Create a Route List
- Select File > New from the Polaris Shortcut Bar.
The New dialog box appears.
- Select Route List, and click OK.
The Route List workform appears.
- Type a name for the route list in the Name box.
- Select the library or branch in the Owner box.
- Select View, Route Slip from the menu.
The Route Slip view appears.
Important:
If you print route slips on a receipt printer, only the Return by 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.
- Indicate the time period for which you want the piece routed by typing a number and selecting Days or Weeks in the Route Period boxes. The Return by date on the route slip is calculated using this route period.
Example:
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.)
- Add the people to whom you are routing the serials (see Add members to a route list).
- Add the serial holdings records for the titles you want to route, or add a specific issue (see Add a serial holdings record or an issue to a route list).
Tip:
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.
- 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:
- Select the library where you want the issue returned in the Home location box.
- Type instructions in the Return Instructions box.
- Type text to appear in the header and footer of the route slip in the Header and Footer boxes.