Search and filter order items

View the WorldCat record for an order item

You can view the WorldCat bibliographic record for an order item in WorldShare Record Manager or your WorldCat Discovery instance. This allows you to verify that the record for a received item is correct by:

• Viewing the metadata and, if needed, editing a record before receiving (Record Manager)
• Viewing the patron-facing record (WorldCat Discovery)

 Note: This functionality does not apply to items with either of the following processing types

• Electronic Product
• Local

1. Click the Title of an order item to open the Order Item Details screen.
2. From the Order Item Details screen, hover over the information icon () next to the order item title.
3. The information pop-up window provides the following links:
   • View/Edit Metadata - Click to open the full MARC 21 bibliographic record in Record Manager. This link only appears if you have permission to view Metadata.
   • View in WorldCat Discovery - Click to open the bibliographic record in your WorldCat Discovery instance.

Locate and view a specific volume in a monographic series

1. From the Order Items results list, click the Title/Name to view the Order Item Details screen. The Order Item Details screen provides the following tabs:
   • General (default)
   • Order - Shows the Order Item Number and Series Title for the volume.
   • Location - You can change the location from the default location of the monographic series as long as the volume has not been received.
   • Invoice - Shows the invoice items related to the series volume.
   • Custom Fields

View the full payment amount for a monographic series

1. From the Order Items results list, click Processing Type > Monographic Series > Apply. All monographic series appear.
2. (Optional) From the drop-down list, select an index to search and type the search term in the box, and then click Search or press <Enter> to search for a specific monographic series.
3. Click the gray gear button () above the right-most column.
4. Select Payment Amount in the Show Columns window and then click anywhere outside of the window to close it. The Payment Amount displays for all monographic series on the screen.

Or

1. From the Order Items results list, click Processing Type > Monographic Series > Apply. All monographic series appear.
2. (Optional) From the drop-down list, select an index to search and type the search term in the box, and then click Search or press <Enter> to search for a specific monographic series.
3. Click the Title/Name to view the monographic series.
4. From the Order Item Details screen, click the Pricing tab. The Payment Amount can be found near the bottom of the page.
    Note: The Payment Amount will include the total amount paid for all volumes of the monographic series.

View series volumes for a specific monographic series

1. From the Order Items results list, click Processing Type > Monographic Series > Apply. All monographic series appear.
2. (Optional) From the drop-down list, select an index to search and type the search term in the box, and then click Search or press <Enter> to search for a specific monographic series.
3. Click the Title/Name to view the monographic series.
4. From the Order Item Details screen, click the Series Info tab. The Series Info tab displays the series volumes in a table. By default, only series volumes for the current subscription period are displayed.
   • Click a Title/Name in the table to view details about a series volume.
   • Select the Show items for all related subscription periods checkbox to view series volumes for all subscription periods.

Show/hide columns

You can choose the columns that appear.

1. Click the gray gear button () above the right-most column.
2. In the Show Columns window, select or deselect the columns you want to show or hide.
3. Close the Show Columns window by clicking anywhere outside it.

Available order item columns

Order item columns - Table

Column	Description
Budget Period	The budget period of the fund assigned to the item. All budget periods (past, present, and future) are options.
Claims	Number of times the item has been claimed.
Copies Not Received	Number of copies not received.
Copies Ordered	Number of copies ordered.
Copies Received	Number of copies received.
Create Date	Date the item was added to the order.
End Date	The date the subscription ends.
Last Claimed Date	Date the item was last claimed.
Notes	Any notes about the order item. Click the Add Note button () to add a new note. Click the Add/Edit Note button () to add or edit notes.
Order Name	Click Order Name to view or edit the order.
Order Number	Number assigned by the system when the order was created. Click the order number to edit the order. For details, see View and edit an order.
Order Status	Status Description Cancelled Copies have been canceled Cancelled Request Copies have been requested to be canceled Open Order not placed Ordered Order placed
Payment Amount	Unit price. The amount is displayed in your institution's currency.
Place Date	Date the order item was placed.
Purchase Status	Status Description Invoiced Item is invoiced Not Invoiced Item is not invoiced Paid Item is paid Partially Invoiced Item is partially invoiced Partially Paid Item is partially paid
Receipt Status	Status Description Not Received Copies have not been received Not Tracked Copies are not being tracked  Note: The Do Not Track action can only be applied to items with the Processing Type of Serial or eProduct. Monographs cannot have the Receipt Status of Not Tracked. Partially Received Copies have been partially received Received Copies have been received Returned Copies have been returned
Renewal Setting	Setting Description Renew Subscription has been renewed Do Not Renew (Canceled) Subscription has been canceled Do Not Renew (Waiting For Review) Subscription must be reviewed before being renewed
Renewal Status	Whether the subscription item has been renewed or not.
Renewals	Number of times the item has been renewed. Click the number in the column to view renewal history.
Start Date	The date the subscription starts.
Title	Click the item's title to view or edit the order item details.
Type	The material type of the item represented by an icon. Place the cursor over the icon to see the text definition of the material type.
Unit Price	The price of the item.
Vendor	To search for a vendor, enter the vendor name into the search box.

Show/hide filters

You can choose the filters that appear. Only some filters appear by default. Selected filters have a check mark next to their name.

1. Click Filters (at the top right of the screen).
2. To select or deselect a filter, click on the filter name.
3. (Optional) You can search through the list of filters by entering a keyword in the search box.

Available order item filters

Order item filters - Table

Filter	Description
Acquisition Type	Type Description One-Time A one-time order. Subscription An order for an item that is published in an ongoing manner (no end date) but is typically purchased by period. Usually requires renewal by the purchaser at the end of the period.
Budget Period	The budget period of the fund assigned to the item. All budget periods (past, present, and future) are options.
Claims	Number of times the item has been claimed.
Copies Not Received	Number of copies not received.
Date Created	Date the item was added to the order.
Display for Discovery	Option Description Display On-Order Items When the order is placed, all order items will appear in Discovery with a status of On Order. Do Not Display On-Order Items When the order is placed, no order items will appear in Discovery.
End Date	The date the subscription ends.
Invoice Status	Status Description Open Invoice not paid Paid Invoice paid Ready for Payment Invoice ready for payment
Last Claimed	Date the item was last claimed.
Material Type	The item's material type, as determined in the master record. You can search for material types by entering a keyword into the search box.
Order Status	Status Description Cancelled Copies have been canceled Cancelled Request Copies have been requested to be canceled Open Order not placed Ordered Order placed
Order Type	Type Description Approval Plan List of items received as part of an agreement with supplier to send items based on a profile. The library retains the right to return items not needed. Blanket Order List of items received as part of an agreement with a supplier to send items based on a profile. Vendors do not allow the return of items. DDA Plan List of items received as part of an agreement with supplier to trigger purchase of online materials based on patron usage. Gift/Donation List List of items received from a specific person or organization for free or at little cost to the library. Legal Deposit List List of items received as part of an arrangement with a governmental entity to keep some or all of its publications at the library. Purchase Order List of items created by library to be submitted to supplier. Standing Order List of items received as part of an agreement with supplier to send items belonging to a series or specific publication.
Place Date	Date the order was placed.
Processing Type	Type Description Electronic Product A nonphysical, electronic title. May be a single item or a multi-part item. May be issued in parts indefinitely. Local A physical or nonphysical item. May be a single item or a multi-part item. Monographic Series Monographs released in successive volumes by a single publisher. Each volume in the series has a unique title and ISBN, but all volumes share a common series title. Serial Print serials and multi-part monographs where multiple barcodes are applied. Monograph Monographs where only one barcode is applied.
Purchase Status	Status Description Invoiced Item is invoiced Not Invoiced Item is not invoiced Paid Item is paid Partially Invoiced Item is partially invoiced Partially Paid Item is partially paid
Receipt Status	Status Description Not Received Copies have not been received Not Tracked Copies are not being tracked  Note: The Do Not Track action can only be applied to items with the Processing Type of Serial or eProduct. Monographs cannot have the Receipt Status of Not Tracked. Partially Received Copies have been partially received Received Copies have been received Returned Copies have been returned
Renewal Setting	Setting Description Renew Subscription has been renewed Do Not Renew (Canceled) Subscription has been canceled Do Not Renew (Waiting For Review) Subscription must be reviewed before being renewed
Renewal Status	Whether the subscription item has been renewed or not.
Request Status	Whether the item has been requested or not.
Requestor	The person who requested the item.
Resource Type	WorldCat resource, Knowledge base collection, Knowledge base title, Local resource
Shipping Type	Standard, Express, Next Day, Other
Start Date	The date the subscription starts.
Unit Price	The price of the item.
Vendor	To search for a vendor, enter the vendor name into the search box.

Show/hide columns

You can choose the columns that appear.

1. Click the gray gear button () above the right-most column.
2. In the Show Columns window, select or deselect the columns you want to show or hide.
3. Close the Show Columns window by clicking anywhere outside it.

Available one-time order item columns

One-time order item columns - Table

Column	Description
Budget Period	The budget period of the fund assigned to the item. All budget periods (past, present, and future) are options.
Claims	Number of times the item has been claimed.
Copies Not Received	Number of copies not received.
Copies Ordered	Number of copies ordered.
Copies Received	Number of copies received.
Create Date	Date the item was added to the order.
End Date	The date the subscription ends.
Last Claimed Date	Date the item was last claimed.
Notes	Any notes about the order item. Click the Add Note button () to add a new note. Click the Add/Edit Note button () to add or edit notes.
Order Name	Click Order Name to view or edit the order.
Order Number	Number assigned by the system when the order was created. Click the order number to edit the order. For details, see View and edit an order.
Order Status	Status Description Cancelled Copies have been canceled Cancelled Request Copies have been requested to be canceled Open Order not placed Ordered Order placed
Payment Amount	Unit price. The amount is displayed in your institution's currency.
Place Date	Date the order item was placed.
Purchase Status	Status Description Invoiced Item is invoiced Not Invoiced Item is not invoiced Paid Item is paid Partially Invoiced Item is partially invoiced Partially Paid Item is partially paid
Receipt Status	Status Description Not Received Copies have not been received Not Tracked Copies are not being tracked  Note: The Do Not Track action can only be applied to items with the Processing Type of Serial or eProduct. Monographs cannot have the Receipt Status of Not Tracked. Partially Received Copies have been partially received Received Copies have been received Returned Copies have been returned
Renewal Setting	Setting Description Renew Subscription has been renewed Do Not Renew (Canceled) Subscription has been canceled Do Not Renew (Waiting For Review) Subscription must be reviewed before being renewed
Renewal Status	Whether the subscription item has been renewed or not.
Renewals	Number of times the item has been renewed. Click the number in the column to view renewal history.
Start Date	The date the subscription starts.
Title	Click the item's title to view or edit the order item details.
Type	The material type of the item represented by an icon. Place the cursor over the icon to see the text definition of the material type.
Unit Price	The price of the item.
Vendor	To search for a vendor, enter the vendor name into the search box.

Show/hide filters

You can choose the filters that appear. Only some filters appear by default. Selected filters have a check mark next to their name.

1. Click Filters (at the top right of the screen).
2. To select or deselect a filter, click on the filter name.
3. (Optional) You can search through the list of filters by entering a keyword in the search box.

Available one-time order item filters

One-time order item filters - Table

Filter	Description
Acquisition Type	Type Description One-Time A one-time order. Subscription An order for an item that is published in an ongoing manner (no end date) but is typically purchased by period. Usually requires renewal by the purchaser at the end of the period.
Budget Period	The budget period of the fund assigned to the item. All budget periods (past, present, and future) are options.
Claims	Number of times the item has been claimed.
Copies Not Received	Number of copies not received.
Date Created	Date the item was added to the order.
Display for Discovery	Option Description Display On-Order Items When the order is placed, all order items will appear in Discovery with a status of On Order. Do Not Display On-Order Items When the order is placed, no order items will appear in Discovery.
End Date	The date the subscription ends.
Invoice Status	Status Description Open Invoice not paid Paid Invoice paid Ready for Payment Invoice ready for payment
Last Claimed	Date the item was last claimed.
Material Type	The item's material type, as determined in the master record. You can search for material types by entering a keyword into the search box.
Order Status	Status Description Cancelled Copies have been canceled Cancelled Request Copies have been requested to be canceled Open Order not placed Ordered Order placed
Order Type	Type Description Approval Plan List of items received as part of an agreement with supplier to send items based on a profile. The library retains the right to return items not needed. Blanket Order List of items received as part of an agreement with a supplier to send items based on a profile. Vendors do not allow the return of items. DDA Plan List of items received as part of an agreement with supplier to trigger purchase of online materials based on patron usage. Gift/Donation List List of items received from a specific person or organization for free or at little cost to the library. Legal Deposit List List of items received as part of an arrangement with a governmental entity to keep some or all of its publications at the library. Purchase Order List of items created by library to be submitted to supplier. Standing Order List of items received as part of an agreement with supplier to send items belonging to a series or specific publication.
Place Date	Date the order was placed.
Processing Type	Type Description Electronic Product A nonphysical, electronic title. May be a single item or a multi-part item. May be issued in parts indefinitely. Local A physical or nonphysical item. May be a single item or a multi-part item. Monographic Series Monographs released in successive volumes by a single publisher. Each volume in the series has a unique title and ISBN, but all volumes share a common series title. Serial Print serials and multi-part monographs where multiple barcodes are applied. Monograph Monographs where only one barcode is applied.
Purchase Status	Status Description Invoiced Item is invoiced Not Invoiced Item is not invoiced Paid Item is paid Partially Invoiced Item is partially invoiced Partially Paid Item is partially paid
Receipt Status	Status Description Not Received Copies have not been received Not Tracked Copies are not being tracked  Note: The Do Not Track action can only be applied to items with the Processing Type of Serial or eProduct. Monographs cannot have the Receipt Status of Not Tracked. Partially Received Copies have been partially received Received Copies have been received Returned Copies have been returned
Renewal Setting	Setting Description Renew Subscription has been renewed Do Not Renew (Canceled) Subscription has been canceled Do Not Renew (Waiting For Review) Subscription must be reviewed before being renewed
Renewal Status	Whether the subscription item has been renewed or not.
Request Status	Whether the item has been requested or not.
Requestor	The person who requested the item.
Resource Type	WorldCat resource, Knowledge base collection, Knowledge base title, Local resource
Shipping Type	Standard, Express, Next Day, Other
Start Date	The date the subscription starts.
Unit Price	The price of the item.
Vendor	To search for a vendor, enter the vendor name into the search box.

Show/hide columns

You can choose the columns that appear.

1. Click the gray gear button () above the right-most column.
2. In the Show Columns window, select or deselect the columns you want to show or hide.
3. Close the Show Columns window by clicking anywhere outside it.

Available subscription item columns

Subscription item columns - Table

Column	Description
Budget Period	The budget period of the fund assigned to the item. All budget periods (past, present, and future) are options.
Claims	Number of times the item has been claimed.
Copies Not Received	Number of copies not received.
Copies Ordered	Number of copies ordered.
Copies Received	Number of copies received.
Create Date	Date the item was added to the order.
End Date	The date the subscription ends.
Last Claimed Date	Date the item was last claimed.
Notes	Any notes about the order item. Click the Add Note button () to add a new note. Click the Add/Edit Note button () to add or edit notes.
Order Name	Click Order Name to view or edit the order.
Order Number	Number assigned by the system when the order was created. Click the order number to edit the order. For details, see View and edit an order.
Order Status	Status Description Cancelled Copies have been canceled Cancelled Request Copies have been requested to be canceled Open Order not placed Ordered Order placed
Payment Amount	Unit price. The amount is displayed in your institution's currency.
Place Date	Date the order item was placed.
Purchase Status	Status Description Invoiced Item is invoiced Not Invoiced Item is not invoiced Paid Item is paid Partially Invoiced Item is partially invoiced Partially Paid Item is partially paid
Receipt Status	Status Description Not Received Copies have not been received Not Tracked Copies are not being tracked  Note: The Do Not Track action can only be applied to items with the Processing Type of Serial or eProduct. Monographs cannot have the Receipt Status of Not Tracked. Partially Received Copies have been partially received Received Copies have been received Returned Copies have been returned
Renewal Setting	Setting Description Renew Subscription has been renewed Do Not Renew (Canceled) Subscription has been canceled Do Not Renew (Waiting For Review) Subscription must be reviewed before being renewed
Renewal Status	Whether the subscription item has been renewed or not.
Renewals	Number of times the item has been renewed. Click the number in the column to view renewal history.
Start Date	The date the subscription starts.
Title	Click the item's title to view or edit the order item details.
Type	The material type of the item represented by an icon. Place the cursor over the icon to see the text definition of the material type.
Unit Price	The price of the item.
Vendor	To search for a vendor, enter the vendor name into the search box.

Show/hide filters

You can choose the filters that appear. Only some filters appear by default. Selected filters have a check mark next to their name.

1. Click Filters (at the top right of the screen).
2. To select or deselect a filter, click on the filter name.
3. (Optional) You can search through the list of filters by entering a keyword in the search box.

Available subscription item filters

Subscription item filters - Table

Filter	Description
Acquisition Type	Type Description One-Time A one-time order. Subscription An order for an item that is published in an ongoing manner (no end date) but is typically purchased by period. Usually requires renewal by the purchaser at the end of the period.
Budget Period	The budget period of the fund assigned to the item. All budget periods (past, present, and future) are options.
Claims	Number of times the item has been claimed.
Copies Not Received	Number of copies not received.
Date Created	Date the item was added to the order.
Display for Discovery	0ption Description Display On-Order Items When the order is placed, all order items will appear in Discovery with a status of On Order. Do Not Display On-Order Items When the order is placed, no order items will appear in Discovery.
End Date	The date the subscription ends.
Invoice Status	Status Description Open Invoice not paid Paid Invoice paid Ready for Payment Invoice ready for payment
Last Claimed	Date the item was last claimed.
Material Type	The item's material type, as determined in the master record. You can search for material types by entering a keyword into the search box.
Order Status	Status Description Cancelled Copies have been canceled Cancelled Request Copies have been requested to be canceled Open Order not placed Ordered Order placed
Order Type	Type Description Approval Plan List of items received as part of an agreement with supplier to send items based on a profile. The library retains the right to return items not needed. Blanket Order List of items received as part of an agreement with a supplier to send items based on a profile. Vendors do not allow the return of items. DDA Plan List of items received as part of an agreement with supplier to trigger purchase of online materials based on patron usage. Gift/Donation List List of items received from a specific person or organization for free or at little cost to the library. Legal Deposit List List of items received as part of an arrangement with a governmental entity to keep some or all of its publications at the library. Purchase Order List of items created by library to be submitted to supplier. Standing Order List of items received as part of an agreement with supplier to send items belonging to a series or specific publication.
Place Date	Date the order was placed.
Processing Type	Type Description Electronic Product A nonphysical, electronic title. May be a single item or a multi-part item. May be issued in parts indefinitely. Monograph Monographs where only one barcode is applied. Serial Print serials and multi-part monographs where multiple barcodes are applied.
Purchase Status	Status Description Invoiced Item is invoiced Not Invoiced Item is not invoiced Paid Item is paid Partially Invoiced Item is partially invoiced Partially Paid Item is partially paid
Receipt Status	Status Description Not Received Copies have not been received Not Tracked Copies are not being tracked  Note: The Do Not Track action can only be applied to items with the Processing Type of Serial or eProduct. Monographs cannot have the Receipt Status of Not Tracked. Partially Received Copies have been partially received Received Copies have been received Returned Copies have been returned
Renewal Setting	Setting Description Renew Subscription has been renewed Do Not Renew (Canceled) Subscription has been canceled Do Not Renew (Waiting For Review) Subscription must be reviewed before being renewed
Renewal Status	Whether the subscription item has been renewed or not.
Request Status	Whether the item has been requested or not.
Requestor	The person who requested the item.
Resource Type	WorldCat resource, Knowledge base collection, Knowledge base title
Shipping Type	Standard, Express, Next Day, Other
Start Date	The date the subscription starts.
Unit Price	The price of the item.
Vendor	To search for a vendor, enter the vendor name into the search box.