Project and title collections

Create a title or project collection

1. Go to Items > Changing collections. The Collection window opens.
2. Click New collection. The New collection for... window opens.
3. Enter information in the fields:
   1. Select a subject from the Subject drop-down list.
   2. (Optional) Enter a serial number. If no serial number is entered, the system will automatically generate one.
   3. Select Project collection or Title collection from the Type drop-down list.
4. Click OK. The collection is created with the status On-location.
5. Right-click on the collection and select Details of this collection. The Collection details screen appears.
6. Provide collection details:

   Field	Project collection	Title collection
   Type	Type of collection, select Project collection	Type of collection, select Title collection
   For	For whom the collection is being complied and checked out to: Branch Customer (school or  institution)	Not required. By default, this is the owner of the collection.
   Status	The status determines what can happen to the collection: In - collection was just created Checked out - the collection is on loan History Planned Temporary Structure	The status determines what can happen to the collection: In - collection was just created Checked out - the collection is on loan History Planned Temporary Structure
   Size	Target size of the collection. Enter the number of items the collection should/will contain.	Note: Enter the number of items here that you are planning to include in this collection. We recommend that you enter 10% less than the actual number so that planning is not disrupted if not all items are returned.
   type	Select the type of collection. For more information, see Target group.	Not required.
   Buffer	Number of days padding between planning lines in the module. If left blank, the default is 3 days.	Not relevant to this collection type.
   Can be planned	Whether or not the collection can be planned using the planning module	Important Can this collection be planned in the planning module?
   Comment	This comment is only visible to your institution, on this screen.	This comment is only visible to your institution, on this screen.
   Show level	The level at which the collection is managed (branch, institution or system).	The level at which the collection is managed (branch, institution or system).
   Enforce return date	Indicate whether or not the return date will be enforced according to library policy.	This is only important if the collection is being used by a relocation customer. Yes - items that exceed the due date are lendable/renewable No - Customers can borrow/renew items beyond the due date
   In temporary  shelf	It is possible to assign a temporary shelf to a collection. This temporary shelf is used by each receiving branch as soon as the items are scanned upon arrival.	It is possible to assign a temporary shelf to a collection. This temporary shelf is used by each receiving branch as soon as the items are scanned upon arrival.
   Maximum number of weeks requestable via web	Maximum number of weeks the collection can be requested for via the  web.	Maximum number of weeks the collection can be requested for via the  web.

7. Click Save.
8. You can now add items to your Project collection.

    Note: You do not need to add items to a Title collection.

For information about managing Title and Project collections, see Create and manage collections.