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acq:adminsettings [2019/01/03 16:26] – [Distribution Formulas] tlittleacq:adminsettings [2024/03/01 15:33] – tlittle
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 <note important>You will need to have Local Admin permissions to make these changes, or have your Local Admin complete this for you.</note>  <note important>You will need to have Local Admin permissions to make these changes, or have your Local Admin complete this for you.</note> 
  
-1. Go to **Administration→Local Administration→Copy Locations Editor.**+<note warning>If you are **__not__** using on-order holds, use **[[acq:adminsettings#no_on-order_holds|these]]** instructions. If you **__are__** using on-order holds, follow **[[acq:adminsettings#using_on-order_holds|these]]** instructions.</note>
  
-2. Change the focus to your library system.+==== No on-order holds ====
  
-{{:acq:pasted:20180109-135215.png?direct}}+1. Go to **Administration→Local Administration→Shelving Locations Editor.**
  
-3. Fill in the top portion of the Copy Locations Editor.+2. Change the Library selector to your library system.
  
-  * Name the copy location ON ORDER.+3. Click **New Shelving Location.**
  
-<note>The copy location should be exactly "ON ORDER", not On Order or ON-ORDER. This allows better reporting later on.</note>+{{:acq:pasted:20220111-132529.png?direct&400}}
  
-  * OPAC Visible: No +{{:acq:pasted:20220111-133037.png?direct&600 
-  * Hold Verify: No +}} 
-  * Checkin Alert: No +  * **Owning Org Unit** - Your system 
-  * Holdable: No +  * **Name** - Should be exactly "ON ORDER", not On Order or ON-ORDER or any other variation. 
-  * Circulate: No +  * **Is OPAC Visible?** - Unchecked 
-  * Circulating Library: Your focus branch+  * **Can Circulate?** - Unchecked 
 +  * **Is Holdable?** - Unchecked 
 +  * **Hold Capture Requires Verification** - Unchecked 
 +  * **Checkin Alert** - Unchecked 
 +  * **Is Deleted?** - Unchecked 
 +  * **Label Prefix** - //Do not use// 
 +  * **Label Suffix** - //Do not use// 
 +  * **URL** - //Do not use//
  
-4. Click "Create a new copy location."+4. Click //Save//.
  
-5. A pop-up will appear to confirm that your changes were saved.+5. Confirm that your new shelving location appears in the list.
  
-6. Scroll down the list of copy locations for that branch to confirm that you see the new ON ORDER location with its defaults as all red X's.+<note tip>You will need to create an ON ORDER shelving location for each of your branches **and** at the system level (e.g. CRLS or LOPL).</note> 
 + 
 +==== Using on-order holds ==== 
 + 
 +1. Go to **Administration→Local Administration→Shelving Locations Editor.** 
 + 
 +2. Change the Library selector to your library system. 
 + 
 +3. Click **New Shelving Location.** 
 + 
 +{{:acq:pasted:20220111-132529.png?direct&400}} 
 + 
 +{{:acq:pasted:20220111-133037.png?direct&600 
 +}} 
 +  * **Owning Org Unit** - Your system 
 +  * **Name** - Should be exactly "ON ORDER", not On Order or ON-ORDER or any other variation. 
 +  * **Is OPAC Visible?** - Checked 
 +  * **Can Circulate?** - Unchecked 
 +  * **Is Holdable?** - Checked 
 +  * **Hold Capture Requires Verification** - Unchecked 
 +  * **Checkin Alert** - Unchecked 
 +  * **Is Deleted?** - Unchecked 
 +  * **Label Prefix** - //Do not use// 
 +  * **Label Suffix** - //Do not use// 
 +  * **URL** - //Do not use// 
 + 
 +4. Click //Save//. 
 + 
 +5. Confirm that your new shelving location appears in the list. 
 + 
 +<note tip>You will need to create an ON ORDER shelving location for each of your branches **and** at the system level (e.g. CRLS or LOPL).</note>
  
-7. Change the focus to your next branch and repeat. 
  
 //[[acq:adminsettings#additional_admin_settings|Back to top]]// //[[acq:adminsettings#additional_admin_settings|Back to top]]//
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 Distribution formulas are intended for use in multi-branch systems to specify the number of copies that should be distributed to specific branches. The formulas are also used for all libraries as line item templates with the batch updater on purchase orders. Formulas can be created and reused as needed. Distribution formulas are intended for use in multi-branch systems to specify the number of copies that should be distributed to specific branches. The formulas are also used for all libraries as line item templates with the batch updater on purchase orders. Formulas can be created and reused as needed.
  
-<fc #ff0000>**Create a new distribution formula**</fc>+<color #ff0000>**Create a new distribution formula**</fc>
  
 1. Select **Administration→Acquisitions Administration→Distribution Formulas.** 1. Select **Administration→Acquisitions Administration→Distribution Formulas.**
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 {{:acq:pasted:20180709-110530.png?direct&400}} {{:acq:pasted:20180709-110530.png?direct&400}}
  
-<fc #ff0000>**Edit an existing formula**</fc>+<color #ff0000>**Edit an existing formula**</fc>
  
 1. Select **Administration->Acquisitions Administration->Distribution Formulas.** 1. Select **Administration->Acquisitions Administration->Distribution Formulas.**
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 <note>To edit the name of a distribution formula, simply double-click the name of a formula to edit it.</note> <note>To edit the name of a distribution formula, simply double-click the name of a formula to edit it.</note>
  
-<fc #ff0000>**Clone a distribution formula**</fc>+<color #ff0000>**Clone a distribution formula**</fc>
  
 1. Select **Administration→Acquisitions Administration→Distribution Formulas.** 1. Select **Administration→Acquisitions Administration→Distribution Formulas.**
acq/adminsettings.txt · Last modified: 2024/03/01 15:34 by tlittle