There are a couple of ways you can create a selection list.
Option 1: Create a Selection List While Searching the Catalog
New Staff Catalog
- In the new staff catalog, retrieve the record you want to add to your selection list.
- Click on the Other Actions menu and select View/Place Orders.
- Enter the name of the selection list in the Save as Selection List box and click Save. Remember the name of your selection list so you can add additional line items to it.
Old Staff Catalog
- In the old staff catalog, retrieve the record you want to add to your selection list.
- Click the View/Place Orders button in the upper right of the screen.
- Enter the name of the selection list in the Save as Selection List box and click Save. Remember the name of your selection list so you can add additional line items to it.
Option 2: Create the Selection List Initially
- Go to Acquisitions => Selection Lists
- Click the New Selection List button
- Enter a name for the selection list and click Create
- Your selection list will be added to the results list.
- If you want to look at your selection list you can filter by name or sort by Creation Time to bring the most recent lists to the top of the results grid.
Adding Line Items to an Existing Selection List
New Staff Catalog
- In the catalog retrieve the record for the title you want to add.
- Click on the Other Actions menu and select View/Place Orders.
- The Related Lineitems screen will appear.
- Click Add to Selection List
- Start typing the name of the selection list you want to add the line item to in the Add to Selection List box. This is a typeahead box. You can select the name of the selection list when it appears. Click Save.
Old Staff Catalog
- In the catalog retrieve the record for the title you want to add.
- Click on the View/Place Orders button.
- The Related Lineitems screen will appear.
- Click Add to Selection List
- Start typing the name of the selection list you want to add the line item to in the Add to Selection List box. This is a typeahead box. You can select the name of the selection list when it appears. Click Save.