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WYLD TECHNOTE 009

TitleSource II setup

Tip: Do not use a shortcut to access the Title Source II logon screen. Always access Title Source II from the Baker and Taylor home page at http://www.btol.com/ This will log you on to the least busy server for the best possible response time.

To create a Grid enabled cart From Title Source II:
Note: You may fill in any additional information you think useful on the Cart setup screen that is not included below.

1. Click on the Carts/Lists Tab.
2. Click on Create Cart, on the left hand menu.
3. Click in the box to the right of Grid Enable.
4. You must select a Grid format. Click on the radio button to the left of Default, Template or Blank to indicate the desired Grid format.
5. If you select Default as your grid format;
   • Select a fund code, holding code and quantity to be used as the default. These values will automatically be included in each grid when you click the "add my defaults" button when adding titles to your cart. You will be able to modify these values or include additional holding and fund codes on individual grids as you add titles to the cart.
6. If you select Template as your grid format:
   • Select a template from the drop down list. The holding, fund code and quantity information attached to the template will automatically be included in each grid when you click the "add my defaults" button when adding titles to your cart. You will be able to modify these values, select another template from the drop down, or include additional holding and fund codes on individual grids as you add titles to the cart.

   To create a template in Title Source II:

   • Logon to Title Source II with an administrative logon.
   • Click on the System Setup tab.
   • Click Grid Template.
   • Click Add.
   • Template name is what will appear in the drop down list for template selection. Use a name that is somewhat descriptive of the template. (i.e. The template BHNALL1, is one copy for each library in Big Horn Co. library system, or BHNALLJ1 is one copy, each library using the juvenile holding and fund codes.)
   • Enter a brief description of the template.
   • In the selector area, select a holding, fund code and enter a quantity. Click Add. This information has now been added for this template. Repeat steps 7 & 8 for each additional holding or fund code you wished to be associated with this template.
   • When you have included all the holding and fund codes for this template, click save and exit or save and continue if you wish to create additional templates. You will need to assign the template to any additional Title Source II logons that may need to use the template.
   • Click on Back to Admin.
   • Click on Admin.
   • Scroll down and click on the name you wish to assign the template to.
   • Click on the Assign template button.
   • Click on the box to the left of the template you wish to assign to this user. Click update at the bottom of the screen.
   
   
7. Libraries that use WSL Centralized Acquisitions for invoicing should enter your library?s 3 or 4 letter code in uppercase followed by the date in the Purchase Order field (e.g. BHN-03-29-05). Other libraries may or may not choose to use the Purchase Order field.
8. Click update. You are now ready to add titles with grid information to your cart.

Downloading to Sirsi

1. Click on the Carts/Lists tab.
2. Click on the radio button to the left of the cart you wish to download.
3. Click the Download button.
4. Click on the Marc download radio button.
5. Choose GRID from the Select format drop down menu.
6. Click Download.
7. Follow the directions on the screen. Note the location on your machine where you have downloaded the file. Renaming your file with your library?s 3 or 4 letter code will make it easier to identify.
8. Once the download is complete you may logoff Title Source II. Remember to use the logoff button on the left hand side of the screen.

From Sirsi:

1. Log on to SIRSI using the logon created to run the 9xx loader.
   NOTE: Centralized Acquisitions users will need to choose the acqts2 toolbar.

To transfer the cart file from your computer to the SIRSI server:

1. Click on the Marc Order Import Utility Wizard.
2. Click on Bibliographic Data
3. Click on Import
4. Click on the gadget next to the Source data well and locate the file that contains your Title Source II cart.
5. Enter your library?s 3 or 4 character code in lowercase as the destination.
6. Click OK.
7. Click Yes to the "is diskette ready?" message.
8. Click No to the "Are there more files to upload?" message.
9. Click cancel
10. Click close.

The next step is to load the bibliographic records downloaded from Title Source II to the WYLD database by running a report.

1. Click on the Setup and Schedule Reports wizard.
2. Select the Acquisitions load report tab
3. Highlight the TS2bibload report and click the setup and schedule button.
4. Click the Selection Criteria tab
5. Click on the down arrow next to the "File to load" field and highlight your Ts2 bib file.
6. Next click on the Fiscal Year gadget and select the correct fiscal year.
7. Click Save as Template.
8. To load your TS2 bib records select the Templates tab
9. Highlight the report you just created.
10. Click on "Setup and Schedule.
11. Click run now.
12. View your finished report by selecting it from the Finished report tab.

You are now ready to load the order information to WYLD.

1. Click on the Setup and Schedule Reports wizard.
2. Select the Acquisitions load report tab
3. Highlight the TS2orderload report and click the setup and schedule button.
4. Click the Selection Criteria tab
5. Click on the down arrow next to the File to load field and highlight your order file.
6. Click "Save as a template". From now on when you run this report you can select it from the template tab. However, you will always need to select your file as the name of that file will change each time the TS2bibload report is run.
7. To load your TS2 order records select the Templates tab
8. Highlight the report you just created.
9. Click on "Setup and Schedule.
10. Click run now.
11. View your finished report by selecting it from the Finished report tab.

Now you are ready to link the orderlines to the titles. This process creates a dummy copy for your library. The item type will be new and the location as on-order. Patrons will now be able to see what is on order and place holds against those items.

1. Click on the Order Information and Maintenance group button.
2. Click on the Display Order wizard.
3. Enter your order id. (This will be the same as what you entered in the Title Source II Purchase Order field.)
4. The list of titles on the order will appear.
5. Highlight the first title.
6. Click on the Link orderlines to title wizard.
7. Click on current title.
8. Click on Load.
9. Click OK.
10. Click Close.
11. Highlight the next title.
12. Repeat steps 5-10 for each orderline.

Please contact Marc Stratton [ mstratton@will.state.wy.us ] in the WYLD office with any questions.