Add Exchange Library Wizard

The Add Exchange Library wizard, located in the Manage Libraries group wizard, is used to add a new exchange library record. Before a library can participate in the exchange process, it must be added to the system as an Exchange Library. Once the Exchange Library has been created, it can be added to the Exchange Group and Exchange Rules policies. The library will also be able to exchange and receive items through the Collection Exchange module.

In the Manage Libraries group, click the Add Exchange Library wizard.

In the Select Workform screen, select the workform from the drop-down box in the Select Workform field that you want to base this new exchange library on, and click OK.

On the Exchange Library tab, enter information as needed. For information on these fields, go to Exchange Library Tab.

On the Profiles tab, click the Add a New Profile Helper.

In the Select Exchange Profile drop-down list, select the exchange type you want, and then click OK to populate the fields. For information on these fields, see the Profiles Tab.

Click Add Exchange Library to save your changes or click Close to exit this wizard without saving your changes.

After adding the exchange library, you can continue working in the wizard. Click Save to keep any changes.