This process allows you to create a lease book record, i.e. Baker & Taylor. Follow the order as noted to create the record properly and note the barcode is always added last.
Required Roles: Physical Inventory Operator AND Physical Inventory Operator Extended
Create a Leased Book Record (B&T)
1. Navigate to Add Physical Item. (Resources > Create Inventory > Add Physical Item).
2. Choose Holdings Type: New. Choose Book as the holdings type. You will be able to choose the material type within the record.
3. Fill out the following required information for the new item:
- Title
- Author
- Edition (if appropriate)
- ISBN - DO NOT SCAN IN; instead type in or copy & paste.
- Publisher
- Publication date
- Call number - Call number with "B&T" at the end; i.e. PS3607 .A782894 M87 2021 B&T
- Make sure that the "Suppress from Discovery" box is unchecked so that it will be discoverable in Primo.
4. Fill out the following Item Information:
- Location
- Material Type
- Item policy
- Public note, if appropriate
5. Lastly, scan the barcode in the Item Information Barcode field.
6. Search by Barcode in Physical Items.
7. In the search result, select 'Edit Item'. (Depending on your settings, you may need to click the ellipsis first.)
8. In the General Information section, enter the following:
-
Description, i.e. Lease, General Fiction,
-
Replacement cost, i.e. 25.99 You must use a decimal point. Do not use a dollar sign.
9. Click Save.
