Segments Tab

The Segments tab displays the fundings and distributions segments for an orderline. In the left pane, a Segment tree displays the orderline with its associated fundings and distributions. You can click anywhere in this tree to display the current segment information for the orderline. When you select a segment in the tree, that node appears in bold text, and the editing pane displays that segment’s information. Select the check box next to an orderline segment to perform the wizard action on that segment. You can use the keyboard shortcut CTRL+F6 to move about the segment editor window

For more information about orderline segments, see Segments Overview.

When an order is created, a default funding/distribution segment is automatically created with the following fields. The field values for the default segment are defined in the wizard properties.

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Fund ID

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Funded Quantity

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Holding Code

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Distributed Quantity

Important Considerations When Using this Tab

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Other fields appear depending on the type of segment you are creating or modifying. Also, the fields that appear vary depending on selections made in wizard properties.

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Fund ID fields are linked to glossaries. Click the underlined text to see the glossary information.

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When you select a funding segment containing a fund ID in the Segment tree, that fund is set at the Current fund.

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If the Sum Distribution Quantities check box was selected on the Orderline tab, the Funded Quantity field will be unavailable. The wizard will sum the funded quantities for the distributions and automatically calculate the total orderline quantity on the Orderline tab.

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In multilibrary systems that use the Fund Library Authorization policy, each fund cycle’s library authorization is compared to the holding code library in the associated holding distribution(s) The library of each holding code must be present in the fund cycle’s library authorization. When the holding code library is not authorized in the associated fund cycle, a message displays. When the message window is closed, the insertion point will be placed in the first fund ID field that did not pass validation. An invalid fund cycle/holding code pair will not be saved. See FAQs: Understanding Fund Library Authorization for information.

Tab Tools

You can use the following tools to perform a variety of tasks when working with orderline segments. For more information about how to use these tools, click the tool hyperlinks.

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Add a Funding/Distribution Cluster Tool

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Add an Additional Split Tool

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Add a Holding Distribution Tool

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Add a User Distribution Tool

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Add a Claim Tool (Acquisitions)

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Add a Cancellation Tool

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Delete a Segment Tool

You can control the position of new fundings and distributions by using the right-click method on a funding/distribution in the Segment tree and making a selection from the shortcut menu. Or, you can select a funding/distribution and press SHIFT+F10. For more information see, Positioning Fundings/Distributions on the Segments Tab.

Typical Funding/Distribution Segment Scenarios

Most libraries follow common funding and distribution scenarios when creating orders.

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Single or Multiple Copies – Single Fund

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Single Copy – Funding Split by Amount or Percentage

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Two Copies – One Fund – Two Holding Distributions (STACKS and REFERENCE)

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Two Copies – Two Funds – Same Holding Distribution

For more examples, go to FAQs: Working with Orderline Segments.

Single or Multiple Copies – Single Fund

Most small libraries will order copies from a single fund with a single distribution. In fact, the default segment created for new orders supports this funding/distribution scenario.

Click the Segments tab for an orderline, and the default Funding/Distribution segment appears. The default values were defined in the create order wizard properties.

Accept the default Fund ID value, or select a different value, if desired.

Accept the default Holding Code value, or select a different value, if desired.

Accept the default Funded Quantity and Distributed Quantity values of ALL.

Click Add Orderline, and proceed with the order.

Single Copy – Funding Split by Amount or Percentage

When purchasing expensive materials, libraries may want to split the cost across multiple funds, either by amount or percentage.

In the following example, you are purchasing a $600.00 reference book and splitting the cost between two funds.

On the Orderline tab, verify that the Unit Price is $600.00 and the Quantity is 1.

Click the Segments tab, and select the funding segment you want to modify in the Segment tree.

Click the Delete a Segment tool, and the funding will be removed.

Note: When modifying existing segments, be certain to remove the entire segment cluster (all related fundings/distributions).

Click the Add a Funding/Distribution Cluster tool.

In the Number of Fundings field, type the number of funds to share the cost. For example, type 2.

In the Funding list, select Multiple Funding.

Type 2 for the Number of Splits per Funding, and select either Amount Split or Percentage Split from the Split Funding list. For this example, select Amount Split.

Type 1 for Number of Distributions Per Funding, and select Holding Distribution from the Distribution list.

Click OK.

In the segment editor pane, in the Funded Copies field, type 1.

Using the gadget, select a Fund ID for the first fund. Type the Amount for this fund, such as $400.00.

Select a Fund ID for the second fund, and leave the Amount value as REST.

Note: You are required to designate one fund as a “REST” fund. A fund with this designation will absorb any increases in costs as items are received and invoiced.

Select a Holding Code from the list, and type 1 in the Distributed Quantity field.

Click Add Orderline (or Save Your Changes if modifying an order) and proceed with the order.

Two Copies – One Fund – Two Holding Distributions (STACKS and REFERENCE)

Often, libraries buy two copies of the same title, one for general shelving and one for the Reference area.

On the Orderline tab, verify the Unit Price for the items, such as $75.00, and the Quantity is 2.

Click the Segments tab, and select the funding/distribution segment you want to modify in the Segment tree.

Click the Delete a Segment tool, and the funding/distribution segment will be removed.

Note: When modifying existing segments, be certain to remove the entire segment cluster (all related fundings/distributions).

Click the Add a Funding/Distribution Cluster tool.

In the Number of Fundings field, type 1.

In the Funding list, select Single Funding.

Type 2 for Number of Distributions Per Funding, and select Holding Distribution in the Distribution list.

Click OK.

In the segment editor pane, use the gadget to select a Fund ID, such as GENERAL.

Type 2 in Funded Quantity field.

Select a Holding Code from the list, such as GREENSTKS, and type 1 in the Distributed Quantity field.

For the second distribution, select a Holding Code from the list, such as GREENREF, and type 1 in the Distributed Quantity field.

Click Add Orderline (or Save Your Changes if modifying an order) and proceed with the order.

Two Copies – Two Funds – Same Holding Distribution

Libraries often buy multiple copies of a title, but from different funds, even though they are for the same library or department.

On the Orderline tab, verify the Unit Price for the items, such as $75.00, and the Quantity is 2.

Click the Segments tab, and select the funding/distribution segment you want to modify in the Segment tree.

Click the Delete a Segment tool, and the funding/distribution segment will be removed.

Note: When modifying existing segments, be certain to remove the entire segment cluster (all related fundings/distributions).

Click the Add a Funding/Distribution Cluster tool.

In the Number of Fundings box, type 2.

In the Funding list, select Single Funding

Type 1 for Number of Distributions Per Funding, and select Holding Distribution from the Distribution list.

Click OK.

In the segment editor pane, use the gadget to select a Fund ID for the first funding/distribution, such as GENERAL.

Type 1 in Funded Quantity field.

Select a Holding Code from the list, such as GREENSTKS, and type 1 in the Distributed Quantity field.

For the second funding/distribution, use the gadget to select a Fund ID, such as GRANTS, and type 1 in the Funded Quantity field.

Select a Holding Code from the list, such as GREENSTKS, and type 1 in the Distributed Quantity field.

Click Add Orderline (or Save Your Changes if modifying an order) and proceed with the order.