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Routing Slip

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Create this notification template to print a Routing slip when an item is checked in and needs to be routed to a different branch.

The Routing Slip is used when an item is checked in and needs to be routed to a different branch. Once configured, the Routing Slip can be printed directly from the Circulation UI using the Routing slip button on the Check in screen. The Routing Slip cannot be enabled until the template is complete.

The Routing Slip is not available via email, only using Network Print and Point of sale (POS). The Routing Slip template configured under Next-Generation Notifications > Templates > Item management slips is for Network Print only. For the POS template, see Routing Slip (POS).

No notification scheduling is used for this template, and only a single template can be configured for this notification type per institution (one each for Network Printing and POS). 
 

 Caution: When a library enables a Next-Generation Notification, its corresponding legacy notification(s) will be disabled (if they had previously been enabled). For Group Aware libraries, OCLC recommends coordinating a single rollout window for Next-Generation Notifications across the consortium to avoid patrons experiencing mixed notification experiences when borrowing from multiple libraries.


Create the Routing Slip template

To access Item management templates, navigate to Service Config > WMS Circulation > Next-Generation Notifications > Templates > Item management slips.  
 

To create the template:

  1. From the Item management slips screen, select Routing Slip from the Create template drop-down.
  2. Optional. Enter a Header and/or a Footer for your notification. Click Edit underneath each section to be edited.
    • 50,000 character limit for each. 
    • To add a web link to the Header or Footer, enter ${ and type the Name of the desired web link as configured in the Manage web links screen into a text block. Select the web link based on the name configured.
    • To add additional data fields, use the ${Data Field form to enter the desired information. Example: ${Item Barcode
  3. Click Save.
  4. Add Slip Details. 
    1. Choose how to format the block details. Formatting type options include:
      • Simple List: Aligned list of data objects in the order specified by the template.
    2. Enter the desired Data fields to include in the template. 
      • Refer to Manage field labels for a description of the available fields.
      • Available data fields:
        • Author
        • Edition
        • Language of Material
        • Material Format
        • OCLC Number
        • Publication Year
        • Publisher
        • Title
        • Title (20)
        • Item Barcode
        • Item Call Number
        • Item Description
        • Item Enumeration and Chronology
        • Item Holding Institution
        • Item Holding Location
        • Item Shelving Location
        • Item Destination Branch
        • Item Destination Institution
        • Item Destination Service Location
        • Item Origin Branch
        • Item Origin Institution
        • Item Routing Reason
        • Item Routed Date/Time
      • Drag the data fields up and down to change the order in which they appear. 
  5. Click Save.
     

Enable the Routing Slip template

Enable the template on the Enable notifications type screen.

 Caution: Do not toggle the Enable notifications section to On for the above notification until you have completed all the required fields in the template.