Created by Carole A. Chapman (Unlicensed)
Background
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- Under the Enabled column notice that there is a toggle switch for each type. If the white button is to the right and blue, the type is enabled and it will show on the drop-down menu. If the white button is to the left and is grayed out, the type is disabled and will not show on the drop-down menu.
- To toggle between Enabled and Disabled, simply click on the toggle switch for the type you wish to enable or disable. If you are not sure what the Code represents, take a look at the corresponding Description column to verify.
(note that some Item Material Types are Enabled and some are Disabled)
3. Click the Save Save button in the upper right corner to save the modified configuration.
Changing the Order of the Item Material Types Drop-Down Menu
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1. Once you have determined the order you would like the Item Material Types to show in the drop-down menu, you can manipulate the order by clicking on the arrows in the Move Up or Move Down columns. (There is a lot of clicking since the list is long and in a seemingly random order with newly added Item Material Types at the bottom).
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(note that the order is changed compared with previous screenshot above)
2. Click the Save button in the upper right corner to save the modified configuration.
Changing the Description of the Item Material Type
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Network Zone (NZ) Analytics uses the Item Material Type Label when creating analyses and reports, so be careful not to change the Description haphazardly as it will disrupt the NZ Analytics reports by separating categories that are really the same.
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- In the Description column, simply type the new Label over the old one.
- This field accepts a surprisingly long Label, including punctuation marks and spaces. But keep in mind that the patrons will see this Label in Primo.
(note the really long Label with an apostrophe for the code BOOK and the Default value) - Click the Save button in the upper right corner to save the modified configuration.
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- In the Default Value column, click the radio button next to the Item Material Type that you would like to be your default type for when you create new items. Since there are so many in the list, and it can be difficult to see left-to-right which line you are on, it is recommended to get move the Item Material Type you want to select at to the TOP of the screen so you don’t accidentally select the wrong one.
- Click the Save button in the upper right corner to save the modified configuration.