Search and filter subscription items

Find all subscription items

1. In the left panel, click Orders > Subscription Items.
2. Click Search. The Subscription Items screen displays all subscription items, past and present, by default.
   • Results are sorted alphabetically by name.
   • To change the sort order, click any column heading.
   • To customize the column headings that appear, see Configure column headings below. By default, not all column headings are visible.
3. Click the item's Title to view or edit the order item details. For more information on editing order item detail, see see View and edit an order.

Filter subscription items 

Subscription items can be filtered using the filters at the top of the page. To customize the filters that appear, see Configure filters, below. Once the filter is applied, you can hover over the filter name to view the selected values.

1. Click the filter name.
2. 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.
3. Click Apply.
4. (Optional) To remove the filter, click Reset.

Configure filters

You can choose the filters that appear. All 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.

Some filters need explanation:

Field	Description
Budget Period	The budget period of the fund assigned to the item. All budget periods (past, present, and future) appear in the list.
Claims	Number of times the item has been claimed.
Copies Not Received	Number of copies not received.
End Date	The date the subscription ends.
Last Claimed	Day the item was last claimed.
Material Type	The item's material type, as determined in the WorldCat record. You can search for material types by entering a keyword in the search box.
Order Date	Date the order was placed.
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
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 that does not belong in WorldCat or the knowledge base. May be a single item or multi-part item. 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.
Resource Type	WorldCat resource, Knowledge base collection, Knowledge base title, Local resource
Shipping Type	Shipping type selected in the order.
Start Date	The date the subscription starts.
Vendor	To search for a vendor, enter the vendor name into the search box.

Subscription item screen columns

Some columns need explanation:

Configure column headings

You can choose the column headings that appear.

1. On the left side of the screen, next to the Rows drop-down list, click the Configure button ().
2. In the Show Columns window, check or uncheck the columns you want to show or hide.  The columns you checked or unchecked are shown or hidden.
3. Close the Show Columns window by clicking anywhere outside it.