Specifying Primary and Secondary Locations for Staff Searching

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

If your library has more than one location, the Copies window displays items from the location you have specified as the primary location first. Users can then display items at the other locations (known as “secondary locations”) by clicking All Locations button on the Copies window. If necessary, you can change the text that appears on the All Locations button. If you do not specify a secondary location, the All Locations button will be grayed out.

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 display 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.

For examples of setup, see Examples of Setup for Primary and Secondary Locations .

To specify primary and secondary locations for staff searching

View: location
Process: Administration\System Setup\Location Parameters

In these fields, do the following:

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, enter all locations as primary locations here.

Primary/Secondary

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.

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.

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

Sort Order

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

For example, if you have two primary Locations, A and B, and you want holdings from Location B to display before holdings from Location A, you would assign a sort order of “1” for Location B and a sort order of “2” for Location A.

Staff Only

Do one of these options:

Mark this box if you want to limit the display of this location’s holdings to library staff only.

This option becomes active only if you build public-only versions of your bib-based PAC indexes.

Clear this box if you want to let staff view holdings for this location.

Primary Label

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

This is the button that toggles from the list of items at secondary locations to the list of items at primary locations.

Specify only one primary label for each 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.

This is the button that toggles from the list of items at primary locations to the list of items at secondary locations.

Specify only one secondary label for each location. (For example, you might name this button “Other Locations.”)

 


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