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acq:grids [2021/10/21 16:54] tlittleacq:grids [2024/03/01 15:35] (current) tlittle
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-<note important><fc #ff0000>**IMPORTANT!**</fc> \\+<note important><color #ff0000>**IMPORTANT!**</color> \\
  
 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.</note> 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.</note>
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 ===== Ingram ===== ===== Ingram =====
 +==== Adding Grid Codes ====
  
 +You must log in to iPage with your organization's admin account to make these changes.
  
 +1. Log in to iPage.
 +
 +2. From the **My Account** menu, choose **Administrator Settings > iPage Account Settings**.
 +
 +{{:acq:pasted:20190411-135349.png?direct}}
 +
 +3. Selected Acquisitions Vendor should be "Other."
 +
 +{{:acq:pasted:20190411-135437.png?direct}}
 +
 +4. Click **Marc Setup**
 +
 +5. This opens the "Add Data Mapping" area. On the first line, it should be set up as:
 +  * Tag #: 962
 +  * Subfield: b
 +  * Data Element: Branch
 +
 +{{:acq:pasted:20211021-150356.png?direct}}
 +
 +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
 +
 +{{:acq:pasted:20211021-150416.png?direct}}
 +
 +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. "branch". Click the button for **Add/Edit Values**.
 +
 +{{:acq:pasted:20211021-150731.png?direct}}
 +
 +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.
 +
 +
 +{{:acq:pasted:20211021-151601.png?direct}}
 +<note important>Branch and fund codes must **exactly** match Evergreen or your uploads will not work. Branches must be in the shortname format, like ARL-WAT. Funds must use the fund __code__ not fund name.</note>
 +
 +If you are adding fund codes, I **highly** recommend to run this report before doing this step: Shared Templates>PINESacqadmin>Funds>List of funds with parameters.
 +
 +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**.
 +
 +{{:acq:pasted:20211021-151040.png?direct}}
 +
 +**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**.
 +
 +{{:acq:pasted:20211021-152144.png?direct}}
 +
 +3. In the middle of the page you'll see the branches that you've previously set up for this grid template.
 +
 +{{:acq:pasted:20211021-152333.png?direct}}
 +
 +<note important>If you just want Fund to be available in grids, you can go ahead and click **Complete**. Only proceed further if you want to actually hard-bake in fund codes to be applied when you apply templates.</note>
 +
 +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.**
 +
 +<note>The changes that you've made to your templates will **not** affect lists that you've previously used those templates on. Only new lists will use new fields that you've added.</note>
 ===== Midwest ===== ===== Midwest =====
 Branch and fund codes are set up by Midwest staff, and will be created by Midwest when you're doing your setup. Branch and fund codes are set up by Midwest staff, and will be created by Midwest when you're doing your setup.
  
acq/grids.1634835257.txt.gz · Last modified: 2021/10/21 16:54 by tlittle