Stock rotation is typically defined at the collection level. However you can use stock rotation plans when you want to rotate items based on the title rather than on the collection.

To add, edit or delete a stock rotation plan:

1. From the Module Menu select Maintenance, Circulation and then Stock Rotation Plans.
2. Do one of the following.
   • Click New to add a new plan, and set the parameters you want (see below for details).
   • Select the plan you want and then click Edit to make changes to it.
   • Select the plan you want and then click Delete to delete it. You can only delete a plan if there are no items currently linked to it.
3. Click Save or Save & Close.

Two other stock rotation parameters you should note are:

• Is stock rotation active in the circulation general parameters. You must set this to Yes if you want to use stock rotation.
• Stock rotation allowed in Item Maintenance. This specifies whether the selected item is to be rotated. If Stock rotation active is set to 1 in the collection parameters then an item will only be rotated if Stock rotation allowed is selected.

Suspended

You can set up stock rotation plans and link it to items. However, if this plan is not required in future, you can suspend it so that it cannot be selected and linked to any other items. Existing items linked to a suspended plan will also no longer rotate.

Initial period

This allows you to specify the number of days that an item is held in its home location before it is rotated. The initial period is only applicable if the home location is not in a plan. This is also relative to when the item is first available.

For example:

• Location A is the home location of an item and Location A is not in a rotation plan. If the initial period is set to 30 days, the item will remain in the home location for 30 days before it is transferred to the first branch in the rotation plan to be rotated.

Plan 1 consists of Locations B, C & D (sequentially). Location A is not in the rotation plan. When an item is first issued and returned at Location A, it will stay there till the number of days set in the initial period is fulfilled.

After the initial period (for e.g. 30 days) is fulfilled, the item will rotate to the first location in the plan (in this case – Location B).

• Location A is the home location of an item and is part of a stock rotation plan. Therefore, regardless of whether the initial period criterion is null or has a value; Spydus will only look at the max loans/days/items/title check count criteria.

When any of the other criteria is met, the item will move to the next location (according to the rotation plan).

However, this only applies to the first time an item is issued and returned. Once an item has been through a plan (or is in the midst of a plan), the initial period criterion is void.

Rotation type

Specifies the rotation type.

0	Continuous.
1	Cycle once then return to original home location.
2	Cycle once then remain at last location.

Click here for an example of each rotation type.

Locations

Defines the sequence in which locations are checked when an item is due to move. If you return an item at a location that isn’t in the list then you’ll be prompted to return it to the location where it was issued.

• Maximum loans. After this number of loans at one location, an item will be moved to the next location. This can be null if you’re using Maximum days. If you have both Maximum days and Maximum loans set then an item will be moved whenever one of these criteria is met.
• Maximum days. After this number of days at one location, an item will be moved to the next location. This can be null if you’re using Maximum loans.
• Maximum items. The maximum number of stock rotation items that can be held at each location at any one time. If you leave this null then there’s no limit to the number of items that can be held.
• Title count. This specifies the maximum number of copies for each title held in the location. So, if you set the title count to 50, then if there are already 50 copies of one title, the 51st copy (of that title e.g. "Anne of Green Gables"), will not be rotated to this location. If this is set to null, then there is no limit.

You can change the sequence of rotation using Move Up and Move Down.