Tab.

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Show Checkouts — Select this check box to display the Checkouts tab.

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Charge Ownership — Select one of the following options.

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Checkout library – Displays an item’s checkouts by the library where the item was checked out.

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Owning library – Displays an item’s checkouts by the library that owns the item.

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Library — Select one of the following options.

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Full access to all libraries – Displays charges for the item checked out at all of the libraries in your Circulation Libraries group.

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Individual library – Displays charges for the item checked out at the selected library.

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Checkouts Type — Select the option you want to specify when charges for the item display.

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Active – Displays only active charges for the item.

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All – Displays all charges for the item.

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Claims – Displays only charges for the item that a user claims to have returned.

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Inactive – Displays only inactive charges for the item.

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Overdue – Displays only overdue charges for the item.

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Recalls – Displays only recalled charges for the item.

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Renewals – Displays only charges for the item that have been renewed.

Holds Tab

You can set properties to control what information displays in the Item Search and Display wizard’s Holds Tab.

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Show Holds — Select this check box to display the Holds tab.

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Library Type — Select one of the following options.

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Owning library – Displays an item’s holds by the library that owns the item.

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Pickup library – Displays an item’s holds by the library specified for pickup.

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Placed at library – Displays an item’s holds by the library where the hold was placed.

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Library — Select one of the following options.

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Full access to all libraries – Displays holds for the item at all of the libraries in your Circulation Display Libraries group.

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Individual library – Displays holds for the item at the selected library.

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Holds Type — Select the option you want to specify which holds display.

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All – Displays all holds for the item.

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Available – Displays only available holds for the item.

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Recalled – Displays only the item’s holds that have a Recall status.

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Reserve – Displays only holds on the item placed on academic reserve.

Selections Tab

You can set properties to control what information displays in the Item Search and Display wizard’s Selections Tab. The Selections tab displays only if WorkFlows is configured to use the Selection List module.

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Show Selectionlists Folder — Select this check box to display the Selections tab.

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Library list — Select one of the following options.

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Full access to all libraries – Displays selection lists for the title at all of the libraries in your Acquisition Display Libraries group.

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Individual library – Displays selections lists for the title at the selected library.

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Status — Select which selection lists you want to display.

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ACTIVE – Select the ACTIVE status to see active selection lists. These lists can still be modified, and list lines and decisions can still be added, modified, or removed.

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BUILDING – Select the BUILDING status to see selection lists that are being built. Changes can be made to list lines, but selectors cannot make decisions at this point.

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INACTIVE – Select the INACTIVE status to see selection lists that are not being used at this time. No changes can be made to the list lines and no decisions can be made. Only the Status field can be edited.

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ORDERED – Select the ORDERED status to see all selection lists that have been converted to orders. Once a selection list is ordered, no changes can be made to the list.

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READY – Select the READY status to see all selection lists that are ready for ordering. The Order From Selection List wizard can be used to create orders. No more decisions can be made, and list lines cannot be modified.

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REVIEW – Select the REVIEW status to see the selection lists that have reached the cutoff date for selection decisions. Decisions can only be modified. No orders can be created at this time.

Tab Display Preferences

Set a preference for which tab displays on top in the detailed display. Click one of the following tab options. By default, the Bibliographic tab displays first.

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Control

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Bibliographic

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MARC Holdings

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Call Number/Item

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Orders

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Serial Control

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Selectionlists

Helpers

On the Helpers tab, you can select the helpers you want to use in the Item Search and Display wizard. Click a specific Helper button to display the Helper properties that you can set.

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Display Bibliographic Description Helper

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Print Labels Helper

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Print Preview Labels Helper

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Configure Options for Item Search Helper

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Advanced Search Helper

Related topics 

Item Search and Display Wizard

Understanding Properties