Metadata and items configuration

In the Configuration section in the main menu, under Settings/Metadata and items, you can view and make settings related to items. Item statutes and item types are configured on account level.

Item statuses

Manual statuses

Some statuses can be added manually (for example when an item is lost). An item with a manually added status cannot be reserved, does not appear as available in the public portal and is not available in the shelf list. When an item with a manually added status is checked in, checked out or renewed, its status is removed. An item can have multiple manual statuses at a time.

Click Add status to add a new status, that can be used when editing an item.

Automatic statuses

Some statuses are set by the system (for example On loan or In transit). The system statuses are displayed in the transaction log and in a number of other places.

The table below describes the different statuses that can be set automatically by the system. An item can only have one automatic status at a time.

Note:
Some statuses may be labelled differently depending on in which context they are displayed.

Transaction status	Description	Item can be deleted from Quria
Available	This status is set automatically in the following situations, unless some other status, such as Trapped or In transit, is relevant: When an item is checked in When a manual status is cleared When ordered items are received by checking in	Yes
On loan	This status is set automatically when an item is checked out. The status is removed automatically when the item is checked in. Under some circumstances, another status, such as Trapped or In transit, may be set at check-in.	No
Renewed	This status is set automatically when an item is renewed The status is removed automatically when the item is checked in. Under some circumstances, another status, such as Trapped or In transit, may be set at check-in.	No
In transit	This status is set automatically when an item belonging to another branch is checked in. The status is removed automatically when the item is checked in at its home branch.	Yes
Trapped	This status is set automatically when an item is trapped at the reservation pick up-branch. The status is removed automatically when: the reservation is cancelled the item is checked in and the last pick-up date has passed the item is checked out to the patron that reserved the item the item is checked out to another patron	No
Trapped (cancelled)	This status is set automatically when the reservation for a trapped item is cancelled. The status is removed automatically when the item is checked in.	Yes
Trapped, in transit	This status is set automatically when an item is trapped in a branch other than the reservation pick-up branch. The status is removed automatically when the item is checked in at the pick-up branch.	No
Trapped, in transit (cancelled)	This status is set automatically when the reservation for an item trapped in transit is cancelled. The status is removed automatically when the item is checked in at the pick-up branch.	Yes
Internal handling: ILL out	This status is set automatically when an outgoing ILL has been trapped, but the user doesn’t want to send the item to the external library immediately. The status is cleared when the item is scanned in the Check in or Check out window and the ILL has been cancelled or deleted, or when the item is actually sent to the receiving library via Check-in window.	No
Internal handling: ILL out cancelled	This status is set automatically when an item in status Internal handling: ILL out is cancelled. The status is cleared when the item is scanned in the Check in or Check out window and the ILL has been cancelled or deleted.	Yes
Internal handling: ILL in	This status is set automatically when an incoming ILL item has been returned by the patron, but the user doesn’t want to return the item to the external library immediately. The status is cleared when the item is scanned in the Check in or Check out window and the ILL has been cancelled or deleted, or when the item is actually sent to the receiving library via Check-in window.	No
On bill	This status is set automatically when an overdue item is billed. The status is removed automatically when the item is checked in (if that is allowed by the rules).	No
Bill paid	This status is set automatically when a bill is paid. These items can be searched for in bulk items and also be deleted from there.	Yes
On order	This status is set automatically when items are created in the order process depot items are created automatically via NCIP The status is removed automatically when the item is checked in. The status has the following effects: The item cannot be checked out The item can be reserved in Quria The item can be reserved in the public portal	Not in manifestation details or in bulk items, but can be deleted from the order in Acquisitions and in Depot handling
Received	This status is set automatically when an ordered item is received in Acquisitions/Orders.	Yes

Item types

The item types for the account. The item types are mainly used to be able to set different rules for items of different types, such as different loan periods.

You can set an item type to be the default category for ILL in.

You can configure any item type as Reference. This means that items of this type will appear as Reference only in the public portal such as Arena. Items set as item type Reference will also be included in author fund reports.

Click Add type to add a new item type.

Item receipt types

You can configure item receipt types to indicate how items were obtained, e.g. gift, deposit or exchange. If you configure item receipt types, you can select these when adding or editing items and requisitions, and also include this in analytics.

Metadata suppliers

Metadata suppliers for all organisations. This functionality is in preparation for coming development and not used at the moment.

Manifestation types

The manifestation types and their codes are displayed.

Fictive holdings need to be created for manifestations without holdings in order for patrons to find these records also in filtered searches (for example via extended search) in a public portal such as Arena.

You can determine if titles of some manifestation types, such as eBooks and eAudio, should create fictive holdings in the public portal.

Click a manifestation type in the list and check Automatically create fictive holdings in public portal.

Note:
Modifications related to fictive holdings require re-indexing of the public portal. Please contact Axiell for more information.

You can determine what manifestation types should be included in the author fund report with distribution on component parts. The report is created under Configuration/Admin/Author fund reports

Click a manifestation type in the list and check Include in author fund report with distribution on component reports

Periodicals

There are two manifestation types for periodicals, Periodical and Periodical, issue. The difference between them is that Periodical can be set manually on manifestations, but Periodical, issue is set automatically by the system when new issues are created for works with type Periodical. In Collections/Items you can filter searches on Manifestation type, and the result for the two variants depends on which type the items are connected to.