Search and filter order items
Order items
View all order items
- On the left navigation, click Orders > Order Items.
- Click Search. All order items appear.
- Results are sorted alphabetically by title.
- To change the sort order, click any column heading.
- To customize the column headings that appear, see Show/hide columns. By default, not all column headings are visible.
- Click the Title to view or edit the order item.
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
- Click the Title of an order item to open the Order Item Details screen.
- From the Order Item Details screen, hover over the information icon (
) next to the order item title.
- 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
- 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
- From the Order Items results list, click Processing Type > Monographic Series > Apply. All monographic series appear.
- (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.
- Click the gray gear button (
) above the right-most column.
- 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
- From the Order Items results list, click Processing Type > Monographic Series > Apply. All monographic series appear.
- (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.
- Click the Title/Name to view the monographic series.
- 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
- From the Order Items results list, click Processing Type > Monographic Series > Apply. All monographic series appear.
- (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.
- Click the Title/Name to view the monographic series.
- 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.
Search order items
Use the search box to search order items.
- From the drop-down list, select an index to search and type the search term in the box.
- Click Search or press <Enter>.
Show/hide columns
You can choose the columns that appear.
- Click the gray gear button (
) above the right-most column.
- In the Show Columns window, select or deselect the columns you want to show or hide.
- Close the Show Columns window by clicking anywhere outside it.
Available order item columns
Filter order items
Order items can be filtered using the filters at the top of the page.
- Click one of the filter names below.
- Select the values you want to apply. You can select one or more. When more than one value is selected, the system searches for any of the selected values.
- Click Apply. Once the filter is applied, you can hover over the filter name to view the selected values.
- (Optional) To remove the filter, click Reset.
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.
- Click Filters (at the top right of the screen).
- To select or deselect a filter, click on the filter name.
- (Optional) You can search through the list of filters by entering a keyword in the search box.
Available order item filters
One-Time order items
Use the One Time Items screen to search through all order items with an Acquisitions Type of One-Time.
View all one-time order items
- On the left navigation, click Orders > One Time Items.
- Click Search. All one-time order items appear.
- Results are sorted alphabetically by title.
- To change the sort order, click any column heading.
- To customize the column headings that appear, see Show/hide columns. By default, not all column headings are visible.
- Click the Title to view or edit the one-time order item.
Search one-time order items
Use the search box to search one-time order items.
- From the list, select an index to search and type the search term in the box.
- Click Search or press <Enter>.
Show/hide columns
You can choose the columns that appear.
- Click the gray gear button (
) above the right-most column.
- In the Show Columns window, select or deselect the columns you want to show or hide.
- Close the Show Columns window by clicking anywhere outside it.
Available one-time order item columns
Filter one-time order items
One-time order items can be filtered using the filters at the top of the page.
- Click one of the filter names below.
- Select the values you want to apply. You can select one or more. When more than one value is selected, the system searches for any of the selected values.
- Click Apply. Once the filter is applied, you can hover over the filter name to view the selected values.
- (Optional) To remove the filter, click Reset.
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.
- Click Filters (at the top right of the screen).
- To select or deselect a filter, click on the filter name.
- (Optional) You can search through the list of filters by entering a keyword in the search box.
Available one-time order item filters
Subscription items
View all subscription items
- On the left navigation, click Orders > Subscription Items.
- Click Search. All subscription items appear.
- Results are sorted alphabetically by title.
- To change the sort order, click any column heading.
- To customize the column headings that appear, see Show/hide columns. By default, not all column headings are visible.
- Click the Title to view or edit the subscription item.
Search subscription items
Use the search box to search subscription items.
- From the list, select an index to search and type the search term in the box.
- Click Search or press <Enter>.
Show/hide columns
You can choose the columns that appear.
- Click the gray gear button (
) above the right-most column.
- In the Show Columns window, select or deselect the columns you want to show or hide.
- Close the Show Columns window by clicking anywhere outside it.
Available subscription item columns
Filter subscription items
Subscription items can be filtered using the filters at the top of the page.
- Click one of the filter names below.
- Select the values you want to apply. You can select one or more. When more than one value is selected, the system searches for any of the selected values.
- Click Apply. Once the filter is applied, you can hover over the filter name to view the selected values.
- (Optional) To remove the filter, click Reset.
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.
- Click Filters (at the top right of the screen).
- To select or deselect a filter, click on the filter name.
- (Optional) You can search through the list of filters by entering a keyword in the search box.