FAQs: Creating and Modifying Routings
How do I create a new routing record?
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Click the Modify Serial Control wizard, find the title that is to be routed, and click Modify Control. |
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Click the Routings tab. |
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Click the Create a Routing tool. |
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Type the copy number to be routed in the Copy box, or select one from the list. |
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Select the library to be routed from in the Library list. |
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Click the User Search gadget, and select the user for the routing. |
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In the Rank box, type the routing rank. |
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Click Create. The new user name appears in the routing list table. |
The Allow Routing check box in the user record must be selected for the user’s name to appear in the routing list.
How do I modify an existing routing record?
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Click the Modify Serial Control wizard, find the title whose routings are to be modified, and click Modify Control. |
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Click the Routings tab. |
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Select the routing that is to be modified. |
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Click the Change a Routing tool. |
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Modify the Library and/or Routing Rank. |
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Click Save Changes. The changes appear in the routing list table. |
How do I duplicate all or some of one user’s routings to another user?
Some users may need to have routings identical to those of another user. For example, a professor’s assistant may need the same routings as a professor. To duplicate a routing, do the following.
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Click the Modify Serial Control wizard, find a title that is routed to the original user, and click Modify Control. |
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Click the Routings tab. |
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Select a routing of the user whose routings are to be duplicated, and click the Duplicate Routing(s) tool. |
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Select Duplicate All Routings to duplicate all routings for the user, or duplicate individual routings by selecting the corresponding check boxes. |
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Click Duplicate. A dialog box of successfully duplicated routings is provided and the new user name appears in the routing list. Click OK. |
A dialog box also appears if the duplication of routings cannot be continued, and the original user remains on the routing list. If the user selected to receive the duplicate routing is already being routed a different copy of the same journal, the new user will be routed both copies of the same journal.
How do I transfer all or some of one user’s routings to another person?
Some users may need to have routings of another user transferred to their user name. For example, a professor’s replacement may need the routings of the original professor.
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Click the Modify Serial Control wizard, find the title whose routings are to be transferred, and click Modify Control. |
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Click the Routings tab. |
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Select a routing of the user whose routings are to be transferred and click the Transfer Routing(s) tool. |
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Click the User Search gadget and select the user for the transferred routings. |
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Select Transfer All Routings to transfer all of the user’s routings or transfer individual routings by selecting the corresponding check boxes. |
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Click Transfer. A dialog box of successfully transferred routings is provided, and the new user name appears in the routing list. The user whose routings were transferred no longer appears. Click OK. |
A dialog box also appears if the transfer cannot be continued, and the original user remains on the routing list. If the user selected to receive the transfer is already being routed a different copy of the same journal, the new user will be routed both copies of the same journal.
How do I remove a routing?
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Click the Modify Serial Control wizard, find the title for which routings are to be removed, and click Modify Control. |
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Click the Routings tab. |
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Click the Remove Routing(s) tool. |
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Select Remove All Routings to remove all names/routings from the list, or remove individual routings by selecting the corresponding check boxes. |
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Click Remove. A confirmation dialog box appears. |
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Click OK, and the routings that were removed no longer appear in the routing list. |
How can I automatically print routing slips as issues are received?
The Print Routing Lists for Received Issues behavior in the Check In Issues of a Serial wizard properties determines whether or not routing slips should be generated during the check in process. When the check box is cleared, routing slips will not print. When it is selected, routing slips will print. Even if this check box is cleared, routing information will appear in the received window as issues are checked in. See the Check In Issues of a Serial Wizard Properties topic for more information.
Receipt printer choices and configuration options are set in the Preference menu under Peripherals/Receipt Printer. See Defining Workstation Peripherals for more information.
Routing List Configuration
If you click the Print Routing Lists for Received Issues button in the wizard behavior properties, you can configure the routing slip header and footer, and also select the general and user receipt fields that print on the routing slip. For more information, see the Check In Issues of a Serial Wizard Properties topic.
Printing Automatically or Using Print Preview
The Print Routing Lists Without Confirmation property determines whether or not routing lists print automatically or with Print Preview. This property is also related to the configuration of the receipt printer in the Preference menu under Peripherals/Receipt Printer. The Receipt Printer is Set as Default option can determine the kind of work flow you will experience.
Print Automatically and Select a Printer – If you select the Print Routing Lists Without Confirmation option and clear the Receipt Printer is Set as Default option, then you will see a dialog box at the time of check in that prompts you to select a printer. This combination permits you to send the routing list to any printer that is attached to the workstation or connected to the network.
Print Automatically and Print to Default Printer – If you select the Print Routing Lists Without Confirmation option and also select the Receipt Printer is Set as Default option, then no print dialog box will appear during the check in process. The routing slip will print without confirmation to the attached receipt printer.
Print Preview – If you would like to view a print-preview of the routing slip before sending it to the printer, then the following settings must be established.
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Print Routing Lists Without Confirmation should be cleared |
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Receipt Printer is Set as Default can be selected or cleared; a print-preview will still appear |
The Print Preview work flow allows you several options when printing routing list.
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You can print the routing list by clicking the Print button. |
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You can cancel the print by clicking the Close button (x) in the upper right corner of the window. |
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You can magnify the routing list using Zoom In or Zoom Out |
If multiple copies of an issues are received, a print-preview of the routing list appears for each copy.
How are TOC routings used?
In some libraries, a really high-demand item that is published daily or weekly may be too time–critical to be circulated through a large list of users, or perhaps too valuable. Library staff will instead make a photocopy of the table of contents for each user on the TOC routing list. A separate TOC copy is routed to each user, though the photocopy is typically not expected to be returned. If the user wants one of the articles, however, he may circle the title on the table of contents sheet and return it to the library to request the full article.
The distribution of tables of contents and the provision of articles thereof, particularly in for–profit companies, may be a violation of copyright law. Libraries should confirm that this practice complies with the terms of fair use prior to implementing TOC routing distributions. Additionally, individual publishers may have a standard reproduction policy for libraries.
TOC routing lists cannot be created when the item is checked in the way an issue routing list is, because a list is not how the TOC is routed. To facilitate the distribution of multiple photocopied tables of contents, the Table of Contents Labels report should be used. The routing list in this case is actually a list of user names and addresses, along with the title of the material that is routed. The default format provided in the report’s output options allows enough room between users for a single user and title to be printed per sheet. Each individual user address sheet is then distributed along with each TOC photocopy.
Related topics
Change a Routing Tool
Create a Routing Tool
Duplicate Routing(s) Tool
Remove Routing(s) Tool
Transfer Routing(s) Tool
User Search Gadget
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