Set branch items to include in outreach selection lists

The Outreach: Included Branches table works with the Patron Services parameter ORS: Include other library items in selection list processing. When the parameter is set to Yes, staff members can choose Default branches in the Selection List workform to include items belonging to all the libraries in the Included Branches table in selection list processing, or select any one of these branches from the drop-down list. However, if the parameter is set to Yes but no branches have been set in the Included Branches table, the Default branches option includes only the user’s workstation branch. When the parameter is set to No, the Outreach: Included Branches table is ignored and only items belonging to the user’s workstation branch are selection list candidates.

To set the branch items that should be included in outreach selection list processing:

Note:
Included Branches processing can be manually overridden when building selection lists. When you use the Find Tool to search for a title to add to the selection list, the Find Tool searches all branches, not just included branches. When a title is manually added by this method, all items attached to the bibliographic record are returned as candidates to add to the pick list (not just those assigned to included branches). Placing Items on Reserve.

  1. In the Administration Explorer tree view, open the Parameters folder for the organization, and select the Patron Services tabbed page in the details view.
  2. Double-click ORS: Include other library items in selection list processing, and set the parameter to Yes.
  3. Select File | Save to save this change.
  4. In the Administration Explorer tree view, open the Policy Tables folder for the organization, and select Outreach: Included Branches.

Note:
To better manage memory, a program-defined row limit determines whether this table can be opened at a specific organizational level. For example, if the table is opened at the system level and would require more than the limit (comprising entries from all branches) to be loaded, you will see a message advising you to open the table at a lower organizational level.

The Outreach Included Branches table is displayed in the details view.

ORSInclBranches.gif 

For each organization, you can indicate whether items from a particular branch should be included in outreach selection lists (Yes in the Included column), or not considered in outreach selection lists (No in the Included column). You cannot add or delete entire table entries.

  1. To change the Included setting for a branch, select the line entry and click ModIcon00529.gif, or double-click the entry. The Modify Outreach Included Branches dialog box appears.

ORSInclBranchMod.gif 

  1. Select Yes or No in the Included box, and click OK. The Outreach Included Branches table is displayed with the new setting. The status bar indicates that the modification is pending.
  2. Select File | Save to save your changes. The status bar indicates that the record is saved.

Related Information

Results set size - The maximum result set size for the Outreach Services selection list is controlled by the PowerPAC profile Results set: Maximum number of records to return. The default setting is 100,000. When the results set is returned, your settings for status and branch exclusions are applied, and the top 5,000 relevancy-ranked titles are returned.