The Copies & Distribution tab allows you to define which library the copies are to go to when they are received. You can also specify an individual user to whom the item will be loaned when it arrives.
If you only have one library, this step may not be necessary.
When you click on the Copies & Distribution tab, the following screen opens:
What the screen shows
The top section shows the title and CID of the item being ordered.
The section in blue shows information about the main order:
- the order number
- the supplier
The main section of the page shows a line for each copy being ordered, based on the number of copies you specified in the Order Details screen. Most of the details will already be filled in, based on other details specified in the Order Details screen. This helps you to compete the order more quickly.
Completing the copy details
For each copy, change or accept these as follows:
The Office where the copy will be located
If different from the default, select the Office from the drop-down list
|The logged-in user's office|
The Library where the copy will be located
If different from the default, select the Library from the drop-down list
|The logged-in user's library|
This relates to barcoding of the individual copies when they are received.
Select one of the following three options:
|As specified in Order Details|
The loan period for this copy
If different from the default, select the loan period from the drop-down list
|The default loan period for this library|
Optionally, select a user to whom the item will be loaned when it arrives.
Click on the icon in the Loan column:
The user search screen opens:
You are then returned to the order screen, with the selected names displayed:
Adding more copies
You can add more copies, if you didn't specify enough in the Order Details screen.
Click the Add more copies button above the black header bar.
This adds one copy at a time: the new entry is added below the previous entries:
Amend the copy details as described above.
You can change the priority of entries, so that if only some of the copies come in, they will be allocated in the order specified: click on the up or down arrows to do this.
Click Delete to delete a specific copy.
Completing the Copies & Distribution information
When you have finished filling in the copy details, you have the following options:
|Cancel this order line||Click the Cancel this order line button|
|Save this order line and then continue with it||Click the Save this Order Line button and either stay on this screen for further editing or continue on to complete the order|
|Close order line|
Click the Close Order Line button to close the order line without saving it. You are asked to confirm this:
If you click OK without having saved the order line first, you are taken back to the catalogue record you started from.
|Continue with this order|
Continue on the Continue to Costs & Accounts button, to go to the next stage.
It is a good idea to save the order line before continuing to the next stage.