Staff Client Help v7.3 - v8.0
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<h1><a name="XREF_49831_Add_a_new"></a>Add a New Selection List Line by Copying a Line Item</h1>
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<p><a name="kanchor3848"></a><a name="IX_adding_lines_on_same_list"></a><a name="kanchor3849"></a><a name="IX_adding_by_copying_lines"></a>After you have added the first selection list line item, you can copy the data to create a new selection list line item. To create a new selection list line item by copying an existing one:</p>
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<p class="NoteShade"><b>Tip:<br /></b>Press <b>CTRL+N </b>to copy the segment data.</p>
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<ol>
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<li value="1">Open the Selection List Line Item workform.</li>
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<li value="2">Select <b>File </b>><b> New</b>, or click the down arrow next to the file icon<b> </b><img alt="newicon.gif" style="width: 31;height: 18;" id="image6" src="newicon_31x18.gif" class="imginline" />, and select one of the following options:</li>
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<ul type="disc">
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<li><b>Copy Segment Data</b> - Copies the distribution information (destination, collection, and fund), but not the bibliographic information. If the <b>Retain material type when copying line item segment data</b> profile is set to <b>Yes</b>, the material type is also copied to the new selection list line item.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Acquisitions_Admin/PDKacquire/Retain_material_type_in_copied_line_items.htm#XREF_38754_Specify_whether_to">Retain material type in copied line items</a>.</MadCap:conditionalText></li>
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<li><b>Clear Workform</b> - Creates a new blank selection list line item with no bibliographic information. If defaults are set in the <b>Selection list line item defaults</b> profile in Polaris Administration, the default supplier appears in the <b>Supplier</b> field. In addition, one selection list line item segment is created automatically with the default destination, collection, and fund. If defaults are not set in the profile, these fields are blank.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Acquisitions_Admin/PDKacquire/Specify_defaults_for_selection_list_line_items.htm#XREF_82111_Specify_defaults">Specify defaults for selection list line items</a>.</MadCap:conditionalText></li>
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<li><b>Copy Workform</b> - Copies all the bibliographic and distribution information, including all segments, to the new selection list line item. If there is a linked bibliographic record, the link is also copied to the new selection list line item.</li>
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</ul>
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<p class="NoteShade"><b>Important:<br /></b>When you select <b>Copy Workform</b> and click <b>Find </b>to search for another bibliographic record, the search is based on the ISBN currently in the ISBN box on the new line item. To search for a new bibliographic record, select (highlight) the existing ISBN and type a new ISBN in the box before clicking <b>Find</b>.</p>
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<ol start="3">
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<li value="3">Enter additional information to complete the new selection list line item. See <a href="Add_titles_to_a_selection_list_one_at_a_time.htm#XREF_53207_Add_titles_to_a">Add titles to a selection list one at a time</a>.</li>
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<li value="4">Select <b>File </b>><b> Save</b>.</li>
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</ol>
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<p class="indent2">The selection list line item is copied to the existing selection list, the decision is set to <b>Consider</b>, and the status date is set to the current date.</p>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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<h1><a name="XREF_53207_Add_titles_to_a"></a>Add titles to a selection list one at a time</h1>
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<p><a name="kanchor641"></a><a name="IX_searching_for_a_title"></a><a name="kanchor642"></a><a name="IX_adding_titles_using_Z39"></a><a name="kanchor643"></a><a name="IX_adding_titles_to"></a>You can add a title to a selection list whether or not the bibliographic record is in the Polaris database. If the bibliographic record is in the database, you link to it in the Selection List Line Item workform. If the bibliographic record is not in the Polaris database, you can search a remote database for the title or enter the title information manually. <a name="CSH_6"></a></p>
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<p>To add titles to a selection list:</p>
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<p class="NoteShade"><b>Note:<br /></b>In the Polaris Administration profile <b>Selection List Line Item Defaults</b>, you can set up defaults for the supplier, destination, collection, and fund so they fill in automatically when you create a new selection list line item. See<MadCap:conditionalText data-mc-conditions="Primary.Online"> <a href="../../Acquisitions_Admin/PDKacquire/Specify_defaults_for_selection_list_line_items.htm#XREF_82111_Specify_defaults">Specify defaults for selection list line items</a>.</MadCap:conditionalText></p>
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<p class="NoteShade"><b>Tip:<br /></b>You can also add titles in bulk from a record set to a selection list (see <a href="Bulk_add_titles_to_an_existing_selection_list.htm#XREF_30626_Bulk_add_titles_to">Bulk add titles to an existing selection list</a>).</p>
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<ol>
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<li value="1"><a name="kanchor644"></a><a name="IX_adding_to_a_selection_1"></a><a name="kanchor645"></a><a name="IX_adding_titles_line_items"></a><a name="kanchor646"></a><a name="IX_adding_to_a_selection"></a>Create the selection list following the instructions in <a href="Creating_Selection_Lists.htm#XREF_35218_Creating_Selection">Creating Selection Lists</a>, or open an existing selection list.</li>
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<li value="2">Click <b>New</b> on the Selection List workform line items toolbar, or press <b>Ctrl+I</b>.</li>
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<p>The Selection List Line Item workform appears.</p>
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<p>
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<img pstyle="width: 318.042pt;height: 225.958pt;margin-bottom: 0.000pt;" src="SelectionListLINew.gif" alt="" /> </p>
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<li value="3">Do one of the following actions to enter the title information:</li>
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<ol style="list-style-type: lower-alpha;">
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<li value="1">Link to a bibliographic record in the Polaris database:</li>
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</ol>
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<ul type="disc">
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<li>If you know the ISBN for the title, type it in the ISBN/ISSN box, and press <b>ENTER</b>. If only one exact match for the ISBN is found in the Polaris database, the bibliographic information for that title is automatically filled in. The <span class="mc-variable III_Variables.Find_Tool variable">Find Tool</span> opens if an exact match is not found, or if multiple records have the same ISBN.</li>
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<li>
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<p class="FM_Bullet"><a name="kanchor647"></a><a name="IX_multiple_ISBNs_1"></a><a name="kanchor648"></a><a name="IX_multiple_for_selection"></a>If you do not know the ISBN for the title, click <b>Find</b> and use the <span class="mc-variable III_Variables.Find_Tool variable">Find Tool</span> to search for and select the title. If the bibliographic record contains multiple ISBNs in the 020 tag or 024 tag indicator 3, they appear in a drop list in the ISBN box. Select the appropriate ISBN from the list.</p>
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</li>
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</ul><a name="kanchor649"></a><a name="IX_entering_UPC_or_other"></a><a name="kanchor650"></a><a name="IX_entering_for_a_selection"></a>
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<p class="NoteShade"><a name="kanchor651"></a><a name="IX_identifying_non_print"></a><b>Note:<br /></b>The <b>Other number</b> box is used for the UPC or other identifier for non-print materials. The <b>Other number</b> box is filled in if the linked bibliographic record has a number in the 024$a, 028$a, or 037$a.</p>
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<ol style="list-style-type: lower-alpha;">
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<li value="2">Enter bibliographic information for a title not in the Polaris database:</li>
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</ol>
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<p class="NoteShade"><b>Tip:<br /></b>When you enter bibliographic information for a title that is not in the Polaris database, the bibliographic record is not saved in the database until the selection list line item is copied to a purchase order.</p>
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<ul type="disc">
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<li>
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<p class="FM_Bullet">Type the title, ISBN, and other bibliographic information on the Selection List Line Item workform - General view. If the title is for non-print material, type the UPC (or other identifier) in the <b>Other number</b> box.</p>
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</li>
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<li>
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<p class="FM_Bullet">Select <b>View</b> > <b>Additional Description</b> and enter the author, publisher, edition, publication date, LCCN, series title and number (if applicable), reviews or summaries, and notes on the Additional Description view. Type a number in the <b>Miscellaneous identifier</b> box to identify the library that requested the title, or to add another identifier.</p>
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</li>
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</ul>
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<p class="NoteShade"><b>Tip:<br /></b>To do a Z39.50 search for a title from the Selection List Line Item workform, you must have the Acquisitions permission<b> Create a bib record from acquisitions and serials: Allow</b> and the Cataloging permission <b>Bibliographic records: Create</b>.</p>
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<ol style="list-style-type: lower-alpha;">
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<li value="3">Do a Z39.50 search of remote databases for a title not in the Polaris database, and copy it to the local database:</li>
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</ol>
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<ul type="disc">
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<li>
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<p class="FM_Bullet">Click <b>Find</b>, and type the title, ISBN, author, subject or other information for the remote search in the <span class="mc-variable III_Variables.Find_Tool variable">Find Tool</span> General tab.</p>
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</li>
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<li>
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<p class="FM_Bullet">Click the <b>Databases</b> tab, and select the remote databases to search.</p>
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</li>
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<li>
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<p class="FM_Bullet">Click <b>Search</b>, and select the bibliographic record in the search results. The title information appears in the Selection List Line Item workform, and a provisional bibliographic record is saved in the Polaris database.</p>
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</li>
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</ul>
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<li value="4">Select the material type in the <b>Material type</b> box.</li>
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<li value="5">If the unit price is not automatically filled in, type the price in the <b>Unit price</b> box.</li>
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<li value="6">To alert staff to this selection list line item, select the <b>Alert </b>box. When the selection list line item is copied to a purchase order, the <b>Alert</b> box is checked automatically on the Purchase Order Line Item workform if it is checked on the Selection List Line Item workform.</li>
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<li value="7"><a name="kanchor652"></a><a name="IX_selecting_suppliers"></a><a name="kanchor653"></a><a name="IX_selecting_for_selection"></a>(Optional) To select a supplier for the selection list line item, click <b>Find</b> next to the <b>Supplier</b> box, and use the Find Tool to search for and select the supplier.</li>
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<li value="8"><a name="kanchor654"></a><a name="IX_searching_for_selection"></a><a name="kanchor655"></a><a name="IX_entering_notes"></a><a name="kanchor656"></a><a name="IX_searching_by_notes"></a>(Optional) To enter notes for a selection list line item, select <b>View</b> > <b>Additional Description</b> and type notes in the fields on the Additional Description view.</li>
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<p class="NoteShade"><b>Note:<br /></b>If you enter a note for a selection list line item, the note appears in the <b>Non-public note</b> field in the Purchase Order Line Item workform when you copy the selection list line item to a purchase order. The note is also copied to the purchase order line item workslip. If item records are created when the purchase order is released, the notes are copied to the <b>Non-public note</b> box in the Item Record workform. When you do an exact search for a selection list line item using notes, type an asterisk (*) before the search term to indicate that something may come before it.</p>
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<li value="9">Enter the distribution data for the selection list line item. See <a href="Enter_or_change_selection_list_line_item_segments.htm#XREF_29464_Enter_or_change">Enter or change selection list line item segments</a>.</li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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<h1><a name="XREF_26093_Approve_multiple"></a>Approve Multiple Selection List Line Items</h1>
|
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<p><a name="kanchor5872"></a><a name="IX_changing_the_decision"></a><a name="kanchor5873"></a><a name="IX_approving_titles_for"></a>When you add a line item (title) to a selection list, the decision (status) that appears in the Decision column is <b>Consider</b>. If you have the Acquisitions permission <b>Selection Lists: Approve/Reject</b>, you can approve multiple selection list line items at once, or change the decision on individual selection list line items. Once selection list line items are approved, they can be copied to a purchase order.</p>
|
||||
<p>To approve multiple selection list lines at once:</p>
|
||||
<ol>
|
||||
<li value="1">Open the Selection List workform.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip</b>: <img alt="SelListApprbn.gif" style="margin-bottom: 0.000pt;width: 30;height: 29;" id="image8" src="SelListApprbn_30x29.gif" /><br />Click to approve multiple lines.</p>
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<ol data-mc-continue="true">
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<li value="2">Select <b>Tools </b>><b> Approve</b>.</li>
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</ol>
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<p class="indent2">The Approve Selection List dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
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||||
<li value="3">Select the decision checkbox for each decision status to change to <b>Approved</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Example:<br /></b>If you choose <b>Consider</b>, the Decision changes to <b>Approved</b> for all lines that previously had <b>Consider</b> in the Decision column.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Click <b>OK</b> to submit your settings.</li>
|
||||
</ol>
|
||||
<p class="indent2">The decision is changed to <b>Approved</b> for all selection list lines that previously had a decision matching the one you chose.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To change the decision status for individual lines (titles), see <a href="Modify_the_decision_on_selection_list_line_items.htm#XREF_14354_Modify_the">Modify the decision on selection list line items</a>.</p>
|
||||
<h4>Related Information</h4>
|
||||
<p><a href="Copy_selection_list_lines_to_a_purchase_order.htm#XREF_83173_Copy_selection">Copy selection list lines to a purchase order</a>
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<h1><a name="XREF_30626_Bulk_add_titles_to"></a>Bulk add titles to an existing selection list</h1>
|
||||
<p class="KeepWithNext"><a name="kanchor5850"></a><a name="IX_bulk_adding_titles_to"></a><a name="kanchor5851"></a><a name="IX_titles_to_existing"></a>To add multiple titles at once to an existing selection list:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Provisional records cannot be bulk added to purchase orders or selection lists. If you import bibliographic records to use in Acquisitions, select <b>Save as final</b>. See<MadCap:conditionalText data-mc-conditions="Primary.Online"> <a href="../../Cataloging/PKimport/Importing_Records.htm#XREF_93409_Importing_Records">Importing Records</a>.</MadCap:conditionalText></p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Select<b> Type</b> in the <b>Limit by</b> box and <b>Bibliographic</b> in the <b>Value</b> box to search for bibliographic record sets.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Cataloging</b> > <b>Record Sets</b> from the Polaris Shortcut Bar, and use the <span class="mc-variable III_Variables.Find_Tool variable">Find Tool</span> to search for and select the bibliographic record set.</li>
|
||||
<p>The Bibliographic Record set workform opens.</p>
|
||||
<li value="2">Select <b>Tools</b> > <b>Add all records to Existing Selection List</b>, or select specific records in the list, and select <b>Tools</b> > <b>Add selected records to Existing Selection List</b>.</li>
|
||||
<li value="3"><a name="kanchor5852"></a><a name="IX_record_sets_in_Find_Tool"></a><b>Tip:<br /></b>You can also search for the record set, select it in the <span class="mc-variable III_Variables.Find_Tool variable">Find Tool</span> results, right-click and select <b>Add to Selection List</b> > <b>Existing</b> from the context menu.</li>
|
||||
<li value="4">Use the <span class="mc-variable III_Variables.Find_Tool variable">Find Tool</span> to search for and select the existing selection list.</li>
|
||||
<p>The Add to Existing Selection List dialog box appears.</p>
|
||||
<li value="5"><a name="kanchor5853"></a><a name="IX_filtering_branches_for_1"></a><a name="kanchor5854"></a><a name="IX_filtering_branches_1"></a><b>Important:<br /></b>If the Polaris Administration Acquisitions profile <b>Filter branches in line item segments</b> profile is set to <b>Yes</b>, and the 970 has a subfield $l (branch abbreviation) with the same parent library as the <b>Library</b> on the selection list, the 970 tag is used to create a segment on the selection list line item. If the profile is set to <b>Yes</b> and the branch abbreviation in a 970 tag does not have the same parent library as the <b>Library</b> on the selection list, it will not be used to create a segment on the selection list.</li>
|
||||
<p>
|
||||
<img pstyle="width: 148.273pt;height: 141.073pt;margin-bottom: 0.000pt;" src="bulkaddextsel.gif" alt="" />
|
||||
</p>
|
||||
<li value="6">If the Line Default Data fields are not complete, enter the information. See <a href="Create_a_selection_list_by_bulk_adding_titles.htm#XREF_94615_Create_a_selection">Create a selection list by bulk adding titles</a>.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul>
|
||||
<li><a href="../PAorder/Creating_Purchase_Orders.htm#XREF_80666_Create_a_purchase">Creating Purchase Orders</a>
|
||||
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<h1><a name="XREF_58883_Check_a_selection"></a>Check a Selection List for Duplicates and Print a Report</h1>
|
||||
<p>You can check the entire selection list for duplicate line items or segments, or you can check an individual line item for duplicate segments. After checking for duplicates, you can print the Selection List Duplicates from the Selection List workform. To check for duplicate selection list line items or segments and print the report:</p>
|
||||
<ol>
|
||||
<li value="1"><a name="kanchor4405"></a><a name="IX_checking_for_duplicates_2"></a><a name="kanchor4406"></a><a name="IX_checking_selection_lists"></a>Open the Selection List workform.</li>
|
||||
<li value="2">Do one of the following steps:<ul type="disc"><li>To check all selection list line items for duplicates, select <b>Tools </b>><b> Check Duplicates</b>, click <img src="Checkdupbn_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> on the top toolbar, or press <b>Ctrl+U</b>.</li><li>To check a single selection list line item for duplicates, select the line item in the list, right-click and select <b>Check Duplicates</b> on the context menu, or click <img src="Checkdupbn_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> on the toolbar directly above the list of selection list line items.</li></ul></li>
|
||||
<p>A message lists any duplicates that were found.</p>
|
||||
<li value="3"><a name="kanchor4407"></a><a name="IX_printing_5"></a>If the duplicates message appears, click <b>OK</b> to print the report or click <b>Cancel</b> to close the message box without printing the report.</li>
|
||||
<p>If you click <b>OK, </b>the Selection List Duplicates report appears in Adobe Reader. The report lists duplicate segments (the same title for the same destination, and collection) within a selection list or on another selection list. It also shows duplicate line items (titles) and segments on pending purchase orders, and duplicate bibliographic records.</p>
|
||||
<li value="4">To print the Selection List Duplicates report, select <b>File </b>><b> Print</b> on the Adobe Reader toolbar.</li>
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<h1><a name="XREF_97012_Close_or_reopen_a"></a>Close or Reopen a Selection List</h1>
|
||||
<p><a name="kanchor4924"></a><a name="IX_changing_a_selection_list"></a><a name="kanchor4925"></a><a name="IX_changing_the_status"></a><a name="kanchor4926"></a><a name="IX_opening_a_closed"></a><a name="kanchor4927"></a><a name="IX_closing"></a>If you have the permission to modify selection lists, you can change the selection list’s status from <b>Open</b> to <b>Closed</b> or <b>Closed</b> to <b>Open</b>. When you close a selection list, no selection list line items can be added or modified, the selection list cannot be merged with another selection list, and it cannot be copied to a purchase order. </p>
|
||||
<p>You might want to close a selection list when you are finished adding all the titles to it, and you do not want other selectors to add to the selection list. Then, when you are ready to copy the titles to a purchase order, you could change the status back to <b>Open</b>.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>To find selection lists with a certain status, select <b>Status</b> in the <b>Limit by </b>box on the <span class="mc-variable III_Variables.Find_Tool variable">Find Tool</span> and then select <b>Open</b> or <b>Closed </b>in the <b>Value</b> box.</p>
|
||||
<p>To change a selection list’s status:</p>
|
||||
<ol>
|
||||
<li value="1">Open the Selection List workform.</li>
|
||||
<li value="2">On the Selection List workform, select <b>Closed</b> or <b>Open</b> in the <b>Status</b> box.</li>
|
||||
<li value="3">Save the selection list.</li>
|
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<h1><a name="XREF_67552_Copy_a_single"></a>Copy a single selection list line to a PO</h1>
|
||||
<p><a name="kanchor4459"></a><a name="IX_copying_a_single_line_to"></a>You can copy a single selection list line item from the Selection List Line Item workform or from the Find Tool. </p>
|
||||
<p>To copy a selection list line to a purchase order.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>The selection list line must contain a unit price and fund data before it can be copied to a purchase order. See <a href="Add_titles_to_a_selection_list_one_at_a_time.htm#XREF_53207_Add_titles_to_a">Add titles to a selection list one at a time</a>.</p>
|
||||
<li>Use the Find Tool to search for a selection list line item for the title to copy to the purchase order.</li>
|
||||
<p>The selection list line item appears in the Find Tool results list.</p>
|
||||
<p class="KeepWithNext">Do one of the following steps:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
Right-click the selection list line item in the Find Tool results list, and select <b>Copy To</b> from the context menu.
|
||||
</li>
|
||||
<li>
|
||||
Double-click the selection list line item in the Find Tool results list to open the selection list line item in the Selection List Line Item workform, and select <b>Tools </b>><b> Copy to Purchase Order</b> from the menu.
|
||||
</li>
|
||||
</ul>
|
||||
<p>The Copy Lines To dialog box appears.</p>
|
||||
<p>
|
||||
<img style="margin-bottom: 0.000pt;width: 166;height: 96;" src="CopyLinesTodx_166x96.gif" alt="" />
|
||||
</p>
|
||||
<p class="KeepWithNext">Choose one of the following options:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
To copy the line to a new purchase order, select the <b>New </b>checkbox. </li>
|
||||
<li>
|
||||
To copy the line to an existing purchase order, click <b>Find</b> to search for and select the purchase order, or type the purchase order’s number or name in the <b>Destination</b> box.
|
||||
</li>
|
||||
</ul>
|
||||
<li>Click <b>OK</b> on the Copy Lines To dialog box.</li>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
If you are copying to an existing purchase order, skip the next step.
|
||||
</li>
|
||||
<li>
|
||||
If you are copying to a new purchase order, the New Purchase Order dialog box appears. Go to the next step.
|
||||
</li>
|
||||
</ul>
|
||||
<p>
|
||||
<img style="margin-bottom: 0.000pt;width: 210;height: 118;" src="NewPOcopysingleSLLI_210x118.gif" alt="" />
|
||||
</p>
|
||||
<li>To copy the selection list line to a new purchase order, type a number and suffix for the purchase order in the <b>PO number</b> and <b>Suffix</b> boxes. You can also select a different owner, order type, payment type, and supplier. Then, click <b>OK</b>.</li>
|
||||
<p>A message asks you to confirm that you want to copy the selection list line.</p>
|
||||
<li>Click <b>OK</b> to confirm that you want to copy the selection list line.</li>
|
||||
<p>Polaris performs duplicate detection against other selection lists and other purchase orders.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
If there are no duplicates, the selection list line is copied to the purchase order you specified.
|
||||
</li>
|
||||
<li>
|
||||
If there are duplicate lines in another selection list or purchase order, a message asks if you want to print the duplicates report.
|
||||
</li>
|
||||
</ul>
|
||||
<li>If a message informs you that a duplicate was found, and you want to print the report, click <b>Yes</b>.</li>
|
||||
<p>The Selection List Duplicates report appears in Adobe Reader. For more information on the Selection List Duplicates Report, see <a href="Check_a_selection_list_for_duplicates_and_print_a_report.htm#XREF_58883_Check_a_selection">Check a selection list for duplicates and print a report</a>.</p>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><a name="kanchor4460"></a><a name="IX_copying_without_linked_1"></a><span class="FM_BulletHead">Copying a manually-entered selection list line item </span>- If the selection list line item was created manually by typing the information in the General and Additional Description views of the Selection List Line Item workform, it is not linked to a bibliographic record. However, when you copy the selection list line item to a purchase order, a brief bibliographic record is created. A message asks if you want to display the title in the PAC. Click <b>Yes</b> to allow the bibliographic record to display in the PAC, or <b>No</b> if you do not want the record to display.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can select <b>No</b> and later opt to display the records in the PAC when you release the purchase order.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Copying a selection list line item with a title from a Z39.50 search</span> - If you added a line item’s bibliographic information by searching a remote database for the title, the linked bibliographic record has a status of Provisional. When the selection list line item is copied to a purchase order, the status of the linked bibliographic record changes to Final.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Notes in the selection list line item </span>- If there are notes in the <b>Note</b> box on the Additional Description view of the Selection List Line Item workform, they are copied to the <b>Non-public notes</b> box on the Purchase Order Line Item workform.</p>
|
||||
</li>
|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_53067_Copy_selection"></a>Copy a Single Selection List Line to Another Selection List</h1>
|
||||
<p><a name="kanchor2547"></a><a name="IX_copying_individual_lines"></a>You can copy a single selection list line to another selection list from the Find Tool or from the Selection List Line Item workform. To copy a single selection list line item to an existing selection list:</p>
|
||||
<ol>
|
||||
<li value="1">Find the selection list line item you want to copy to another selection list:</li>
|
||||
</ol>
|
||||
<p class="indent2">The selection list line item appears in the Find Tool results list.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Copy the selection list line item displayed in the Find Tool results list by one of these methods:<ul type="disc"><li>Right-click the selection list line item, and select <b>Copy To</b> > <b>Selection List</b> from the context menu.</li><li>Double-click the selection list line item to open the Selection List Line Item workform, and select <b>Tools </b>><b> Copy to Selection List</b>, or click <img src="copytoSL_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" />.</li></ul></li>
|
||||
</ol>
|
||||
<p class="indent2">The Find Tool appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Use the Find Tool to search for the selection list to which you want to copy the selection list line item.</li>
|
||||
</ol>
|
||||
<p class="indent2">The selection list appears in the Find Tool results list.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Double-click the selection list in the Find Tool results list.</li>
|
||||
</ol>
|
||||
<p class="indent2">The selection list line item is copied to the selection list you chose.</p>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_83173_Copy_selection"></a>Copy selection list lines to a purchase order</h1>
|
||||
<p><a name="kanchor5268"></a><a name="IX_copying_selection_list"></a><a name="kanchor5269"></a><a name="IX_adding_lines_to_purchase"></a><a name="kanchor5270"></a><a name="IX_copying_to_purchase"></a>You can select specific line items to copy or you can select line items by their decision status. Even if a selection list line item was previously copied to a purchase order and has the status Processed, it can still be copied to another purchase order. The processed date is updated each time a selection list line item is copied to a purchase order.</p>
|
||||
<p>To copy one or more selection list lines to a purchase order:</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>The selection list line must contain a unit price, location, and fund data before it can be copied to a purchase order.</p>
|
||||
<ol>
|
||||
<li value="1">Open the Selection List workform.</li>
|
||||
<p>
|
||||
<img style="margin-bottom: 0.000pt;width: 448;height: 314;" src="SelList_448x314.gif" alt="" />
|
||||
</p>
|
||||
<li value="2">Use one of the following methods to copy the selection list line items:</li>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>To keep your place in the list and retain your sort order, select <span style="font-weight: bold;">Edit </span>><span style="font-weight: bold;"> Lock List View</span> or click <img src="locklisticon_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" />. Click <img src="refreslstvwbtn_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> to refresh the list.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">To copy all lines or all lines with a specific decision status (for example, all approved selection list lines), select <b>Tools </b>><b> Copy to Purchase Order</b> from the Selection List menu bar, click <img src="copytoPO_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> on the top toolbar, or press <b>Ctrl+Y</b>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p>The Copy To Purchase Order dialog box appears.</p>
|
||||
<p>
|
||||
<img src="copytoPOdx.gif" alt="" /> </p>
|
||||
<li value="3">Click <b>OK</b> to copy all the selection list line items. To exclude selection list line items that have a certain decision status, uncheck the decision box.</li>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">To copy specific lines, select the lines listed in the Selection List workform, right-click, and select <b>Copy to Purchase Order</b> from the context menu, or click <img src="copytoPO_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> above the line items list.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p>The Copy Lines To dialog box appears.</p>
|
||||
<img style="margin-bottom: 0.000pt;width: 166;height: 96;" src="CopyLinesTodx_166x96.gif" alt="" />
|
||||
<p class="NoteShade"><b>Note:<br /></b>Selection list line items with a status of Rejected are not copied to a purchase order. To copy rejected selection list line items, you can first change their decision status. See <a href="Modify_the_decision_on_selection_list_line_items.htm#XREF_14354_Modify_the">Modify the decision on selection list line items</a>.</p>
|
||||
<li value="4">Choose one of the following options:</li>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">To copy the lines to a new purchase order, select the <b>New</b> checkbox.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">To copy the lines to an existing purchase order, click <b>Find</b> to search for and select the purchase order, or type the purchase order’s number or name in the <b>Destination</b> box.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<li value="5">Click <b>OK</b> on the Copy Lines To dialog box.</li>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">If you are copying the selection list lines to an existing purchase order, a confirmation message appears. Click <b>OK</b>, and the lines are copied to the purchase order you selected. You can skip the next step.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">If you are copying to a new purchase order, the New Purchase Order dialog box appears.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<img style="width: 149.599pt;height: 84.080pt;margin-bottom: 0.000pt;" src="NewPOcopyto.gif" alt="" />
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If the <b>Alert</b> box is checked on a selection list line item, the <b>Alert</b> box is checked on the corresponding purchase order line item. If there are notes in a selection list line item, they are copied to the <b>Non-public note</b> field in the purchase order line item.</p>
|
||||
<li value="6">If the New Purchase Order dialog box appears, type the purchase order number and suffix, and click <b>Find</b> to search for and select the supplier. You can also select a different owner, order type and payment method. Then, click <b>OK </b>on the New Purchase Order dialog box.</li>
|
||||
<li value="7">The line items are copied to the purchase order unless the line item has a status of Rejected. All the information in each selection list line item is copied to the corresponding purchase order line item.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><a name="kanchor5271"></a><a name="IX_copying_without_linked"></a><span class="FM_BulletHead">Copying a manually-entered selection list line item </span>- If you created the selection list line item by typing the information in the Selection List Line Item workform, it is not linked to a bibliographic record. When you copy the selection list line item to a purchase order, a brief bibliographic record is created and a message asks if you want any records created during the copy process to display in the PAC. Click <b>Yes</b> to allow the brief bibliographic record to display in the PAC, or <b>No</b> if you do not want the record to display. You can select <b>No</b> and later opt to display the records in the PAC when you release the purchase order. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a name="kanchor5272"></a><a name="IX_copying_titles_from"></a><a name="kanchor5273"></a><a name="IX_copying_selection_list_1"></a><span class="FM_BulletHead">Copying a selection list line item with a title from a Z39.50 search</span> - If you added a line item’s bibliographic information by searching a remote database for the title, the linked bibliographic record has a status of Provisional. When the selection list line item is copied to a purchase order, the status of the linked bibliographic record changes to Final.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Duplicate selection list line items</span> - Duplicate detection runs automatically when you copy selection list lines to a purchase order. If a duplicate message appears, and you want to print the duplicate report, click <b>Yes</b>. See <a href="Check_a_selection_list_for_duplicates_and_print_a_report.htm#XREF_58883_Check_a_selection">Check a selection list for duplicates and print a report</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a name="kanchor5274"></a><a name="IX_copying_notes_to"></a><span class="FM_BulletHead">Notes in the selection list line item</span> - If there are notes in the <b>Note</b> box on the Additional Description view of the Selection List Line Item workform, they are copied to the <b>Non-public notes</b> box on the Purchase Order Line Item workform.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Selection list line item segment funds and purchase order payment method </span>- If the selection list line item segments funds have a fund type of Deposit Account, the payment method on the purchase order is Depository Agreement. If the selection list line item segments have a fund type of Regular or Donation, the payment method on the purchase order is Purchase. If the selection list line segments have a mixture of Deposit Account, and Regular or Donation fund types, an error message appears.</p>
|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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<h1><a name="XREF_48034_Copy_selection"></a>Copy Selection List Lines to Another Selection List</h1>
|
||||
<p><a name="kanchor204"></a><a name="IX_adding_to_other_lists"></a><a name="kanchor205"></a><a name="IX_copying_to_another"></a>You can copy one or more selection list lines with any status to another existing selection list. When a selection list line item is copied to another selection list, the status changes back to Consider. To copy one or more selection list lines to another selection list:</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can also search for a specific selection list line item from the Find Tool, and copy it to another selection list.</p>
|
||||
<ol>
|
||||
<li value="1">Open the Selection List workform containing the title or titles that you want to copy to another selection list.</li>
|
||||
<li value="2">Do one of the following tasks:<ul><li>To copy all the selection list line items, select <b>Tools </b>><b> Copy to Selection List</b> from the workform menu, click <img src="copytoSL_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> on the top toolbar, or press <b>Ctrl+L</b>.</li></ul></li>
|
||||
</ol>
|
||||
<p class="indent4">The Copy To Selection List dialog box appears with all the decision statuses selected. Click <b>OK</b> to copy all the selection list line items. To exclude selection list line items that have a certain decision status, uncheck the appropriate decision box.</p>
|
||||
<blockquote>
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<ul type="disc">
|
||||
<li>To copy specific selection list line items, highlight them in the list, right-click, and select <b>Copy lines to selection list</b> from the context menu, or click <img src="copytoSL_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> on the toolbar directly above the list.</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<p class="indent4">The Find Tool appears with <b>Selection List</b> in the <b>Object </b>box, <b>Status</b> in the <b>Limit by </b>box, and a status of <b>Open</b>. The results are limited by a status of open because you can copy selection list line items to an open selection list.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Search for and select the destination selection list.</li>
|
||||
</ol>
|
||||
<p class="indent2">The lines are copied to the selection list.</p>
|
||||
</div>
|
||||
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|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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<h1><a name="XREF_61734_Copying_Selection"></a>Copying Selection List Lines</h1>
|
||||
<p>You can copy selection list lines to another selection list or to a purchase order from the Selection List workform, the Selection List Line Item workform, or the Find Tool results list.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Copy_selection_list_lines_to_another_selection_list.htm#XREF_48034_Copy_selection">Copy selection list lines to another selection list</a>
|
||||
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|
||||
<li><a href="Copy_a_single_selection_list_line_to_another_selection_list.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Copy a Single Selection List Line to Another Selection List</span></a>
|
||||
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|
||||
<li><a href="Copy_selection_list_lines_to_a_purchase_order.htm#XREF_83173_Copy_selection">Copy selection list lines to a purchase order</a>
|
||||
</li>
|
||||
<li><a href="Copy_a_single_selection_list_line_to_a_PO.htm#XREF_67552_Copy_a_single">Copy a single selection list line to a PO</a>
|
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|
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<h1><a name="XREF_69565_Create_a_new"></a>Create a New Selection List by Copying a Selection List</h1>
|
||||
<p>To create a new selection list by copying an existing selection list:</p>
|
||||
<ol>
|
||||
<li value="1">Open the Selection List workform.</li>
|
||||
<li value="2">Select <b>File </b>><b> New </b>on the Selection List workform menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">The New Selection List dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select one of the following options on the New Selection List dialog box.<ul type="disc"><li><b>Copy workform</b> - This option copies the workform header information, the selection list name, the creator, and the library. The selection list line items are not copied to the new selection list.</li><li><b>Clear workform</b> - All the fields are cleared in the workform, and a new blank Selection List workform appears.</li></ul></li>
|
||||
<li value="4">Type a name for the new selection list.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<p><span class="FM_BulletHead">Rename a selection list</span> - You can rename an existing selection list and keep all the selection list line items. See <a href="Rename_a_selection_list.htm#XREF_74767_Rename_a_selection">Rename a selection list</a>.</p>
|
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<h1><a name="XREF_20429_Create_a_new"></a>Create a New Selection List from the Polaris Shortcut Bar</h1>
|
||||
<p>To create a new selection list from the Polaris Shortcut Bar:</p>
|
||||
<ol>
|
||||
<li value="1"><a name="kanchor3539"></a><a name="IX_creating_24"></a>On the Polaris Shortcut Bar select <b>File </b>><b> New</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The New dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">In the <b>Objects </b>box select <b>Selection List</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Selection List workform opens.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Type a name for the selection list in the <b>Name</b> box.</li>
|
||||
<li value="4">(Optional) To enter a description for the selection list, type it in the <b>Description</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><a name="kanchor3540"></a><a name="IX_searching_by_description"></a><b>Tip:<br /></b>You can search for the selection list by description. When you are searching for words in the description, use a wildcard character * both before and after the search term.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Select <b>File </b>><b> Save</b> to save the new selection list.</li>
|
||||
</ol>
|
||||
<p class="indent2">The selection list is saved with the name you typed in the <b>Name</b> box. You can use this name to search for the selection list.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Add titles to the selection list using one of the following methods:<ul type="disc"><li><a href="Bulk_add_titles_to_an_existing_selection_list.htm#XREF_30626_Bulk_add_titles_to">Bulk add titles to an existing selection list</a></li><li><a href="Add_titles_to_a_selection_list_one_at_a_time.htm#XREF_53207_Add_titles_to_a">Add titles to a selection list one at a time</a></li><li><a href="Copy_selection_list_lines_to_another_selection_list.htm#XREF_48034_Copy_selection">Copy selection list lines to another selection list</a></li></ul></li>
|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
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<div>
|
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<p align="center">
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<h1><a name="XREF_94615_Create_a_selection"></a>Create a Selection List by Bulk-Adding Titles</h1>
|
||||
<p>To bulk-add titles from a record set to a selection list, the bibliographic records must include 970 tags. For more information, see <a href="../PAorder/Importing_and_Ordering_Processes.htm#XREF_55207_The_Bulk_Add">The Bulk Add Process</a>.</p>
|
||||
<p><a name="kanchor5391"></a><a name="IX_creating_selection_lists"></a><a name="kanchor5392"></a><a name="IX_bulk_adding_titles_to_new"></a><a name="kanchor5393"></a><a name="IX_titles_to_new_selection"></a>To create a selection list from a bibliographic record set:</p>
|
||||
<ol>
|
||||
<li value="1">On the <span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Shortcut Bar select <b>Cataloging</b> > <b>Record Sets</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The <span class="mc-variable III_Variables.Find_Tool variable">Find Tool</span> appears.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>To focus the search, select<b> Type</b> in the <b>Limit by</b> box and <b>Bibliographic</b> in the <b>Value</b> box.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Search for the bibliographic record set that contains the titles to bulk add.</li>
|
||||
</ol>
|
||||
<p class="indent2">The bibliographic record set appears in the <span class="mc-variable III_Variables.Find_Tool variable">Find Tool</span> results list.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Add the records in the record set to the new selection list using one of the following methods: <ul type="disc"><li>Select the record set in the <span class="mc-variable III_Variables.Find_Tool variable">Find Tool</span> results, right-click and select <b>Add to Selection List </b>><b> New</b> from the context menu.</li><li>Open the Bibliographic Record Set workform, and select <b>Tools</b> > <b>Add all records to New Selection List</b>. Or, select records in the list, and choose <b>Tools</b> > <b>Add selected records to New Selection List</b>.</li></ul></li>
|
||||
</ol>
|
||||
<p class="indent2">The Add to New Selection List dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Type a name for the selection list in the <b>List name</b> box.</li>
|
||||
<li value="5">Select a library in the <b>Library</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><a name="kanchor5394"></a><a name="IX_bulk_adding_to_selection"></a><a name="kanchor5395"></a><a name="IX_filtering_branches_for"></a><a name="kanchor5396"></a><a name="IX_filtering_in_bulk_add_to"></a><a name="kanchor5397"></a><a name="IX_filtering_branches"></a><b>Important:<br /></b>If the Polaris Administration Acquisitions profile <b>Filter branches in line item segments</b> profile is set to <b>Yes</b>, and the 970 has a subfield $l (branch abbreviation) with the same parent library as the <b>Library</b> on the selection list, the 970 tag is used to create a segment on the selection list line item. If the profile is set to <b>Yes</b> and the branch abbreviation in a 970 tag does not have the same parent library as the <b>Library</b> on the selection list, it will not be used to create a segment on the selection list.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>For information on defaults for selection lists,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../../Acquisitions_Admin/PDKacquire/Set_bulk_add_to_use_default_data_in_selection_lists.htm#XREF_60451_Set_bulk_add_to">Set bulk add to use default data in selection lists</a>.</MadCap:conditionalText> For more information about the bulk add process, see <a href="../PAorder/Importing_and_Ordering_Processes.htm#XREF_55207_The_Bulk_Add">The Bulk Add Process</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Change or set the following default values:</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li style="font-weight: bold;">Quantity</li>
|
||||
<li style="font-weight: bold;">Material type</li>
|
||||
<li style="font-weight: bold;">Destination</li>
|
||||
<li style="font-weight: bold;">Collection</li>
|
||||
<li style="font-weight: bold;">Fund</li>
|
||||
<li style="font-weight: bold;">Supplier</li>
|
||||
<p>Click <b>Find </b>to use the <span class="mc-variable III_Variables.Find_Tool variable">Find Tool</span> to search for and select the supplier.</p>
|
||||
</ul>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7"><a name="kanchor5398"></a><a name="IX_error_report"></a><a name="kanchor5399"></a><a name="IX_checking_bulk_add"></a>To change the error report name, type a new file path and name in the <b>File name</b> box, or click <b>Browse</b> and select the location. The report name has a date/time stamp.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The default directory for the file is set in Polaris Administration. See<MadCap:conditionalText data-mc-conditions="Primary.Online"> <a href="../../Acquisitions_Admin/PDKacquire/Setting_the_Acquisitions_Serials_Default_Directory.htm#XREF_23052_Setting_Up_the">Setting the Acquisitions/Serials Default Directory</a>.</MadCap:conditionalText></p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8">Click <b>OK</b> to start the bulk add process.</li>
|
||||
</ol>
|
||||
<p class="indent2">When the processing is complete a dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="9">Click <b>OK</b> to acknowledge the message that the processing completed successfully.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:<br /></b>The message also shows the location of the error report. Check the error report each time you bulk add records to a selection list. You can print the error report and refer to it while editing the selection list.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="10">Use the <span class="mc-variable III_Variables.Find_Tool variable">Find Tool</span> to search for the selection list created using bulk add, and double-click the selection list in the <span class="mc-variable III_Variables.Find_Tool variable">Find Tool</span> results list.</li>
|
||||
</ol>
|
||||
<p class="indent2">The selection list appears in the Selection List workform.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
||||
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|
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<h1><a name="XREF_35218_Creating_Selection"></a>Creating Selection Lists</h1>
|
||||
<p>You can create a new selection list by typing information in the Selection List workform and then adding titles individually, or by bulk adding titles from bibliographic record sets. You can also copy lines from an existing selection list to create a new selection list.</p>
|
||||
<p><a name="kanchor709"></a><a name="IX_bibliographic_records_to"></a><a name="kanchor710"></a><a name="IX_previewing"></a><a name="kanchor711"></a><a name="IX_viewing_circulation"></a><a name="kanchor712"></a><a name="IX_viewing_from_2"></a><a name="kanchor713"></a><a name="IX_viewing_from_1"></a>To help determine if additional copies of a title are needed for certain branches, you can review the title’s usage statistics using one of the following methods:</p>
|
||||
<ul type="disc">
|
||||
<li>Search for the bibliographic record with the Find Tool, select it in the results list, right-click and select <b>Preview</b> from the context menu.</li>
|
||||
<li>Open the bibliographic record set that contains the record, right-click, and select <b>Preview</b> from the context menu.</li>
|
||||
<li>Open the bibliographic record in the Bibliographic Record workform, and select <b>Tools </b>><b> Show Usage Statistics</b>.</li>
|
||||
</ul>
|
||||
<p>The window displays brief bibliographic information about the selected record, circulation statistics, popularity ranking, and linked item records by branch and collection. To see more of any part of the window, drag the panel edges.</p>
|
||||
<p>The popularity ranking is determined by the linked item records’ circulation and holds activity within the last four months:</p>
|
||||
<ul type="disc">
|
||||
<li>If no linked item records were circulated or held in the last four months, the popularity is <b>Low</b>.</li>
|
||||
<li>If at least one linked item was circulated <span class="FM_Emphasis">or</span> held within the last four months, the popularity ranking is <b>Medium</b>.</li>
|
||||
<li>If one or more linked item records were circulated <span class="FM_Emphasis">and</span> one or more linked item records were held, the popularity ranking is <b>High</b>.</li>
|
||||
</ul>
|
||||
<p><a name="kanchor714"></a><a name="IX_reports_to_analyze"></a>You can also generate circulation reports to help analyze where your library should focus its collection development. For example, the Turnover reports show how heavily a collection is used in relation to its size.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Polaris_Basics/PIreports/Circ_Reports.htm#Circulat">Circulation Reports</a>.</MadCap:conditionalText></p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Create_a_new_selection_list_from_the_Polaris_Shortcut_Bar.htm#XREF_20429_Create_a_new">Create a new selection list from the Polaris Shortcut Bar</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Create_a_new_selection_list_by_copying_a_selection_list.htm#XREF_69565_Create_a_new">Create a new selection list by copying a selection list</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Create_a_selection_list_by_bulk_adding_titles.htm#XREF_94615_Create_a_selection">Create a selection list by bulk adding titles</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Bulk_add_titles_to_an_existing_selection_list.htm#XREF_30626_Bulk_add_titles_to">Bulk add titles to an existing selection list</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Add_titles_to_a_selection_list_one_at_a_time.htm#XREF_53207_Add_titles_to_a">Add titles to a selection list one at a time</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Enter_or_change_selection_list_line_item_segments.htm#XREF_29464_Enter_or_change">Enter or change selection list line item segments</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Add_a_new_selection_list_line_by_copying_a_line_item.htm#XREF_49831_Add_a_new">Add a new selection list line by copying a line item</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Approve_multiple_selection_list_line_items.htm#XREF_26093_Approve_multiple">Approve multiple selection list line items</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Modify_the_decision_on_selection_list_line_items.htm#XREF_14354_Modify_the">Modify the decision on selection list line items</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Check_a_selection_list_for_duplicates_and_print_a_report.htm#XREF_58883_Check_a_selection">Check a selection list for duplicates and print a report</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Merge_selection_lists.htm#XREF_18946_Merge_selection">Merge selection lists</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Close_or_reopen_a_selection_list.htm#XREF_97012_Close_or_reopen_a">Close or reopen a selection list</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Rename_a_selection_list.htm#XREF_74767_Rename_a_selection">Rename a selection list</a>
|
||||
</p>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
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<h1><a name="XREF_85750_Delete_a_selection"></a>Delete a Selection List</h1>
|
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<p><a name="kanchor1717"></a><a name="IX_deleting_procedure_1"></a><a name="kanchor1718"></a><a name="IX_deleting_procedure"></a>To delete a selection list:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>File, Delete</b> or click Delete on the Selection List workform menu.</li>
|
||||
<li value="2">Open the selection list you want to delete.</li>
|
||||
<p>A message tells you that this deletes the selection list and all line items.</p>
|
||||
<li value="3">Click <b>Yes</b> to continue.</li>
|
||||
<p>Messages may appear if the selection list is linked to any purchase orders, or if any of the line items have a status of Approved.</p>
|
||||
<li value="4">If either message appears, click <b>OK</b> to continue deleting the selection list.</li>
|
||||
<p>The selection list and all selection list line items are deleted.</p>
|
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<h1><a name="XREF_57165_Delete_a_selection"></a>Delete a Selection List Line Item</h1>
|
||||
<p>You can delete selection list line items from the Find Tool, the Selection List Line Item workform, or the Selection List workform. To delete selection list line items:</p>
|
||||
<ol>
|
||||
<li value="1">Do one of the following:</li>
|
||||
</ol>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>When you search for selection lists, you can limit the search by status. For example, you could search for all selection list line items with a status of Rejected.</p>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li>From the Find Tool, search for the selection list line items, select them in the list, right-click, and select <b>Delete</b> from the context menu.</li>
|
||||
<li>From the Selection List workform, select the line items, right-click and select <b>Delete</b> from the context menu.</li>
|
||||
<li>From the Selection List Line Item workform, select <b>File </b>><b> Delete</b> to delete the selection list line item.</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">If a message tells you a line item is linked to a purchase order line item, click <b>Yes</b> to continue.</li>
|
||||
</ol>
|
||||
<p class="indent2">The selection list line item or items are deleted.</p>
|
||||
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|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_16084_Deleting_a"></a>Deleting Selection Lists or Selection List Lines</h1>
|
||||
<p><a name="kanchor3783"></a><a name="IX_deleting_18"></a><a name="kanchor3784"></a><a name="IX_deleting_17"></a><a name="kanchor3785"></a><a name="IX_deleting_overview_of_1"></a><a name="kanchor3786"></a><a name="IX_deleting_overview_of"></a>When you no longer need a selection list, and you have the library-level permission <b>Selection lists: Delete</b>, you can delete an entire selection list or specific line items. If you do not have this library-level permission, you cannot delete selection lists or selection list line items.</p>
|
||||
<p>A separate permission <b>Selection list line item segments: Create, modify, delete </b>is granted at the branch level and controls which branches’ selection list line item segments you can create, modify, or delete. If you have the <b>Selection list line item segments: Create, modify, delete</b> permission for the same branch as the branch in the <b>Destination</b> box on the selection list line item segment, you can delete the segment.</p>
|
||||
<p>For more information on these permissions, see<MadCap:conditionalText data-mc-conditions="Primary.Online"> <a href="../PDKacqref/Acquisitions_Workflow_Permissions.htm#XREF_65308_Select_Material">Select Material Permissions</a>.</MadCap:conditionalText></p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Delete_a_selection_list.htm#XREF_85750_Delete_a_selection">Delete a selection list</a>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><a href="Delete_a_selection_list_line_item.htm#XREF_57165_Delete_a_selection">Delete a selection list line item</a>
|
||||
</p>
|
||||
</li>
|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_29464_Enter_or_change"></a>Enter or change selection list line item segments</h1>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You must have permission to add or modify the selection list line item segment data for the destination branch. See<MadCap:conditionalText data-mc-conditions="Primary.Online"> <a href="../PDKacqref/Acquisitions_Workflow_Permissions.htm#XREF_65308_Select_Material">Select Material Permissions</a></MadCap:conditionalText> for the permissions required to use selection lists and selection list line item segments.</p>
|
||||
<p>To enter or change selection list line item segments:</p>
|
||||
<ol>
|
||||
<li value="1">Open the Selection List Line Item workform.</li>
|
||||
<li value="2">Click in the first blank selection list line item segment.</li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If defaults are set in the Polaris Administration profile <b>Selection List Line Item Defaults</b>, distribution information appears as soon as you add a selection list line item.</p>
|
||||
<li value="3">Type the number of copies of the title for the destination and collection in the <b>Quantity</b> box.</li>
|
||||
<li value="4">Select the branch in the <b>Destination</b> box.</li>
|
||||
<li value="5">Select the collection in the <b>Collection</b> box.</li>
|
||||
<li value="6">Select the fund in the <b>Fund</b> box.</li>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Multiple staff members can simultaneously enter or change segment data in the same selection list line item segment. The changes are saved in the order in which they are made.</p>
|
||||
<li value="7">Click in the next segment line to add the next segment’s data.</li>
|
||||
<li value="8">Select <b>File </b>><b> Save</b> to save the record.</li>
|
||||
</ol>
|
||||
<h4>Administration Settings That Affect Selection List Lines</h4>
|
||||
<p><a name="kanchor5160"></a><a name="IX_default_distribution"></a><a name="kanchor5161"></a><a name="IX_displaying_funds_for"></a>The following Polaris Administration Acquisitions/Serials profiles control the display of data in selection list line items:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><b>Selection list line item defaults</b>
|
||||
<MadCap:conditionalText data-mc-conditions="Primary.Online"> - See <a href="../../Acquisitions_Admin/PDKacquire/Specify_defaults_for_selection_list_line_items.htm#XREF_82111_Specify_defaults">Specify defaults for selection list line items</a>. </MadCap:conditionalText>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Filter branches in line item segments</b>
|
||||
<MadCap:conditionalText data-mc-conditions="Primary.Online"> - See <a href="../../Acquisitions_Admin/PDKacquire/Filter_destination_branch_lists_by_parent_library.htm#XREF_30628_Filter_destination">Filter destination branch lists by parent library</a>.</MadCap:conditionalText>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><b>Acq fund droplist setup</b>
|
||||
<MadCap:conditionalText data-mc-conditions="Primary.Online"> - See <a href="../../Acquisitions_Admin/PDKacquire/Specify_how_funds_are_displayed_in_Acquisitions.htm#XREF_47269_Specify_display_of">Specify how funds are displayed in Acquisitions</a>.</MadCap:conditionalText>
|
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<h1><a name="XREF_18946_Merge_selection"></a>Merge Selection Lists</h1>
|
||||
<p>When you merge selection lists, you copy all the titles from one selection list to another, and then delete the original selection list. The two selection lists must belong to the same library to be merged into one.</p>
|
||||
<p> To merge one selection list into another and delete the original selection list:</p>
|
||||
<ol>
|
||||
<li value="1"><a name="kanchor2406"></a><a name="IX_selection_lists"></a><a name="kanchor2407"></a><a name="IX_merging"></a>Open the Selection List workform.</li>
|
||||
<li value="2">Select<b> Tools </b>><b> Merge</b> from the menu bar.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Merge Selection Lists dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Click <b>Find</b> and use the Find Tool to search for and select the destination selection list.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The selection lists must belong to the same library. If you choose a selection list that belongs to a different library, an error message appears.</p>
|
||||
<p class="indent2">The selection list you searched for appears in the <b>Destination</b> box.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Click <b>OK</b> to accept the destination selection list.</li>
|
||||
</ol>
|
||||
<p class="indent2">A confirmation message appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Click <b>Yes</b> to confirm that you want to merge the selection lists.</li>
|
||||
</ol>
|
||||
<p class="indent2">All information is retained in the selection list line items, and they are moved to the destination selection list. The selection list you merged is deleted.</p>
|
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<h1><a name="XREF_14354_Modify_the"></a>Modify the decision on selection list line items</h1>
|
||||
<p>To change the decision for individual or multiple lines on a selection list:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can also change a single selection list line item’s decision status from the Selection List Line Item workform by selecting <b>Tools </b>><b> Modify decision</b>.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>To keep your place in the list and retain your sort order, select <span style="font-weight: bold;">Edit </span>><span style="font-weight: bold;"> Lock List View</span> or click <img alt="locklisticon.gif" style="margin-top: 1px;margin-bottom: 1px;width: 24;height: 18;" src="locklisticon_24x18.gif" class="imginline" />. When you update line items with the list view locked, the changes do not appear in the list view until you uncheck the Lock List View option or refresh the list. <span style="font-weight: bold;">List view locked</span> is displayed in the status bar when this option is on.<br />Click <img alt="refreslstvwbtn.gif" style="margin-top: 1px;margin-bottom: 1px;width: 23;height: 18;" src="refreslstvwbtn_23x18.gif" class="imginline" /> to refresh the list. After you refresh, your updates to the line items appear, and the list view is resorted.</p>
|
||||
<ol>
|
||||
<li value="1"><a name="kanchor726"></a><a name="IX_modifying_on_a_selection"></a><a name="kanchor727"></a><a name="IX_modifying_the_decision"></a>Open the Selection List workform.</li>
|
||||
<li value="2">Select the line items for which you want to modify the decision.</li>
|
||||
<li value="3">Right-click and select <b>Modify Decision </b>from the context menu, or click <img style="width: 28;height: 18;" src="ModifyDecIcon_28x18.gif" class="imginline" alt="" /> on the item toolbar above the line item list.</li>
|
||||
<p>A message asks if you want to modify the decision.</p>
|
||||
<li value="4">Click <b>OK</b> to confirm that you want to modify the decision.</li>
|
||||
<p>The Modify Decision dialog box appears.</p>
|
||||
<p>
|
||||
<img style="margin-bottom: 0.000pt;width: 147;height: 149;" src="ModifyDecisiondx_147x149.gif" alt="" />
|
||||
</p>
|
||||
<li value="5">Select the new decision for the selection list line items, and click <b>OK</b>.</li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You cannot change the decision status of a Processed selection list line item, but you can copy it to another existing selection list, which automatically changes its status back to Consider.</p>
|
||||
<li value="6">The decision is changed for the line item or items you selected.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note<br /></b>You can also approve multiple selection list line items at once. See <a href="Approve_multiple_selection_list_line_items.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Approve Multiple Selection List Line Items</span></a>.</p>
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<h1><a name="XREF_74767_Rename_a_selection"></a>Rename a Selection List</h1>
|
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<p>If you have the permission to modify selection lists, you can change the name of an existing selection list.</p>
|
||||
<p>To rename a selection list:</p>
|
||||
<ol>
|
||||
<li value="1">Use the <span class="mc-variable III_Variables.Find_Tool variable">Find Tool</span> to search for the selection list you want to rename.</li>
|
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<p>The selection list appears in the <span class="mc-variable III_Variables.Find_Tool variable">Find Tool</span> results.</p>
|
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<li value="2">Right-click the selection list in the <span class="mc-variable III_Variables.Find_Tool variable">Find Tool</span> results list, and select <b>Rename</b> on the context menu.</li>
|
||||
<p>The <b>Rename a selection list</b> dialog box appears.</p>
|
||||
<li value="3">Type a new name for the selection list in the <b>Name</b> box, and click <b>OK</b>.</li>
|
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<p>The selection list is saved with the new name.</p>
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<h1><a name="XREF_73519_Selection_List"></a>Selection List Fund Allocations Report</h1>
|
||||
<p><a name="kanchor2538"></a><a name="IX_report_5"></a>You can use the Selection List Fund Allocations Report, available from the Selection List workform, to see the funds that are allocated to pay for the selected titles. The Selection List Fund Allocations Report is divided into two sections:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Summary Fund Allocations</span> - The top summary section lists the fund name, alternative name, and fiscal year for each fund allocated on the selection list. It also lists the total amount for all line items on this selection list that use this fund, and a total for all the funds. If one or more selection list line item segments are not linked to a fund, the total for these segments appears under <b>None</b> for the fund.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Detailed Fund Allocations</span> - This section groups all line items under the fund name that is allocated to pay for them. The list is sorted alphabetically by title under each fund and displays the title, ISBN, author, material type, miscellaneous identifier, quantity, and amount for each line item. If more than one fund is associated with a selection list line item, the title appears in the details section under each of the funds with the specific amount allocated for that fund.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="KeepWithNext">To print the Selection List Fund Allocations report:</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can also right-click a selection list in the Find Tool results list, and select <b>Print </b>><b> Selection List Fund Allocations</b> from the context menu.</p>
|
||||
<ol>
|
||||
<li value="1">Open the Selection List workform.</li>
|
||||
<li value="2">Select <b>File </b>><b> Print </b>or click Print on the Selection List workform menu, and select <b>Selection List Fund Allocations</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Selection List Fund Allocations Report appears in Adobe Reader.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select <b>File </b>><b> Print</b> in Adobe Reader to print the report.</li>
|
||||
</ol>
|
||||
<p class="KeepWithNext" data-mc-conditions="Primary.Online">See also:</p>
|
||||
<p data-mc-conditions="Primary.Online"><a href="Print_the_Selection_List_Fund_Allocations_report.htm">Print the Selection List Fund Allocations Report</a>
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<h1>Setting Up <a name="XREF_52632_Setting_Up"></a>Selection Lists</h1>
|
||||
<p><a name="kanchor4894"></a><a name="IX_overview_60"></a>Selection lists in Polaris Acquisitions are used to assemble a list of titles that the library may purchase at a later date. Titles can be added to a selection list one at a time, or they can be bulk added from a bibliographic record set. After the appropriate selector reviews the titles, the selection list line items can be given a status of Approved, Consider, Desiderata, or Rejected. </p>
|
||||
<p>You can use selection lists to approve or reject individual titles (lines), check duplicates, merge one selection list into another, and copy selection list lines to a purchase order or another selection list. You can rename an open selection list, change a selection list’s status to open or closed, and print the selection list fund allocations.</p>
|
||||
<p><a name="kanchor4895"></a><a name="IX_permissions_to_modify"></a>Your Polaris Administrator assigns selection list permissions according to your library’s workflow. For example, some selectors may require full control over selection lists. These selectors would need the following permissions: <b>Selection Lists: Access, Approve, Create, Delete, Modify</b>. Other selectors may have the permission to see the selection lists, but change only the selection list line item segments for certain destination branches. In this case, the selectors would need the permission <b>Selection List Line Item Segments: Create, modify, delete</b> for each branch for which they select materials.<MadCap:conditionalText data-mc-conditions="Primary.Online"> For more information, see <a href="../PDKacqref/Acquisitions_Workflow_Permissions.htm#XREF_20342_Setting">Acquisitions Workflow Permissions</a>.</MadCap:conditionalText></p>
|
||||
<p>In addition to setting up permissions for selection lists, your Polaris administrator can use the following Acquisitions/Serials profiles and parameters to set up defaults for selection list line items and limit the display of funds in selection list line item segments: </p>
|
||||
<ul type="disc">
|
||||
<li><b>Selection list line item defaults</b> - This profile specifies a default destination, collection, fund, and supplier for selection list line items. When you add a line item, the default information will be used unless you change it.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Acquisitions_Admin/PDKacquire/Specify_defaults_for_selection_list_line_items.htm#XREF_82111_Specify_defaults">Specify defaults for selection list line items</a>.</MadCap:conditionalText><![CDATA[ ]]></li>
|
||||
<li><b>Acq fund droplist display</b> - This profile can be set to display only the branch’s funds, all funds associated with the parent library, or specific branches’ funds in selection list line item segments.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Acquisitions_Admin/PDKacquire/Specify_how_funds_are_displayed_in_Acquisitions.htm#XREF_47269_Specify_display_of">Specify how funds are displayed in Acquisitions</a>.</MadCap:conditionalText><![CDATA[ ]]></li>
|
||||
<li><b>Filter branches in line item segments </b>- If this profile is set to <b>Yes</b>, it limits the destination branches that display in line item segments for selection lists and the 970 location (branch) tags that are used to create selection lists during the bulk add process.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Acquisitions_Admin/PDKacquire/Filter_destination_branch_lists_by_parent_library.htm#XREF_30628_Filter_destination">Filter destination branch lists by parent library</a>.</MadCap:conditionalText><![CDATA[
|
||||
]]></li>
|
||||
<li><b>Bulk add to SL: Replace invalid fields with default data </b>-<b> </b>This parameter specifies defaults to use when bulk adding records to selection lists.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Acquisitions_Admin/PDKacquire/Set_bulk_add_to_use_default_data_in_selection_lists.htm#XREF_60451_Set_bulk_add_to">Set bulk add to use default data in selection lists</a>.
|
||||
</MadCap:conditionalText><![CDATA[ ]]></li>
|
||||
<li><b>Bulk add to PO/SL: Mark 970 data as processed parameter </b>-<b> </b>This parameter marks processed tags in bibliographic records so they are not used again. <MadCap:conditionalText data-mc-conditions="Primary.Online">See <a href="../../Acquisitions_Admin/PDKacquire/Mark_970_data_as_processed_after_bulk_adding_titles.htm#XREF_69023_Mark_970_tags">Mark 970 data as processed after bulk adding titles</a>. </MadCap:conditionalText><![CDATA[ ]]></li>
|
||||
</ul>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Creating_Selection_Lists.htm#XREF_35218_Creating_Selection">Creating Selection Lists</a>
|
||||
</li>
|
||||
<li><a href="Copying_Selection_List_Lines.htm#XREF_61734_Copying_Selection">Copying Selection List Lines</a>
|
||||
</li>
|
||||
<li><a href="Deleting_Selection_Lists_or_Selection_List_Lines.htm#XREF_16084_Deleting_a">Deleting Selection Lists or Selection List Lines</a>
|
||||
</li>
|
||||
<li><a href="Selection_List_Fund_Allocations_Report.htm#XREF_73519_Selection_List">Selection List Fund Allocations Report</a>
|
||||
</li>
|
||||
</ul>
|
||||
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|
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Reference in New Issue
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