====== Creating a New Selection List ====== ===== From the Selection List Tab in Acquisitions Search: ===== - Go to Acquisitions => Selection Lists. - Click New Selection List.{{ ::acq_selectionlist_from_search.png?direct |New Selection List}} - In the window that appears enter a name for your selection list and click Create.{{ ::acq_selectionlist_create_from_search.png?direct |Name Selection List}} - The new selection list will display in the grid. - Click the selection list name to open it.{{ ::acq_selectionlist_name_link.png?direct |Name Link}} ===== When Loading MARC Order Records ===== - Go to Acquisitions => Load MARC Order Records. - Apply the appropriate template or fill in the fields. :!: Do **NOT** check off //Create Purchase Order// or //Activate Purchase Order//. - In the Add to Selection List field enter the name of your new selection list. - Enter a queue name. - Select the file to upload. - Click Upload{{ ::acq_selectionlist_load_marc_order.png?direct |Loading to a Selection List}} - Click on the Selection List link to go to the selection list.{{ ::acq_selectionlist_link.png?direct |Selection List Link}} ===== Using View/Place Orders in the Staff Catalog ===== - Search for the title in the catalog. - Click on the title in the search results list to get to the Record Summary screen. - Click on the Other Action dropdown and select View/Place Orders. - Click on the Create Selection List button.{{ :acq_selectionlist_button.png?direct |Create Selection List Button}} - Enter the name of the selection list and click Confirm.{{ ::acq_selectionlist_naming.png?direct |Name the Selection List}} ===== When Adding a New Brief Record ===== - Go to Acquisitions → New Brief Record. - Enter a name for your selection list in the Add To Selection List field. - Enter the appropriate information for your brief record. - Click Save Record. - Your selection list is created with your line item.