Hi Benjamin, Here are a few thoughts, some of which are documented in places...
- Besides staff editing an item directly, what are the other conditions that cause the item status to change, and how do they change? - Check In, aka Process Items in Ye Olden Evergreene Tymes, does most of the status change heavy lifting. In addition to discharging a borrowed item from a patron account (status change from checked out to Recently Returned), also changes non-circulating statuses like Damaged/Lost/Bindery/Cataloging/etc. back to circulating (active) statuses; captures holds, from a pull list or opportunistically, and sets items to On Holds Shelf or In Transit; changes new items from In Process to Available - Check In, and allied processes (like Renew, Clear Hold Shelf), sort of stack status changes. Ex: an item being checked in from a loan that can fill a hold will go from Checked Out to Recently Returned to On Holds Shelf or In Transit - If you have access to the database, there is an audit table - auditor.asset_copy_history - that shows these types of changes - Other processes, like Checkout, Cancel Transit, Mark Lost/Missing/Damaged/Discard/etc. produce the related statuses, and some of the resulting statuses are defined in Library Settings - Some statuses are changed by Action Trigger, such as Checked Out (overdue) to Lost - Some statuses are changed based on Library Settings, such as Recently Returned to Available - Lost is changed to Lost and Paid when a bill is paid in full (if enabled) - Do all items get reshelving status on check in? - Sort of! See above! - Reshelving is more or less specific to items that are going to the shelf. If other things are needed, like transits/pending holds, the status will effectively skip reshelving - Some items, like Pre-cat circs, typically go to Cataloging status - When reshelving status expires, what determines the new status? - I've always sort of assumed the "Available" is a hardcoded default status, because that item should be on the shelf, ready to be checked out or able to be targeted for a hold, etc., but... IDK Lindsay *Lindsay Stratton* *Systems Librarian* Westchester Library System 570 Taxter Rd., 4th Floor Elmsford, NY 10523 lstrat...@wlsmail.org On Thu, May 25, 2023 at 12:08 PM Benjamin Kalish via Evergreen-general < evergreen-general@list.evergreen-ils.org> wrote: > Hi, folks! > > I've been unable to find documentation of how item statuses work! Could > someone point me in the right direction? > > I know there is a list of item status and instructions for adding new > status at Evergreen docs / System Administration From the Staff Client / > Item Statuses > <https://docs.evergreen-ils.org/eg/docs/3.8/admin/copy_statuses.html#:~:text=To%20navigate%20to%20the%20item,of%20items%20in%20your%20system.>, > but it leaves some fundamental questions unanswered: > > - Besides staff editing an item directly, what are the other > conditions that cause the item status to change, and how do they change? > - Do all items get reshelving status on check in? > - When reshelving status expires, what determines the new status? > > I'm particularly interested in how items with status custom statuses (we > use In Library Use, Display, and Storage a lot at my library) change on > checkin, but I feel like all of this should be well documented in some easy > to find place. > > Benjamin Kalish > Forbes Library / 413-587-1012 / bkal...@forbeslibrary.org > > Support Forbes Library: > > - Consider giving a gift > <https://forbeslibrary.org/giving/donate-online/> to Forbes Library > - Vote for the Friends of Forbes in the Florence Bank Community Grant > Program <https://www.florencebank.com/vote>. > - Join the Friends of Forbes today <https://forbeslibrary.org/friends/> > ! > > Currently reading: *Word Nerd: Dispatches from the Games, Grammar, and > Geek Underground* by John D. Williams > Just Finished: *Resurgence *by C. J. Cherryh > > For information about accessibility at the library, please see: > http://forbeslibrary.org/accessibility/ > _______________________________________________ > Evergreen-general mailing list > Evergreen-general@list.evergreen-ils.org > http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general >
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