Why won't the bulk change update certain circulation statuses?

While Bulk Change can be used to update the circulation statuses of item records, there are certain restrictions. When you attempt to bulk change a restricted circulation status, while you may receive the "Bulk change processing completed successfully" message, the log will tell you that the process was not completed due to a "Circulation status change violation: Status was '(name of restricted status)'" error. For this reason it is important to refer to the following table to make certain the current status can actually be changed to the new status.

As you can see from the table, certain statuses cannot be modified via bulk change because of the effect it may have on other records and processes. An example of this is that you cannot bulk change an item from Out to In because some items might fill a request or could be overdue. Along the same lines, items with a status of Withdrawn cannot be bulk changed to any other status because of the processes attached to the status that would not have the chance to occur.

If you do have a record set of Withdrawn items that you would like to bulk change to in, you have two choices:

1) Using the Bulk Check In mode of the Check In workform to check each item in to manually change the circulation status from Withdrawn to In

-or-

2) Using Simply Reports, create a text file of the item barcodes in the record set by following these texts:

• Select Item List Reports.
• Select Item Barcode as the only output column.
• Select Text File/Delimiter Type Tab.
• Select the record set from the drop-down under Item general filters.
• Select Submit, check the Download report output box, and Save the file.
• Next, open the Check In workform in Bulk Mode, go to the Tools menu and select Load Barcode File.
• Open the output file you have just created (you may need to open the file to remove the quotation marks around the barcodes.

This will check the items in and prompt you to resolve any hold requests, overdue fees, or lost item charges. It is important to make certain you are logged into the Polaris client using the same branch that the items are assigned to, otherwise they will be placed in-transit.

If you would like more information about Bulk Changing item records, please see the "Changing Multiple Item Records" Polaris help file.