Add Catalog Records to Catalog List
Catalog lists can be populated using a filter, by appending from another list, or by manually adding individual records from each catalog record screen. You can also add records to a catalog list from the Catalog Query screens and the Full Catalog Search and Search by Lexicon functions.
Use Filter to Add Records to Catalog List
1.Click the List Name for the list to which you want to add records on the Catalog Lists Query screen
2.Click "Edit" in the Edit Bar on the Individual List screen
3.Click "Add Records." The Add Catalog Records to List screen will open as a pop-up window.
4.Click the "Add Filter" hyperlink
5.Create your filter statement. For more information about creating filter statements, see Working with Filters.
6.Click "Apply" after you have finished creating your filter(s)
7.The results section will be narrowed to only display records that match your criteria
•If you want to add all resulting records to the list, click "Add All Records Selected by Filter"
•To selectively choose which of the resulting records to add to the list, use the check boxes to the left of each resulting record. When all desired records have been selected, click "Add All Checked Records."
8.Click "Save" back on the Individual List screen
Append Records from Another List
1.Click the List Name of the list to which you want to add records on the Catalog Lists Query screen
2.Click "Edit" in the Edit bar on the Individual List screen
3.Click "Append Records." The Append Records From Another List screen will open as a pop-up window.
4.Select the list(s) that you want to append to your current list using the check boxes on the left
5.Click "Append Records"
6.Click "Save" back on the Individual List screen
Add Individual Records from Catalogs
1.Locate the catalog record you want to add to the list
2.Click "Edit" in the Edit Bar at the top of the record
3.Click the Lists Accordion bar to expand it
4.Click "Add this catalog record to a list"
5.On the pop-up window, search or browse for the catalog list(s) to which you wish to add this record
6.Put a check next to the list name(s)
7.Click "Add this catalog record to selected list(s)"
8.Click "Save" in the Edit Bar at the top of the catalog record
Add Records from a Query Screen
1.Filter or search for the catalog record(s) you want to add to the catalog list
•If you only want to include some records from the results of your search, use the check boxes to the left of each record in the Browse Grid to select the records
2.Click the "Add to List" button above the Browse Grid
3.Select "Add to existing list" or "Create new list"
•To add records to an existing list, select the list name from the drop-down list. You can begin typing the list name to narrow the list.
•To add records to a new list, type in the List Name, choose the List Category from the authority file, and select the List Manager from the drop-down list
4.Click "Apply"
•When adding to an existing list, if some records are already on the list, you will receive a message asking you to confirm
If you have created a new list while adding records, the catalog list will appear on screen. If you added records to an existing list, you will remain on the query screen.
Add Records from Full Catalog Search or Search by Lexicon
1.Perform a search on Full Catalog Search or Search by Lexicon
2.Click the "Add to List" button
3.Select "Add to existing list" or "Create a new list"
•To add records to an existing list, select the list name from the drop-down list. You can begin typing the list name to narrow the list.
•To add records to a new list, type in the List Name, choose the List Category from the authority file, and select the List Manager from the drop-down list
4.Click "Apply"
•When adding to an existing list, if some records are already on the list, you will receive a message asking you to confirm
If you have created a new list while adding records, the catalog list will appear on screen. If you added records to an existing list, you will remain on the query screen.