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
Accrual Mode	Whether accrual mode is enabled on the item.
Branch	The branch the item is assigned to.
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.
Currency	The currency used by the vendor.
Custom Fields	Any custom fields for the item.
Date Requested	Date the item was requested. Select one of the following options: More than ___ days ago - Enter a number in the text field. Custom date range - Enter a number range in the From and To fields or use the calendar button (). Click Apply.
Date Needed	Date by which the item is needed. Select one of the following options: More than ___ days ago - Enter a number in the text field. Within the next ___ days - Enter a number in the text field. Custom date range - Enter a number range in the From and To fields or use the calendar button (). Click Apply.
Disencumbrance Method	Type Description By Amount Item was invoiced partially and disencumbered items are based on the amount paid for the order item. By Percentage Item was invoiced partially and disencumbered items are based on the percentage assigned to the invoice item.
EDIFACT Message Date	The date that the EDIFACT order response file associated with the item was uploaded
Encumbrance	The encumbrance amount for the item. Select one of the following options: More than ___ - Enter a dollar amount in the text field. Custom amount range - Enter a price range in the From and To fields. Click Apply.
End Date	The date the subscription ends.
Expected Fulfillment Date	The date that fulfillment is expected for the item.
Expected Fulfillment Date Source	The source that set the expected fulfillment date.
Last Claimed Date	Date the item was last claimed.
Location	The location the item is assigned to.
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.
Place Patron Hold	Whether the item has a patron hold placed or not.
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 Sent	Whether a receipt for the item has been sent or not.
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.
Requestor	The person who requested the item.
Request Source	The source of the purchase request (e.g., Staff).
Requires Attention	Whether the item has been flagged for attention or not.
Resource Requires Review	Whether the item has been flagged for resource review or not.
Reviewer	The person assigned to review the item.
Review Status	Status Description Approved Purchase request has been approved. Pending Purchase request is being reviewed. Rejected Purchase request has been rejected.
Start Date	The date the subscription starts.
Title/Name	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.
Vendor Response	A vendor's response regarding the order item.
Volume	Whether the item is a part of a series or not.

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
Accrual Mode	Whether accrual mode is enabled on the item.
Branch	The branch the item is assigned to.
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.
Currency	The currency used by the vendor.
Custom Fields	Any custom fields for the item.
Date Requested	Date the item was requested. Select one of the following options: More than ___ days ago - Enter a number in the text field. Custom date range - Enter a number range in the From and To fields or use the calendar button (). Click Apply.
Date Needed	Date by which the item is needed. Select one of the following options: More than ___ days ago - Enter a number in the text field. Within the next ___ days - Enter a number in the text field. Custom date range - Enter a number range in the From and To fields or use the calendar button (). Click Apply.
Disencumbrance Method	Type Description By Amount Item was invoiced partially and disencumbered items are based on the amount paid for the order item. By Percentage Item was invoiced partially and disencumbered items are based on the percentage assigned to the invoice item.
EDIFACT Message Date	The date that the EDIFACT order response file associated with the item was uploaded
Encumbrance	The encumbrance amount for the item. Select one of the following options: More than ___ - Enter a dollar amount in the text field. Custom amount range - Enter a price range in the From and To fields. Click Apply.
End Date	The date the subscription ends.
Expected Fulfillment Date	The date that fulfillment is expected for the item.
Expected Fulfillment Date Source	The source that set the expected fulfillment date.
Last Claimed Date	Date the item was last claimed.
Location	The location the item is assigned to.
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.
Place Patron Hold	Whether the item has a patron hold placed or not.
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 Sent	Whether a receipt for the item has been sent or not.
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.
Requestor	The person who requested the item.
Request Source	The source of the purchase request (e.g., Staff).
Requires Attention	Whether the item has been flagged for attention or not.
Resource Requires Review	Whether the item has been flagged for resource review or not.
Reviewer	The person assigned to review the item.
Review Status	Status Description Approved Purchase request has been approved. Pending Purchase request is being reviewed. Rejected Purchase request has been rejected.
Start Date	The date the subscription starts.
Title/Name	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.
Vendor Response	A vendor's response regarding the order item.
Volume	Whether the item is a part of a series or not.

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
Accrual Mode	Whether accrual mode is enabled on the item.
Branch	The branch the item is assigned to.
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.
Currency	The currency used by the vendor.
Custom Fields	Any custom fields for the item.
Date Requested	Date the item was requested. Select one of the following options: More than ___ days ago - Enter a number in the text field. Custom date range - Enter a number range in the From and To fields or use the calendar button (). Click Apply.
Date Needed	Date by which the item is needed. Select one of the following options: More than ___ days ago - Enter a number in the text field. Within the next ___ days - Enter a number in the text field. Custom date range - Enter a number range in the From and To fields or use the calendar button (). Click Apply.
Disencumbrance Method	Type Description By Amount Item was invoiced partially and disencumbered items are based on the amount paid for the order item. By Percentage Item was invoiced partially and disencumbered items are based on the percentage assigned to the invoice item.
EDIFACT Message Date	The date that the EDIFACT order response file associated with the item was uploaded
Encumbrance	The encumbrance amount for the item. Select one of the following options: More than ___ - Enter a dollar amount in the text field. Custom amount range - Enter a price range in the From and To fields. Click Apply.
End Date	The date the subscription ends.
Expected Fulfillment Date	The date that fulfillment is expected for the item.
Expected Fulfillment Date Source	The source that set the expected fulfillment date.
Last Claimed Date	Date the item was last claimed.
Location	The location the item is assigned to.
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.
Place Patron Hold	Whether the item has a patron hold placed or not.
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 Sent	Whether a receipt for the item has been sent or not.
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.
Requestor	The person who requested the item.
Request Source	The source of the purchase request (e.g., Staff).
Requires Attention	Whether the item has been flagged for attention or not.
Resource Requires Review	Whether the item has been flagged for resource review or not.
Reviewer	The person assigned to review the item.
Review Status	Status Description Approved Purchase request has been approved. Pending Purchase request is being reviewed. Rejected Purchase request has been rejected.
Start Date	The date the subscription starts.
Title/Name	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.
Vendor Response	A vendor's response regarding the order item.
Volume	Whether the item is a part of a series or not.