Circulation - Marking Items Missing

Circulation - Marking Items Missing

About

This article covers how to mark items missing using the Mark Item Missing wizard.


Properties

Basics

Properties are workstation specific. To adjust properties:
1.  Close the wizard that you want to adjust if it's already open.
2.  Right-click on the wizard name and select  Properties...
Right-click menu

3. At the top of the window where it says  Display property page, select  Never.
Display property page setting
If you select Wizard Startup, the properties window will open every time you open the wizard, and any changes you make to the properties will only last for the duration of the session.
4. If you have questions about settings, consult the  Knowledge Base or press  F1 (WorkFlows Help).
5. When you're finished making changes, click  OK.
6. When you close WorkFlows, select  Yes when prompted to save changes.
Save changes pop-up

Behavior Tab

Wizard properties behavior tab with card number gadget highlighted

Card #: this is where you designate your library's specific MISSING user, e.g. CPL-MISSING. Click the diamond-shaped gadget to search for your user by card # or user name. If you're not sure if you have the right user, open a ticket.

At end of wizard:
  1. Show checked buttons: selecting this will allow you to choose which buttons appear at the bottom of the wizard - Mark Another Item Missing and / or Close. By default they're both selected.
  2. Perform selected action: selecting this will allow you to choose what will automatically happen after you mark an item missing - Mark Another Item Missing or Close.

Helpers Tab

Wizard properties helpers tab

Item Search: checking this will add the Item Search helper to the wizard. Click the Item Search button to configure your default search type (e.g. browse), search index (e.g. title), and search library (e.g. CPL).

Start with search helper: checking this means the Item Search helper will automatically open with you open the wizard.

Missing vs Lost

An item is considered  missing if you can't find it when it's supposed to be on the shelf. An item is considered lost if it's been checked out and the user can't find it. Lost items charge users a replacement fee.

Marking Items Missing

The Mark Items Missing wizard checks an item out to your library-specific MISSING system user. The item becomes shadowed in the system so patrons won't be able to discover it when searching the online catalog. To mark an item missing:

1. Open the Mark Item Missing wizard (Circulation module > Items toolbar > Mark Item Missing).
2. Pull up the missing item record.
  1. If you know the item ID you can enter it.
  2. You can look the item up using the Item Search helper (screenshot).
Item search  helper with sample search

3. Click Mark Item Missing (after highlighting the item in question, if using the helper).

4. If you used the Item Search helper, you'll see the item ID field has now been filled.
Item ID field filled and highlighted

5. Click Mark Item Missing again (if using the helper).

6. Depending on your settings (see Properties above) you'll be able to mark another item missing or the wizard will close. If you chose to start with the search helper, it will reopen.
    • Related Articles

    • Circulation - Marking Items Lost

      About This article covers how to mark items lost using the Mark Item Lost wizard. Properties Basics Properties are workstation specific. To adjust properties: 1. Close the wizard that you want to adjust if it's already open. 2. Right-click on the ...
    • Circulation - Filling Holds

      About This article covers filling hold requests in WorkFlows using the Onshelf Items wizard and Checkin wizard. For more information on filling holds using the MobileStaff app, refer to MobileStaff - Managing Holds and the Holds Shelf. Properties ...
    • Circulation - Cleaning the Holds Shelf

      About This article covers how to handle cancelled, expired, and suspended holds using the Manage Hold Shelf wizard. This wizard replaces the clean hold shelf report used by libraries in earlier versions of WorkFlows. For more information on placing, ...
    • Circulation - Lost Items Overview

      About This article covers the life cycle of a lost item and explains what happens in the system when an item is lost, returned, paid for, or neither returned nor paid for. Best practices for handling lost items are covered in separate articles. This ...
    • MobileStaff - Managing Holds and the Holds Shelf

      About This article covers using the MobileStaff app (or browser version) to generate a list of holds to pull (an on-shelf holds or OSH list), filling them, modifying them, and managing inactive holds already on the holds shelf. MobileStaff can't be ...