Skip to main content
ExLibris
  • Subscribe by RSS
  • Ex Libris Knowledge Center

    Configuring Provenance Codes

    Translatable
    To configure provenance codes, you must have one of the following roles:
    • Catalog Administrator
    • General System Administrator
    Provenance codes are defined by the institution to indicate a physical item's origin. You can create a list of provenance codes, and then optionally assign a code to a physical item or a group of items for tracking purposes. For example, a provenance code may be used if a library receives a donation of materials that are not shelved together but need to be tracked as one group. You create and manage provenance codes on the Provenance Code Table page (Resource Management > Resource Configuration > Configuration Menu > General > Provenance Code).

    Adding a Provenance Code

    You can add a new provenance code to the institution. The provenance code that you add applies to all libraries within the institution.
    To add a provenance code:
    1. Open the Provenance Code Table page (Resource Management > Resource Configuration > Configuration Menu > General section > Provenance Code).
    2. In the Create a New Code Table Row section, enter a code and description for the new provenance code.
    3. From the Default value drop-down list, select Yes if the new provenance code will be the default override policy whenever a Provenance Code drop-down list is displayed.
    4. Use the Display or Order up and down arrows to set the order of the provenance code. The provenance codes will appear in the defined order in all Provenance Code drop-down lists.
    5. Click Add Row. The new provenance code is displayed at the bottom of the list of defined provenance codes.
    6. Click Customize (or Save) to store the new provenance code details.

    Editing Provenance Code Details

    You can edit the details such as Code, Description, or Default Value of a provenance code.
    To edit the details of a provenance code:
    1. Open the Provenance Code Table page (Resource Management > Resource Configuration > Configuration Menu > General section > Provenance Code).
    2. Locate the code that you want to edit.
    3. Modify the provenance Code, Description, or Default Value to match your requirements.
    4. Use the Display or Order up and down arrows to set the order of the provenance code. The provenance codes will appear in the defined order in all Provenance Code drop-down lists.
    5. Click Add Row. The new provenance code is displayed at the bottom of the list of defined provenance codes.
    6. Click Save to store the provenance code details.

    Deleting a Provenance Code

    You can delete a provenance code if the provenance code is no longer required.
    To delete a provenance code:
    1. Click Delete to the right of the provenance code that you want to delete.
    2. Click Confirm in the Confirmation Message dialog box.
    3. Click Save to store the list of provenance codes without the deleted policy.

    Provenance Code Example

    If you define multiple provenance codes as shown below, these options, for example, appear when editing physical item records in a drop-down list.
    Provenance Code Configuration
    Since Winter Display is defined as the default value, it appears first as the default value for the drop-down list:
    Provenance Code Example in the Physical Item Editor