Copy a Route List

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:

  1. Display the route list in the Route List workform.
  2. Select File > New from the menu.

The New Route List dialog box appears.

  1. Select Copy Existing Workform, and click OK.

The Route List workform appears with the same member names and information, but without any issues.

  1. Type a name for the new route list over the existing name.

The new route list must have a different name or owner.

  1. Add issues to the route list. See Add a serial holdings record or an issue to a route list.
  2. Change the member list, if necessary, as well as other information on the Route List workform.
  3. Select File > Save.

The new route list is saved with the following copied data:

  • Route List Name
  • Owner
  • Header
  • Footer
  • Home Location
  • Return Instructions
  • Route Period