Circulation > Add Circulation Sets Wizard

Add Circulation Sets Wizard

The Add Circulation Sets wizard is used to create a circulation set.

To add a circulation set

In the Maintain Sets group, click the Add Circulation Sets wizard.

Under Identify Item, either type or scan the Item ID. You can also use the Item Search Helper to search the item ID.

Click Add Item to Set. The item information appears in the List of Items in Set list.

Repeat this process to add more items to the set. You must have at least two Item IDs to make a set. As you add items to the set, the Total Parts in Set counter will update with the number of items in the set.

Once you have added all the required items to the set, type a Set ID or allow the generated Set ID to remain.

Note: If your library is using barcode validation, the set ID assigned to the set should follow the barcode validation rules for your library. This is because the set will circulate using the set ID.

Choose a Category from the list, if required.

Type a Description of the set, if required.

If you select the Parental check box, the items in the set are circulated using the circulation map for the parent item. Do the following to select a parent item.

Select Parental. The Set ID option becomes unavailable and the Make Parent button is available.

Highlight one of the items in List of Items in the Set and click Make Parent. The Item ID of the highlighted item becomes the Set ID.

If you select the Circulate as Set check box, items within the set can only circulate as part of the set. If the option is not selected, items within the set can circulate individually.

Click Add Set to keep your changes and save the set.

After adding this set, you can do one of the following to continue:

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Clear to clear this list from the wizard window and add another circulation set

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Close to exit the wizard

Important Considerations When Using this Wizard

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A Parental circulation set has a separate bibliographic and item record designated as the parent item. When items circulate as part of a parent circulation set, the items are circulated using the circulation map for the parent item. All items within the group have the same loan period and circulation rule.

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If a library is not selected when creating a circulation set, the station library of the user’s login will be used instead.

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An item cannot belong to more than one circulation set. When a set is created or an item is added to a set, the system will check to see if the item already belongs to a set, and if so, prevent the item from being added to the new set.

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When creating a large set where the item type override could be met, it is recommended that you set up the set as a parental-type set and have a high charge limit (at least the same as the number of items in the set) in the parent item’s circulation rule.

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Floating items cannot be included in circulation sets. Items should always belong to the library that owns the set. When creating a circulation set, take care not to select floating items.