Change Category by Barcode

The Change Category by Barcode feature allows you to quickly change the circulation category of many resources by scanning the barcodes.

Changing Category

Start by selecting the category to which you want to change the scanned resources. Next, simply start scanning! As you scan (or type) barcodes, the resources you are updating will be added to an on-screen list, with the most-recent on top.

If the category was changed successfully, you'll see "OK" and a checkmark in the list and a message saying that the category was changed.

Exceptions

If there was a problem, you'll see a message at the top of the page to explain and also a short message in the list. Problems would include situations such as:

• Barcode is not found.
• The item's category is already set to your selected category.

Sounds

Since you might not be paying especially close attention to the screen while you're busy scanning hundreds of items, Surpass Cloud uses sound alerts to let you know when an item was successfully updated and when there is an exception that needs your attention. These are the same sounds used on the Circulation Transactions page and can be customized on the Settings : Circulation : General page.

Category Change Session

The on-screen list shows the resources you have updated during this session. The list is cleared when you log out or when you click the Clear List button. Clearing the list does not in any way affect the categories that have been updated.

Uploading from a Portable Data Collector

If you use a portable data collection device such as one you might use for inventory (see Physical Inventory Process), you can upload the file created by that device here.

Click the Upload button, then drag and drop the file to the upload box or click the box to select the file from your device's file browser.

After the file has been uploaded and processed, the items with category changes will be shown on the list. Be sure to scan the list for any exceptions.