The following are two work flows that SirsiDynix Symphony uses to calculate the number of items to exchange.
| • | HQ-to-Branch Exchanges |
| • | Branch-to-Branch Exchanges |
For HQ-to-Branch Exchanges, SirsiDynix Symphony simultaneously calculates the number of items the HQ should send to a branch and the number of items the branch should return to the HQ.
Branch: number of items to return to HQ
The formula used depends on number of items currently in exchange at branch compared to the branch’s target quota by type/category.
| • | Current quantity in exchange at branch is at or above target: Surplus + Per Exchange = Return Quantity |
| • | Current quantity in exchange at branch is below target: Per Exchange = Return Quantity |
These calculations appear in the My Exchange State wizard.
HQ: number of items to exchange to branch
The formula used depends on number of items currently in exchange at branch compared to the branch’s target quota by type/category.
The following calculations will appear in the Exchange Items wizard.
| • | Current quantity in exchange at branch is at, above, or below target: Return Quantity + (Target - In exchange) = Suggested Exchange |
For Branch-to-Branch Exchanges, the following formula is used.
| • | Per Exchange (from activated library’s profile) - Local Pending Shipping + Reciprocal Exchange = Suggested Exchange. |
These calculations appear in the Exchange Items wizard.
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