USMAI Consortium of Libraries
University System of Maryland and Affiliated Institutions

ROUTING SUBSCRIPTIONS

Contributed by Pamela Bluh
2004/11/12
  1. Highlight the subscription for which the Routing List is to be created
  2. Select Routing Lists under the Subscription [S]
  3. The Routing Form opens, on Tab 1, Routing Info. Select the Group leader (from the patron database) and click Add
  4. The Group Leader's ID is now in the upper pane
  5. To add members of the list, on the lower pane, click Tab 2, Member List and then click New
  6. A pop-up box will appear
  7. Search the patron database and select the name to be added to the list, then click Update
  8. The name has been added to the list. Names on the list can be manipulated using the up/down arrows; names can be modified or deleted as well
  9. When checking in an item on a subscription with a routing list, a pop-up box will appear after Arrive has been selected, to indicate that a Routing List exists. Click OK and complete the Arrive
  10. Once the Arrival has been completed, to print out the Routing List, select Routing List from the tree on the left pane and then Print from the right upper pane; the Routing List will be printed
See the following Screen shots for details:
  1. Highlight the subscription for which the Routing List is to be created image
  2. Select Routing Lists under the Subscription [S] image
  3. The Routing Form opens, on Tab 1, Routing Info. Identify the Group leader (from the patron database) and click Add image
  4. The Group Leader's ID is now in the upper pane image
  5. To add members to the list, on the lower pane, click Tab 2, Member List, click New image
  6. A pop-up box will appear image
  7. Search the patron database, select the name to be added to the list, click Update image
  8. The name has been added to the list. Names on the list can be manipulated using the up/down arrows; names can be modified or deleted as well image
  9. When checking in an item on a subscription with a routing list, a pop-up box will appear after Arrive has been selected, to indicate that a Routing List exists. Click OK and complete the Arrive image
  10. Once the Arrival has been completed, to print out the Routing List, select Routing List from the tree on the left pane under the Subscription [S] and then Print from the right upper pane; the Routing List will be printed image

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