Setting Up the Deposit Collections Product

To set up Deposit Collections, perform the following steps:

  1. Create a patron record for each member library authorized to check out Deposit Collection items.
  2. Assign member libraries unique P TYPEs that will be used only for Deposit Collection circulation.
  3. Decide whether you want to generate additional statistics reports for Deposit Collection items (optional).
  4. Contact Innovative to enable Deposit Collections.
  5. Set up the Deposit Collection Map.

Creating Member Library Patron Records

Member library patron records enable you to set Deposit Collection items in circulation to another library in your network.

  1. For each member library authorized to check out Deposit Collection items, create a patron record. Refer to the following pages for more information:
  2. Enter the member library's branch location code in the HOME LIBR field; the system transfers this identifier to the LOCATION field in the temporary item record. For more information on how the LOCATION field is used, see the Loan Rule Determiner Table and the Statistical Group Maintenance Table.
  3. To continue setting up the Deposit Collections product, assign member library P TYPEs.

Assigning Member Library P TYPEs

P TYPEs define borrowing privileges for different member libraries or groups of member libraries that will check out Deposit Collection items. (P TYPEs are used in the Loan Rule Determiner Table in conjunction with I TYPEs, which you set up for member libraries using the Deposit Collection Map.)

  1. Using the Patron Type Table, assign one or more P TYPE values to member libraries. You can assign P TYPEs for as many groups of member libraries as necessary.
  2. In each member library's patron record, assign a dedicated Deposit Collection P TYPE to each member library. To do so, enter the appropriate P TYPE in the member library's patron record P TYPE field. As with patrons, you can assign only one P TYPE to each library. You can use the same P TYPE for all member libraries in your Deposit Collection network, or you can assign different P TYPEs as needed.
  3. To continue setting up the Deposit Collections product, do one of the following:

Generating Statistics Reports

You can use Circulation Activity reports in Web Management Reports to generate aggregate statistics reports for Deposit Collection items. For more information on these aggregate reports, see Generating Statistics.

Also, if your site has acquired the Consortium Management Extensions product, you can generate additional reports. To generate statistics based on age of collection, collection development, or call numbers, your site must have acquired the Consortium Management Extensions product and the PAT AGENCY field must be enabled for patron records in your library. If the PAT AGENCY field does not display in patron records and your site has acquired the Consortium Management Extensions product, contact Innovative to have this field enabled.

After the PAT AGENCY field has been enabled, you must assign a PAT AGENCY value to each member library's patron record. For more information on setting up the PAT AGENCY field and implementing these optional functions, see Generating Statistics.

If you would like to implement these optional functions but have not yet acquired the Consortium Management Extensions product, contact Innovative.

Completing the Deposit Collections Product Setup

To complete setup of the Deposit Collections product, you must: