ACQUISITIONS

Chapter 2. FILE MAINTENANCE

   

 

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Adding Branches to a Distribution List

You can add a new branch to a Branch Distribution List, or edit an existing branch on the list.

To add a new branch to a Distribution List:

1. Click the desired Select Branch Distribution List link on the Branch Distribution Lists screen.
   • The Branch Distribution Lists Detail screen for the selected list displays. The screen shows a list of all branches currently assigned to the distribution list.

• Each line in the list shows the Branch name and Location, the No of Copies of each ordered item the branch will receive, any Notes associated with the branch, and the Fund from which payments for purchases will be withdrawn.

2. Click the Add New Branch Distribution List Line link on the Branch Distribution Lists Detail screen.
   • The Add/Edit Branch Distribution List Line screen displays.

3. Select the branch and location from the Branch and Location menus.

   NOTE: The Branch and Location menus list all library branches and locations defined through the Circulation Administration module (see the Circulation Administration User Guide for details).

4. Enter the number of copies to be allocated to the specified location in the Number of Copies text box.
5. Select the fund account from which payments for purchases will be withdrawn from the Fund menu.

   NOTE: The Fund menu lists all currently defined fund accounts for your library (see Fund Account Maintenance for details).

6. Enter any additional notes or comments for the location in the Notes text box.
7. When all desired information has been entered, click the Submit button to add the new branch to the Distribution List.
   • The Add/Edit Branch Distribution List Line screen closes and the Branch Distribution Lists screen refreshes to display your changes.

To edit an existing branch on a Distribution List:

1. Click the desired Select Branch Distribution List link on the Branch Distribution Lists screen.
   • The Branch Distribution Lists Detail screen for the selected list displays. The screen shows a list of all branches currently assigned to the distribution list.
2. Click the Edit link for the desired branch on the Branch Distribution Lists Detail screen.
   • The Add/Edit Branch Distribution List Line screen for the selected branch displays.
   • The screen is pre-filled with the current values for the selected location.
3. Edit the appropriate information for the branch, as desired.
4. When all necessary information has been edited, click the Submit button to save your changes.
   • The Add/Edit Branch Distribution List Line screen closes and the Branch Distribution Lists screen refreshes to display your changes.

 

 

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