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Transfer of items

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Learn how to use this facility to effect changes to the permanent, temporary or both locations on Stockitems in Amlib.

This facility may be used to effect changes to the permanent, temporary or both locations on Stockitems. For example, this could be useful when items are being located at another Branch library.

The Stockitems to be altered can be chosen by:

  1. Wanding the items
  2. Query – searching for the items
  3. Item Transfer From a File – Save the items into a Saved File

Wanding the Items

  1. Launch the Amlib client
  2. Go to Main > Circulation > Transfers (Ctrl T) – the Transfers screen will display:
  3. Set the Location to change to, by choosing the appropriate Location from the Drop-down box
  4. Choose which Locations to change by clicking the appropriate Location setting (radio buttons above the empty listing:
    • Perm And Temp Locn (to alter both Permanent and Temporary Locations of the items)
    • Perm Locn Only (to alter just the Permanent Location of the items).
    • Temp Locn Only (to alter just the Temporary Location of the items)
  5. Wand each item in the Field labeled Item. The Item details will display in the Table. As it fills it will continue scrolling down.

Query

It is possible to search individually for items for the Transfer.

  1. Follow the Instructions from 1 – 4 from above
  2. From the Item Menu select Query
  3. A Stockitem Enquiry box will display
  4. Enter a query term and press F5 Query
  5. The items found for the Query will be changed and added to the list

Item Transfer from a File

It is possible to select a File of items for the Transfer.

  1. Follow the Instructions from 1 – 4 from above
  2. From the Item Menu, select Item TransferFromFile
  3. The Stockitem Saved Query Results will display
  4. Highlight the relevant File and choose F9 Select
  5. The items from the File will change Locations as specified, display on the listing and a message will show:

Show Messages

  1. From the Form Menu it is possible to choose Show Messages
  2. If active, a tick will display next to the menu item Show Messages. The items being transferred are checked for Memos and Reservations. If the Show Messages option is not active, messages relating to Memos and Reservations will not show.

For example if an Item has a Memo or a Reservation it will display as the item is wanded into the Field.

Clear Item List

  1. It is possible to clear the list at any time
  2. From the Item Menu, select Clear Item List or Press F1 Control Key
  3. The display will clear

Item Memo

It is possible to display the Item Memo for an Item on the list.

  1. Highlight the item on the list and from the Item Menu, select Item Memo
  2. The Memo will display to view, edit or delete

Item Details

It is possible to display the Item Details for an Item on the list.

  1. Highlight the item on the list and from the Item Menu, select Item Details
  2. The Stockitem Module will open with the StockItem Window will display the Item Details.