Donor

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Donor codes allow for recognition of a donor. A donor could be:

on a purchase order line item, a Docstore item record, or both. Donors are an optional data element for both POs and Docstore items.

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

Title

Description

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.

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