acq:selectionlists
Differences
This shows you the differences between two versions of the page.
Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
acq:selectionlists [2018/10/11 20:15] – external edit 127.0.0.1 | acq:selectionlists [2021/02/19 16:20] (current) – tlittle | ||
---|---|---|---|
Line 1: | Line 1: | ||
====== Selection Lists ====== | ====== Selection Lists ====== | ||
- | Selection lists enable users to add records from a variety of sources to a single list that can be converted into a purchase order. Selection lists can also be created to keep track of items that a library wishes to purchase | + | Not in use by PINES libraries. |
- | + | ||
- | ===== My Selection Lists ===== | + | |
- | + | ||
- | To open the //My Selection Lists// interface: | + | |
- | + | ||
- | 1. Select // | + | |
- | + | ||
- | This, | + | |
- | + | ||
- | {{ : | + | |
- | + | ||
- | or this. | + | |
- | + | ||
- | {{ : | + | |
- | + | ||
- | 2. The //My Selection Lists// interface will display. | + | |
- | + | ||
- | {{ : | + | |
- | + | ||
- | 3. The following actions can be performed from this screen: | + | |
- | + | ||
- | * Open a selection list created by the user currently logged in | + | |
- | * Create a selection list | + | |
- | * Clone a selection list | + | |
- | * Merge selection lists | + | |
- | * Delete a selection list | + | |
- | + | ||
- | < | + | |
- | + | ||
- | ===== Create a Selection List ===== | + | |
- | + | ||
- | Selection lists can be created through the My Selection Lists interface. The three other areas within the module where selection lists can be created are when you Add Brief Records, Load MARC Order Records or find records through an OPAC search. In each of these interfaces, you will find the //Add to Selection List// | + | |
- | + | ||
- | To create a selection list through the //My Selection Lists// | + | |
- | + | ||
- | 1. Select // | + | |
- | + | ||
- | 2. Click //New Selection List.// | + | |
- | + | ||
- | {{ : | + | |
- | + | ||
- | 3. Enter the name of the selection list in the box that appears and click // | + | |
- | + | ||
- | {{ : | + | |
- | + | ||
- | 4. Your new selection list will display in the list. | + | |
- | + | ||
- | {{ : | + | |
- | + | ||
- | ===== Add Line Items to a Selection List ===== | + | |
- | + | ||
- | You can add line items to a selection list in one of six ways: | + | |
- | + | ||
- | - Add a Brief Record | + | |
- | - Search for Line Items & Catalog Records; | + | |
- | - Load MARC Order Records; | + | |
- | - Load Catalog Record IDs; or use the | + | |
- | - View/Place Orders action in the catalog | + | |
- | + | ||
- | < | + | |
- | + | ||
- | ===== Clone a Selection List ===== | + | |
- | + | ||
- | Cloning selection lists enables you to duplicate selection lists. You can maintain both copies of the list, or you can delete the original list. | + | |
- | + | ||
- | <note important> | + | |
- | + | ||
- | 1. Select // | + | |
- | + | ||
- | 2. Check the box adjacent to the list you would like to clone and click //Clone Selected.// | + | |
- | + | ||
- | {{ : | + | |
- | + | ||
- | 3. Enter a name for your new selection list into the box that appears and click // | + | |
- | + | ||
- | {{ : | + | |
- | + | ||
- | 4. Your cloned selection list will display in the list. The cloned selection list contains all the line items of the original list without any copy information. | + | |
- | + | ||
- | {{ : | + | |
- | + | ||
- | ===== Merge or Rename Selection Lists ===== | + | |
- | + | ||
- | ==== Merge a Selection List ==== | + | |
- | + | ||
- | Two or more selection lists can be merged into one list. | + | |
- | + | ||
- | 1. Select // | + | |
- | + | ||
- | 2. Check the boxes adjacent to the selection lists that you would like to merge together and click //Merge Selected.// | + | |
- | + | ||
- | {{ : | + | |
- | + | ||
- | 3. Choose the //Lead Selection List// | + | |
- | + | ||
- | {{ : | + | |
- | + | ||
- | 4. Click // | + | |
- | + | ||
- | ==== Rename a selection list ==== | + | |
- | + | ||
- | To rename a selection list, merge it into a new list that has the new name. | + | |
- | + | ||
- | ===== Delete a Selection List ===== | + | |
- | + | ||
- | Selection lists that are no longer needed can be deleted. Deleting a selection list deletes any line items not attached to a purchase order. | + | |
- | + | ||
- | <note important> | + | |
- | + | ||
- | 1. Select // | + | |
- | + | ||
- | 2. Check the box(es) adjacent to the selection list(s) that you would like to delete and click //Delete Selected.// | + | |
- | + | ||
- | {{ : | + | |
- | + | ||
- | 3. Your selection list will be deleted. | + | |
- | + | ||
- | {{ : | + | |
- | + | ||
- | ===== Mark Ready for Selector ===== | + | |
- | + | ||
- | This step is optional but may be useful to individual workflows. | + | |
- | + | ||
- | After an item has been added to a selection list or purchase order, it can be marked ready for the selector. | + | |
- | + | ||
- | 1. Open the selection list or purchase order that contains the line items you would like to //Mark Ready for Selector.// | + | |
- | + | ||
- | 2. If you wish to //Mark Ready// | + | |
- | + | ||
- | {{ : | + | |
- | + | ||
- | 3. Select // | + | |
- | + | ||
- | {{ : | + | |
- | + | ||
- | 4. A pop-up box will appear. Choose to either //Mark selected// | + | |
- | + | ||
- | {{ : | + | |
- | + | ||
- | 5. Click //Go.// | + | |
- | + | ||
- | 6. The screen will refresh. The marked line item(s) will be highlighted light pink and the status will have changed to // | + | |
- | + | ||
- | {{ : | + | |
- | + | ||
- | ===== Convert a Selection List to a Purchase Order ===== | + | |
- | + | ||
- | When a selection list is finished, it can be converted to a purchase order through the //Actions menu//. | + | |
- | + | ||
- | < | + | |
- | + | ||
- | 1. Open the selection list that you would like to convert to a purchase order. | + | |
- | + | ||
- | 2. Select // | + | |
- | + | ||
- | {{ : | + | |
- | + | ||
- | 3. A pop-up box will appear. | + | |
- | + | ||
- | {{ : | + | |
- | + | ||
- | 4. Select the //Ordering Agency// | + | |
- | + | ||
- | 5. Enter the code for the Provider. This field will auto-complete as you type. | + | |
- | + | ||
- | 6. If prepayment is required, check the box adjacent to // | + | |
- | + | ||
- | {{ : | + | |
- | + | ||
- | < | + | |
- | + | ||
- | 7. Choose to either add //All Line Items// | + | |
- | + | ||
- | {{ : | + | |
- | + | ||
- | 8. Check the box adjacent to //Import Bibs and Create Copies// | + | |
- | + | ||
- | {{ : | + | |
- | + | ||
- | 9. Click // | + | |
- | + | ||
- | 10. If //Import Bibs and Create Copies// | + | |
- | + | ||
- | {{ : | + | |
- | + | ||
- | ===== Search for a Selection List ===== | + | |
- | + | ||
- | My Selection Lists only displays the selection lists created | + | |
- | + | ||
- | 1. To access the searching interface, select // | + | |
- | + | ||
- | {{ : | + | |
- | + | ||
- | 2. Choose //selection lists// | + | |
- | + | ||
- | {{ : | + | |
- | + | ||
- | 3. Select your search field(s) and enter your search term(s). | + | |
- | + | ||
- | 4. Click Search or press the Enter key. | + | |
- | + | ||
- | 5. The selection lists meeting your search criteria will display in a grid. | + | |
- | + | ||
- | {{ : | + | |
- | + |
acq/selectionlists.1539288954.txt.gz · Last modified: 2018/10/11 20:15 by 127.0.0.1