1 .. include:: images.rst
6 Lists are a way to save a collection of content on a specific topic or
7 for a specific purpose. The Cart is a session specific storage space.
9 - *Get there:* More > Lists
14 `Create a List <#createlist>`__
15 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
17 A list can be created by visiting the Lists page and clicking 'New List'
22 The new list form offers several options for creating your list:
27 - The name is what will appear on the list of Lists
29 - You can also choose how to sort the list
31 - Next decide if your list is going to be private or public
33 - A Private List is managed by you and can be seen only by you
34 (depending on your permissions settings below)
36 - A Public List can be seen by everybody, but managed only by you
37 (depending on your permissions settings below)
39 - Finally decide what your permissions will be on the list. You can allow
42 - anyone else to add entries
44 - anyone to remove his own contributed entries
48 The owner of a list is always allowed to add entries, but
49 needs permission to remove.
51 - anyone to remove other contributed entries
53 A list can also be created from the catalog search results
55 New list from catalog search
58 - Check the box to the left of the titles you want to add to the new
61 - Choose [New List] from the 'Add to:' pull down menu
63 New List from Search Results
66 - Name the list and choose what type of list this is
68 - A Private List is managed by you and can be seen only by you
70 - A Public List can be seen by everybody, but managed only by you
72 Once the list is saved it will accessible from the Lists page and from
73 the 'Add to' menu at the top of the search results.
75 `Add to a List <#addtolist>`__
76 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
78 To add titles to an existing list click on the list name from the page
84 To open a list you can click the list name.
86 From that page you can add titles by scanning barcodes into the box at
87 the bottom of the page
92 A title can also be added to a list by selecting titles on the search
93 results page and choosing the list from the 'Add to' menu
98 `Viewing Lists <#viewlist>`__
99 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
101 To see the contents of a list, visit the Lists page on the staff client
106 Clicking on the 'List Name' will show the contents of the list
111 From this list of items you can perform several actions
113 - 'New list' will allow you to create another list
115 - 'Edit' will allow you to edit the description and permissions for
118 - 'Send list' will send the list to the email address you enter (`view
119 sample List email <#examplelistemail>`__)
121 - 'Download list' will allow you to download the cart using one of 3
122 default formats or your `CSV Profiles <#csvprofiles>`__
124 - 'Print list' will present you with a printable version of the list
126 Using the filters at the top of each column you can find specific items
129 `Merging Bibliographic Records Via Lists <#mergebibrecs>`__
130 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
132 One way to merge together duplicate bibliographic records is to add them
133 to a list and use the Merge Tool from there.
135 List of Duplicate Records
138 Once you have selected the records to merge together the process is the
139 same as if you had chosen to `merge via cataloging <#mergebibs>`__.
144 The cart is a temporary holding place for items in the OPAC and/or staff
145 client. The cart will be emptied once the session is ended (by closing
146 the browser or logging out). The cart is best used for performing batch
147 operations (holds, printing, emailing) or for getting a list of items to
148 be printed or emailed to yourself or a patron.
150 If you would like to enable the cart in the staff client, you need to
151 set the `intranetbookbag <#intranetbookbag>`__ system preference to
152 'Show.' To add things to the cart, search the catalog and select the
153 items you would like added to your cart and choose 'Cart' from the 'Add
159 A confirmation will appear below the cart button at the top of the staff
165 Clicking on the Cart icon will provide you with the contents of the cart
170 From this list of items you can perform several actions
172 - 'More details' will show more information about the items in the cart
174 - 'Send' will send the list to the email address you enter (`view
175 sample Cart email <#examplecartemail>`__)
177 - 'Download' will allow you to download the cart using one of 3 default
178 formats or your `CSV Profiles <#csvprofiles>`__
180 - 'Print' will present you with a printable version of the cart
182 - 'Empty and Close' will empty the list and close the window
184 - 'Hide Window' will close the window