Location Types, Areas and Address Types

Location Types

These are optional drop down values when you create Locations. They are used to categorise different physical library locations, for example,

· Departmental · Site · Branch · Central

This data is useful for management information purposes and reporting.

1. Go to User Management Reference Data> Location Types.
2. Click New Record.
3. Enter a unique Key ID, Short and Long Description to describe the Location Type.
4. Save the record.

Areas

These are optional drop down values when you create Locations. Areas allow physical locations to be grouped according to geographical areas. For example, you may have a number of libraries within a NHS Trust. This NHS Trust could be defined as an Area.

 Note: Areas are required if the area reservations function is to be implemented. It is also useful for management information purposes and reporting.

1. Go to User Management Reference Data> Areas.
2. Click New Record.
3. Enter a unique Key ID, Short and Long Description to describe the Area.
4. Save the record.

Address Types

These are required for Acquisitions, Users/Circulation and Serials.

Wherever you link an address to a record e.g. a location, a user record or a supplier record, it is necessary to specify an Address Type. This allows for multiple addresses to be held, and a specific type selected for printing or email purposes.

Types for Locations and Users may need to be created, for example,

· Permanent · Term Time · Work

1. Go to User Management Reference Data> Address Types.
2. In Key ID enter a single character unique code, e.g. Permanent = P.
3. Enter a Short and Long Description to describe the Address Type.
4. Set the Category to Address.

 Caution: an Address Type for Acquisitions is necessary to define Supplier Addresses and is provided as standard when the system is installed. This Address Type has a Key ID of "O".