Re: [IUG] Creating new location (branch) codes

[Nancy Helmick <helmick dot 1 at osu dot edu>]

Wendy

Here's the check list I use when I add a new branch location code, 
which may include some things you don't use, I guess, or some of 
which you need to notify III to do

Branch location codes table
Locations served
Hold Pickup Locations
Location addresses for circ notices
Location limit table
OCLC holdings table
hours open table
Days Closed Table
Scopes
Rule determiner
record links table
wwwoptions

We make sure to notify these areas:

mail room
all staff including circ and tech services
collection maintenance (for labelling)
reception desk

Nancy Helmick
Ohio State University Libraries

Date: Fri, 6 Jun 2008 17:06:14 -0400
From: "Doucette Wendy" <wdoucette at ehc dot edu>
Subject: [IUG] Creating new location codes
To: <innopac at innopacusers dot org>
Message-ID: <A13B3E87CBDF7E47BDC3B47EFF8236D10CF627A3 at ehcmail dot ehc dot edu>
Content-Type: text/plain;charset="us-ascii"

A few days ago, this was posted:

"From: Charlotte Moncrief [mailto:charlotte at lmn dot lib dot al dot us]
Subject: [IUG] added new location, new user cannot edit item - outside
of scope

Dear IUG gurus,
One of our members added a new department and asked for a separate
location.  So I added a new location to the various tables: Branches,
Locations Served, Statistical Group Maint, Modify Groups, Scope, and
Daily Link Maint.  The scope was used previously and still in the table
but no longer used.  The associated new username was created and
authorizations given.  An item was transferred and showed up in the
webOPAC yesterday.  A Daily Link Maint was performed and the item
location picked up the correct bib location and was inserted
automatically in the bib record just fine."

[snip]

The original posting was about scopes, but I have a related question.
Currently, I have 8 steps to create a new location:  1)  add it to the
branches table; 2)  if it's associated with a new loan rule, add the new
rule information to the loan rules table; 3) again, new loan rules only
have their information added to the loan rule determiner table; 4) add
the new location to the locations served table; 5) add the new location
to the location mapping table; 6) add it to the time to reshelve an item
table; 7) add it to the hold pickup location table; 8) request it be
scoped via an III work order.  I do not add them to the tables Charlotte
lists above:  statistical group maintenance, modify groups, and daily
link maintenance.

I got my information about how to create location codes from the III
manual, plus a long training call with III, and yet, I fear I'm still
not doing them correctly.  I imagine (and I could be wrong, but logic is
on my side) that there's only one correct way to create them.  Does
anyone know what that is?  I don't care how many tables I have to add
them to, as long as I get them all.


Thanks,

Wendy



Wendy Doucette, System Coordinator
Holston Associated Libraries
P.O. Box 231
Emory, VA  24327
276-944-6859 office
276-944-4592 fax
wdoucette at ehc dot edu