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PAC ADMINISTRATION

Chapter 2. SCOPING

   

 

Setting Scoping for a Selected Library / Location

You can assign a selected library to multiple scoping levels simultaneously from any View Scoping screen  (see Viewing Library / Location Scoping for details) or any View Location Groups screen (see Modifying Location Group Headings for details).

To set scoping for a selected library (RESEARCHit/SHAREit):

  1. From a View Scoping screen or View Location Groups screen, click the name of the library for which you wish to set scoping.
    • The Scoping for (library code) screen displays in an additional browser window.

Scoping for (library code) Screen

Scoping for (library code) Screen

  1. Use the Scoping checkboxes associated with each listed scoping level to assign the currently selected library to the desired scoping level(s).
    • A checkmark checkmark indicates the associated library is a member of the currently selected scoping level.
    • An empty checkbox checkbox indicates the associated library is not a member of the currently selected scoping level.
    • Clicking a checkbox repeatedly will toggle it on and off.
  2. When all desired scoping level assignments have been made, click the Submit button to submit your changes.
  3. Click the Back button to close the Scoping for (library code) screen and return to the previous screen.

To set scoping for a selected location (VERSO):

  1. From a View Scoping screen or View Location Groups screen, click the name of the collection for which you wish to set scoping.
    • The Scoping for (location name) screen displays in an additional browser window.

Scoping for (location name) Screen

Scoping for (location name) Screen

  1. Use the Scoping checkboxes associated with each listed scoping level to assign the currently selected library to the desired scoping level(s).
    • A checkmark checkmark indicates the associated library is a member of the currently selected scoping level.
    • An empty checkbox checkbox indicates the associated library is not a member of the currently selected scoping level.
    • Clicking a checkbox repeatedly will toggle it on and off.
  2. When all desired scoping level assignments have been made, click the Submit button to submit your changes.
  3. Click the Close button to close the Scoping for (library code) screen and return to the previous screen.