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Chapter 86. Selection Lists and Purchase Orders

Table of Contents

Selection Lists
Create a selection list
Add items to a selection list
Clone selection lists
Merge selection lists
Delete selection lists
Mark Ready for Selector
Convert selection list to purchase order
Purchase Orders
Naming your purchase order
Activating your purchase order
Line item statuses
Brief Records
Add brief records to a selection list
Add brief records to purchase orders
MARC Federated Search
Line Items
Return to Line Item
Display a Count of Existing Copies on Selection List and Purchase Order Lineitems

Selection Lists

Selection lists allow you to create, manage, and save lists of items that you may want to purchase. To view your selection list, click Acquisitions → My Selection Lists. Use the general search to view selection lists created by other users.

Create a selection list

Selection lists can be created in four areas within the module. Selection lists can be created when you Add Brief Records, Upload MARC Order Records, or find records through the MARC Federated Search. In each of these interfaces, you will find the Add to Selection List field. Enter the name of the selection list that you want to create in that field.

Selection lists can also be created through the My Selection Lists interface:

  1. Click Acquisitions → My Selection Lists.
  2. Click the New Selection List drop down arrow.
  3. Enter the name of the selection list in the box that appears.
  4. Click Create.
create selection list

Add items to a selection list

You can add items to a selection list in one of three ways: add a brief record; upload MARC order records; add records through a federated search; or use the View/Place Orders menu item in the catalog.

Clone selection lists

Cloning selection lists enables you to copy one selection list into a new selection list. You can maintain both copies of the list, or you can delete the previous list.

  1. Click Acquisitions → My Selection Lists.
  2. Check the box adjacent to the list that you want to clone.
  3. Click Clone Selected.
  4. Enter a name into the box that appears, and click Clone.
clone selection list

Merge selection lists

You can merge two or more selection lists into one selection list.

  1. Click Acquisitions → My Selection Lists.
  2. Check the boxes adjacent to the selection lists that you want to merge, and click Merge Selected.
  3. Choose the Lead Selection List from the drop down menu. This is the list to which the items on the other list(s) will be transferred.
  4. Click Merge.
merge selection list

Delete selection lists

You can delete selection lists that you do not want to save. You will not be able to retrieve these items through the General Search after you have deleted the list. You must delete all line items from a selection list before you can delete the list.

  1. Click Acquisitions → My Selection Lists.
  2. Check the box adjacent to the selection list(s) that you want to delete.
  3. Click Delete Selected.

Mark Ready for Selector

After an item has been added to a selection list or purchase order, you can mark it ready for selector. This step is optional but may be useful to individual workflows.

  1. If you want to mark part of a selection list ready for selector, then you can check the box(es) of the line item(s) that you wish to mark ready for selector. If you want to mark the entire list ready for selector, then skip to step 2.
  2. Click Actions → Mark Ready for Selector.
  3. A pop up box will appear. Choose to mark the selected line items or all line items.
  4. Click Go.
  5. The screen will refresh. The marked line item(s) will be highlighted pink, and the status changes to selector-ready.
mark ready

Convert selection list to purchase order

Use the Actions menu to convert a selection list to a purchase order.

  1. From a selection list, click Actions → Create Purchase Order.
  2. A pop up box will appear.
  3. Select the ordering agency from the drop down menu.
  4. Enter the provider.
  5. Check the box adjacent to prepayment required if prepayment is required.
  6. Choose if you will add All Lineitems or Selected Lineitems to your purchase order.
  7. Check the box if you want to Import Bibs and Create Copies in the catalog.
  8. Click Submit.
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