Add a New Location to Voyager
- Product: Voyager
- Product Version: All
Question
How to add a new location that can be used in different Voyager modules?
Answer
- Use the checklist in Additional Information to add a new location to Voyager.
- Configure only those modules which will use the new location -- for example:
SysAdmin > Security > Acquisitions Profiles and SysAdmin > Acquisitions > Policy Definitions configurations are necessary if you intend to use the new location in Acquisitions.
And/Or Sysadmin > Security > Cataloging Profiles and SysAdmin > Cataloging > Policy Definitions configurations are required if you intend to use the new location in Cataloging.
Additional Information
Five major areas in which to make changes:
- System Administration > System
- System Administration > Security
- System Administration > [Module]
- Acquisitions > Ledgers and Funds
- Primo (if applicable)
- System Administration > System
- Locations > New (required)
- Code
- Name
- Owning Library
- Location Limit Groups (optional) > Edit or Add > Locations
- Print Locations (optional; only if new location changes default and/or global print locations) > Edit or Add
- Code
- Name
- Select Default and Global Printing Location(s)
- Locations > New (required)
- System Administration > Security (required)
- Master Profiles > [operator profile's master profile] > Edit or Add > Locations
- Module Profiles
- Module [Acquisitions/Serials, Cataloging, Circulation] Profiles > Edit or Add > Locations
- Repeat for all modules which need access to this location
- System Administration > [Modules] (optional; required only for modules where new location will be used)
- Circulation
- Policy Definitions > Edit or Add > Locations. If this is a happening or pick up location, check appropriate boxes.
- Request Groups (to include the new location in a request group) > Edit or Add > Locations
- Acquisitions
- Policy Definitions > Edit or Add > Locations.
- If this is an order/claim/pay or receive location, check appropriate boxes.
- Cataloging
- Policy Definitions > Edit or Add > Locations.
- Select rules that apply to new location.
- Call Slip (optional)
- Queues > Edit or Add > Values. Select values to apply for the new location (if any)
- Rules > Edit or Add. Select values to apply for the new location. Set Rules order
- Circulation
- Acquisitions (optional; only if using in Acquisitions/ordering materials for new location)
- Note that location must be added to Acquisitions Security Profile and Acquisitions Policy Definition first.
- Acquisitions > Ledgers and Funds > Search Ledgers > Edit or Add > Locations.
- Primo (if applicable): see Add New ILS Location to Primo Library Codes
Additional articles
- Created new location, not available in Circulation Policy
- Cannot add location to circ policy definition
- Add New ILS Location to Primo Library Codes
- Does new Voyager location impact Primo Extracts?
- Add item location: "Unauthorized or invalid location in subfield 'b' of 852"
- Article last edited: 24-Jun-2016