Setting Up a Workform for Selections

If you use workforms for cataloging and want to use a workform to add bib records to a selection list, you can set up the workform for selections.

Effects

Any bib record you create using the workform is automatically added to the selection list specified on the workform.

To set up a workform for selections

1 Start the Workforms process.

The default location of this process is the Cataloging folder on the navigation bar.

2 Open the workform you want or create one. (For more information, see the “Workforms” chapter of the Cataloging Guide.(

Horizon displays the Workform window for the format you want:

3 Complete the workform as necessary. (For more information, see the “Workforms” chapter of the Cataloging Guide.)
4 Click Status.

Horizon displays the Edit Workform window for the format:

5 In the Selection field, do one of these options:
If you know the code for the selection list you want, enter the code.
If you do not know the code, do these steps:
Click Codes.
Choose the code for the new selection list.

Note: If you have lists that have a status of “Inactive,” Horizon does not display the code. You must know the code of an inactive list and enter it in the Selection field.

Click OK.
If you want to, create a code for a new selection list. (For more information on creating a new selection code, see Creating a Selection List Code.)
6 Click OK.
7 Save the file.

Horizon adds any bibliographic records you create using this workform to the selection list you entered.

 


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