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- Manage Jobs and Sets --> Manage Sets
- Add Set --> Logical
- Enter Set Name and Description: Course Reserves on Loan
- Set Content Type: Physical items
- Private: No
- Status: Active
- Next
- Click Advanced Search
- Add Conditions:
- Temporary Physical Location Equals: Choose reserve location (if you have multiple librarys you will be prompted to choose a library first).
- Add condition: Process Type Equals Loan and Leave that is an AND
- Repeat for as many reserve location as you have. Delete the library line using the little broom icon on the left. Then change the ANDs to ORs if there are more than one location.
- Add condition
- Process Type Equals Loan
- Leave that one as an AND
This is our set at Cal Poly SLO:
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- For multiple locations, make sure temp locations are ORs and process type are ANDs.
- Then SAVE.
- This is how it looks at Cal Poly:
2) Creating Daily Report
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- Fulfillment --> Create Fulfillment Sets
- Add Set --> Itemized
- Enter Set Name and Description
- Due date before: select today’s date
- Save
- Manage Jobs and Sets --> Manage Sets
- Next to the Itemized Set you just created, click on Actions. Select Combine Sets.
- With: Course Reserves on Loan (logical set)
- Submit
- You will get an email when the set is complete.
- Manage Jobs and Sets --> Manage Sets
- Locate the combined set. Click on Actions. Select Members.
- Click on Tools to export to Excel if you want to print the list.
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