Lists Create a list

A list can be created by visiting the Lists page and clicking ‘New list’

The new list form offers several options for creating your list:

Name: the name is what will appear on the list of lists, it is the only required field

Owner: this is the username of the owner of the list, the creator is the default owner, but that can be changed later

Sort this list by: you can choose how to sort the list (by title, author, publication year, call number or date added to the list)

Public: decide if the list is going to be private or public

A private list can be seen only by you

A public list can be seen by everybody, including OPAC users

Allow changes to contents from: decide who has permission to add or remove titles from the list

Nobody: this will close the list to contributions

Owner only: only you will be able to add or remove items from the list. If the list is public or shared, the OPAC users or sharers will not be able to change the list contents.

Anyone seeing this list: everyone who has access to the list will be able to add or remove titles. If the list is public, this means everyone. If the list is private, only the owner will have the ability to change the contents. And if the list is shared, the owner and sharers will have this ability.

Permitted staff only: this option will make the list content editable by staff members with the edit_public_list_contents permission.

Staff only: this option will make the list editable by all staff members (users with the catalogue permission).

A list can also be created from the catalog search results

Check the box to the left of the titles you want to add to the new list

Choose ‘New list’ from the ‘Add to:’ pull down menu

Name: the name is what will appear on the list of lists, it is the only required field

Category: decide if the list is going to be private or public

A private list can be seen only by you

A public list can be seen by everybody, including OPAC users

The list will have the default sort (title) and the default modification permissions (owner only).

Once the list is saved it will accessible from the Lists page and from the ‘Add to’ menu at the top of the search results.

Add to a list

To add titles to an existing list click on the list name from the page of lists

To open a list, click the list name.

From that page, click ‘Add items’ to add titles by scanning barcodes into the box, or entering biblionumbers.

A title can also be added to a list by selecting titles on the search results page and choosing the list from the ‘Add to’ menu

Viewing lists

To see the contents of a list, visit the Lists page in the staff interface

From this page, you can perform some actions on the lists.

Edit: will allow you to edit the description and permissions for this list

Note

For public lists, this option will only appear to staff members with the edit_public_lists permission.

Delete: will delete the list

Note

For public lists, this option will only appear to staff members with the delete_public_lists permission.

Transfer: will allow you to change the owner of the list

Note

This option is only possible on public lists.

This option will only appear to staff members with the edit_public_lists permission.

Clicking on the ‘List name’ will show the contents of the list

From this list of items you can perform several actions

New list: will allow you to create another list

Add items: will allow you to add items to the list with barcodes or biblionumbers

Edit: will allow you to edit the description and permissions for this list, or delete this list

Download list: will allow you to download the list using one of 3 default formats or your CSV profiles

Send list: will send the list to the email address you enter

Note

The message sent when emailing the list is LIST, which can be customized in the Notices and slips tool.

Print list: will present you with a printable version of the list

You can sort the columns by clicking on the column header.