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Staff Client Online Help/v7.3 - Staff Client Help/PolarisStaffHelp/Serials/PSrouting/Add_a_serial_holdings_record_or_an_issue_to_a_route_list.htm
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<!DOCTYPE html>
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Serials |Routing Serial Issues|Creating Route Lists" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<h1><a name="XREF_33982_Add_serial_issues"></a>Add a serial holdings record or an issue to a route list</h1>
<p><a name="kanchor5152"></a><a name="IX_adding_to_route_lists"></a><a name="kanchor5153"></a><a name="IX_adding_serial_holdings_1"></a><a name="kanchor5154"></a><a name="IX_adding_to_a_route_list"></a>To add a serial holdings record or an issue to a route list from the Route List workform:</p>
<p class="NoteShade"><a name="kanchor5155"></a><a name="IX_adding_to_route_list"></a><a name="kanchor5156"></a><a name="IX_adding_issue_from_Find"></a><b>Tip:<br /></b>You can search for an issue using the Find Tool, and add it to a route list by right-clicking and selecting <b>Add To Route List</b>. You can remove an issue from a route list by selecting <b>Remove From Route List</b>. </p>
<p class="NoteShade"><b>Note:<br /></b>You can add an issue to a route list when you check it in. Then, you can either print the individual route slip or print route slips in a batch. (See <a href="Print_a_route_slip.htm#XREF_27599_Print_a_route_slip">Print a route slip</a>.)</p>
<ol>
<li value="1">Display the route list in the Route List workform.</li>
<li value="2">Click <img alt="AddPiecMemBut00363.gif" style="width: 21;height: 18;" id="image6" src="AddPiecMemBut00363_21x18.gif" class="imginline" /> in the Pieces frame.</li>
</ol>
<p class="indent2">The Find Tool appears.</p>
<p class="NoteShade"><b>Tip:<br /></b>You can also add a serial holdings record to a route list by selecting <b>Tools, Add to Route List</b>&#160;on the Serial Holdings Record workform.</p>
<ol data-mc-continue="true">
<li value="3">Use the Find Tool to search for the serial holdings record or specific issue you want to add to the route list.</li>
</ol>
<p class="NoteShade"><b>Note:<br /></b>If you select a serial holdings record, all issues for this title can be routed. If you select an issue, only the specific issue can be routed.</p>
<ol data-mc-continue="true">
<li value="4">Double-click the serial holdings record or issue, or right-click and choose <b>Select</b> to add it to the route list.</li>
</ol>
</div>
</div>
<div id="footer">
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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Staff Client Online Help/v7.3 - Staff Client Help/PolarisStaffHelp/Serials/PSrouting/Add_members_to_a_route_list.htm
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<h1><a name="XREF_85037_Add_members_to_a"></a>Add Members to a Route List</h1>
<p><a name="kanchor1628"></a><a name="IX_adding_members_to"></a><a name="kanchor1629"></a><a name="IX_adding_1"></a>To add the people to whom the piece will be routed:</p>
<ol>
<li value="1">Display the route list in the Route List workform.</li>
<li value="2">Click <img alt="AddPiecMemBut.gif" style="width: 20;height: 18;" id="image2" src="AddPiecMemBut_20x18.gif" class="imginline" /> in the Members frame.</li>
</ol>
<p class="indent2">The New Route List member dialog box appears.</p>
<p class="NoteShade"><b>Tip:<br /></b>You can type the patron’s name (last name, first name) in the <b>Route to</b>&#160;box and use the accelerator keys <b>SHIFT</b>+<b>ALT</b>+<b>F</b>&#160;keys<span style="font-weight: bold;">&#160;</span>to quickly initiate the search for the patron.</p>
<ol data-mc-continue="true">
<li value="3">Click <b>Find</b>&#160;to search for and select the patron to whom you want to route the issue.</li>
</ol>
<p class="NoteShade"><b>Note:<br /></b>To route to someone who is not a registered patron, type the person’s name in the <b>Route to</b>&#160;box. </p>
<ol data-mc-continue="true">
<li value="4">Type any notes you want to include regarding the member.</li>
<li value="5">Click <b>OK</b>.</li>
</ol>
<p class="indent2">The member is added to the route list.<a name="XREF_53508_Add_issues_to_a"></a></p>
<h4><a name="kanchor1630"></a><a name="IX_changing_member_notes"></a><a name="kanchor1631"></a><a name="IX_deleting_members_from"></a><a name="kanchor1632"></a><a name="IX_changing_the_order_of_2"></a><a name="kanchor1633"></a><a name="IX_changing_the_order_of_1"></a>Related Information</h4>
<ul type="disc">
<li><span class="FM_BulletHead">Remove a member </span>- Select a member in the route list, right-click, and select <b>Remove</b>&#160;or click <img alt="minus.gif" style="margin-bottom: -4.500pt;width: 22;height: 18;" id="image4" src="minus_22x18.gif" />.</li>
<li><span class="FM_BulletHead">Change a member note</span>&#160;- If a note appears next to the member’s name, you can change it by double-clicking on it and editing it.</li>
<li><span class="FM_BulletHead">Change the member order</span> - Select a member in the route list, right-click and select <b>Move Up</b>&#160;or <b>Move Down</b>, or click the up or down arrow <img alt="arrows.gif" style="margin-bottom: -4.500pt;width: 35;height: 23;" id="image5" src="arrows_35x23.gif" />.</li>
</ul>
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Staff Client Online Help/v7.3 - Staff Client Help/PolarisStaffHelp/Serials/PSrouting/Copy_a_route_list.htm
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<h1><a name="XREF_33790_Copy_a_route_list"></a>Copy a Route List</h1>
<p><a name="kanchor5876"></a><a name="IX_route_lists_1"></a><a name="kanchor5877"></a><a name="IX_copying_3"></a>When you copy a route list, the members are copied and remain in the same order, but the serial holdings records or issues are not copied to the new route list. To create a route list by copying an existing route list:</p>
<ol>
<li value="1">Display the route list in the Route List workform.</li>
<li value="2">Select <b>File </b>&gt;<b> New</b>&#160;from the menu. </li>
</ol>
<p class="indent2">The New Route List dialog box appears.</p>
<ol data-mc-continue="true">
<li value="3">Select <b>Copy Existing Workform</b>, and click <b>OK.</b></li>
</ol>
<p class="indent2">The Route List workform appears with the same member names and information, but without any issues.</p>
<ol data-mc-continue="true">
<li value="4">Type a name for the new route list over the existing name. </li>
</ol>
<p class="indent2">The new route list must have a different name or owner.</p>
<ol data-mc-continue="true">
<li value="5">Add issues to the route list. See <a href="Add_a_serial_holdings_record_or_an_issue_to_a_route_list.htm#XREF_33982_Add_serial_issues">Add a serial holdings record or an issue to a route list</a>.</li>
<li value="6">Change the member list, if necessary, as well as other information on the Route List workform. </li>
<li value="7">Select <b>File </b>&gt;<b> Save</b>.</li>
</ol>
<p class="indent2">The new route list is saved with the following copied data:</p>
<blockquote>
<ul type="disc">
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Route List Name</b>
</li>
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Owner</b>
</li>
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Header</b>
</li>
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Footer</b>
</li>
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Home Location</b>
</li>
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Return Instructions</b>
</li>
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Route Period</b>
</li>
</ul>
</blockquote>
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<h1><a name="XREF_67504_Create_a_route_list"></a>Create a Route List</h1>
<p><a name="kanchor1850"></a><a name="IX_creating_32"></a>To create a route list:</p>
<ol>
<li value="1">Select <b>File </b>&gt;<b> New</b>&#160;from the Polaris Shortcut Bar. </li>
</ol>
<p class="indent2">The New dialog box appears.</p>
<ol data-mc-continue="true">
<li value="2">Select <b>Route List</b>,<b>&#160;</b>and click <b>OK</b>.</li>
</ol>
<p class="indent2">The Route List workform appears.</p>
<ol data-mc-continue="true">
<li value="3">Type a name for the route list in the <b>Name</b> box.</li>
<li value="4">Select the library or branch in the <b>Owner</b> box.</li>
<li value="5">Select <b>View, Route Slip</b> from the menu.</li>
</ol>
<p class="indent2">The Route Slip view appears.</p>
<p class="NoteShade"><a name="kanchor1851"></a><a name="IX_information_on_receipt"></a><b><b>Important:<br /></b></b>If you print route slips on a receipt printer, only the Return by&#160;date (calculated from the Route Period), the title and designation of the issue, and the list of names appear the route slip. If you print route slips on 8.5 x 11 sheets of paper, the route list name, owner, return by date, home location, return instructions, and header and footer are printed.</p>
<ol data-mc-continue="true">
<li value="6"><a name="kanchor1852"></a><a name="IX_defining_time_period"></a>Indicate the time period for which you want the piece routed by typing a number and selecting <b>Days</b>&#160;or <b>Weeks</b>&#160;in the <b>Route Period</b>&#160;boxes. The <b>Return by</b> date on the route slip is calculated using this route period.</li>
</ol>
<p class="NoteShade"><span class="FM_NoteHeader" style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Example:<br /></span><span style="font-weight: normal;">If you enter 5 days and the issue is checked in on March 1, 2016, the route slip will print with Return by: 3/6/2016. (The date may display differently depending on your regional settings.)</span>
</p>
<ol data-mc-continue="true">
<li value="7">Add the people to whom you are routing the serials (see <a href="Add_members_to_a_route_list.htm#XREF_85037_Add_members_to_a">Add members to a route list</a>).</li>
<li value="8">Add the serial holdings records for the titles you want to route, or add a specific issue (see <a href="Add_a_serial_holdings_record_or_an_issue_to_a_route_list.htm#XREF_33982_Add_serial_issues">Add a serial holdings record or an issue to a route list</a>).</li>
</ol>
<p class="NoteShade"><b>Tip:<br /></b>When you add a serial holdings record to the route list, all issues can be routed. When you add a specific issue, the one issue can be routed.</p>
<ol data-mc-continue="true">
<li value="9">If you do not use a receipt printer to print route slips, you can enter additional information to print on the 8.5 x 11 route slip:</li>
</ol>
<ul type="disc">
<li>Select the library where you want the issue returned in the Home location box.</li>
<li>Type instructions in the <b>Return Instructions </b>box.</li>
<li>Type text to appear in the header and footer of the route slip in the <b>Header</b>&#160;and <b>Footer</b>&#160;boxes. </li>
</ul>
<h4>Related Information</h4>
<p><a href="Print_a_route_slip.htm#XREF_27599_Print_a_route_slip">Print a route slip</a>
</p>
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<h1><a name="XREF_34201_Creating_a_Route"></a>Creating Route Lists</h1>
<p>A route list includes the serials to be distributed, the people to whom the serials are distributed, and the time period for which the serials are to be routed. You can add specific issues to a route list, or you can add a serial holdings record to a route list so that each issue of the serials title is routed as it is checked in.</p>
<p>Your Polaris administrator can set up default values for your library’s route slips. <MadCap:conditionalText data-mc-conditions="Primary.Online">See <a href="../../Serials_Admin/PDKserial/Set_up_serials_route_list_defaults.htm#XREF_20239_Set_up_serials">Set up serials route list defaults</a>.</MadCap:conditionalText> The values can be changed when you change individual route lists, but the default settings remain unless they are changed in Polaris Administration. </p>
<p>See also:</p>
<ul type="disc">
<li>
<p class="FM_Task"><a href="Create_a_route_list.htm#XREF_67504_Create_a_route_list">Create a route list</a>
</p>
</li>
<li>
<p class="FM_Task"><a href="Add_members_to_a_route_list.htm#XREF_85037_Add_members_to_a">Add members to a route list</a>
</p>
</li>
<li>
<p class="FM_Task"><a href="Add_a_serial_holdings_record_or_an_issue_to_a_route_list.htm#XREF_33982_Add_serial_issues">Add a serial holdings record or an issue to a route list</a>
</p>
</li>
<li>
<p class="FM_Task"><a href="Copy_a_route_list.htm#XREF_33790_Copy_a_route_list">Copy a route list</a>
</p>
</li>
</ul>
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<h1><a name="XREF_27599_Print_a_route_slip"></a>Print a Route Slip</h1>
<p>To print a route slip:</p>
<p class="NoteShade"><b>Note:<br /></b>If the issue/part does not have a route list associated with it, you can select <b>Tools, Add to route list</b>&#160;on the Issue, Part, or Check In workform. Or, right-click on the issue/part in the Find Tool results list and select Add to route list. The Find Tool appears with Route List selected. Search for and select the route list that you want to associate with the issue/part. </p>
<ol>
<li value="1">Display the Check In workform for the issue you want to route.</li>
</ol>
<p class="NoteShade"><b>Tip:<br /></b>You can also select the issue from the Find Tool results list, right-click and select <b>Check in</b>. The issue is checked in and the route slip is printed. </p>
<ol data-mc-continue="true">
<li value="2">Select the issue to check in, double-click it or select <b>Tools, Check in</b>. </li>
</ol>
<p class="indent2">The issue is checked in and the route slip is printed if the print method in the Polaris Administration profile <b>Route list defaults</b>&#160;is set to <b>Automatic</b>. If the print method is set to <b>Batch</b>, the route slip is sent to a batch file that you can print by selecting <b>Serials, Batch Print, Route Slip</b>.</p>
<p class="NoteShade"><b>Note:<br /></b>The example below shows a route slip printed on a receipt printer. Only the title of the issue, the list of people to whom the issue is routed, and the return by date is printed. If you do not use a receipt printer, more information may appear on the route slip depending on what is set in the Route List workform. See <a href="Create_a_route_list.htm#XREF_67504_Create_a_route_list">Create a route list</a>.</p>
<p class="indent2">
<img alt="routeslip.gif" style="width: 126.291pt;height: 135.928pt;margin-bottom: 0.000pt;" id="image7" src="routeslip.gif" />&#160;</p>
<h4>Related Information</h4>
<ul type="disc">
<li><span class="FM_BulletHead">Route list setup </span>- Route lists define the names on the route slip, the titles to be routed, the time period for which the issues are routed, and other information. For information on setting up route lists, see <a href="Creating_Route_Lists.htm#XREF_34201_Creating_a_Route">Creating Route Lists</a>.</li>
<li><span class="FM_BulletHead">Route list defaults</span>&#160;- Your system administrator can set up defaults for all the route lists for your organization. <MadCap:conditionalText data-mc-conditions="Primary.Online">See <a href="../../Serials_Admin/PDKserial/Set_up_serials_route_list_defaults.htm#XREF_20239_Set_up_serials">Set up serials route list defaults</a>.</MadCap:conditionalText></li>
<li><a name="kanchor325"></a><a name="IX_changing_status_to"></a><a name="kanchor326"></a><a name="IX_item_linked_to_routed"></a><a name="kanchor327"></a><a name="IX_checking_out_a_linked"></a><span class="FM_BulletHead">Item records linked to routed issues </span>- If a routed issue is linked to an item record, the item’s circulation status is <b>Routed</b>. If you try to check out a routed item, you will receive an error message. Check the item in to change its circulation status from <b>Routed</b>&#160;to <b>In</b>, and then check it out. Or, go to the Notes view on the linked Issue record and change the issue’s status to <b>Returned</b>&#160;or blank. The item record’s circulation status will be changed to <b>In</b>.</li>
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<h1><a name="XREF_72876_Printing_Route"></a>Printing Route Slips</h1>
<p><a name="kanchor3963"></a><a name="IX_printing_11"></a>You can print route slips to attach to issues that are routed to staff members or other individuals. Route slips are printed on a receipt printer if a receipt printer is the default printer for the workstation. If a regular printer is set as the default printer, the route slips are printed on 8.5 by 11 inch paper.</p>
<p class="NoteShade"><b>Note:<br /></b>To print route slips, the issue or part must be associated with a route list. <MadCap:conditionalText data-mc-conditions="Primary.Online">See <a href="Add_a_serial_holdings_record_or_an_issue_to_a_route_list.htm#XREF_33982_Add_serial_issues">Add a serial holdings record or an issue to a route list</a>.</MadCap:conditionalText></p>
<p>See also:</p>
<ul type="disc">
<li>
<p class="FM_Task"><a href="Print_a_route_slip.htm#XREF_27599_Print_a_route_slip">Print a route slip</a>
</p>
</li>
<li>
<p class="FM_Task"><a href="Return_a_routed_issue.htm#XREF_20369_Return_a_routed">Return a routed issue</a>
</p>
</li>
</ul>
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Staff Client Online Help/v7.3 - Staff Client Help/PolarisStaffHelp/Serials/PSrouting/Return_a_routed_issue.htm
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<h1><a name="kanchor824"></a><a name="IX_returning_1"></a><a name="kanchor825"></a><a name="IX_changing_status_from"></a><a name="XREF_20369_Return_a_routed"></a>Return a Routed Issue</h1>
<p><a name="kanchor826"></a><a name="IX_returning_2"></a>When a routed issue is returned and there is no linked item record to check in, you must change the issue’s status manually from the Issue Record workform or from the Route List workform. If there is an item record linked to the routed issue, you can check in the item record and the status of the linked issue will change to Returned. To change an issue’s status from <b>Routed</b>&#160;to <b>Returned</b>:</p>
<ol>
<li value="1">Open the Issue Record workform for the issue you want to change, and select <b>View</b>, <b>Notes</b>&#160;or click <img alt="IssueNotesIcon.gif" style="width: 30;height: 18;" id="image8" src="IssueNotesIcon_30x18.gif" class="imginline" /> to go to the Notes view.</li>
<li value="2">Select the route list, and double-click <b>Route Status</b> to display the options.</li>
<li value="3">Select <b>Returned</b>&#160;to change the issue’s status from <b>Routed </b>to <b>Returned</b>.</li>
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<h1><a name="XREF_23190_Routing_Serial"></a>Routing Serial Issues</h1>
<p><a name="kanchor4019"></a><a name="IX_routing_described"></a><a name="kanchor4020"></a><a name="IX_described_104"></a><a name="kanchor4021"></a><a name="IX_overview_82"></a>When you check in a serial issue, you can print a route slip to attach to the issue if you want to route it to several people. In order for a route slip to print, the serial holdings record, or individual issue must be associated with a route list. </p>
<p>The default printer attached to the workstation where you are doing serials check in determines the type of route slip that is printed. If the default printer is a receipt printer, a standard type of route slip is printed on a 3.5 inch receipt slip. If the default printer is not a receipt printer, the route slip prints on an 8.5 x 11 sheet. </p>
<p class="NoteShade"><b>Note:<br /></b>If you print route slips on a receipt printer, you cannot customize the text that appears on the slip.</p>
<p>Your Polaris Administrator can set up route lists defaults, and you set up the route lists in Serials using the Route List workform:</p>
<ul type="disc">
<li>
<p class="FM_Bullet"><span class="FM_BulletHead">Route list defaults profile</span>&#160;- Your Polaris Administrator can set up the Route List defaults profile to specify the defaults such as the text to appear on route slips, the issue details (title, designation, collection, etc.) and the print method (batch or automatic).<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Serials_Admin/PDKserial/Set_up_serials_route_list_defaults.htm#XREF_20239_Set_up_serials">Set up serials route list defaults</a>.</MadCap:conditionalText></p>
</li>
<li>
<p class="FM_Bullet"><span class="FM_BulletHead">Route List workform</span>&#160;- Use this workform to specify the names of the people to whom the issue will be routed and link the serial titles (serial holdings records) or specific issues that you want routed. For information on setting up route lists,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="Creating_Route_Lists.htm#XREF_34201_Creating_a_Route">Creating Route Lists</a>.</MadCap:conditionalText></p>
</li>
</ul>
<p class="NoteShade"><b>Note:<br /></b>If you want a notice sent to people on the route list that the issue is being routed to them, you can set up routing notices in Polaris Administration.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Serials_Admin/PDKserial/Set_up_routing_notices.htm#XREF_45373_Set_up_routing">Set up routing notices</a>.</MadCap:conditionalText></p>
<p>See also:</p>
<ul type="disc">
<li>
<p class="FM_Task"><a href="Creating_Route_Lists.htm#XREF_34201_Creating_a_Route">Creating Route Lists</a>
</p>
</li>
<li>
<p class="FM_Task"><a href="Printing_Route_Slips.htm#XREF_72876_Printing_Route">Printing Route Slips</a>
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</li>
</ul>
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