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creating_routing_lists

Creating Routing Lists

To create a routing list for a subscription:

  • Select the Manage Subscriptions tab for a serials record
  • Select the subscription from the list
  • From the Actions menu, select “Additional Routing”; alternatively, right-click on the subscription and select “Additional Routing.”

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A dialog box will appear where you can create the routing list. You may route the title to one or more users or locations/departments.

To route a title to one or more users:

  • Scan or type the barcode of the user(s) that the items should be routed to in the Reader (barcode) field
  • Click “Add Route”

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  • Add a note, if needed
  • Continue adding barcodes until the list is complete
  • The names and departments on the list will appear at the top of the dialog box and can be reordered by clicking the arrows or removed by clicking the x next to each name or department.

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  • When the list is complete, select “Update”

To route items to a location or department:

  • Click the radio button next to Department
  • Type in the routing location(s)
  • Add a note, if needed
  • Click “Add Route”

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  • The names and departments on the list will appear at the top of the dialog box and can be reordered by clicking the arrows or removed by clicking the x next to each name or department.
  • When the list is complete, select “Update”

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creating_routing_lists.txt · Last modified: 2024/08/19 08:53 by bwillis

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