The Stock Rotation Batch Editor allows you to assign multiple items (pulled from a search list) to a stock rotation.
The Stock Rotation Batch Editor is protected by privilege #690 (“CAT Stock Rotation Batch Editing”). Without this permission, library staff members will not be able to use the batch editor, regardless of other settings.
This functionality is hidden by default. If a staff member has the appropriate privilege setting, they will have to unhide the batch editor before it can be viewed in Horizon. (For information on how to unhide processes, see “Displaying or Hiding a Folder or Process” in the Launcher Configuration Guide.)
This section contains these topics:
• | Setting up multiple items for stock rotation batch editing |
• | Deleting rotation records |
Setting up multiple items for stock rotation batch editing
These instructions explain how to use the Stock Rotation Batch Editor to assign multiple items to a stock rotation.
To set up multiple items for rotation with the Stock Rotation Batch Editor
1 | Open (double-click) the Stock Rotation Batch Editor under Cataloging > Item Record in the Horizon Launcher. |
A Compound Search window displays.
2 | Enter the search terms for the items you want to batch edit for rotation and click Search. |
Your search result items will appear in the Stock Rotation Batch Editor window. You can continue to search to add different results to the list.
Note: Once your list of items appears, the Stock Rotation Batch Editor is very similar to the Item Group Editor. If you have the privilege #552 permission (“ADM Item Group Editor”), then you can batch edit item fields for all selected records. If you do not have this permission, you can only edit Rotation fields.
Important: If you have privilege #552 permission, you will notice that fields that are not in common across all selected records will be empty. Any changes you make to fields will override any existing values.You must make at least one change before the Save button becomes active.
3 | Do one of the following: |
• | Select one item from the list and click Edit Rotation (or choose Rotation > Edit Item Rotation from the menu bar). |
The Batch Change Stock Rotation Item window appears.
Continue with step 4.
• | Select multiple items from the list and click Edit Rotation (or choose Rotation > Edit Item Rotation from the menu bar). |
You are prompted to verify that you want to batch change all selected Records. Click OK.
The Batch Change Stock Rotation Item window appears.
4 | Complete these fields: |
Field |
Action |
||||||||||||
Rotation group |
If the item is going to rotate as part of a stock rotation group, specify the group code. If the item is going to rotate individually, leave the this field blank |
||||||||||||
Rotation route |
Specify the route code for the route that the group will follow when the items rotate |
||||||||||||
Start rotation date |
Specify the date that the rotation will start if the status is set to “Active.” |
||||||||||||
Start rotation ord |
Enter the location where the item will begin to rotate. Note: This field indicates at what point in the rotation route this item 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 to begin rotation at Branch B. |
||||||||||||
Status |
Choose one of these options:
Note: The NO BATCH CHANGE option is only present when editing multiple records. |
||||||||||||
End Rotation Action |
Choose one of these options:
|
||||||||||||
Home Location |
Enter the code for the item’s home location (library). |
5 | Click Save. |
Note: You must make at least one change for the Save button to be activated.
If your selected items do not already have a rotation record, then a new record will be created when you save.
These instructions explain how to delete stock rotation records from items in the Stock Rotation Batch Editor.
If you delete a rotation record while any items are in an active rotation, the items will remain where they are currently located (i.e. they will not return to their home locations).
It is recommended that you do not delete a rotation record while its items are in an active rotation.
To delete rotation records
1 | Open (double-click) the Stock Rotation Batch Editor under Cataloging > Item Record in the Horizon Launcher. |
A Compound Search window displays.
2 | Enter the search terms for the items you want to remove rotation records from and click Search. |
Your search result items will appear in the Stock Rotation Batch Editor window. You can continue to search to add different results to the list.
3 | Select the items you want to remove rotation records from and choose Rotation > Delete Item Rotation from the menu bar. |
You are prompted to verify that you want to delete rotation records from the selected items. Click OK.
All stock rotation records are deleted from your selected items.
Note: Only stock rotation values are changed when you delete item rotation. No other values are changed in the item records.
© 1998-2017 Sirsi Corporation