Wednesday, May 20, 2009

Status Definitions

BINDERY (Status B)
Status applied to an item by Support Services staff when they send it to an outside vendor to bind/rebind. Note: this status will not change until the item is checked in by branch staff. So a item with this status could also be in the delivery van on its way to your branch, in your back room waiting to be checked in, or on the shelf if staff failed to check it in.

CLAIMED RETURNED (Status C) - DO NOT USE Use of Claimed Returned by staff was discontinued November 2007. Claimed Returned is the status set by staff when a borrower claims an overdue item has been returned. A block is placed on the borrower’s account. Items in Claimed Returned status more than 1 year will be changed to missing automatically by Horizon. When the item goes to Missing, the claimed return block is removed from the patron’s record and they are not charged for the item.

DAMAGED (Status DMG)
Status applied by staff manually or by using Damaged CKI Mode to designate the condition of an item. This status does not allow new holds. However, if the request already exists and then the item is put in Damaged status, the hold will not be filled by that copy.

DISPLAY CASE (Status DC)
Status applied by staff to designate when an item is being used in a display and not on the shelf. This status allows new holds.

IN CATALOGING (Status T)
Status used to designate that an item has been sent to the Cataloging department for special attention. Items with this status will not accept holds. This status is not used by Fresno when processing new items. NOTE: do not confuse this status for transit. Manually changing an item's status to t -- in cataloging will not put that item in transit.

IN PROCESSING (Status PR)
This status is used for items which have not gone through the normal ordering process (i.e. gift books). Items with this status are being processed (cataloged, linked, barcoded, stamped and finished) in Support Services. Items with this status will accept holds.

ITEM BEING HELD (Status H)
Status set when the pickup location checks in an item to fill a hold. This is the status of items on the hold shelf, but not expired. This status is borrower specific and item specific.

ITEM HOLD EXPIRED (Status E)
Status set when the item on the hold shelf has expired.

ITEM MISSING (Status M)

Missing is the status applied to items which have been in Trace status for 3 months, or Lost status for 12 months. Items in Missing status for 6 months will be changed to Withdrawn status by Support Services on the first of every month and then deleted completely from Horizon on the first Sunday of each month by System staff. Do NOT apply this status to an item manually. If you cannot find an item, put it in TRACE status.

LIBRARIAN REVIEW (Status LIBR)
Status to designate that the item is being reviewed to see if we want to keep it in the collection. In the past, it allowed holds to be placed on the item. However, after the November 2009 upgrade, it no longer allows holds. So it is okay to apply the LIBR status or WEEDED (Status W) for this purpose. Neither status allows holds.

LOST (Status L)
Items are given the Lost status one of two ways:
1. Borrower themselves claims to have lost the item and staff manually sets the item as lost by placing a lost block on the patron’s account.
2. Horizon automatically makes an item lost after the Final Overdue Notice is sent. A Lost block is automatically placed on the patron’s account.

An item with the Lost status retains the link between the borrower and the item. So if the lost item is returned, Horizon will automatically credit the patron’s account for the cost of the item when it is checked in. However it will not remove the processing fee. Staff must do that.

Lost items will automatically be changed to Missing status by Horizon after 12 months. Once the lost item has been changed to Missing, the patron’s account still retains the lost blocks and charges. However, the link between the item and the borrower is broken. Therefore, if the missing item is returned, Horizon will not automatically credit the patron’s account for the charges when it’s checked in.


MENDING (Status ME)
Status applied to staff to designate when an item has been set aside/sent to Support Services for repair.

MISSING (Status M) - see Item Missing

MISSING INVENTORY (Status MI) - DO NOT USE
Status applied to items that are not found after using the Horizon inventory module. Do NOT apply this status to an item manually. If you cannot find an item, put it in TRACE status.

NEWLY ACQUIRED (Status N)
This status is set when the item has been invoiced and received in Horizon by Acquisitions. Ninety-five percent of the time it means the item is in Support Services and being processed (cataloged, linked, barcoded, stamped and finished). The exception to this rule is for prepaid items which are invoiced and received before they even arrive at the library. Items with this status will accept holds. Note: Newly Acquired items that have a negative barcode or a barcode that begins with "acq" are most likely being cataloged. If they have a standard barcode, they have already been linked and are in the finishing stages of processing (i.e. labels, covers, etc.)


Note: this status will not change until the item is checked in. So a newly acquired item could also be in the delivery van on its way to your branch, in your back room waiting to be checked in, or on the shelf if staff failed to check it in.

ON ORDER (Status R)
This status is set when an item is ordered by Acquisitions. Items with this status will accept holds.


PATRON HOLD SHELF (Status PHS)
Staff can use this status to manually place an item on the hold shelf, e.g. someone calls in and says they are coming to look at a book. It is only item specific, not borrower specific.


RELOCATION IN PROGRESS (XR)
This status is related to floating. This status is applied to items that float to indicate they are being moved from one location to another to balance inventory of the floating collection. Items in XR status more than 2 months will be changed to Missing by Support Services on the first of every month.

TRACE (Status TRACE)
Trace is the status applied to items which cannot be found on the shelf. Staff manually apply this status to an item. Items in Trace status more than 3 months will be changed to Missing by Support Services on the first of every month. This is item-specific status only. No corresponding blocks appear on a borrower’s record.


TRANSIT (Status TR)
Status set when an item is moving from one location to another (usually back to the owning library), but is not in transit to fill a hold. Items In Transit status more than 1 year will be deleted from Horizon by System monthly.


TRANSIT HOLD /  TRANSIT REQUEST (Status TH)
Status set when a location fills a request and the item is moving from the owning library to the pick up location specified by the patron. The term "Transit Request" also appears in some areas of Horizon. It means the same as Transit Hold. Items in Transit Hold status more than 1 year will be deleted from Horizon by System monthly.

WEEDED (Status W)
Apply the Weeded status to any item that needs further review as to whether it should remain in the collection or not. Once an item is in Weeded status, no new holds may be placed on it. If the reviewer then decides to remove the item permanently, it should be changed to Withdrawn status. However, if the reviewer decides to keep the item, check it in to clear the Weeded status and put it back into circulation.

WITHDRAWN (Status WD)
Status staff should assign to items that are absolutely and positively being removed from the collection. Items set to Withdrawn are permanently deleted from Horizon at the first of every month by System staff. Once an item is in Withdrawn status, no new holds may be placed on it.



rev. 2/2018