Assign or Remove a Copy from a Category

There are multiple ways to assign copies to or remove copies from a Copy Category.

Assign copies to a Copy Category

To add copies from a resource list, barcode list or by a range of dates:

Note: If the category you want to assign copies to does not exist yet, start by creating a new category.
  1. Select Catalog > Library Search > Copy Categories sub-tab.
    Note: If you are a Textbook Manager or Media Manager user, select Catalog > Textbook Search or Media Search > Copy Categories sub-tab.
  2. Next to the Copy Category you want to add copies to, click Add icon.
  3. Do one of the following:
    If you want to...Then...
    Add copies from a resource list
    1. From the Select by drop-down,select List.
      Add copies to a category page with List selected from Select by drop-down.
    2. From the next drop-down, select the list you want to use. If you want to see the contents of the list, click View List.

      Note: Only copies in your collection will be added.

    Add copies from a barcode list (browse to an existing one or create one)
    1. From the Select by drop-down, select Barcode List.
      Add copies to Category page with Barcode List selected from drop-down.
    2. Add a list of barcodes:
      • To add an existing file, click Choose File, and then browse to the file you want to add.
      • To create a list, type or scan barcodes in the Create a barcode list field.
    Add all copies added to Destinyon a specific date or before/after a date.
    1. From the Select by drop-down, select Date Copies Added.
    2. From the Copies Added drop-down, select: After the Date, On the Date or Before the Date, and then select a date.
      Add to Copy Category page with Date Copies Added selected.
  4. Click OK. A message appears indicating how many copies were added.

You can also assign Copy Categories in the following ways:

  • Edit an individual copy record.
  • Assign a Copy Category during import.
  • Perform an Individual Updateto assign or update one or multiple fields one copy at-a-time (Copy Category, Circulation Type and/or Sublocation).
  • Perform a Global Update to change the contents of one of the following fields of every copy in a category: Call Number Prefix, Category, Circulation Type (not available for Media Manager), Description, Funding Source, Sublocation, or Vendor. You can use this feature to change all copies in one category to another.

    Note: The Global Update feature is not available in Textbook Manager.

Remove a copy from a Copy Category

To view and remove one or multiple copies from a Category::

  1. Select Catalog > Library Search > Copy Categories sub-tab.

    Note: If you are a Textbook Manager or Media Manager user, select Catalog > Textbook Search or Media Search > Copy Categories sub-tab.

  2. Next to the Copy Category you want to remove a title from, click View.
  3. Next to the title you want to remove, click Show More to see the copies in the Copy Category.
  4. Do one of the following:
    • To remove an individual copy: Next to the title you want to remove, click Remove.
    • To remove all copies: Click Remove All, and then from the pop-up that appears, click Yes.

Notes: You can also add, update or remove a Copy Category from an individual copy record.