8 Serials - Routing Lists

8 ROUTING LISTS

This chapter includes the following sections:

Creating a Routing List
Routing List Information
Member Form
Remove User
Return Item

The routing list record contains information regarding the group leader, group members and loan procedure. If a routing list exists for a particular subscription, then when the issue item is checked in, the system displays the following message:

Afterwards the following form may be printed:

8.1 CREATING A ROUTING LIST

Routing lists (or multiple routing lists), can be created for some or all of the subscriptions of a title. The routing list for a title is created or opened, if it already exists, by highlighting, in the navigation tree, the "Routing List" node under the Subscription root, or by highlighting the "Routing List" root.

The Routing List display ,in the upper pane, will become active.

This pane shows the routing lists for a particular subscription or for a serial title. For each routing group, the Last Trace shows the date when the Last Item was routed to the group.

The following buttons are available on this pane:

Click New to add a new routing list. The lower pane will be activated in order to create a new routing list.

Click Duplicate to copy the highlighted routing list. The details of the Routing Info will be copied and displayed for you to edit in the lower pane. The new group will be assigned a new sort order number. The Members are not duplicated.

Click Delete to delete a highlighted routing group. Note that you cannot delete a group which has an item on loan.

Highlight a routing group and click Print, to print the list of members making up a routing group.

The following button is available when the pane is activated from the Subscription root.

After moving a routing list up or down a level, click Apply to set the routing order among the groups.

Note: To move the highlighted routing list up a level in the list, click the Up arrow button. To move the routing list down a level, click the Down arrow button.

8.2 ROUTING LIST INFORMATION

When you click the New or Duplicate button on the Routing Lists pane, the Routing List form is activated. This form is used to define a new routing list or to update an existing list. It has two tabs: Routing Info and Member List.

Routing Info Tab

The following section describes buttons and fields in the Routing Info tab.

This is the sequence number of the subscription to which the routing list is linked. If there is only one subscription, the system will automatically enter 1. If there is more than one, you can display a list of subscriptions by clicking the arrow

to the right of the field.

Group Leader ID

Enter the ID of the group leader. This is the library patron (which can be a department) to which the routing list is assigned. The issue may be checked out to this user (see the Loan Serial field below). When clicking the List button

to the right of the field, the Patron List window is displayed. The Patron List offers several options that facilitate your search for the desired Patron.

Insert a check mark to add the leader of the group to the list of members.

Optional. You can link the routing list to a budget. This is for information only; the budget will not actually be debited.

If this option is selected, the system will loan the item to the Group Leader using the circulation loan function. This means that the loan will be displayed in the Web OPAC in the patron's list of loans. A due date will be displayed and the library can send the patron overdue notices. If this option is selected, the following field (Loan Days per Member) must be filled in, otherwise the Update button on this screen will not be activated. The due date is calculated as: number of days multiplied by the number of routing list members.

Loan Days Per Member

This is the number of days that each member on the list can keep the item. The system will multiply this value by the number of members in the list in order to calculate the due date of the item.

A routing list can be active (AC) or inactive (NA).

Optional. For internal data.

Member List Tab

The Member List Tab lists the members of one routing list and the position of each member in the list. Note that a user cannot be listed on more than one routing list for any one title.

The following buttons are available on this tab:

To add a new member to the routing list, click New.

To remove a member from the list, highlight the member's name and click Delete.

To modify a list member's record, click Modify.

After moving a member up or down, click Apply to save the changes.

Click Push to Circ to display the Patron record of the highlighted member in the list in the Circulation module.

Note: To reposition a member in the list, highlight the member, and use the up or down arrows.

8.3 MEMBER FORM

When you click the New or Modify buttons on the Member List tab (Routing Information form), the following window is displayed:

This form enables you to add a member to the selected routing list. When you are finished filling in the form, click Update.

To add a member to the routing list, enter the Patron ID of the member. You can select from a list by clicking the List button

to the right of the field.

This field is for information purposes only and can be used to split the group.

8.4 REMOVE USER

To select the "Remove User From Routing Groups" function, go to the "Utilities" menu and choose the function. The following form is displayed:

This window enables you to remove a user from every routing group of which he is currently a member.

Enter the user's ID or select from a list by clicking the List button

to the right of the field. When you have selected the desired user, click OK. You will be asked to confirm that you do, indeed, want to remove the user from all of his routing groups.

8.5 RETURN ITEM

To select the "Return Item From Routing Group" function, go to the "Utilities" menu and choose this function. The following form is displayed:

This window enables you to check in an item that was previously checked out to the Group Leader of a Routing List.

Enter the barcode of the item and click OK.

You can repeat this action or click Cancel to close the window.

If other Routing Groups are waiting for the item, the item will be loaned automatically to the Group Leader of the next Routing Group in the list.

Go to next section (Binding)