Follett VERSION 6.00 - Manual (Page 112)

04/04 112 System Setup
Updating DX member information
At some point, you may need or want to update a DX member's information:
S To change a member's participation level or filtering rules, from the
Members dialog (see page 102), select the member and click Connect. The
member's Data Exchange Properties dialog appears. See Setting the Data
Exchange rules," starting on page 108.
S If a DX member needed to restore their database from a backup, you'll want
to reload the member's data so that the union catalog database remains
accurate. To reload the member's data, from the Members dialog (see page
102), select the member and click Reload.
When you reload a member, the member's holdings are deleted from the union
catalog database and then reloaded using their current participation level and
filters.
Important: Reloading a member's data, either by selecting Reload or after making
changes to their connection information, happens automatically, but
the process may take several hours to complete.
Deleting a member
You can remove a member from the union catalog database through System
Setup. However, while deleting a member will remove the member's holdings, it
won't affect the title record. After deleting a member, you may find titles in the
union catalog database without any copies. To delete these records, run the
Global Delete Titles Without Copies feature in Cataloging (see page 335), or,
before you delete the member, export their holdings (see page 317) and select the
Delete Titles/Copies After Export option. Only titles that aren't held by another
member are deleted.
To delete a member, from the Members dialog (see page 102), select the member
and click Delete. A message asking you to confirm your choice appears. To
proceed, click Yes.
Warning: Deleting a member removes all of that member's holdings and their
setup information from the union catalog database. This process may
take a long time. Once confirmed, the process cannot be stopped.
Important: To completely remove a DX member from the union catalog, after you
delete them in System Setup, the link between their database and
their Follett Data Exchange Server must also be deleted. For
instructions, see the Follett Data Exchange Guide (fscdx.pdf).
What's next?
Now that you've finished setting up your union catalog and all your members,
there are still a few tasks to complete:
S Import the records from your nonĆDX sites. To ensure that your union catalog
contains the best MARC records possible, you'll need to import all of your