PAC Primary and Secondary Locations

When users search in staff searching, the Copies window automatically displays holdings for the location that the user is logged on to:

This location is referred to as the “primary location.” If your library has more than one location, users can display holdings for other locations by clicking the All Locations button. These other locations are referred to as “secondary locations.” If necessary, you can change the text that appears on the All Locations button.

You can define the primary and secondary locations for each location in the location table on the PAC Locations view. You can also use the location table to change the labels that appear on the button in staff searching that lets users toggle between holdings for the primary and secondary locations.

If you have titles for which you do not create item records, such as serials, you can let users view holdings of the title for all locations in the Bibliographic Detail window in staff searching. To do this, you need to specify each location you want to view on the Bibliographic Detail window as a primary location. Staff searching then displays the holdings for those locations in the Bibliographic Detail window, sorted alphabetically by location.

You need to set up these parameters to specify primary and secondary locations:

Primary locations. The locations with holdings that appear by default in the Copies window.
Secondary locations. The locations with holdings that appear when the secondary location button is chosen.
Order. The order in which staff searching displays each location’s items.

Before you begin, make sure you have location records for all locations. (For more information on setting up location records, see Library Locations.)

To specify PAC primary and secondary locations

1 Open the location view in the Table Editor, or start the Location Parameters process.

The default location of this process is the Administration\System Setup folder on the navigation bar.

Horizon displays the List Location Parameters window.

2 Choose the location you want to specify primary and secondary locations for.

Horizon displays the Edit Location Parameters window.

3 Click Page Down or resize the window to display the Locations group:

4 Complete these fields on the window:

Field

Action

Location

Enter the code for the location the primary location can access.

Generally, if the location is the one for which you opened the location view, it should be the primary location. However, if you want to display all holdings in the Bibliographic Detail window for the location you are specifying, create a new location entry in this group for each of your locations and specify each as primary.

Primary/Secondary

Do one of these options:

Mark Primary Location if you want to assign the location in the Location field as the primary location.
Mark Secondary Location if you want to assign the location in the Location field as the secondary location.

This field specifies that the location acts as a primary or secondary location in relation to the location for which you opened the location table.

Note: If you want items to be assigned to both a primary and secondary location, mark both options.

Note: For specific examples on how to set up Primary and Secondary locations, see Examples of Primary and Secondary Location Setup.

Sort Order

Enter the numerical order in which staff searching displays holdings for the location.

Entering the number “1” would display this location’s holdings first. Entering the number “2” would display this location’s holdings second, and so forth.

Staff Only

If you want to limit the display of this location’s holdings to library staff only, mark this box.

Primary Label

Enter the name you want to appear on the button that displays holdings for the primary location.

For example, you might name this button “This Location”.

Secondary Label

Enter the name you want to appear on the button that displays holdings for secondary locations.

For example, you might name this button “Other Locations”.

5 Save your changes.

 


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