If you want to, you can create a code for a selection list in advance. However, you are not required to create a code in advance. You can also create a code as you add the first item to the code’s selection list or as you import a group of items that you want in a selection list.
This section explains how to create a selection list code in these situations:
• | In advance. |
• | As you add the first item to the selection list. |
• | As you import a group of items to the same selection list. |
Effects
• | Horizon has a selection list to which you can assign items. |
To create a selection list code
1 | Do one of these options: |
Horizon displays the Edit Selection window:
2 | Complete these fields: |
• | Selection. Enter the code you want for the selection list. (For example, enter “Brodart-12/2000” for a list from Brodart that you received in December 2000.) |
You can enter a code that is up to thirty characters long. You are not limited to the normal seven characters for a coded field.
• | Description. Enter a description for the code. (For example, enter “Brodart Titles for December 2000.”) |
• | Status. Choose one of the following current status you want for the selection list: |
Status |
Description |
Mark this option if this list is a preliminary selection list. This means that this list is being set up, but it is not ready to have library staff review it. |
|
Mark this option if your library is using this list to create purchase requests and purchase orders. |
|
Mark this option if your library is no longer using this selection list. This means that your library staff has ordered from the list or at least reviewed the list. |
• | Target Order/Inactivation Date. Enter the date that you want to change the status of this list to “Inactive.” (For example, enter “08/30/2001” or the planned order date for the items on the selection list.) |
3 | Save the file. |
4 | Repeat the steps in this task for each selection list code you want to create, as necessary. |
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