SERIALS

Chapter 5. FILE MAINTENANCE

   

 

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Creating Routing Lists

To create a Standard Routing List:

1. From the Serials menu, select File Maintenance - Routing.
   • The Select Routing List screen displays.

• The Current Lists field shows a listing of all Routing Lists currently in your library's database, in alphabetic order.

2. Click the Create New List button.
   • The Routing Add/Edit screen displays.
   • The List Name text box initially contains the default name “New List (list number).”

3. Enter a name for the routing list in the List Name text box.
4. Click the Modify Patron List button to create a patron list for the routing list (see Managing Patron Lists for details).
5. If desired, enter any text to be included with the routing list in the Footer Text field.
   • Footer text is shown on the bottom of the routing slip. Footer text is generally used to provide instructions to patrons on the proper method for routing the issue.
6. When all desired information has been entered, click the Submit button to add the routing list to your library's database.
   • The message "Update Routing List Request Submitted" displays, and shows the Routing List Name of the added routing list. Click the Return to Routing List Screen button to return to the Select Routing List screen.
7. Repeat steps 2 through 6 to add additional Routing Lists.

 

 

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