acq:grids
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acq:btgrids [2019/06/27 01:40] – [Baker & Taylor Grids Setup] tlittle | acq:grids [2024/03/01 15:35] (current) – tlittle | ||
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- | ====== | + | ====== Grids Setup ====== |
- | <note important>< | + | <note important>< |
Grid codes (branches and funds) must **EXACTLY** match your codes in Evergreen, otherwise they will not be populated when you do your cart uploads into Acquisitions.</ | Grid codes (branches and funds) must **EXACTLY** match your codes in Evergreen, otherwise they will not be populated when you do your cart uploads into Acquisitions.</ | ||
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* There is a 26 character cap on fund codes in TS360, so name your funds accordingly | * There is a 26 character cap on fund codes in TS360, so name your funds accordingly | ||
- | ===== Setting Up Branch Grid Codes ===== | + | ===== Baker & Taylor ===== |
+ | |||
+ | ==== Setting Up Branch Grid Codes ==== | ||
1. Log in to TS360 with the Admin login. | 1. Log in to TS360 with the Admin login. | ||
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11. When all are completed, click the orange Save button. | 11. When all are completed, click the orange Save button. | ||
- | ===== Setting Up Fund Grid Codes ===== | + | ==== Setting Up Fund Grid Codes ==== |
Baker & Taylor offers a batch import option to import your funds en masse. This is useful if you have many fund codes. Instructions are below in **[[acq: | Baker & Taylor offers a batch import option to import your funds en masse. This is useful if you have many fund codes. Instructions are below in **[[acq: | ||
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12. Click the orange Save button at the bottom to save your work. | 12. Click the orange Save button at the bottom to save your work. | ||
+ | |||
+ | ===== Ingram ===== | ||
+ | ==== Adding Grid Codes ==== | ||
+ | |||
+ | You must log in to iPage with your organization' | ||
+ | |||
+ | 1. Log in to iPage. | ||
+ | |||
+ | 2. From the **My Account** menu, choose **Administrator Settings > iPage Account Settings**. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | 3. Selected Acquisitions Vendor should be " | ||
+ | |||
+ | {{: | ||
+ | |||
+ | 4. Click **Marc Setup** | ||
+ | |||
+ | 5. This opens the "Add Data Mapping" | ||
+ | * Tag #: 962 | ||
+ | * Subfield: b | ||
+ | * Data Element: Branch | ||
+ | |||
+ | {{: | ||
+ | |||
+ | 6. Click **Add** on the far right to save this. | ||
+ | |||
+ | 7. To enter information for funds (if using), change the data to: | ||
+ | * Tag #: 962 | ||
+ | * Subfield: f | ||
+ | * Data Element: Fund | ||
+ | |||
+ | {{: | ||
+ | |||
+ | 8. Click **Add**. | ||
+ | |||
+ | 9. Once you've added one or both of these fields, scroll down to the list of data mappings. Find your first field, e.g. " | ||
+ | |||
+ | {{: | ||
+ | |||
+ | 10. A little bit down the page will be a large box where you can copy and paste all of your branch/fund codes from Evergreen. | ||
+ | |||
+ | |||
+ | {{: | ||
+ | <note important> | ||
+ | |||
+ | If you are adding fund codes, I **highly** recommend to run this report before doing this step: Shared Templates> | ||
+ | |||
+ | Open the report in Excel, and then you can select and copy the column for Fund Codes and paste it directly into this box in iPage. Make sure not to leave a hanging comma or space at the end of your last fund code! | ||
+ | |||
+ | 11. Once you've entered your branch/fund codes, click **Complete** on the far bottom right. | ||
+ | |||
+ | ==== Adding Grid Options to Templates ==== | ||
+ | |||
+ | You've now entered all of your branch/fund codes, but you now need to enable them in your grid templates. To do this, go to **Orders > Grid Ordering Setup**. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | **If you have existing templates** | ||
+ | If you have and use existing templates, you will need to enable your new grid codes (like fund). | ||
+ | |||
+ | 1. For the template you need to edit, click the **Edit** button on the far right for that template. | ||
+ | |||
+ | 2. A pop-up will appear. If you already had branch as an option and have just added fund, you'll see that Branch is checked and Fund is not. Make sure both are checked, and then click **Continue**. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | 3. In the middle of the page you'll see the branches that you've previously set up for this grid template. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | <note important> | ||
+ | |||
+ | 4. Select the fund codes that you'd like to add for each branch for this template. | ||
+ | |||
+ | 5. When you're done with your changes, click **Save** and then **Complete.** | ||
+ | |||
+ | < | ||
+ | ===== Midwest ===== | ||
+ | Branch and fund codes are set up by Midwest staff, and will be created by Midwest when you're doing your setup. | ||
+ |
acq/grids.1561599633.txt.gz · Last modified: 2019/06/27 01:40 by tlittle