Sending Data to Another Process

Horizon lets you send data from one process to another to make your library and record management tasks easier. (For example, if you have access to both the MARC Editor and the Serials processes from your workstation, you can send a serial bib record from the MARC Editor to either Serials Checkin or Serials Control.)

To send data, you locate the data that you want to send, then access the Send To menu. The Send To menu lists the available places to which you can send the data. Here is an example of the Send To menu from a Titles search screen:

Each “receiver” (Horizon process that accepts the data) must be able to receive the type of data you want to send. Therefore, the only options Horizon lists in the Send To menu are valid options. (For example, you can send only item records to Checkout. You must also have a borrower identified in Checkout. This is because the Checkout process lets you check out only items to a specific borrower; you cannot check out bib records or purchase requests to an empty CKO window.)

Generally, you can send data from any list that contains bib, authority, or item data.

Here is a partial list of windows or processes from which you can send data:

Main Process

Sending Window or Process (Producer)

Cataloging

MARC Editor

Item List

Searching

Bib Display

Bib List

Call List

Item Course Title

Close Auth

Item List

Open Auth

Open Uniform Title

Title List

Z Bib List

Z Bib Display

Z Scan List

Serials

View PO

PO History

Binding Claim

Binding

Checkin

Claims

Issue

Route Set List

The Send To function works in one of these ways, depending on what kind of data you want to send and where you want to send it:

When you are working in a process from which you want to send data and you choose a destination from the Send To menu, Horizon automatically starts the receiver. (For example, you can do a search for an item using the New Search process and choose MARC Editor from the Send To menu. Horizon automatically opens the MARC Editor, if it is not already open, and displays the item’s bib record.)

These receivers start automatically when you choose them from the Send To menu:

Receivers that start automatically

Purchase Request (You can send multiple items to this receiver.)

MARC Editor

Copy/Item List (This option opens the appropriate copy or item record.)

Global Change (You must choose multiple items to send before Horizon displays this option.)

Checkin

Recall Item

Serials Checkin (You can send multiple items to this receiver.)

Serials Control

If you do not see the receiver to which you want to send data when you choose Send To from a sending process, you must start the receiver first. (For example, if you want to send a bib record from the MARC Editor to a purchase order, you must open one or more purchase orders. Then return to the MARC Editor and choose the purchase order you want from the Send To menu.) In some cases, you must also have a specific part of the receiver identified before you can send the data.

You must start these receivers before you can choose them from the
Send To menu:

Receivers that you must start

Specific Purchase Order (You can send multiple items to this receiver.)

Specific Purchase Request (You can send multiple items to this receiver.)

Non-MARC Editor (You must identify a specific editable authority tag field.)

Check out (You must identify a specific borrower.)

Fast Add

Reserve Bookroom Title (You must identify a course and instructor.)

Place Title

Withdraw Title

To use the “Send To” function

1 Display the data you want to send to another part of Horizon. (For example, display a Copies search results screen.)
2 Do one of these options to open the Send To menu:
Choose Edit, Send To.
Click the Send To icon ().
Press F10.
Right-click on the window and choose Send To.
3 If the Horizon process to which you want to send data does not display in the list, start the process to which you want to send the data (including the specific part of the process, such as an identified borrower, if necessary) and repeat this task.

Note: If you start the process to which you want to send data and the process still does not display in the Send To menu, you cannot use the Send To function to send that data to that process.

4 Highlight the process to which you want to send the displayed data.
5 Click OK.

Horizon starts the process you chose, if necessary, and sends the data to the process.

 


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