Adding Electronic Links to Orders and Payments

You may optionally choose to link an electronic document, web site or other electronic data source to an order and/or payment record.

For example, you may want to add a link to the user email requesting the item, the original quote from a supplier, or an electronic copy of the order letter or invoice.

From the Orders screen:

Select the Links tab screen
The date you add the link defaults to today’s date in the Date field. Click the Calendar icon to change the date
Select a ‘Web Site’ from the Category pop-up list. This will determine which icon will represent the hyperlink on OPAC

Icon	Display Condition	Links to
	Link Category = ‘Contents Page’	Scanned Contents
	Link Category = ‘Catalogue Record’	Catalogue Record
	Link Category = ‘Electronic Document’	Electronic Document
	Link Category = ‘Electronic Journal’	Electronic Journal
	Link Category = ‘Image File’	Image file
	Link Category = ‘Web Site’	Web Site

Select ‘http://’ from the Type pop-up list
[Tab] or place cursor in the Address field. The URL leader selected from the Type pop-up list is displayed. Enter remaining URL (Universal Resource Locator) data in the Address field OR click the button to select a file

Tip:

Click on the hypertext Address field label to check whether the URL entered in the address field opens the destination correctly i.e., is not broken

[Tab] or place cursor in the Notes field. Enter notes if required

You can also optionally record electronic access details for the link

Select the Access tab screen
Select access method from the Method pop-up list. For example, Anonymous, Authenticated or IP Fixed
Enter the number of Concurrent Users that are allowed to access on the online service at any one time
Enter the Session Timeout in minutes if required
Enter any Digital Copy Right statement if required
Enter Access Notes as required
Enter a service Description required
Add logon access details if required

Enter Account is required
Enter Username if required
Enter Password if required
Enter Location relating to the Account/Username/Password if required
Click the button
Repeat steps (i) - (v) to add additional logon access details

Tip:

See UTILITIES>Electronic Resources for more information about digital rights management.

Click the button on the left side of the screen to save the link details entered above
Repeat steps (2) - (8) to add more links
Close and save