Chapter 5. Selection Lists

Selection lists allow you to create, manage, and save lists of items that you may want to purchase.

View your Selection Lists

  1. Click AcquisitionsMy Selection Lists.

    1. Use the general search to view selection lists created by other users.
    2. Refer to the section called “Search for Selection Lists” for details.

Create a Selection List

  1. Click AcquisitionsMy 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.

You can also create a Selection lists on these screens.

Note

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.

Add Items to a Selection List

Convert a selection list to a purchase order.

  1. From a selection list, click ActionsCreate 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 Line items or Selected Line items to your purchase order.
  7. Check the box if you want to Import Bibs and Create Copies in the catalog.
  8. Click Submit.

Clone Selection List

  1. Click AcquisitionsMy 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.
  5. Click Clone.

Note

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.

Merge two or more selection lists into one selection list.

  1. Click AcquisitionsMy 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.

    1. This is the list to which the items on the other list(s) will be transferred.
  4. Click Merge.

Delete Selection List

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

Note

You must delete all line items from a selection list before you can delete the list.

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