Finding items

The staff catalog at Library level navigation path: Catalog then Items is where you find a title to edit, weed, label, or check on. It’s a different surface from the patron-facing OPAC: it shows every copy and its status, offers staff-only filters, and exports.

By item and By copy

The list has two tabs, and which one you want depends on whether you’re thinking about titles or physical things:

tab: By item shows one row per title. Use it for cataloging, merging, weeding a whole title, or item-level labels.
tab: By copy shows one row per physical copy. Use it for copy-level work: locations, per-copy weeding, barcode labels, spine labels.

Filtering, export, and label actions all work on either tab, scoped to that tab’s rows.

Reading a row

Each row leads with the item: its cover beside the title and authors, on both tabs. A title with no cover keeps its place with a book placeholder, so a column of rows missing artwork is easy to spot. The same cover appears wherever an item is listed in the staff app, from the checkout feed to the inventory report.

A title’s tags live in their own button: Tags column rather than stacked under the title. The cell shows the first tag and a button: +2 chip for the rest; click the chip to see the others, or a tag itself to filter the list to it. Like every other column, it can be hidden from the column menu if your library doesn’t tag. The button: Lists column works the same way, except that a list chip opens that list’s own page.

The button: Copies column counts every copy of a title, and button: Available counts the ones available right now: every copy that isn’t checked out, waiting on the hold shelf, or lost, reference-only copies included. Sort button: Available ascending to bring the items with nothing available to the top.

The list pages at 50 rows. Under the table a line says exactly what’s on screen — “1–50 of 312 items” — with button: Previous and button: Next and the page number between them. A list of 50 or fewer collapses to the count line alone. Nothing loads by scrolling, so page 3 is somewhere you can come back to.

Filtering

A row of filters sits under the search box. The fields you reach for most are pinned there: button: Topics, button: Authors, button: Can borrow and button: Availability on the By item tab, and button: Status, button: Location and button: Acquisition date on the By copy tab. button: Filter offers every field the tab can narrow by, pinned ones included, such as series, type, copyright year, reading measures, audience, lists, tags, item policy, call number, the date an item was added, and when it was last checked out. The By copy tab also narrows by a copy’s button: Purchase price, and by the copy’s item — its topics and authors, reading measures, audience, and who can borrow it — so a copy-level question such as which copies of weather books haven’t gone out lately is one list. Copyright year is the one exception: on By copy it is the year of the copy’s own edition, the year in its button: Copyright Year column, so two copies of one title on different editions can land on either side of a year. A pinned field you add there takes its button’s place, and a second filter on a field sits beside the first. On the By copy tab, button: Status offers status: Reference only beside status: Available, the way the status column labels them: a copy that doesn’t circulate counts under the first, not the second.

Each filter you set becomes a chip that reads as a sentence, such as Topics any of Mythology. Click a chip to change it:

A field that can hold several values offers Any of, None of, and, where a record can carry more than one (topics, authors, tags, lists), All of. Topics and authors first ask how to match: Exact picks from the values in your catalog as above, while Like and Unlike take words you type and match every one of them in any order, so “mythology” finds “Greek mythology”.
button: Availability and button: Popular now are a choice of two: Available or None available, and borrowed or not borrowed in the last 30 days.
button: Last checked out, on either tab, counts an item or copy that has never gone out as checked out longest ago, so Last checked out more than 2 years ago includes the ones nobody has ever borrowed. On the By copy tab, button: Acquisition date treats a copy with no acquisition date as acquired the day it was added to Lyra.
button: Call number, on either tab, narrows to one part of the shelves. Starts with takes the words a section’s call numbers begin with, such as FIC, E or B, and matches them as whole words, ignoring case and brackets: FIC finds FIC HEN and [Fic] HEN but not FICTION. Dewey range takes a range of Dewey numbers and includes everything shelved under its upper bound, so Call number between 590 and 599 includes 599.75. A call number with no Dewey number, such as FIC HEN, is never in a range, and Not set under Dewey range finds the copies with no call number at all. On the By item tab, an item matches when one of its copies does.
A date or number that a record can leave empty — copyright year, Lexile, ATOS, price, acquisition date, last checked out — also offers Not set and its opposite, Set. A date lists them under its other conditions; a number picks between In range, Not set and Set above its bounds. Copyright year not set finds the copies whose edition has no year, and Last checked out not set the ones never borrowed. button: Acquisition date not set finds copies with no recorded acquisition date, the ones its other conditions date from the day they were added. A range never includes a record with no value.
A date filter is one condition, built as a sentence: pick the condition, then its value. In the last…, In the next… and More than… ago count from today, This… is the calendar week, month or year holding today, and the conditions on a date (On, Before, On or before and the rest) take either Today or a fixed day. Everything but a fixed day moves with the calendar, so a bookmarked list keeps up on its own.

Chips combine, so the list shows only rows matching all of them. To leave something out, add a second chip on the same field: Topics any of Mythology and Topics none of Greek mythology are two chips, and each one comes off on its own with its ×. button: Clear all removes them all. On a phone the chips live behind one button: Filters button that counts them.

Filters ride along in the page URL, so you can bookmark a filtered list and come back to it later. To keep a filtered view for everyone on staff, with its sort and columns, save it as a saved query. When you already know the value you want to narrow to — a tag, an author, a location — global search gets you to the filtered list in one step. A list is the exception: searching its name opens the list’s own page, so to see the items on a list here, add button: Lists from button: Filter.

Selection actions

Checking one or more rows reveals a selection band, a bar that floats over the bottom of the table (on a phone, at the bottom of the screen), and every change you can make from the list lives there. It doesn’t move the rows or cover the filters, so you can keep narrowing the list and checking more. The toolbar’s button: Download menu only reads the list: it exports and downloads labels for everything the filters match. While any row is checked, the button: Download button is hidden, so only one set of actions is on screen at a time.

Selecting everything that matches

The checkbox in the header checks every row on the current page. When the filters match more rows than the page shows, a note just above the band offers button: Select all 2,107 matching items. Take it and the band reads message: All 2,107 matching items selected, and the note above it says how many of them aren’t on this page, and every action in the band then works on all of them. While that holds, the row checkboxes stay checked and can’t be changed. To get out, clear the selection, or choose button: Select this page only to keep just the rows on the page you’re on. Changing the filters goes back to the rows you had checked.

The same control is on the other staff tables with a selection band, such as Patrons, an import’s tabs, the weeded list, inventory reports, and the Metadata tables. On the Metadata tables it checks every row your search kept.

What the band offers

What’s offered depends on the tab and your role:

button: Merge, button: Add tags, button: Set policy, button: Set series, and button: Weed are library-manager actions on tab: By item — see Editing items and Weeding.
button: Add to list adds the selected items to an OPAC list — an existing custom list, or a new one you name on the spot. It appears on tab: By item for library managers once the library’s OPAC is set up.
button: Set location, button: Mark lost, and button: Weed are library-manager actions on tab: By copy — see Setting a copy’s location, Lost and found, and Weeding.
button: Download, for exports and labels, is available to all staff on both tabs — see Catalog export and Labels and printing.

Exporting the set you built

The toolbar’s button: Download menu exports whatever the current filter has narrowed the list to, so you can export exactly the set you built. Its first line says how many that is, such as message: Download 2,145 matching items. button: Download ▸ menu item: Excel downloads one workbook with a sheet per import template, so an export re-imports into Lyra without reformatting; the other choices are CSV and MARC (see Catalog export). When the filter matches nothing there’s nothing to export, and the action is disabled.

To export to MARC instead, see Catalog export, which covers both formats.