Knowledge Base: Library Help

How to search for items in In Processing or On Order

1.  Click Find next to the search bar.

2. The “Find Tool” will open. Click on Patron to open a drop-down menu. Select Item Record. This will change the other headers in the file path that follows Patron in the screen shot below:

3. Next, click on All keyword fields, then Circulation status.

4.  Click on the blank space in the search bar, where it says, “(none)” (not shown in screen shot). Then click on In Processing and On Order.

5. Click on the filter.

6. In the filter, click Add Condition.

7. In the drop-down menu labelled, “All keyword fields,” select Assigned branch. Leave the “ = “ in the middle field. In the drop-down menu on the right, choose your branch. Click Apply at the bottom. If you wanted to add other keyword fields, like Title or Collection you just have to select the green “ + “ at the end of the line, and go through each drop down menu again. Don’t forget to click Apply at the bottom.

8. Click on the magnifying glass and your search results will appear in the box below:

9. When you click on one of the results, it will open the record and you can’t get back to your result list. If you want to do more than see the number of records, create a record set by clicking the tiny “shopping bag” next to the magnifying glass. Don’t click on “Add to Record Set” at the bottom (for that one, you have to manually and individually select every result).

10. Select the box for “Send Results to a New Record Set.” Create a name and click Apply.

11. Click on the magnifying glass again.

12. A new window will appear, confirming that you created a record set. Note that the title will change with an addition of numerals. Click on Yes if you wish to look at it right away, otherwise note the name of the record set for future use.

How to Find Status in In Processing/On Order

1. When in the record set, click on one of the items to go into its record.

2. Click on History.

3. The Status column will tell you where the item is in the process.

Important to Remember: “In Processing” is a catch-all term for processing and cataloging. There are several people involved in this part of an item’s journey. If you want to know the exact status of an item, please send an email to ask@nlls.ab.ca. If there is an item you want for an event or program, please send an email to the above address and we will do our best to accommodate.

How to Use Record Sets in Leap

• Make sure to click on Save after making any changes.

• You can change the name just by deleting it, typing a new one, and saving it.

• To re-sort the order of the results, click on one of the headings.

After you click, a little triangle will appear next to the heading title to show you if it’s sorting in ascending or descending order. To change from ascending to descending, or vice versa, just click on the same heading.

• You can click anywhere on one of the record listings to open it. After you’ve finished with it and you need to close it, you can click Close. You’ll be returned to the full record set.
• The Actions menu is greyed out until you select one or more records. Once selected, the menu options will be available. Don’t forget to hit Save after any making any changes.