Add Selection List Wizard Properties

You can change certain system settings and defaults for the Add Selection List wizard using the Set Properties window. The Add Selection List wizard allows the following properties to be set.

Display Property Page

You can choose when to display the Add Selection List wizard’s Set Properties window by selecting one of the following options.

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Wizard Startup – Displays the Set Properties window the first time you access the wizard until you end the wizard session or log off the client.

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Never – Does not display the Set Properties window the first time you access the wizard. If Never is selected and you want to open the Set Properties window, point to the wizard’s toolbar button, right-click, and then click Properties on the shortcut menu.

Depending on the value selected in Display Property Page, defaults may appear as the first step of the wizard. Property values that are changed in the first step of a wizard are retained only until the right-click method is used to set properties.

Behavior

In the Behavior properties, you can specify whether to allow the following functions when creating selection lists.

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Auto Generated List ID – Select this option to automatically assign a list ID when creating a selection list. This check box is selected by default.

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Prompt for Selector ID when Creating a Decision – Select this option to set a selector ID for new decisions. By default, the selector ID will be the user ID of the login user. This check box is cleared by default.

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Use Quantity Matching for Order Maps – Determines whether or not order map values or selections may be included automatically as part of the wizard work flow. This check box is selected by default.

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ISXN Warnings Must Be Acknowledged – Displays ISBN or ISSN validation warnings when you type an incorrect ISBN/ISSN. You will have the opportunity to correct the ISBN or ISSN or acknowledge the warnings and continue. The dialog box displays separate lists for invalid ISBNs and invalid ISSNs. By default, this check box is selected. Although warnings display, you are not prevented from saving invalid ISBNs or ISSNs to the order records.

Title Lookup Options

Select or clear the following check boxes.

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SmartPort – Select this check box to allow adding a title record from another library’s catalog or from a bibliographic utility within the wizard work flow. Click the SmartPort button to set default properties for this function. By default, this check box is cleared.

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Add Temporary Title – Select this check box to permit creating a temporary title record within the wizard work flow. Click the Add Temporary Title button to set default properties for this function. By default, this check box is selected.

Defaults

On the Defaults tab, you can set defaults to customize your use of the wizard.

Item Search Preferences

You can preset the following search preferences.

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Preferred Search Type – Select one of the search method options, either Keyword, Browse, or Exact. Keyword is the default search preference type.

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Preferred Search Index – Select a search index from the list. The default value is Title.

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Item Library – Select a default item library from the list. You may select an item library when performing a bibliographic search to limit your search results to include only items owned by the selected library.

See Item Search for more information.

Selection List Info

Make selections for the following fields.

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Status – Select a status from the list. The delivered status values are: ACTIVE, BUILDING, INACTIVE, READY, and REVIEW. The default status is ACTIVE.

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List Category 1 – Select a list category 1 from the list.

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List Category 2 – Select a list category 2 from the list.

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Cutoff Date – Select a date to indicate when decisions regarding the lists are no longer accepted. Use the Calendar gadget to select a date. The default value is NEVER.

Line Info

Make selections for the following fields.

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Bib Entries – Select bibliographic entries that will display when creating selection lists. Use the Entry ID policy gadget to select ALL, BRIEF, FULL, or TEMPLATE, or list individual entries or synonym lists of entries such as ACQ.

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Unit Price – Type a default unit price value.

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Parts in Set – Select default parts in set values using the Parts in Set gadget.

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Binding – Select a default binding type from the list.

Decision Info

Make selections for the following fields.

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Selector ID – Type a default selector ID or use the User Search gadget to select an ID.

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Decision – Select a default decision from the list, either BUY, DONTBUY, or MAYBE.

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Fund ID – Type a default fund ID or use the Browse Fund gadget to select an ID.

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Quantity – Type default quantity to order.

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Holding Code – Select a holding code for distributing decision copies from the list.

Helpers

On the Helpers tab, you can select to display the Display Bibliographic Description Helper. Click the Display Bibliographic Description button to display the helper properties that you can set.