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Home → Acquisitions in Evergreen → Selection Lists and Purchase Orders → Selection Lists

4.1. Selection Lists

Last Updated 11/13/2023


Selection Lists

For NC Cardinal, selecting materials directly from the vendor website is the recommended workflow. Using selection lists can create challenges when consortium bibliographic records are deleted after being added to a selection list and before an order has been placed. Selection lists also do not take into consideration the availability of items in vendor inventories. 

Selection lists allow you to create, manage, and save lists of items that you may want to purchase. To search for your selection lists, navigate to the Selection Lists option in the Acquisitions menu.

Create or add to a selection list

Selection lists can be created in four areas within the module. Selection lists can be created when you add Brief Records, Load MARC Order Records, find records through the MARC Federated Search or use the View/Place Orders menu item in the catalog.

Note: Most Evergreen consortia do not recommend using MARC Federated Search.

You will find the Add to Selection List field in each of these interfaces. Enter the name of the selection list that you want to create in that field.

Selection lists can also be created through the My Selection Lists search interface:

  1. Navigate to the Selection Lists section of the general search.
  2. Click the New Selection List button.
    The New Selection Lists button is at the top of the results list.
  3. Enter the name of the selection list in the box that appears.
    Create a new Selection List by filling in all the fields in the dialog box.
  4. Click Create.

 

Add titles to a selection list from the catalog

If the title you want to add to your list exists in the catalog, you can add it from the existing bib record. 

  1. Look up the title in the catalog.
  2. From the bib record, select View/Place Orders from the Other Actions Menu.
  3. You will automatically be taken to a new page. Click the Add to Selection List button.
  4. Start typing the name of the selection list you’re adding it to in the pop-up box. The field will start to auto-populate with list names. Select the correct one.

Clone selection lists

Cloning selection lists enables you to copy one selection list into a new selection list. You can maintain both copies of the list or delete the previous list.

  1. Navigate to the Selection Lists section of the general search.
  2. Check the box adjacent to the list that you want to clone.
  3. Choose Clone Selected from the List Items Action menu.
    Clone Selected is in the List Actions menu.

  4. Enter a name into the box that appears.
    To clone, fill in the fields in the Clone Selection List dialog box.

  5. Click Clone.

Merge selection lists

You can merge two or more selection lists into one selection list.

  1. Navigate to the Selection Lists section of the general search.
  2. Check the boxes adjacent to the selection lists that you want to merge.
  3. Select Merge Selected from the List Items Action Menu.
    Merge Selected is in the List Actions menu.
  4. In the Merge Selection Lists dialog box, choose the Lead Selection List from the drop-down menu. This is the list to which the items on the other list(s) will be transferred.
    To merge, fill out all the fields in the Merge Selection Lists dialog box.
  5. Click Merge.

Delete selection lists

You can delete selection lists that you do not want to save. You will not be able to retrieve these items through the General Search after you have deleted the list. You must delete all line items from a selection list before you can delete the list.

  1. Navigate to the Selection Lists section of the general search.
  2. Check the box adjacent to the selection list(s) that you want to delete.
  3. Choose Delete Selected from the menu.
    Delete Selected is in the List Actions menu.
  4. Click Delete in the Confirm Delete dialog box.
    Confirm a list deletion in the Delete Selection List dialog box.

 

Mark Ready for Selector

After an item has been added to a selection list or purchase order, you can mark it ready for selector. This step is optional but may be useful to individual workflows.

  1. Click on the title of the list you wish to mark ready.
  2. Choose Mark Ready for Selector from the Actions menu.
    The Action Menu from the Selection List interface with "Mark Ready for Selector" indicated by a box.
  3. The screen will refresh. The marked line item(s) will be highlighted pink, and the status will change to selector-ready.

Convert selection list to purchase order

Use the Actions menu to convert a selection list to a purchase order.

  1. From the selection list Action menu, choose Create Purchase Order.
  2. A pop-up box will appear.
  3. Select the ordering agency from the drop-down menu.
  4. Enter the provider.
  5. Check the box adjacent to prepayment required if prepayment is required.
  6. Choose if you will add All Line items or Selected line items to your purchase order.
  7. Check the box if you want to Import Bibs and Create Copies in the catalog.
  8. Click Submit.

Knowledge Tags
selection lists  /  purchase orders  / 

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