Locations
Defining the physical sites and branches that make up your library organisation
What Locations Control
Once locations are defined, they affect four areas of the system:
Do I Need Locations?
| Your situation | Use Locations? |
|---|---|
| Single school or college library in one building | No — leave Locations unused. A Main Location exists by default and covers all stock. |
| One organisation with multiple campuses or branches | Yes — define a location for each site. Stock, members, and users can each be assigned to the relevant site. |
| One building with distinct departments or collections (e.g. Science lab, Sport department, Textbooks store) | Yes — locations can represent departments or collections within a single building, not just separate physical sites. |
| One library with a special sub-collection (e.g. Learner Support Materials) | Optional — a location can be created for the sub-collection to allow separate tracking and reporting. |
Use Case Examples
A school group has three campuses in different cities. Each campus has its own library with its own stock and librarian. Locations are defined as CT (Cape Town), JHB (Joburg), and KTH (Kwa Thema). The librarian at each campus is assigned to their location in Users, and can only see and manage their own site's data.
A single school has a main library plus a Science Department resource room, a Sport Department equipment store, and a Textbooks store. Each is defined as a separate location (SCIENCE, SPORT, TB), allowing stock in each area to be tracked and reported on independently, even though they are in the same building.
A library maintains a separate collection of Learner Support Materials that are tracked differently from the main library stock. A LSM location is created, and relevant stock items are assigned to it. Reports can then be filtered to show only LSM stock separately from the main collection.
The Locations Screen
The Locations screen has two areas: an entry form at the top for adding new locations, and a list of existing locations below. Clicking a location in the list opens its detail panel for editing.
Adding a new location
| Field | Description |
|---|---|
| Location Code | A short, unique code used to identify the location throughout the system — in stock records, user assignments, and reports. Keep codes short and meaningful. Examples: CT, JHB, SCIENCE, TB. The code cannot contain spaces. |
| Description | The full name or description of the location. This appears in drop-down lists and reports. Examples: Cape Town, Joburg, Science Department, Textbooks. |
| Add button | Creates the new location and adds it to the locations list. The location will immediately be available for assignment to stock items, users, and reports. |
The Locations List
All defined locations are displayed in a table. The first row always represents the Main Location — the default location that applies to all stock and users that have not been assigned to a specific site. The Main Location cannot be deleted.
| Location Code | Description |
|---|---|
| Main Location | |
| CT | Cape Town |
| JHB | Joburg |
| KTH | Kwa Thema |
| LSM | Learner Support Material |
| SCIENCE | Science Department |
| SPORT | Sport Department |
| TB | Textbooks |
The list can be sorted by clicking the Location Code or Description column headings. Each row displays a button showing the location code — click the button to select that location and open its detail panel for editing.
Editing a Location
To edit a location's details, click the location code button on its row in the list. A detail panel opens to the right of the list (or below on smaller screens) where you can update the location's settings.
Click the location code button on the row you wish to edit. The detail panel opens.
Update the fields in the detail panel as needed — description, responsible person, and barcode settings.
Click Update to save your changes.
Location Detail Fields
When a location is selected from the list, its detail panel provides additional configuration options beyond the basic code and description.
| Field | Description |
|---|---|
| Location Code | The unique short code for this location. Shown in stock records, user assignments, and reports throughout the system. |
| Description | The full name of the location as it appears in drop-down lists and on reports. |
| Responsible Person | The name of the staff member responsible for this location — typically the site librarian or department head. This appears on location-specific reports and correspondence. |
| Barcode Settings | Each location can maintain its own separate barcode number sequence for stock items held at that site. This allows each branch or department to use its own barcode range independently of the main library. Configure the starting number, prefix, and length here. |