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Distribution Formulas

Distribution formulas allow you to specify the number of copies that should be distributed to specific branches. They can also serve as templates allowing you to predefine settings for your copies. You can create and reuse formulas as needed.

Create a distribution formula

  1. Click Admin → Server Administration → Acquisitions →Distribution Formulas.
  2. Click New Formula.
  3. Enter a Formula Name. No limits exist on the number of characters that can be entered in this field.

  4. Choose a Formula Owner from the drop-down menu. The Formula Owner indicates the organizational units whose staff can use this formula. This menu is populated with the shortnames that you created for your libraries in the organizational units tree (See Admin → Server Administration → Organizational Units).

    Note

    The rule of parental inheritance applies to this list.

  5. Ignore the Skip Count field which is currently not used.
  6. Click Save.
  7. Click New Entry.
  8. Select an Owning Library from the drop-down menu. This indicates the branch that will receive the items. This menu is populated with the shortnames that you created for your libraries in the organizational units tree (See Admin → Server Administration → Organizational Units).

  9. Select/enter any of the following copy details you want to predefine in the distribution formula.

    • Copy Location
    • Fund
    • Circ Modifier
    • Collection Code
  10. In the Item Count field, enter the number of items that should be distributed to the branch. You can enter the number or use the arrows on the right side of the field.
  11. Click Apply Changes. The screen will reload.
  12. To view the changes to your formula, click Admin → Server Administration → Acquisitions → Distribution Formulas. The item_count will reflect the entries to your distribution formula.

Note

To edit the Formula Name, click the hyperlinked name of the formula in the top left corner. A pop-up box will enable you to enter a new formula name.

Edit a distribution formula

To edit a distribution formula, click the hyperlinked title of the formula.

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