Creating or Updating a Selection List Code

You assign a selection list code to a bib record to make the title represented by that bib record part of a selection list. You can create a selection list code when you import records or in the Table Editor. You can edit a selection list code only in the Table Editor. (If you do not have rights to use the Table Editor, see your system administrator.)

To create a selection list code

1 Do one of these options:
If you want to create a code as you import a group of items to the same selection list, do these steps:
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.

Next to the Selection field, click Codes.

Horizon displays the Code Lookup Selection window.

Click Add.
If you want to create a new code or update an existing one in the Table Editor, do these steps:
Start the Table Editor process.

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

In the Mq View field, start entering “selection” until Horizon places the selector arrow next to the selection (Acquisition Selections) view.
Click OK.

Horizon displays the List Selection window.

Do one of these options:
If you want to create a new selection list code, click New.
If you want to edit an existing selection list code, double‑click the selection code that you want.

Horizon displays the Edit Selection window:

2 Complete or update these fields:
Selection. Enter the code you want for the selection list. (For example, enter “Brodart-12” for a list from Brodart that you received in December.) You can enter a code that is up to thirty characters long.
Description. Enter a description for the code. (For example, enter “Brodart Titles for December.”)
Status. Choose the current status you want for the selection list.

Here is a description of the statuses:

Status

Description

Preliminary List

Mark this option if this list is a preliminary selection list.

This list is not yet a working selection list, but one that has just been started.

Active List

Mark this option if your library still adds titles to this list and uses this list to create purchase requests and purchase orders.

Inactive List

Mark this option if your library is no longer using this selection list.

Target Order/Inactivation Date. Enter the date that you want to change the status of this list to “Inactive.” (For example, enter “08/30/2002”.) If you do not enter a date, the list remains open indefinitely.
3 Save your changes.

 


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