Cancel subscriptions

Search subscription items

Use the Subscription Items screen to search through all order items with an Acquisitions Type of Subscription.

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.

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.

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.

Search subscription items

Use the search box to search through subscription items.

1. Enter a keyword in the search box.
2. Click Search or press <Enter>.

Subscription items screen columns

Some columns need explanation:

Field	Description
Budget Period	Budget period of the fund assigned to the item.
Claims	Number of times the item has been claimed.
Copies Outstanding	Number of copies not received.
Create Date	Date the item was added to the order.
Last Claimed Date	Date the item was last claimed.
Notes	Any notes about the order item. For more information on notes and adding notes, see Notes for funds. Click the Add Note button () to add a new note, or Click the Add/Edit Note button () to add or edit notes.
Order Date	Date the order was placed.
Order # (number)	Number assigned by system when the order was created. Click the Order # to edit the order. For details, see View and edit an order.
Order Status	Descriptions of all order statuses: Status Description Cancelled Some copies canceled Cancelled Requested Copies have been requested to be canceled Open Order not placed Ordered Order placed
Payment Amount	Unit price. The amount is displayed in your institution's currency.
Purchasing Status	Descriptions of all Purchase Statuses: Purchase Status Description Nee Item is not invoiced Invoiced Item is invoiced Paid Item is paid for Partially Invoiced Item is partially invoiced Partially Paid Item is partially paid for
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
Renewals	Number of times the item has been renewed. Click the number in the column to view renewal history. Enter the item's material type, as determined in the WorldCat record. Place the cursor over the icon to see the text definition of the material type.
Type	The item's material type, as determined in the WorldCat record. Place the cursor over the icon to see the text definition of the material type.

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.

Download item data

You can download the data on the screen as a comma-separated values (CSV) file. To download more data, increase the rows on the screen by using the Rows list.

1. On the right side of the screen, next to the Refresh icon, click the Export button ().

Mid-subscription cancellation

1. Select the check boxes next to the items you want to cancel. If you want to cancel all items in the table, select the check box at the top of the table.
2. At the top of the screen, click Cancel > Cancel Items.
3. The Cancel Items window appears. To cancel copies select one of:
   • All copies: use this option to cancel all copies. If you are unable to cancel any copies you selected, it will be noted here.
   • Copies not received: use this option if you only want to cancel copies that were not received. If any of the copies you selected cannot be canceled, the Copy that Cannot be Canceled accordion will appear. Click the Copy that Cannot be Canceled accordion to view the copies that cannot be canceled and the reason(s) why.
   • Copies not received: and not invoiced: use this option if you only want to cancel copies that have not been received or invoiced. If any of the copies you selected cannot be canceled, the Copy that Cannot be Canceled accordion will appear. Click the Copy that Cannot be Canceled accordion to view the copies that cannot be canceled and the reason(s) why.
4. Select Cancel subscriptions on [date].
5. Enter the date before the subscription period ends. Enter the date manually or click the calendar button to select the date.
6. If you want to notify the vendor about the cancellation and optionally request a confirmation of the cancellation, continue to Notify vendor about cancellation (and request confirmation). Otherwise, click Cancel Items.
7. The copies are canceled in the system and their Order Status changes to Cancelled.

End of subscription period cancellation