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CIRCULATION ADMINISTRATION

Chapter 4. DEFINING LOCATIONS AND COLLECTIONS

   

 

Modifying Branches

You can change the name and status of any existing branch. You may also add and modify collections for any existing branch (see Managing Collections for details).

To modify a branch:

  1. On the Locations Collections - Branches screen for the desired library, click the Edit link for the branch you wish to modify.
    • The Locations Collections - Collections screen for the selected branch displays.

Locations Collections - Collections Screen

Locations Collections - Collections Screen

  1. Click the Edit link for the branch.
    • The Edit Branch screen displays in an additional browser window.

Edit Branch Screen

Edit Branch Screen

  1. Edit the branch name and status as desired:
    • Edit the display sequence for the branch in the Sequence text box (see Setting the Branch Display Sequence for more information).
    • Edit the name of the branch in the Label text box.

      NOTE: The Label cannot exceed 128 characters (including spaces).

    • Use the Hide from OPAC checkbox to indicate whether or not the branch will be hidden when viewing Location information in the Search module.
      • A checkmark checkmark indicates the branch is not shown when viewing Location information. An empty checkbox checkbox indicates the branch is shown when viewing Location information. Clicking the checkbox repeatedly will toggle it on and off.
    • Use the Suppress from OPAC display checkbox to indicate whether or not display of items associated with the branch are returned in search results lists in the Search module.
      • A checkmark checkmark indicates items associated with the branch are not returned in search results. An empty checkbox checkbox indicates items associated with the branch are returned in search results. mClicking the checkbox repeatedly will toggle it on and off.
    • Use the Active checkbox to set the desired status for the branch.
      • A checkmark checkmark indicates the branch is active (is available in Location menus throughout the system). An empty checkbox checkbox indicates the branch is inactive (is not available in Location menus throughout the system). Clicking the checkbox repeatedly will toggle it on and off.
    • Use the Do not allow reserve for this location checkbox to designate the location as a non-reserve location.
      • A checkmark checkmark indicates the branch is a non-reserve location (reserves cannot be placed for items assigned to the location). An empty checkbox checkbox indicates the branch is not a non-reserve location (reserves can be placed for items assigned to the location). Clicking the checkbox repeatedly will toggle it on and off.
    • Use the Allow Only My Patrons to Reserve for this Location checkbox to indicate whether or not items associated with the branch can be reserved only by those "local" patrons whose Home Location (see the User Administration User Guide for details) is the same as the library in which the branch is located.
      • A checkmark checkmark indicates items associated with the branch can be reserved by "local" patrons only. An empty checkbox checkbox indicates items associated with the branch can be reserved by any patron, regardless of Home Location affiliation. Clicking the checkbox repeatedly will toggle it on and off.

        NOTE: The Allow Only My Patrons to Reserve for this Location option is shown only for systems employing a patron database that is "shared" among multiple libraries.

    • Use the Allow Float checkbox to indicate whether or not items associated with the branch are allowed to “float” between branches (see About Floating Collections for an overview of “floating collections”).
      • A checkmark checkmark indicates items associated with the branch are allowed to “float” between branches. An empty checkbox checkbox indicates items associated with the branch are not allowed to “float” between branches. Clicking the checkbox repeatedly will toggle it on and off.

    NOTE: The Allow Float checkbox is shown only if your library or consortium has enabled the optional floating collections functionality.

  2. Click the Submit button on the Edit Branch screen to submit your changes. (Click the Close button to close the Edit Branch screen without changing the branch.)
    • The Edit Branch screen closes automatically, and the Locations Collections - Collections screen refreshes to display your changes.