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
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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
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Start the Workforms process. |
The default location of this process is the Cataloging folder on the navigation bar.
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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:
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Complete the workform as necessary. (For more information, see the “Workforms” chapter of the Cataloging Guide.) |
Horizon displays the Edit Workform window for the format:
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In the Selection field, do one of these options: |
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If you know the code for the selection list you want, enter the code. |
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If you do not know the code, do these steps: |
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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.
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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.) |
Horizon adds any bibliographic records you create using this workform to the selection list you entered.
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