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
16 .. _create-a-list-label:
19 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
21 A list can be created by visiting the Lists page and clicking 'New List'
25 The new list form offers several options for creating your list:
29 - The name is what will appear on the list of Lists
31 - You can also choose how to sort the list
33 - Next decide if your list is going to be private or public
35 - A Private List is managed by you and can be seen only by you
36 (depending on your permissions settings below)
38 - A Public List can be seen by everybody, but managed only by you
39 (depending on your permissions settings below)
41 - Finally decide what your permissions will be on the list. You can allow
44 - anyone else to add entries
46 - anyone to remove his own contributed entries
50 The owner of a list is always allowed to add entries, but
51 needs permission to remove.
53 - anyone to remove other contributed entries
55 A list can also be created from the catalog search results
59 - Check the box to the left of the titles you want to add to the new
62 - Choose [New List] from the 'Add to:' pull down menu
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-label:
78 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
80 To add titles to an existing list click on the list name from the page
85 To open a list you can click the list name.
87 From that page you can add titles by scanning barcodes into the box at
88 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
97 .. _viewing-lists-label:
100 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
102 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
110 From this list of items you can perform several actions
112 - 'New list' will allow you to create another list
114 - 'Edit' will allow you to edit the description and permissions for
117 - 'Send list' will send the list to the email address you enter (:ref:`view
118 sample List email <example-email-from-list-label>`)
120 - 'Download list' will allow you to download the cart using one of 3
121 default formats or your :ref:`CSV Profiles`
123 - 'Print list' will present you with a printable version of the list
125 Using the filters at the top of each column you can find specific items
128 .. _merging-bibliographic-records-via-lists-label:
130 Merging Bibliographic Records Via Lists
131 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
133 One way to merge together duplicate bibliographic records is to add them
134 to a list and use the Merge Tool from there.
138 Once you have selected the records to merge together the process is the
139 same as if you had chosen to :ref:`merge via cataloging <merging-records-label>`.
146 The cart is a temporary holding place for items in the OPAC and/or staff
147 client. The cart will be emptied once the session is ended (by closing
148 the browser or logging out). The cart is best used for performing batch
149 operations (holds, printing, emailing) or for getting a list of items to
150 be printed or emailed to yourself or a patron.
152 If you would like to enable the cart in the staff client, you need to
153 set the :ref:`intranetbookbag` system preference to
154 'Show.' To add things to the cart, search the catalog and select the
155 items you would like added to your cart and choose 'Cart' from the 'Add
160 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
169 From this list of items you can perform several actions
171 - 'More details' will show more information about the items in the cart
173 - 'Send' will send the list to the email address you enter (:ref:`view
174 sample Cart email <example-email-from-cart-label>`)
176 - 'Download' will allow you to download the cart using one of 3 default
177 formats or your :ref:`CSV Profiles`
179 - 'Print' will present you with a printable version of the cart
181 - 'Empty and Close' will empty the list and close the window
183 - 'Hide Window' will close the window