Selection Lists
Contents |
Creating a selection list
There are a couple of ways to create a selection list, they include using the Acquisitions module, searching the catalog, adding records via MARC Federated searching and when brief records are created
Using the Acquisitions Module
1. Click on the Acquisitions menu at the top of the screen and select My Selection Lists.
2. An Acquisitions Search screen will appear. You will see any selection lists you have already created. Click on the New Selection List button. A window will pop up. To create a new selection list, type the name in the box and click on the Create button. [Note: This is the easiest way to create a selection list, however, if you don’t already have a selection list created, when you click on Acquisitions->My Selection list, nothing will load. You can use the following ways to create a selection list and then use this method.]
3. The new selection list will be added to your selection lists.
Using the catalog
1. Click on the Search Catalog button or hit the F3 key on the keyboard to bring up the catalog. Enter in information about the item. Click on the Submit Search button.
2. If there is only one record matching your search terms, the Record Summary will immediately open. If there are multiple results, click on the title of the correct record. Click on Actions for this Record and select View/Place Orders.
3. A new Related Lineitems tab will open. Select the record by checking the box to the left of the title. Click on the Add to Selection List button.
4. A new window will pop up with the option to Save selected or Save all as well as Save as Selection List or Add to Selection List.
5. Choose Save selected or Save all and in the Save as Selection List box, type the name of your selection list. Click on the Save button.
6. The screen will refresh with the line item added to the selection list you just created.
MARC Federated Searching
The MARC Federated Search feature enables you to import bibliographic records into a selection list, if you don’t already have a record in the local Michigan Evergreen catalog.
1. Click on the Acquisitions menu at the top of the screen and select MARC Federated Search.
2. The MARC Federated Search page will open. At the top under Search Sources is a list of z39.50 targets that you can search for records. By default, the local Evergreen catalog is already checked. Check the boxes next to the sources you want to search. Enter in the bibliographic information about the record in the Search Fields. Then click on the Submit button.
3. The screen will refresh and a list of results will appear. In order to view the MARC record, click on the title.
4. The screen will give brief information about the record at the top and the complete MARC Order Record will be below. If you are a Michigan Evergreen Certified Cataloger you can edit the MARC record. To edit the MARC record, click on the Edit MARC Order Record button.
5. That will bring up a fully editable MARC record.
6. Click on the Return button to go back to the search results.
7. Check the box next to the title to select it. Click on the Actions drop-down menu on the upper left and select Save Items to Selection list.
8. In the Save as Selection List box, type in the name of your selection list Click on the Save button.
9. The screen will refresh showing the record add to the selection list.
Creating a brief record
Brief records are short bibliographic records with minimal information that are often used as order records so that patrons can place holds on items before a full record exists or before staff can find a complete record to bring into the catalog.
1. Click on the Acquisitions menu at the top of the screen and select New Brief Record.
2. The screen will refresh with areas to enter in bibliographic information. At the top of the screen next to Add to Selection List is a drop-down of already created selection lists. To create a new selection list, enter in the name of the selection list in the box. Enter in the bibliographic information for the record to the brief record.
3. Click on the Save Record button. The screen will refresh to show the record in the selection list that you just made.
Adding to a selection list
Cloning a selection list
1. Click on the Acquisitions menu at the top of the screen and select My Selection Lists.
2. The selection lists will be displayed. Check the box next to the name of the selection lists you want to clone.
3. Click on the Clone Selected button.
4. A box will appear below the button with the space for a new name. Enter in a new name for the cloned selection list and on the Clone button.
5. The screen will refresh and the cloned selection list will appear at the bottom.
Deleting a selection list
Deleting a selection list is fast and easy, so be very sure that you want to delete a selection list before you actually delete it.
1. Click on the Acquisitions menu at the top of the screen and select My Selection Lists.
2. Check the box next to the name of the selection list that you want to delete so that it is highlight in blue. Click on the Delete Selected button.
3. The screen will refresh and the selection list will be gone.
Merging a selection list
Library staff may want to merge selections lists to consolidate before creating a purchase order.
1. Click on the Acquisitions menu at the top of the screen and select My Selection Lists.
2. The selection lists will display. Check the boxes to select the lists you want to merge. Click on the Merge Selected button. A window will pop up with a drop-down menu asking you to Choose the Lead Selection List. The name of the lead selection list will be the name of the new merged selection list.
3. Choose which selection list you want to be the lead from the drop-down menu and click on the Merge button.
4.The screen will refresh and the merged selection list will now have all the records from the selection lists that were merged together.
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