Skip to main content
OCLC Support

Things

  1. Last updated
  2. Guardar como PDF
Learn how to add things and configure settings for each thing added.

Add a thing

To add a thing, from the Staff Console:

  1. Click Things.
  2. Click Add.
  3. Enter a name for the thing.
  4. Select an image for the thing from the drop-down list. You can also enter an image name in the text field. This is an auto-suggest text field. Auto-suggestions for field-appropriate elements start with the first keystroke in the text field.
  5. Select a category for the thing from the drop-down list. You can also enter a category name in the text field. This is an auto-suggest text field. Auto-suggestions for field-appropriate elements start with the first keystroke in the text field.
  6. Click Create.

Delete a thing

To delete a thing, from the Staff Console:

  1. Click Things.
  2. Click Settings for the museum record you want to delete.
  3. Scroll to the bottom of the screen and click Delete.

Configure settings for a thing

For each thing, the following settings can be configured. To configure thing settings, from the Staff Console:

  1. Click Things.
  2. Click Settings for the thing you want to update.
  3. Configure the settings.
  4. Click Update to save your changes.
  5. (Optional) Repeat steps 2-4 for additional museums.
Campo Descripción
Status Choose from two different statuses:
  • Active
  • Disabled - Hides the museum from the public interface
Name Name of the thing.
YouTube Video ID Enter a YouTube Video ID to embed a video in the thing description on the public interface.
Instructions Link Provide a link to instructions for the thing, if available.
Loan Period Default loan period applied to all museum passes added. This value can be changed per museum/thing. (i.e. If this value is set to 3, a reservation made on December 15 will be due back on December 17. December 13 and 14 will also be made unavailable to avoid a reservation conflict.)
Maximum Reservations within a Year Designate the number of reservations allowed for this item within a rolling year. (i.e. If the field is set to 1, if a reservation exists for August 15, 2021, the next available date allowed for a reservation is August 16, 2022).  If set to Disabled, limits will default to those defined in Library > Settings.
Maximum Reservations within a Month Designate the number of reservations allowed for this item within a rolling month. (i.e. If the field is set to 1, if a reservation exists for August 15, 2021, the next available date allowed for a reservation is September 16, 2021).  If set to Disabled, limits will default to those defined in Library > Settings.
Descripción Description of the thing.
Image The image chosen when creating the record can be changed here.
Category The category chosen when creating the record can be changed here.
Fecha de expiración Used to manage annual subscriptions to museum passes.  All dates past the expiration date will be made unavailable on the public calendar.

Configure availability dates for a thing

You can configure the dates a thing is available for use. To configure availability dates for a thing, from the Staff Console:

  1. Click Things.
  2. Click Dates for the museum record you want to update.
  3. Configure the settings.
  4. Click Set Dates to save your changes.
  5. (Optional) Repeat steps 2-4 for additional museums.
Campo Descripción
Abrir The thing is available for pickup.
Cerrado The thing is not available for pickup or due date (if Extend Due Date if Closed field set to Yes).
Not Due The thing is available for pickup but not due date (if Extend Due Date if Closed field set to Yes).

Configure thing items

You can add new items, update existing items, and delete items for each thing.

Add thing items

To add a thing item, from the Staff Console:

  1. Click Things.
  2. Click Items for the thing you want to update.
  3. Click Add.
  4. Select which branch the item belongs to from the drop-down list.
  5. Enter an item number. If these items are cataloged, use the item ID barcode. Otherwise, use a sequential item number (i.e., Copy 1, Copy 2, etc.).
     Note: If ILS integration is enabled, then you must use an item ID barcode for all circulating passes.
  6. Click Add to save your changes.
  7. (Optional) Repeat steps 2-4 for additional Things.

Update existing thing items

To update an existing thing item, from the Staff Console:

  1. Click Things.
  2. Click Items for the thing you want to update.
  3. Click Update.
  4. Update the branch or item number.
  5. Click Update to save your changes.
  6. (Optional) Repeat steps 2-4 for additional Things.

Delete thing items

To delete a thing item, from the Staff Console:

  1. Click Things.
  2. Click Items for the thing you want to update.
  3. Click Delete.
  4. From the Delete Item dialog window, click Yes to confirm that you want to delete the item.
     Note: Reservations that require this item will not be removed.
  5. (Optional) Repeat steps 2-4 for additional Things.