How to group item types using parent item types

How to group item types using parent item types



Item types are used by the fine and circulation rules to determine how many items can be checked out and by which patrons. It is possible to link item types to each other by assigning a parent item type which allows libraries greater control over limiting how many items of a particular type can be checked out. This document will outline how to apply a parent item type to an item type.

Step 1 - Identify the item type to be set as a parent item type

Go Koha administration > Basic parameters > Item types to open the item types table. 




First, locate the item type to be set as a parent item type. If an appropriate parent item type does not exist, create one. Details for this process can be found on our Help Centre.

In this example, the appropriate item type has been found using the Search box at the top of the item type table.

Note the name of the item type in the Description column on the table.

Step 2 - Select item type(s) to apply the parent item to.

In this example, the search box has been used to identify item types related to visual materials. The Visual Materials item type will be applied to the two other item types in this search.


Go to Edit in the Actions column on the item type the parent item type will be added to.

This will bring you into the details of the specific item type. At the top of the page there will be a line called Parent item type, with a box to the right hand side.

Click on the box to the right hand side and a dropdown menu of the other item types will appear.

Identify the item type to be set as a parent item type and click on it.

Click Save Changes at the bottom of the page and you will be brought back to the item type table with a message confirming the item was changed.

The item type will now have the code for the parent item type in the Parent code column.



Version History 

Version

Date

Detail

Author

1.0

09/04/21

Document created

Holly Cooper

1.2

16/04/21
Clarifying language
Holly Cooper

Retention Policy

Permanent

X







    • Related Articles

    • How to set circulation rules for parent item types

      Item types are used by the fine and circulation rules to determine how many items can be checked out and by which patrons. It is possible to link item types to each other by assigning a parent item type which allows libraries greater control over ...
    • How to Create a New Item Type

      Patron categories are important because they are used within the fine and circulation rules to determine which items can be taken out by which patrons and for how long. They also be used to determine global functions on individual items, for example, ...
    • How to set a bibliographic level item type

      This document will outline how to set Koha to use bibliographic level item types rather than item level items types for circulation. It is possible to provide item level items types on individual item records while at the same time use an overall ...
    • Overview of Offline Circulation

      Offline circulation works in two ways, either by using a browser based address to record circulation information or using a desktop based application to record circulation information. This document will cover both.   Please note that offline ...
    • A tour of the Add Item form

      This document is intended to outline the different fields that can be set to appear on the Add item form. Before looking at the functions of the different fields, there are a few points to keep in mind: It should be noted that just because a field ...