How do I add an Item using Create Inventory (Quick Cataloging)?

Answer

Note: This task requires activation of the Physical Inventory Operator role

Adding an Item Record using "Create Inventory" or Quick Cataloging:

  1. Go to Resources > Create Inventory > Add Physical Item
  2. Click on the Existing radio button
  3. Click Choose
    choose holdings type
     
  4. Click Select from List
    select from list
     
  5. Perform a repository search (it will only search the library's holdings, not the NZ)
  6. Click on the title and choose Select
    choose title
     
  7. Populate the item record information:
    • Location
    • Description (if applicable)
    • Material Type
    • Item Policy (DO NOT USE unless item policies are used for exceptions)
    • Public Note (if applicable)
    • Barcode (scan last for a hard return)
       
  8. Click Save if the scanning the barcode does not perform a hard save
    save the updates
  9. Perform a Physical Titles repository search to see all items for the records at a glance
  10. Click Items from the ellipses
  11. Note the new item records does not have a receiving date (add if necessary)
    item list
  • Last Updated Sep 19, 2025
  • Views 141
  • Answered By Marcy Strong

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