Activate Exchange Libraries Helper

The Activate Exchange Libraries helper is used to activate libraries and begin the exchange process. Once libraries have been activated, it will be possible for you to exchange items to those destinations. Activating a library will cause the system to calculate the number of items that should be sent to an exchange library. A List – Suggestion Notice report will automatically run (if established in the Exchange Library record) listing items to send to the destination library.

See Calculating the Number of Items to Exchange or Return for more information on how the number of items to exchange is determined.

Click the Activate Exchange Libraries helper.

Under Next Activation Options, select the exchange date.

Select or clear the Reciprocal Exchange check box to indicate whether the exchange requires a return. If you select the Reciprocal Exchange check box, click Return and Yes will display in the Reciprocal Exchange column (by default, the Reciprocal Exchange feature is not checked).

Note: If you clear this option, the receiving library does not have to return any items (this usually occurs on the first exchange only). In this case, No displays in the Reciprocal Exchange column.

To activate a library, select the inactive library from the Inactive Libraries list, and click the right arrow. Once the library is added to the Active Libraries Priority List, the library is active.

To deactivate a library, select the library you want to deactivate from the Active Libraries Priority List, and click the left arrow. The library is moved to the Inactive Library area.

To modify the exchange date, select the exchange library you want from the Active Libraries Priority List. In the Date column, click the arrow to the right of the Date. A calendar displays. Using the calendar, select the correct month, year, and day. To close the Calendar, click anywhere in the Date column.

To change the order of priority for active libraries, select the library you want to move, and then click the up and down arrows to change the position of the libraries in the list.

Click Save to keep your changes or click Close to exit the wizard without saving any changes.

If a List – Suggestion Notice report is tied to the Exchange Library record of the library you activate, it will run automatically. To view the results of this report, use the Finished Reports Wizard.

You can also choose to use the Produce Suggestion Notice Report helper to run the Suggestion Notice report. To view the report, click the View Suggestion Notice Report helper.