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Adding a Brief Title Record

Using Brief Title Records

Brief Title Records are used in WorkFlows to check out materials that are not currently cataloged in the SEO Consortium database. Creating these records ensures you can track circulation statistics, assess fines, and send overdue notices for these items.


1. Interlibrary Loan (ILL) Brief Title Records

Use this process for items borrowed from a library outside of the SEO Consortium that need to be checked out to your patron.

  1. From the CIRC Toolbar, open the Items group and click the Add Brief Title wizard.
    WorkFlows CIRC toolbar highlighting the Add Brief Title icon in the Items group.
  2. Using CAPITAL LETTERS, complete the following fields:
    • Author: Enter the item's author.
    • Title: Enter your library's three-letter code followed by the title.
    • Item ID: Scan or enter the barcode.
  3. Verify the following defaults:
    • Library: Should default to your library location.
    • Item Type: Should default to ILL.
    • Home Location: Should default to ILL.
  4. Click Add Brief Title.
    Note: You must still open the Checkout wizard to manually check the item out to the patron.
    The Add Brief Title screen showing a completed record for an ILL item.
Important: Do not modify any MARC tags or indicator numbers. Doing so may cause the data you entered to be suppressed or lost.
Tip: The OCLC Identifier number can be included in the Author or Title fields, or used as the Call Number.

2. Fast Add Brief Title Records

Use this process for your own library's items that are missing a record in the database. This is usually triggered when scanning an item in the Checkout wizard results in an "Item Not Found" alert.

  1. Within the Checkout Wizard workspace, click the Add Brief Title Helper (the book icon with a plus sign).
    Checkout wizard screen highlighting the Add Brief Title Helper icon.
  2. Using CAPITAL LETTERS, complete the following fields:
    • Author: Enter the item's author.
    • Title: Enter your library's three-letter code followed by the title.
    • Item ID: Scan or enter the barcode.
  3. Verify the following defaults:
    • Library: Should default to your library location.
    • Item Type: Should default to FASTADD.
    • Home Location: Should default to FA.
  4. Click Add Brief Title. The item will automatically check out to the patron currently displayed.
    The Add Brief Title helper screen showing a completed record for a Fast Add item.
Automatic Deletion: With both ILL and Fast Add records, once the item is returned and checked in, it is scheduled for deletion. The record will be permanently deleted that evening unless there are pending fines or bills associated with it.

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