A stock rotation group is a group of items that are used in a stock rotation. The rotation group record defines a group code and description. It also includes which stock rotation route, a start date, a start ord, the group’s status, and an end rotation action.
Rotation groups are created in the table editor > rotation_group.
“rotation_group” is protected by privilege #692 (“ADM Stock Rotation Group Editing”). Without this permission, library staff members will not be able to create rotation routes.
To create or edit a stock rotation group
1 | Do one of the following: |
• | If you are creating a new stock rotation group, open the table editor > rotation_group, and click New. |
• | If you are editing an existing stock rotation group, open the table editor > rotation_group, select the group you want to edit, and click Edit. |
The Edit Stock Rotation Group window displays.
2 | In the Rotation Group field, enter a name for the rotation group (for example, “av”). |
3 | In the Description field, enter a text description of the rotation group (for example, “Audio Visual Collection”). |
4 | In the Route field, specify the route code for the route that the group will follow when the items rotate. |
Note: You will not be able to specify a route code if you have not already created a Stock Rotation route. For more information, see Creating and editing a stock rotation route.
5 | In the Start rotation date field, specify the date that the rotation will start if the status is set to “Active.” |
Note: The date format should match the date format of your local workstation.
6 | In the Start rotation route ord field, enter the location where the item group will begin to rotate. |
This field indicates at what point in the rotation route this item group will begin to rotate. For example, if Branch A has an ord of 10, Branch B has an ord of 20, and Branch C has an ord of 30, you could specify “20” for this item group to begin rotation at Branch B.
7 | In the Status field, select one of the following options: |
Option |
Description |
Inactive |
No rotation will be done. |
Active |
Rotation is active and ongoing. |
Completed |
Rotation has completed. The end rotation action will occur when the items in the group are next checked in. |
8 | In the End rotation action field, select one of the following options: |
Option |
Description |
Repeat rotation |
At end of rotation, the rotation starts over again. |
Send item home |
Items are returned to their home location when the rotation has completed. Note: The home location is defined in the item rotation record (see Assigning items to a stock rotation). |
Leave item at last location |
Items stay at the last location on the rotation route. |
9 | Click Save and close the window. |
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