Best-Hold Selection Sort Order
------------------------------
-Best-Hold Selection Sort Order allows libraries to configure customized rules for Evergreen to use to select the best hold to fill at opportunistic capture. When a item is captured for a hold upon check-in, Evergreen evaluates the holds in the system that the item could fill. Evergreen uses a set of rules, or a Best-Hold Selection Sort Order, to determine the best hold to fill with the item. In previous version of Evergreen, there were two sets of rules for Evergreen to use to determine the best hold to fulfill: Traditional and FIFO (First In, First Out). Traditional uses Org Unit Proximity to identify the nearest hold to fill. FIFO follows a strict order of first-in, first-out rules. This feature allows new, custom Best-Hold Selection Sort Orders to be created. Existing Best-Hold Selection Sort Orders can also be modified.
+Best-Hold Selection Sort Order allows libraries to configure customized rules for Evergreen to use to select the best hold to fill at opportunistic capture. When an item is captured for a hold upon check-in, Evergreen evaluates the holds in the system that the item could fill. Evergreen uses a set of rules, or a Best-Hold Selection Sort Order, to determine the best hold to fill with the item. In previous version of Evergreen, there were two sets of rules for Evergreen to use to determine the best hold to fulfill: Traditional and FIFO (First In, First Out). Traditional uses Org Unit Proximity to identify the nearest hold to fill. FIFO follows a strict order of first-in, first-out rules. This feature allows new, custom Best-Hold Selection Sort Orders to be created. Existing Best-Hold Selection Sort Orders can also be modified.
Preconfigured Best-Hold Orders
. Click _Save Changes_ at the bottom of the screen to save changes to the new
status.
-image::media/copy_status_add.png[Adding copy statuses]
+image::media/copy_status_add.png[Adding item statuses]
Deleting Item Statuses
~~~~~~~~~~~~~~~~~~~~~~
. Click _Delete Selected_.
. Click _OK_ to verify.
-image::media/copy_status_delete.png[Deleting copy statuses]
+image::media/copy_status_delete.png[Deleting item statuses]
[NOTE]
You will not be able to delete statuses if items currently exist with that
. Once you have finished editing the statuses, remember to click Save Changes.
-image::media/copy_status_edit.png[Editing copy statuses]
+image::media/copy_status_edit.png[Editing item statuses]
.. *Owner*: the organizational unit that can see and use the item tag type.
. Click *Save* and the new Item Tag Type will appear in the list. Next create the associated Item Tags.
-image::media/copytags1.PNG[]
+image::media/copytags1.PNG[Create Item Tag Types]
-image::media/copytags2.PNG[]
+image::media/copytags2.PNG[Item Tag Types Grid View]
Create Item Tags
^^^^^^^^^^^^^^^^
.. *Owner*: select the organization unit at which this tag can be seen and used.
. Click *Save* and the new Item Tag will appear in the list.
-image::media/copytags3.PNG[]
+image::media/copytags3.PNG[Create Item Tags]
-image::media/copytags4.PNG[]
+image::media/copytags4.PNG[Item Tags Grid View]
Managing Item Tags
edit. Type in your search term in the filter box. You may clear or
re-apply the filter by clicking *Clear Filter* or *Filter*.
+
-image::media/lse-1.png[]
+image::media/lse-1.png[Filtering the Library Settings Editor List]
+
3. To edit an entry click *Edit* in the line.
4. Read the instruction in the pop-up window. Make the change. Click
*Update Setting* to save the change. Click *Delete Setting* if you wish
to delete it.
+
-image::media/lse-2.png[]
+image::media/lse-2.png[Editing a Library Setting]
+
5. Click *History* to view the previous values, if any, of a setting.
You can revert back to an old value by clicking *revert*.
+
-image::media/lse-3.png[]
+image::media/lse-3.png[Library Setting History]
NOTE: Please note that different settings may require different data
formats, which are listed in the <<_settings_overview,Settings
Paste the contents to a text editor, such as Notepad. Save the file on
your computer.
+
-image::media/lse-4.png[]
+image::media/lse-4.png[Exporting Library Settings]
+
2. To import library settings, click the *Import* button on the *Library
Settings Editor* screen. Open your previously saved file and copy the
contents. Click *Paste* in the pop-up window. Click *Submit*.
+
-image::media/lse-5.png[]
+image::media/lse-5.png[Importing Library Settings]
Settings Overview
~~~~~~~~~~~~~~~~~
|Fund Spending Limit for Block|When the amount remaining in the fund, including spent money and encumbrances, goes below this percentage, attempts to spend from the fund will be blocked.|Number|
|Fund Spending Limit for Warning|When the amount remaining in the fund, including spent money and encumbrances, goes below this percentage, attempts to spend from the fund will result in a warning to the staff.|Number|
|Rollover Distribution Formulae Funds|During fiscal rollover, update distribution formulae to use new funds|True/False|
-|Set copy creator as receiver|When receiving am item in acquisitions, set the item "creator" to be the staff that received the item|True/False|
+|Set copy creator as receiver|When receiving an item in acquisitions, set the item "creator" to be the staff that received the item|True/False|
|Temporary barcode prefix|Temporary barcode prefix added to temporary item records.|Text|
|Temporary call number prefix|Temporary call number prefix|Text|
|Upload Activate PO|Activate the purchase order by default during ACQ file upload|True/False|
. After creating a match point, drag the completed match point under the folder
with the appropriately-named Boolean folder under the Expression tree.
+
-image::media/create_match_sets.png[]
+image::media/create_match_sets.png[Creating a Match Point]
. Click *Save Changes to Expression*.
Quality Metrics
as your quality metric.
* The encoding level record attribute can be one indicator of record quality.
-image::media/record_quality_metrics.png[]
+image::media/record_quality_metrics.png[Quality Metric Grid]
Import Item Attributes
~~~~~~~~~~~~~~~~~~~~~~
projects / working / Evergreen.git / commitdiff