Claim order items

Filter missing order items

Missing order items can be filtered using the filters at the top of the page. To customize the filters that appear, see Configure filters, below.

To apply filters to missing order items:

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.

Filter descriptions

Some filters need explanation:

Filter	Description
Acquisition Type	One-Time, Subscription
Claims	Number of times claimed. Range: from n to n Example: "2 to 8" finds items that you have claimed at least twice but not more than eight times.
Last Claimed	Date range: days ago
Material Type	Filter items by what kind of item they are (books, maps, articles, Internet resource, etc.)
Order Date	Date range: n days ago
Processing Type	Electronic Product, Local, Monographic Series, Serial, Monograph
Purchase Status	No, invoiced, paid, partially invoiced, partially paid
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
Resource Type	WorldCat resource, Knowledge base collection, Knowledge base title, or Local resource
Shipping Type	Standard, express, next day, other
Title	Free text search
Vendor	Free text search

Examples of combining filters to find items

For all of the below, set the Processing Type to Monograph and Acquisitions Type to One-Time to exclude serials, e-products, and subscriptions.

1. Items that have not arrived in the expected time for that vendor
   1. Set the Claims filter to 0 claims made
   2. Select one or more Vendors
   3. Set the Order Date filter to the desired number of days for the selected vendors (e.g., 30 days since Order Date for vendors A, B, and C)
2. Items that have not arrived in the expected time for that material type
   1. Set the Claims filter to 0 claims made
   2. Select one or more Material Types
   3. Set the Order Date filter to the desired number of days for the selected vendors (e.g., 20 days since Order Date for Books, DVDs, etc.)
3. Rush orders that must be claimed immediately
   1. Set the Claims filter to 0 claims made
   2. Set Shipping Type to Express and/or Next Day
4. Pre-paid items that must be claimed immediately
   1. Set the Purchase Status to Paid
5. Previously-claimed items that have not yet arrived
   1. Set the Claims filter to 1 or more claims made
   2. Set the Last Claimed Date to the desired number of days since the last claim (e.g., 5 days since the item was last claimed)
6. Cancel items because they have been claimed too many times with no result
   1. Set the Claims filter to the library's maximum claim limit (e.g., 6 times)

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.

Missing order items screen columns

Some column headings need explanation:

Field	Description
Budget Period	Budget period of the fund assigned to the item.
Claims	Number of times the item has been claimed.
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. Click the Add Note button () to add a new note, or Click the Add/Edit Note button () to add or edit notes.
Order Name	The name of the order. Click the Order Name to edit the order. For details, see View and edit an order.
Order Number	Number assigned by system when order was created. Click the Order # to edit the order. For details, see View and edit an order.
Order Status	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	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.
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 columns

You can choose the columns 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.
3. The columns you checked or unchecked are shown or hidden.
4. 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 lower left side of the screen, next to the Refresh icon, click the Export button ().