Area

Circulation uses areas, regions, distribution zones and districts to construct a hierarchy for routes. This hierarchy should reflect your management structure for route distribution, and many route-related reports will be sorted accordingly. For example, Route B022 may belong to District 451, managed by Mary Miller. District 451, in turn, might belong to Zone 10a (managed by Doug Zeller), which is part of Region South (managed by Tara Long). And finally, Region South might belong to Area Duluth, which is managed by Brian Herzog.

Zones and districts are set up in the Zone/District Mgr option. Areas and regions are set up here. You must set up at least one area and region. As part of area/region setup you may also want to relabel areas and regions—for example, you may want call them “sectors” and “departments”. All reports that list areas and regions will use these labels, rather than “area” and “region”. Labels are defined in the Reports section of Business Rules.

Note:

Avoid using the same name at the area, region, zone or district level. For example, instead of having an area and a region named “Circ,” define an area named “CircArea” and a region named “CircRegion.” Using the same name at different levels can cause confusion when viewing Circulation reports.

To define areas and regions:

1. In character Circulation, select Distribution | Geographic | Area to display the Area Setup screen.

   
2. Select Add and complete the following fields.

   Field	Type	What to enter
   PRODUCT	setup	Enter the publication to which this area belongs.
   AREA	open (8)	Enter an ID for the area.
   START DATE END DATE	date	Enter the date range during which this area will be active. You may leave END DATE blank.
   DESCRIPTION	open (30)	Enter a brief description of this area.

3. To assign a manager to the area, select Find Occupant (if the manager is already entered in the database as an occupant) or Add Occupant. See the User Manual for more information.

4. Select Specifics | Region to set up regions that fall within this area (see below).

5. Select Accept to accept the area, along with all associated specifics.

6. Set up another area, or press F4 and select Exit to exit to the Setup menu.

Specifics, Region

Use this option to define all regions that fall within an area.

To define regions:

1. Select Specifics | Region from the Area Setup screen to display the Region Setup screen.

   
2. Select Add and complete the following fields.

   Field	Type	What to enter
   PRODUCT, AREA	display	The publication and area for this region are displayed from the Area Setup screen.
   REGION	open (8)	Enter an ID for the region.
   START DATE END DATE	date	Enter the date range during which this region will be active. You may leave END DATE blank.
   DESCRIPTION	open (30)	Enter a brief description of this region.

3. To assign a manager to the region, select Find Occupant (if the manager is already entered in the database as an occupant) or Add Occupant. See the User Manual for more information.

4. Select Accept to accept the region.

5. Set up more regions for this area, or press F4 and select Exit to return to the Area Setup screen.