361.3 Routing period categories[//]

For each patron on a routing list you can specify the maximum period during which he is allowed to keep the materials before they must be routed to the next routing list member or returned to the library. This period can be specified in two ways, by entering the number of days (1 or more) or by specifying a period category. This means that you enter a code, rather than a number of days. This code is included in a table of period categories and refers to a number of days in that table. The use of such codes is the preferred method, because it allows you to make global modifications. For example, if you define a code ‘D’ that specifies that a routing list member may keep a routed issue for one day, you can easily change this to two days. If you execute this in the table of period categories, this automatically changes all the routing lists that include the code ‘D’.

If you select this menu option, an input screen appears. (If you have already defined period categories, an overview screen appears immediately.):

Options on the screen

New: Select this option to enter a new period category.

Modify (+):Select a code and then select this option to modify the period for that code.

Note!

The code itself cannot be changed. If you wish, you can delete this code and enter a new one.

Delete (+):Select a code and then select this option to delete the code.

361.3.1 New routing period category[//]

New: Select this option to enter a new period category. An input screen will be presented:

Fields on the screen

Code: Enter a code.

Term: Enter the number of days for the period category.

361.4 Claims[//]

If you select this menu option, an input screen appears:

Fields on the screen

Claim parameters for: Specify if you want to manage the reminder parameters for the line or for the star routing.

Once you have entered your selection, an overview screen appears:

Columns on the screen

Claim [routing type]: This field contains the available reminders.

Parameters: This field contains the parameters for the reminder in question.

Options on the screen

Modify parameters (+):Select a claim and then select this option to change the parameters. An input screen appears. Enter the modified parameters.

361.5 Delete routing slips from print file[//]

If you select this menu option, the standard screen for starting processes is displayed. The process looks for routing slips that are older than the number of days specified in the General defaults form and deletes them from the system.