Order Map WizardOrder Map WizardFrequently, acquisitions departments order the same number of copies over and over again, but the copies may always be funded and/or distributed the same way each time. The Order Map policy allows you to create templates for common funding and distribution patterns for a given number of copies ordered. When creating an order, you can use the Replace Fundings & Distributions helper to simply select an appropriate order map value to create fundings and distributions for a set number of ordered copies in a single step. Order maps available for selection can be created with as little or as much funding/distribution information as possible. If more information is provided in an order map, less needs to be typed at the workstation.
For example, you could create an Order Map policy, 10COPIES, that does not contain any funding information and can be used with different funds for distributing copies. Or you could create several 10-copy Order Map policies, such as FICTION10 and NONFIC10, to handle multiple funding situations.
From the List Policies window, you can create, display, modify, copy, or remove the Order Map policies. Click Close to exit the wizard.
To create an order map template
| 1 | On the Configuration toolbar, click the Acquisitions Configuration group wizard. |
| 2 | Click the Order Map wizard. |
| 3 | In the Order Map policy window, type the Name, Description, Quantities, and Library. See the policy attribute definitions in the following section. |
| 4 | Click Save. |
| 5 | The fundings/distributions segment editor window appears. You can use the keyboard shortcut CTRL+F6 to move about the segment editor window. |
| 6 | Use the following tools to create, modify, or delete fundings/distributions. |
| • | Add a Funding/Distribution Cluster Tool* |
| • | Add an Additional Split Tool |
| • | Add a Holding Distribution Tool |
| • | Add a User Distribution Tool |
| • | Delete a Segment Tool |
When you begin to creating fundings for an order map template, all copies may be funded from the same fund, single fundings may be inserted to fund some copies from different funds, or you may split a single copy among multiple funds by percent. Either a holding or user distribution may be defined. You may leave funding and distribution lines cleared, so that you can determine the actual fund ID or holding code at the workstation when you place the order. Several templates containing the same number of copies may be created.
When creating or modifying an Order Map policy, be certain that the overall number of copies equals the number of copies funded and the number of distributed copies, as with an order at the workstation. You cannot save your changes until copies funded and distributed are balanced.
| 7 | After creating fundings/distributions, click Save. |
Important Considerations When Creating Order Maps
| • | Amount Split, Volume Distribution, Claim, and Cancel segments are not appropriate for funding and distribution template entries because this information is dependent on the actual order. |
| • | See the Segments tab topic for typical funding/distribution scenarios. |
| • | It’s possible to control the order of the funding/distribution segments. See Positioning Fundings/Distributions on the Segments Tab. |
| • | When creating a large order map (100+ lines), note that this wizard is subject to the Acquisitions Session Setting, Display Only Selected Segment in Viewer Pane of Segments Interface. All segments for large order maps will display in the Segment tree, but only the segment currently selected in the tree will display in the view pane. |
Attributes
The Order Map policy includes the following attributes.
| • | Name |
| • | Description |
| • | Quantities |
| • | Library |
| • | Fund ID |
| • | Funded Quantity |
| • | Distributed Quantity |
| • | New Funding/Distribution Attributes |
| • | Number of Fundings |
| • | Funding |
| • | Number of Percent Split Per Funding |
| • | Number of Distributions |
| • | Distribution |
| • | New User Distribution Attributes |
| • | Dist User ID |
| • | Ship |
This attribute represents a specific order map. 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.
In this attribute, indicate the total number of copies ordered. This number must equal the number of funded copies and the number of distributed copies.
In this attribute, indicate the library these order maps should be linked to. Select a library from the list.
Note: When an order line is being created or modified, the list of Order Map policies presented for selection will be filtered by the maintenance library selected in the Session Settings wizard. For example, if you are working in a session for the acquisitions library MAIN, only the order maps created for library MAIN will appear.
In the segment editor pane, the following default attributes appear.
Use the Browse Fund Gadget to select a Fund ID used for this order map. This attribute may be cleared.
Note: The funds available for selection are filtered by the acquisitions maintenance library you have set in the Session Settings wizard on the Acquisitions toolbar. If no acquisitions maintenance library is found, you will be prompted to select one before proceeding.
Type the total number of funded copies for each fund in a Percent Split segment, or type ALL for a Single Funding segment.
Holding Code
This attribute will appear for a Holding Distribution segment. From the list, select a Holding Code policy for this particular order map. Use the Find Holding Code Helper to narrow down the list of holding codes to select from. The Holding Code Policy helper (Holding Code Wizard) is available for you to create a new holding code or modify and existing one, if needed. This attribute may be cleared.
This attribute appears for Holding Distribution and User Distribution segments. Type the number of copies distributed by this particular order map line, or type ALL for a single distribution.
New Funding/Distribution Attributes
When adding a new funding/distribution segment cluster, the following attributes appear.
Type the number of multiple fundings for this segment cluster.
Select a funding type, either Single Funding or Multiple Funding, from the list.
Number of Percent Split Per Funding
If adding a multiple funding segment, type the number of percent splits per funding.
Type the number of holding or user distributions for this segment cluster.
Select a distribution type, either Holding or User, from the list.
New User Distribution Attributes
When adding a user distribution, the following additional attributes appear.
This attribute will appear for a User Distribution segment. Type a user ID, or use the Browse User gadget to select an ID.
This attribute appears for User Distribution segments. From the list, select a Shipping policy for this particular order map. The Shipping Policy helper (Shipping Wizard) is available for you to create a new Shipping policy or modify an existing one, if needed. This attribute may be cleared.
Related topics
Acquisition Configuration Wizards
Session Settings Wizard: Acquisitions and Selection Lists
FAQs: Understanding Multilibrary Acquisitions
Holding Code Policy Helper (Holding Code Wizard)
Shipping Policy Helper (Shipping Wizard)
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