When adding or modifying an exchange library workform, you can determine which fields (required and optional) display in the exchange library record. You can also select a default to display when adding an exchange library using this workform.
If you select the Input Required check box, and have not provided a value, the system will prompt you when the exchange library record is saved, based on this workform. You will not be allowed to save the record without this information. If the Input Required check box appears dimmed and selected, the system always requires a value for this field, regardless of your choice. The Default Value allows you to select a default to display when adding an exchange library using this workform. Defaults only apply when you create an exchange library record.
Required Tab
The fields that display on the Required tab always display in your exchange library record, but you can decide which of these fields are required when the exchange library record is saved and what the default information will be in the exchange library.
| • | Allow Duplicates |
| • | Automated Suggestion Notice |
| • | Exchange Contacts |
| • | New Items Optional for Exchange |
| • | Type |
This field specifies whether you always want this exchange library to receive duplicates. If this option is selected, when exchanging items for this library, the system will not verify whether a duplicate title exists. If you do not select this option, the system will verify whether a duplicate title exists and will not send a duplicate title.
Produces a Suggestion Notice immediately upon activating the library. If you select this option, you can select a Suggestion Notice report.
Presents contact information. Contact types are defined in your polices (for example, head of exchange, head of circulation, or volunteer). This field does not allow you to input default values. For information on the contact information fields, go to the Exchange Contacts Information.
New Items Optional for Exchange
This field specifies whether you want new items to be mandatory or optional. If you select this option, new items will be optional, and the system will not use the new item’s values you have in your profile. If you do not select this option, new items will be mandatory.
This field specifies the type of library (for example, branch or headquarters). Library types are defined in your policies. This field is used by the system only if independent libraries are used.
Optional Tab
The fields that display on the Optional tab do not need to be displayed in the exchange library record. You can choose whether you want the fields to display in the exchange library record. You can also decide which of these fields are required when the exchange library record is saved and what the default information should be.
The following fields are available on the Optional tab.
| • | Automated Circulation |
| • | Budget |
| • | Delivery Times |
| • | Number of Boxes Delivered |
| • | Number of Users |
| • | Opening Hours |
| • | Owning Exchange Library |
| • | Population |
| • | Route Number |
| • | Surface Area |
| • | Year of Affiliation |
This field specifies whether or not the library has automated circulation.
This field specifies the budget of the library.
This field specifies the times that this exchange library accepts deliveries. You can select days of the week and hours. Starting time must be earlier than the ending time.
This field specifies the number of boxes you expect to be delivered to the exchange library (for example, 10 large and 5 small boxes).
Although the system automatically generates the number of users related with the associated SirsiDynix Symphony library, you can change this number. To update this number, you must run the Maintenance-Exchange Counters report. The report should be scheduled to run nightly.
This field specifies the opening hours for this exchange library. You can select days of the week and hours. Starting time must be earlier than the ending time.
Identifies the library that is the originating exchange library (or headquarters) for this exchange library.
This field specifies the population for the region this exchange library serves. Although not required, this field is later used for the exchange library when you create a profile. By default, the population will be used as the target number of items to use (for example, 1500).
This field specifies the route number. For example, the route number for Book Mobile users is 10.
This field specifies the surface area for the region this exchange library serves (for example,125 m²).
Identifies the year the library became affiliated.
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