Item status is determined automatically by the system and has one of two values:
Process type is used when an item is undergoing some kind of library processing or circulation activity.
Process types are defined centrally for Harvard Library:
Acquisition - applies to an item created from a Purchase order, or from a prediction pattern, that has not yet been received
Acquisition Technical Services / Tech Services Work Order - applies to an item in any post-receipt stage of the Technical Services workflow. (Note: Prior to 2020, this was solely Tech Services Work Order. Ex Libris changed the display without notice. In an item, under General Information, the Process Type still displays as Tech Services Work Order. Elsewhere, it is listed as Acquisition technical services. This is a difference in display only–the process type is the same, regardless of which name is used.)
Technical - Migration - appears for items that had certain Aleph Item Process Status values and have not yet been updated by LTS via batch job, or manually updated by staff. Read more at Item Mapping Guide, section entitled "More information on Item Process Types (IPS)."
Any locally defined Work Orders will also display in Process Type, e.g. Preservation. See Work Orders for more on this library process.
Generally this is left blank, unless the description is needed to distinguish items such as: Do not use this field for: For serials, once the Enum/Chron data has been filled in, use the Generate button to create the description. Important information on the effect of the Description field in HOLLIS and Alma Fulfillment:
Item Record fields - only required fields, or fields with best practices, are listed below
Tab: General Information Field Required? Note Barcode Y Enter the Harvard barcode for the item, or leave the barcode field blank to use a temporary system-generated barcode (will be created when the Item is saved) Copy ID If appl. Material Type Y see list at Item Material Types Item policy Y see list at Item Policies Is Magnetic see Best Practice: https://wiki.harvard.edu/confluence/x/BwDKDQ Enumeration A/B If appl. e.g. multi-volume works or serials Chronology I/J If appl. e.g. multi-volume works or serials Description If appl. Retention information If appl. see Best Practice: Tab: ENUM / CHRON Field Required? Note Enumeration A/B If appl. This is carried over from the General tab. If entered here first it will carry over into the General tab. Permanent library/location Y Inherited from Holdings Tab: Notes Field Required? Note Internal Note 3 N, but best practice is to add before withdrawal Used to record reason for withdraw. See Items - Deleting (Withdrawing) Statistics Note 2 N Restricted to shared retention commitment notes. For example: 'committed to retain - ReCAP'. This note is required for all items where a commitment to retain has been made. Also required, field 538 with commitment statement in holdings.
Generally this is left blank, unless the description is needed to distinguish items such as:
Do not use this field for:
For serials, once the Enum/Chron data has been filled in, use the Generate button to create the description.
Important information on the effect of the Description field in HOLLIS and Alma Fulfillment:
For additional information, there is a full list of all item fields, with descriptions, at the Ex Libris documentation site.