SERIALS

Chapter 2. SUBSCRIPTION SETUP

   

 

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Custom Routing Lists

The system lets you create two types of routing lists:

• Standard Routing Lists – Standard routing lists may be attached to multiple subscriptions. Standard routing lists are useful when several different serials are to be routed to the same group of people (see Managing Routing Lists for details).
• Custom Routing Lists – Custom routing lists are generally attached to a single subscription only.

To attach a Custom Routing List to a subscription, you must select Custom from the Routing List menu on the Add/Edit Subscription screen when adding or editing the subscription.

NOTE: Your library's database must contain a patron record for each patron you wish to include in a Routing List. Patron records are created using the User Administration module. (See the User Administration User Guide for details.)

To add or edit a Custom Routing List:

NOTE: The Add Routing List screen is displayed automatically when you add a new subscription (or edit an existing subscription) for which a Custom Routing List is specified. The List Name text box on the Add Routing List screen contains the default name “Custom (list number).”

1. If desired, enter a new name for the Routing List in the List Name text box.
   • The List Name text box initially contains the default name “New List (list number).”
2. Click the Modify Patron List button to create or edit the patron list for the Custom Routing List.
   • The Patron Add/Edit screen displays.

• The Patron Add/Edit screen includes a listing of all patrons currently in the Patron List, and shows the sequence number (SI.No.), Sort Order, Patron Name and Barcode for each patron.

3. Enter the last name or barcode of the patron you wish to add to the list in the Add a Patron Name or Barcode text box.
   • You may enter a complete or partial last name or barcode.
4. Click the Submit button.
   • A list of patrons matching your search criteria displays.

• Each line in the listing shows the Patron Name, Barcode and Patron Category for the associated patron.
• The list is arranged in numeric order, by Barcode.

• Click the Patron Name of the desired patron to add the patron to the Patron List and return to the Patron Add/Edit screen.

5. Repeat steps 2 and 3 to add additional patrons to the Patron List.
6. Set the routing order for the patron list:

   NOTE: Routing order must be updated on a patron-by-patron basis. By default, patrons added to the list are assigned a Sort Order of “0.” Patrons with a Sort Order of “0” are placed at the end of the list in alphabetic order by Patron Name.

   • Enter the desired routing order for the patron in the Sort Order text box, then click the associated Update button.
     • The Patron List refreshes to display the modified routing order.

       NOTE: If two or more patrons are assigned the same Sort Order, the patrons are listed in alphabetic order by Patron Name.

7. If desired, you may delete a patron from the Patron List by clicking the Delete from List link for the desired patron.
   • The Patron Add/Edit screen refreshes, with the selected patron deleted from the list.
8. When all desired patrons have been added to the list, click the Return to Add Routing List Screen link to return to the Add Routing List screen.
9. 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.
10. When all desired information has been entered, click the Submit button to save your changes to the Custom Routing List.
    • The system returns to the Subscription Setup screen.

To detach a Custom Routing List:

1. From the Serials menu, select Subscription Setup.
   • The Serial Subscription Setup Search screen displays.

2. Enter the title or barcode of the serial from which you wish to remove the Custom Routing List in the Enter Title or Barcode text box.
   • When entering a barcode, enter the complete barcode.
   • When entering a title, you may enter a complete or partial title.

     NOTE: When entering a partial title, do not skip words. For example, when searching for "The Guinness Book of World Records," you may enter "guinness book" as your search term; you may not enter "guinness records."

3. Click the Submit button.
   • If you entered a title, a list of titles matching your search criteria displays.

• Click the desired Title link to display a list of items for the selected title.
• Click the Select this Title link for the desired item. The Subscription Setup screen for the selected item displays.

• If you entered a barcode, the Subscription Setup screen for the associated title displays. The Subscription Setup screen lists all current subscriptions for the selected serial title.

2. Click the Edit Subscription link for the subscription from which you wish to detach the Custom Routing List.
   • The Add/Edit Subscription Setup Screen for the selected subscription displays.
3. From the Routing List menu, choose Select Routing List, then click the Submit button.
   • The system returns to the Subscription Setup screen, and the Custom Routing list is detached from the subscription.

 

 

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