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Add an Item to a List
When Online Selection & Acquisitions (OSA) returns a search result list of items, you can select one or more items to add to the desired list. The OSA "Search Results" screen will display a scrollable list of items that match your search criteria.
You can also add an item to a selection list using Original Entry Cataloging. See the instructions at the bottom of this topic.
Before You Begin
Once you have a search result, a list must exist before you can add any items to it. See the Create a New List topic.
To Add an Item to a List (from a search result):
- Perform a search for the desired title or term. If you search multiple databases, the search result screen will display a list of the databases searched and the number of "hits" for each one. ( Figure 14 )
- Click the underlined name of the database to view the search results for that database.
- Scroll through the results screen until you locate a title you wish to add to a list.( Figure 14a )
- Click the check box to the left of the Title. A check mark will appear.
Note: If you wish to add all of the items on the search result to a list, click Check All.
- When you reach the end of the search results list, ensure the Add Checked Items to List drop-down list displays the list name that you are working with.
- Click the Add button to place all checked items on that database search results list on the displayed selection list.
- If duplicate titles are detected a notice will appear. Follow the on screen instructions. For handling of Duplicate Item notices see: Duplicate Order Items.
- You will be advised that the item(s) has been saved to the list. Click OK.
- Repeat these steps for each database on this search result, as desired.
- To verify an item has been added to the list, click the My Lists button:
- Find the name of the list you saved the item to. The drop-down to the far right displays available options to manage the list, including Print List.
- Ensure the drop-down list on the right displays the View option.
- Click OK to view the list. To change lists, click the My Lists or List Search button.
- Repeat this process for any additional titles you wish to add to your list.
Notes:
- Once you have added items to a list, and before the list can be ordered, the Vendor, Fund, and
other quantities must be established for each item. See: To View or Edit a List and the topics listed on the Administration menu for further
information.
- Distribution Profiles can be used to pre-configure Fund, Library, Collection,
and Quantity selections. See: My Distribution Profiles which can also be accessed from on the My Info menu to the left.
( Top of Page )
To Add an Item to a List using ORIGINAL ENTRY:
- When viewing the List Title screen (accessed by clicking My Lists, then clicking the rotating arrow button to the right
of the View option), click the Add New Item to This List link.
( Figure 14d )
OR
- From a Search Results display, click the Add button to the right of Add New Item To List, after selecting the desired list from the drop-down ( Figure 14a ) .
- The Original Entry form will display. ( Figure 14c )
- Verify the list name is correct.
- Select a Priority from the drop-down.
- Enter all available bibliographic information.
- Select the appropriate Distribution / Quantity information from the individual drop-down lists, or select a Distribution Profile from that drop-down list located just below the Save / View List buttons.
- Verify the information you have filled in is correct.
- Click the Save button.
- You will be advised that the item has been saved to the list. Click OK.
- The Original Entry form will reappear. Continue adding items as necessary.
- When done, click the View List button to return to the list.
Note: Items added via Original Entry can be edited until the list is ordered or enucumbered. If the changes involve bibliographic data the underlying MARC record will be updated.
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