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:

1. System Administration > System
2. System Administration > Security
3. System Administration > [Module]
4. Acquisitions > Ledgers and Funds
5. Primo (if applicable)

1. System Administration > System
   1. Locations > New (required)
      1. Code
      2. Name
      3. Owning Library
   2. Location Limit Groups (optional) > Edit or Add > Locations
   3. Print Locations (optional; only if new location changes default and/or global print locations) > Edit or Add
      1. Code
      2. Name
      3. Select Default and Global Printing Location(s)
2. System Administration > Security (required)
   1. Master Profiles > [operator profile's master profile] > Edit or Add > Locations
   2. Module Profiles
      1. Module [Acquisitions/Serials, Cataloging, Circulation] Profiles > Edit or Add > Locations
      2. Repeat for all modules which need access to this location
3. System Administration > [Modules] (optional; required only for modules where new location will be used)
   1. Circulation
      1. Policy Definitions > Edit or Add > Locations. If this is a happening or pick up location, check appropriate boxes.
      2. Request Groups (to include the new location in a request group) > Edit or Add > Locations
   2. Acquisitions
      1. Policy Definitions > Edit or Add > Locations.
      2. If this is an order/claim/pay or receive location, check appropriate boxes.
   3. Cataloging
      1. Policy Definitions > Edit or Add > Locations.
      2. Select rules that apply to new location.
   4. Call Slip (optional)
      1. Queues > Edit or Add > Values. Select values to apply for the new location (if any)
      2. Rules > Edit or Add. Select values to apply for the new location. Set Rules order
4. Acquisitions (optional; only if using in Acquisitions/ordering materials for new location)
   1. Note that location must be added to Acquisitions Security Profile and Acquisitions Policy Definition first.
   2. Acquisitions > Ledgers and Funds > Search Ledgers > Edit or Add > Locations.
5. Primo (if applicable): see Add New ILS Location to Primo Library Codes