Set up Automatic Display in PAC Processing for Bibliographic Records

To set up automatic Display in PAC processing:

1. In the Administration Explorer tree view, expand the System folder.

2. Select Profiles and selectthe Cataloging tab.

The cataloging profiles appear.

3. Double-click the Bibliographic records: Automatic Display in PAC processing profile.

The profile dialog box opens. By default, no checkboxes are selected.

4. To suppress the display of bibliographic records based on the state of their linked item records, select the Turn OFF the bibliographic ‘Display in PAC’ checkbox and select from the following options:

• if there are no final linked item records - When this option is selected, the job looks for bibliographic records that have the Display in PAC box checked but have no linked item records with a status of Final. If it finds such bibliographic records, it clears (un-checks) the Display in PAC checkbox, and those titles will not display in the PAC.
• if there ARE final linked item records and:
  • Display in PAC is off on all final linked item records -When this option is selected, the job looks for bibliographic records that have the Display in PAC box checked but all the final linked item records have the Display in PAC box unchecked. If it finds such bibliographic records, it clears (un-checks) the Display in PAC checkbox in the bibliographic records, and those titles will not display in the PAC.
  • the circulation status is suppressed on all final linked item records - When this option is selected, the job looks for bibliographic records that have the Display in PAC box checked but all final linked item records have circulation statuses that prevent the items from displaying in PAC. If it finds such bibliographic records, it clears (un-checks) the Display in PAC checkbox in the bibliographic records, and those titles will not display in the PAC.

Note:
This option uses the Suppress item display PAC profile table for the item's assigned branch.

5. To ensure that bibliographic records display in PAC if the linked item records are in a state where they can be circulated, select Turn ON the bibliographic 'Display in PAC' if the conditions above are NOT met.When this option is selected, the job looks for any bibliographic records that do not already have the Display in PAC box checked, and whose linked items do not collectively meet the criteria selected under the Turn OFF Display in PAC setting. If it finds such bibliographic records, it checks the Display in PAC checkbox, and those titles will display in the PAC.

Note:
If your library has non-integrated eContent titles that you want to display in PAC even though they do not have linked item records, do not select the following options: Turn OFF the bibliographic ‘Display in PAC’ and if there are no final linked item records.

Tip:
To identify bibliographic records that were modified by the job, you can search for bibliographic records that were modified during the overnight window when the job ran.

When a bibliographic record is updated by the Automatic display in PAC processing job, the transaction is logged and the modifier and date last modified fields reflect these changes.