Periodical circulation lists

Create the Borrower File

1. Launch the Amlib client
2. Open the Borrower module
3. From the main menu, select File > DisplayFile – the Borrower Saved Query Results screen will display
   
4. Select the F1 New button
5. Type in the following parameters:
   1. Details = Name of Circulation List – for example: Library Staff Circulation List
   2. Allow other operators to access this file (Y/N) = Y
6. Click the F3 Save button
7. You can then add borrowers to the file using either:
   1. Borrower Where Search:
      1. Go to Main > Borrowers > BorrowerWhere
      2. Enter Where Search parameters
      3. Click the F7 QtoFile button – the Borrower Saved Query Results screen will display
      4. Select the file to be used – for example: Library Staff Circulation List
      5. Click the F9 Select button
      6. The selected borrowers will then be saved to the selected file with the following message appearing: The ‘XXX’ file contains XX borrowers.
         
      7. Click the OK button
   2. One at a time from the default Borrower screen:
      1. Go to Main > Borrowers > Borrower
      2. Search for a Borrower/s record using the F5 Query button or via Application > BorrowerWhere
      3. If there is only one matching record, then from the main menu, select File > AddToNewFile – the Borrower Saved Query Results screen will display
      4. If there is more than one search result, a Borrower List will display: highlight the borrowers to be added to the saved file and then select File > Save Marked (use Save All to save ALL borrowers in the list)
         
      5. Select the file to be used – for example: Library Staff Circulation List
      6. Click the F9 Select button
      7. The selected borrowers will then be saved to the selected file with the following message appearing: The ‘XXX’ file contains XX borrowers.
         
      8. Click the OK button

Once the file has been created, it will be available in the Periodical application for use as a Circulation list.

Creating a Circulation List

1. Launch the Amlib client
2. Go to Main > Periodicals > Periodical – the Periodical screen will display
3. Search for a periodical record via F5 Query button
4. From the main Periodical menu select: XReferences > Subscriptions – the Periodical Subscriptions and Issues screen will then open
5. The Circulation Lists can be set up in one of two ways:
   1. In the Subscription – New screen click the F8 CircList button, or
      
   2. From the main Periodicals Subscriptions and Issues menu, select Subscriptions > CirculationLists
6. The Subscription – Circulation Lists table will display:
   
7. Highlight the Copy to which you wish to allocate a list and select the F6 CircList button – the Circulation List screen will open
   
8. To select a Borrower Saved File, select the F7 File button – the Borrower Saved Query Results table will open
   
9. Highlight the relevant File and click the F9 Select button – the borrowers from the Saved File will be added to the Circulation List screen
   
10. The names can be shuffled up and down the list by highlighting a borrower and clicking on the arrow up and down buttons directly above the list
11. Individual borrowers may be deleted from the list, by highlighting the borrower and clicking the F4 Delete button
12. Click the F6 Report button to bring up a Circulation List which can be printed for distribution purposes
    
13. Once complete, click the F3 Save button to save the Circulation List – you will be returned to the Subscriptions – Circulation List table
    
14. At this point you can attach a Circulation List to other copies
15. Click the F3 Update button when complete – the following message will display: Circulation Lists(s) Updated.
    
16. Click the OK button