Differences

This shows you the differences between two versions of the page.

--- acq:adminsettings [2020/01/15 15:19] – [Using on-order holds] tlittle
+++ acq:adminsettings [2024/03/01 15:34] (current) – tlittle
@@ Line 5: / Line 5: @@
 <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 warning>If you are **__not__** using on-order holds, use these instructions. If you **__are__** using on-order holds, follow these instructions.</note>
+<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>
 ==== No on-order holds ====
-. Go to **Administration→Local Administration→Copy Locations Editor.**
+. Go to **Administration→Local Administration→Shelving Locations Editor.**
-. Change the focus to your library system.
+. Change the Library selector to your library system.
-{{:acq:pasted:20180109-135215.png?direct}}
+. Click **New Shelving Location.**
-. Fill in the top portion of the Copy Locations Editor.
+{{:acq:pasted:20220111-132529.png?direct&400}}
-  * Name the copy location ON ORDER.
+{{: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?** - Unchecked
+  * **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//
-<note>The copy location should be exactly "ON ORDER", not On Order or ON-ORDER. This allows better reporting later on.</note>
+. Click //Save//.
-  * OPAC Visible: No
+. Confirm that your new shelving location appears in the list.
-  * Hold Verify: No
-  * Checkin Alert: No
-  * Holdable: No
-  * Circulate: No
-  * Circulating Library: Your focus branch
-. Click "Create a new copy location."
+<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>
-. A pop-up will appear to confirm that your changes were saved.
-. 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.
-. Change the focus to your next branch and repeat.
 ==== Using on-order holds ====
-. Go to **Administration→Local Administration→Copy Locations Editor.**
+. Go to **Administration→Local Administration→Shelving Locations Editor.**
-. Change the focus to your library system.
-{{:acq:pasted:20180109-135215.png?direct}}
-. Fill in the top portion of the Copy Locations Editor.
-  * Name the copy location ON ORDER.
+. Change the Library selector to your library system.
-<note>The copy location should be exactly "ON ORDER", not On Order or ON-ORDER. This allows better reporting later on.</note>
+. Click **New Shelving Location.**
-  * OPAC Visible: Yes
+{{:acq:pasted:20220111-132529.png?direct&400}}
-  * Hold Verify: No
-  * Checkin Alert: No
-  * Holdable: Yes
-  * Circulate: No
-  * Circulating Library: Your focus branch
-. Click "Create a new copy location."
+{{: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//
-. A pop-up will appear to confirm that your changes were saved.
+. Click //Save//.
-. 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.
+. Confirm that your new shelving location appears in the list.
-. Change the focus to your next branch and repeat.
+<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>
@@ Line 74: / Line 76: @@
 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**</color>
 . Select **Administration→Acquisitions Administration→Distribution Formulas.**
@@ Line 114: / Line 116: @@
 {{:acq:pasted:20180709-110530.png?direct&400}}
-<fc #ff0000>**Edit an existing formula**</fc>
+<color #ff0000>**Edit an existing formula**</color>
 . Select **Administration->Acquisitions Administration->Distribution Formulas.**
@@ Line 132: / Line 134: @@
 <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**</color>
 . Select **Administration→Acquisitions Administration→Distribution Formulas.**