Serials Properties for Symphony Workflows 3.3

Transcription

1 Serials Properties for Symphony Workflows 3.3 Last Updated August 5, 2010

2 Introduction... 5 In... 6 Behavior Order for Received Issues...7 Helpers...7 Display Bibliographic Description Helper...8 Display Control Wizard... 9 Behavior Helpers...9 Create Control Wizard...10 Behavior Helpers...11 Modify Control...12 Behavior Helpers...13 Remove Control...14 Behavior Helpers...14 Add Title Behavior...16 Helpers...16 Modify Title Helpers...17 Behavior...17 Duplicate Title

3 ...18 Behavior...19 Helpers...19 Delete Title, Call Numbers, or Items Behavior...20 Helpers...20 Display Bibliographic Description Helper...20 Vendors...21 Session Settings...21 Session preferences...21 Fund Preferences...21 Display Preferences...21 Orderline tree...22 Invoice Behavior...22 Selection Behavior Preferences...22 Orderline...22 New Segments...22 Claim and Cancellation...22 Review all vendors Display Vendor (All cycles) Display Vendor (Specific Cycle) Add Vendor Duplicate Vendor Modify Vendor Add Vendor Cycle

4 Delete Vendor

5 Introduction Be sure to check your property settings in circulation immediately after upgrading your Workflows client to Symphony. You must be logged in as ACQTECH or TECH to make and save property changes. To view and change property settings, you must right click on the wizard. 5

6 In Display Property Page Never Behavior Search By Library List Type Modify Issues Receive Special Issues Auto Create Copies for Received Issues Combine Issues Auto Distribute Partially Received Issues Print Routing Slips for Received Issues Include user extended info entries Print labels for received issues Play sound when last expected issue is received Create Serial Control Modify Marc Holdings Record Modify Serial Control Display Notes Before in Entries At the End of Wizard New Search Next Issue Close Search by Library or Library Search Group - ALL None Full Select Show checked buttons 6

7 Search Type Search Index Search Library Display Search Pane Show Control Information Folder Show Distributions Folder Show Marc Holding Folder Show Expected Issues Folder Show Claims Folder Show Received Issues Folder Search Select Select your Library Number of issues per browse screen 11 Combine Issues Options Combine the enumeration of first and last issues Select this option Use the enumeration of first issue Use the enumeration of last issue Combine the chronology of first and last issues Select this option Use the chronology of first issue Use the chronology of last issue Order for Received Issues Order of issues Sorted by Ascending or Descending Enumeration, Date received, or Date Expected Helpers Display Bibliographic Description Combine Issues Options Click on Configure button to set defaults 7

8 Display Bibliographic Description Helper Library Entries Shadow Display Description labels (for entries) Display Numeric tags (for entries) All Call Numbers All Items Full access to all Libraries All Both Marc Holdings Bound-with Fixed fields Order Summary 8

9 Display Control Wizard Display Property Page Never Behavior Search Library List Type Search by Library or Search Library Group - ALL Search type Search Index Search Library Display View Pane Show Basic Information Show OPAC Display Folder Show Distribution Folder Show Binding Folder Show Order History Folder Show Routings Folder Show Patterns Folder Show MARC Holdings Folder Show Subscription Folder Show Extended Information Folder Show Siblings Folder Show Expected Issues Folder Show Claims Folder Show Received Issues Folder Search Select Set to your library Number of issues per browse screen 11 Order of issues Sorted by Helpers Display Bibliographic Description Helper Ascending or Descending Enumeration, Date received, or Date expected Click on Configure button to set See page 5 9

10 Create Control Wizard Behavior Search Library List Type Generate New Control IDs Automatically Prompt for Library When Creating A Serial Control Modify MARC Holdings Records ISXN Warnings must be acknowledged Prompt to load bibliographic pub pattern data when available Modify Vendor Information Search by Library or Library Group - ALL ( only if you are going to be creating control for a branch) Search Type Search Index Library Display View Pane Create Control Records for Library Category 1 Category 2 Status Allow Automatic Prediction of Issues Automatically Update MARC Holdings Display the _ most recently arrive issues as a note Form of name to Display Default library for Holding Code lookup Search Periodical Title Can be set to your library Set to your library Select from list Select from list Select from list Enter a number this will display the how many issues you wish to have display as Recently arrived in Ibistro Chronology Set to your library Holding Code # of copies to add to Catalog 1 Copies to Receive 1 Number of Issues per Browse Screen 11 Order of issues Sorted by Ascending or Descending Enumeration, Date received, or Date expected 10

11 Helpers Display Bibliographic Description Helper Modify Bibliographic Description Replace pattern then Click on the Bibliographic Display Button to set Bibliographic Description Helper Library Entries Shadow Display descriptive labels (for entries) Display numeric tags (for entries) All Call Numbers All Items MARC Holdings Bound-with Fixed Fields Order Summary Full access to all libraries All Both 11

12 Modify Control Display Property Page can be set to Never. Behavior Search Library List Type Create Serial Control Modify MARC Holding Records ISXN Warnings must be acknowledged Delete Received Issues Modify Vendor Information Search by Library or Library Group - ALL Search Type Search Index Library Display View Pane Show Basic Information Show OPAC Display Folder Show Distribution Folder Show Binding Folder Show Order History Folder Show Routings Folder Show Patterns Folder Show MARC Holdings Folder Show Subscription Folder Show Extended Information Folder Show Siblings Folder Default Holding Code for library lookup Search Periodical Title Can be set to your library Set to your library Holding Code # of copies to add to Catalog 1 Configure Default Selection for Working with Issues Show Expended Issues Folder Show Claims Folder Remove Selected Issues 12

13 Show Received Issues Folder Number of Issues per browse screen 11 Order of issues Sorted by Helpers Display Bibliographic Description Helper Modify Bibliographic Description Replace Patterns Change Title Link Ascending or Descending Enumeration, Date received, or Date expected then Click on the Bibliographic Display Button to set Bibliographic Description Helper Library Entries Shadow Display descriptive labels (for entries) Display numeric tags (for entries) All Call Numbers All Items MARC Holdings Bound-with Fixed Fields Order Summary Full access to all libraries All Both 13

14 Remove Control Behavior Search Library List Type Search By Library or Library Group - ALL Search type Search Index Search Library Display View Pane Show Basic Information Show OPAC Display Folder Show Distribution Folder Show Binding Folder Show Order History Folder Show Routings Folder Show Patterns Folder Show MARC Holdings Folder Show Subscription Folder Show Extended Information Folder Show Siblings Folder Show Expended Issues Folder Show Claims Folder Show Received Issues Folder Search Select Set to your library Number of Issues per browse screen 11 Order of issues Sorted by Ascending or Descending Enumeration, Date received, or Date expected Helpers Display Bibliographic Description Helper then Click on the Bibliographic Display Button to set See page 11 14

15 Add Title Display property page at wizard start up should be selected. Format Entries template Shadow title Add Item when creating title MARC view Descriptive view Display fixed field Display descriptive labels (for entries) Library Class scheme Shadow Call number Show shelving key Item tree display Type Home Location Permanent Circulate Shadow item SERIAL-00 TEMPLATE Select Do not select Select your library DEWEYPER Default is Collapsed Enter your most commonly used Enter your most commonly used Price Item Category 1 Item Category 2 Media Desk Tab Display Preferences Enter your most commonly used Enter your most commonly used Leave blank Bibliographic 15

16 Behavior Add Call Number Prompt for library when adding a new call number Auto- Generate temporary XX call numbers Add Item when adding a new title Add Item Auto-Generate item ID when adding item Delete call number Delete item Maintain MARC holdings ISXN warnings must be acknowledged Disable diacritic keyboard shortcuts Set Current Location of New Item to Available Soon Print Labels for New Items unless you add copies for branches Helpers Validate headings Print labels Print preview labels List catalog by item number Add subfield delimiter/code 16

17 Modify Title Type Index Library Display View Pane MARC View Descriptive View Select search Enter your most commonly used ALL Select this option Do Not Select Display Fixed Fields Display descriptive labels (for entries) Show shelving key Item tree display Display staff note on item list Display public note on item list Tab Display Preference Default is Collapsed Bibliographic Helpers Validate headings Print labels Print Preview labels List Catalog by call number Add subfield delimiter/code Behavior Search Library List Type Modify call number/item information Maintain MARC Holdings ISXN Warnings Must be acknowledged Disable diacritic keyboard shortcuts Search By Library or Library Group - ALL 17

18 Duplicate Title Display Property Page at Wizard Startup Type Index Library Display View Pane Format Shadow Title Add Item when creating title MARC view KEYWORD Enter your most commonly used ALL SERIAL-00 Descriptive view Display fixed fields Display descriptive labels (for entries) Library Class Scheme Item tree display Shadow call number Show shelving key Item display tree Display staff note on item list Display public note on item list Type Home Location Permanent Circulate Shadow item Price Item Category 1 Item Category 2 Your library DEWEYPER Default is Collapsed Collapsed or Expanded Enter your most commonly used Enter your most commonly used Enter your most commonly used Enter your most commonly used Enter your most commonly used 18

19 Media desk Tab Display Preference Leave blank Bibliographic Behavior Search Library List Type Add Call Number Prompt for library when adding call number Auto-generate temporary XX call numbers Add item when creating call number Add Item Auto-generate item ID when adding item Delete Call number Delete item Maintain MARC Holdings ISXN warnings must be acknowledged Disable diacritic keyboard shortcuts Search by Library or Library Group - ALL if enter copies for branches Helpers Validate headings Print labels Print preview labels List catalog by call number Add subfield delimiter/code 19

20 Delete Title, Call Numbers, or Items Type Index Library Item tree display Display staff note on item list Display public note on item list KEYWORD Enter your most commonly used Your Library Default is Collapsed Behavior Search Library List Type Modify call number/item information Prompt for confirmation before deleting title Delete only items for search library Delete Items with a Charge History Record Helpers Display Bibliographic Description helper Search Library or Library Search Group ALL Click on the configure button to set more defaults Display Bibliographic Description Helper Library Entries Shadow Display Description labels (for entries) Display Numeric tags (for entries) All Call Numbers All Items Full access to all Libraries All Both Marc Holdings Bound-with Fixed fields Order Summary 20

21 Vendors Session Settings Session preferences Review Settings Each Session Behavior Search Library List Type Enter date ready Search Library or Library Search Group ALL Maintenance library Display library Fiscal cycle Select your library Select your library Select year Fund Preferences Library Authorization Automatically add audit trail to Select your library Do not check Display Preferences Order in Foreign Currencies Enter Requisition number in order Enter Requester Id Display only selected segments in viewer pane of Segments interface Number of Segments to trigger display of single selected segment in view pane Specify discount in order Enter Ship info in Distribution Enter extended price

22 Orderline tree Display extended info alerts in tree when orderline is expanded Display distributions in tree when orderline is expanded Display claim/cancel segments in tree when orderline is expanded Sort order tree by title Invoice Behavior Automatically number invoice lines Warn when the difference between invoice amount and order extended amount exceeds % and $ Warn when invoice quantity exceeds the received quantity Selection Behavior Preferences Enter listline vendor Orderline Sum distribution quantities New Segments Default library for holding code lookup Funding Split funding Distribution Select your library Select single or multiple funding Select if using multiple funding Holding Distribution Claim and Cancellation Cancel Reason Claim Reason Claim On Select reason from list Select reason from list Default is Today to change click on gadget to set date 22

23 Review all vendors Preferred search type Preferred search index Show Amounts Tab Show Quantities Tab Show Averages Tab When searching vendors, go directly from vendor lookup to review all Search, Browse, and Exact Select Display Vendor (All cycles) Preferred search type Preferred search index Show Extended Tab Info Search, Browse, and Exact Select Show Deposit Account Tab Show Amounts Tab Show Counts Tab Show Vendor Cycle Info Tab Show Invoices Tab Show Averages Tab Display Vendor (Specific Cycle) Preferred search type Preferred search index Show Extended Tab Info Search, Browse, and Exact Select Show EDI Address Tab Show Deposit Amount Tab Show Orders Tab Show Addresses Tab 23

24 Show Vendor Cycle Info Tab Show Discount Table Tab Show Serial Control Tab 24

25 Add Vendor Auto-generated ID Group 1 LOCAL Group 2 Group 3 Ordering Allowed Paying Allowed Tax Paid to Vendor Order claim period Order cancel period Default is blank. Enter number of days. Default is blank. Enter number of days % encumbrance allowed Default is 100% Duplicate Vendor Preferred search type Preferred search index Generate new vendor ID automatically Search, Browse, or Exact Select from list Modify Vendor Search Preferences Preferred search Preferred search index Search, Browse, or Exact Select from list Tab Display Options Show Extended Tab Info Show EDI Address Tab Show Deposit Amount Tab Show Addresses Tab Show Vendor Cycle Info Tab Show Discount Table Tab 25

26 Add Vendor Cycle Search Preferences Preferred search index Select from list Vendor Cycle Creation New fiscal cycle Order claim period Order cancel period Select from list Default is blank. Enter number of days. Default is blank. Enter number of days. % encumbrance allowed Default is 100% Delete Vendor Search Preference Preferred search type Preferred search index Search, Browse, or Exact Select from list Remove Remove vendors and all cycles or Remove Selected cycles Select Remove selected cycles 26