PINES Documentation

User Tools

Site Tools

You are here: home » acq » adminsettings
acq:adminsettings

Differences

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

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision		Previous revision
acq:adminsettings [2020/01/15 15:23] – [How to set up a copy location] tlittleacq:adminsettings [2024/03/01 15:34] (current) – tlittle
Line 9: Line 9:
 ==== No on-order holds ==== ==== No on-order holds ====
  
-1. Go to **Administration→Local Administration→Copy Locations Editor.**+1. Go to **Administration→Local Administration→Shelving Locations Editor.**
  
-2. Change the focus to your library system.+2. Change the Library selector to your library system.
  
-{{:acq:pasted:20180109-135215.png?direct}}+3. Click **New Shelving Location.**
  
-3. 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>+4. Click //Save//.
  
-  * OPAC Visible: No +5. 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 +
- +
-4. Click "Create a new copy location." +
- +
-5. A pop-up will appear to confirm that your changes were saved. +
- +
-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. +
- +
-7. 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> <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 40: Line 39:
 ==== Using on-order holds ==== ==== Using on-order holds ====
  
-1. Go to **Administration→Local Administration→Copy Locations Editor.** +1. Go to **Administration→Local Administration→Shelving Locations Editor.**
- +
-2. Change the focus to your library system. +
- +
-{{:acq:pasted:20180109-135215.png?direct}} +
- +
-3. Fill in the top portion of the Copy Locations Editor. +
- +
-  * Name the copy location ON ORDER. +
- +
-<note>The copy location should be exactly "ON ORDER", not On Order or ON-ORDER. This allows better reporting later on.</note>+
  
-  * OPAC Visible: Yes +2. Change the Library selector to your library system.
-  * Hold Verify: No +
-  * Checkin Alert: No +
-  * Holdable: Yes +
-  * Circulate: No +
-  * Circulating Library: Your focus branch+
  
-4. Click "Create a new copy location."+3. Click **New Shelving Location.**
  
-5. A pop-up will appear to confirm that your changes were saved.+{{:acq:pasted:20220111-132529.png?direct&400}}
  
-6. Scroll down the list of copy locations for that branch to confirm that you see the new ON ORDER location with the settings that you specified.+{{: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//
  
-7. Change the focus to your next branch and repeat.+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> <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 79: 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. 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>
  
 1. Select **Administration→Acquisitions Administration→Distribution Formulas.** 1. Select **Administration→Acquisitions Administration→Distribution Formulas.**
Line 119: Line 116:
 {{: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**</color>
  
 1. Select **Administration->Acquisitions Administration->Distribution Formulas.** 1. Select **Administration->Acquisitions Administration->Distribution Formulas.**
Line 137: Line 134:
 <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**</color>
  
 1. Select **Administration→Acquisitions Administration→Distribution Formulas.** 1. Select **Administration→Acquisitions Administration→Distribution Formulas.**
acq/adminsettings.1579101783.txt.gz · Last modified: 2020/01/15 15:23 by tlittle