Manage Exchange Groups WizardManage Exchange Groups WizardThe Manage Exchange Groups wizard is used to manage many libraries at the same time by defining exchange library groups. When managing exchange library groups keep in mind the following.
| • | Libraries that exchange items with each other are defined in groups. |
| • | All libraries can be grouped together in one group policy, or more refined groupings can be created. |
| • | A library can belong to more than one group. |
| • | Regional proximity, collections, and library size will influence how the library system will establish groups. |
For example, a NW-PUBLIC group was created where Exchange Libraries A, B, C, and D, all in the northwest part of the state and all public libraries, exchange to and from each other.
You can use this wizard for multilevel exchanges where the SirsiDynix Symphony administrator can determine which libraries can exchange with each other. That is, libraries at different levels can exchange directly with each other, without going back to the main library. Branches or sub-branches can exchange directly with each other, allowing for a flexible and customized exchange process.
From the List Policies window, you can create, display, modify, copy, or remove the Exchange Libraries Group policies. Click Close to exit the wizard.
Attributes
The Manage Exchange Groups wizard displays the following attributes.
| • | Name |
| • | Description |
| • | Allow Exchanges Within a Group |
| • | Exchange Libraries |
| • | Exchange Libraries Group |
This attribute uniquely identifies a specific Exchange Libraries Group policy. This name is ten characters or less, and may not include spaces or punctuation, except for dash (-), underscore (_), and dollar sign ($). Additionally, the pipe character (|) may not be used.
This attribute provides more information about the policy and its use by the library. The description may be up to 60 characters in length. Although the Description attribute may contain spaces and punctuation, the pipe character (|) cannot be used.
Allow Exchanges Within a Group
Select this check box if you want the libraries to be permitted to exchange materials within the group.
A list of Exchange Libraries appears in the Exchange Libraries pane. To add a library to the current Exchange Libraries Group policy, select a library, and click the Right Arrow button to move the library to the Exchange Libraries Group pane. Click Save to save your changes.
A list of libraries included in the current Exchange Libraries Group policy appears in the Exchange Libraries Group pane. To add more libraries to this group, select a library in the Exchange Libraries pane, and click the Right Arrow button. To remove a library from the group, select the library, and click the left arrow button. Click Save to save your changes.
Related topics
Collection Exchange Configuration Wizards
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