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Donor codes allow for recognition of a donor. A donor could be:
someone who has given money or materials to the library
someone on whose behalf others have given money or materials
someone the library wants to honor, regardless of a gift
on a purchase order line item, a Docstore item record, or both. Donors are an optional data element for both POs and Docstore items.
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The Donor document includes the Add/Edit Donor tab. The system automatically enters data into both the Old and New sections in this tab. Selected data fields are available for editing.
Add/Edit tab definition
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Title |
Description |
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Donor Code |
Required. A 10-character alias for this donor. |
|
Donor Name |
Required. The common name by which library staff know this donor. |
|
Donor Note |
Optional. Additional information for staff about this donor. |
|
Donor Public Display |
Optional. Text to send to discovery layers for items associated with this donor. |
|
Donor Amount |
Optional. Amount of money given by or on behalf of this donor this fiscal year. |
|
Bookplate URL |
Optional. The web address of an image file, which serves as the virtual "bookplate" for items associated with this donor code. |
|
Donor Public URL |
Optional. A URL for a public web page for this donor. |
|
Active Indicator |
Indicates whether this donor is active or inactive. Remove the check mark to deactivate. |
