Save My Exchange State to a File Helper

The Save My Exchange State to a File Helper is located on the My Exchange State Wizard wizard.

The Save My Exchange State to a File Helper is used to create a comma or tab-delimited file of the data displayed in My Exchange State. This file displays in your spreadsheet application (such as Excel) with the following information.

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Exchange Library - Alphabetically lists the library or libraries that have activated the selected library.

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Per Exchange - Lists the number of items the selected library should receive in each exchange according to its profile.

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Local Pending Shipping - The number of pending shipping items from the selected library. This only shows a number if the selected library has activated the source library and is actively exchanging items. In an HQ moderated exchange, this number will usually be zero.

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Return Quantity - The number of items that the selected library should return. This number is determined by previous reciprocal exchanges between the selected library and the library that is listed in the exchange state. In an HQ moderated work flow, the branch has not returned the items through the Exchange Items Wizard. They are simply shipped and the HQ scans them. This number, therefore, reflects the number of items returned by the branch that the HQ has scanned. Regardless of whether or not the items stays at the HQ or goes on to a new library, the Suggested Exchange counter should decrease.

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Reciprocal Exchange - The number of items that the selected library owes the source library due to previous reciprocal exchanges. Keep in mind that in an HQ moderated work flow, the branch has not returned the items through the Exchange Items Wizard. They are simply shipped and the HQ scans them. This number, therefore will reflect the number of items returned by the branch that the HQ has scanned. Regardless of whether or not the items stays at the HQ or goes on to a new library, the Reciprocal Exchange counter in My Exchange State should decrease.

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Already Shipped - The number of items that have been shipped and returned to the source library. In an HQ-moderated work flow, the branch has not returned the items through the Exchange Items Wizard. They are simply shipped and the HQ scans them. The number, therefore, reflects the number of items returned by the branch that the HQ has scanned. Regardless of whether or not the items stays at the HQ or goes on to a new library, the Already Shipped counter in My Exchange State should increment. If the branch does choose to activate the HQ and exchange items back to it, this number will increment after the HQ receives the items either in transit or when the items have a status of Home.

You can select whether to export the data in a comma-delimited or a tab-delimited file in the Save My Exchange State helper properties.