Creating or Editing a Selection List

When you create a selection list, you assign bib records to the selection list. You can use existing bib records, import bib records supplied by a vendor, or create new records yourself. You can create a variety of selection lists. (For example, you may want to set up selection lists of bib records for “Staff Favorites,” “Borrower Requests,” or suggested lists from a vendor.) You might also keep a selection list of titles that you do not plan to purchase immediately, but would like to consider for purchase in the future. You can search for any selection list that you create.

Neither staff members nor borrowers can search for the bib information for titles on a selection list unless you add the selection list search to your PAC or staff searching. Then borrowers and staff can search for and view selection lists and their titles. (For more information, see Adding the Selection List Search to a PAC Flavor.)

If you are importing bib records and want them all on the same selection list, you can put them on the selection list all at once when you import them. (For instructions, see Importing Records.)

If you have an existing bib record or want to create an individual bib record to add to a selection list, you can add the bib record individually to the selection list by using a Workform created for a specific selection list. (For instructions, see Setting Up a Workform for Selections.) You can also remove a title or assign a title to a different selection list through the Control Record.

Even though you can remove titles from a selection list, Horizon does not let you delete a selection list code from your system. Instead, you can change the status of the selection list to “Inactive.” (For instructions, see Changing the Status of a Selection List.)

To create or edit a selection list

1 Open the bib record that you want to work with.
2 Choose Marc, Show Control Record, or click the Record Status icon ( ).
3 Do one of these options:
To add the title to a selection list, use the drop-down list in the Selection field to choose the selection list you want.
To remove the title from the selection list, delete the code in the Selection field.
To transfer the title from the selection list to another, change the code in the Selection field to the selection list that you want.
4 Click OK.

Horizon updates your selection lists.

 


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