Creating a Selection List Code

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:

Option

Steps

To create a code in advance

1 Start the Selection Table Edit process.

The default location of this process is the Acquisitions\Acquisitions Setup folder on the navigation bar.

Horizon displays the List Selection window.

2 Click New.
3 Continue with the next step in this task.

To create a code as you import a group of items to the same selection list

1 Start the Import process.

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

Horizon displays the Multi-Format Import window.

2 Next to the Selection field, click Codes.

Horizon displays the Code Lookup Selection window.

3 Click Add.
4 Continue with the next step in this task.

To create a code as you add the first item to the selection list

1 Do one of these options:
If you need to create the bib record you want to add to a selection list, start the Create New Bib process.

The default location of this process is the Cataloging\Bibliographic Record folder on the navigation bar

Horizon displays the Code Lookup Bib Workforms window.

If the bib record is already on your system and you need to search for the bib record you want, search for the bib record.
2 Do one of these options:
If you are in Cataloging, create the bibliographic record. (For more information on creating a bib record, see the “Bibliographic Records” chapter of the Cataloging Guide.)
If you are in staff searching, open the bib record and send it to Cataloging. (For more information, see “Finding and Opening Bib Records” in the “Bibliographic Records” chapter of the Cataloging Guide.)
3 Click Status on the open bib record.
4 Next to the Selection field, click Codes.

Horizon displays the Code Lookup Selection window.

5 Click Add.
6 Continue with the next step in this task.

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

Preliminary List

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.

Active List

Mark this option if your library is using this list to create purchase requests and purchase orders.

Inactive List

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.

 


© 1998-2017 Sirsi Corporation