Create Lists 101
Megan Kudzia
Albion College Library
IUG 2015
What IS Create Lists?
- From CSDirect:
- A "powerful report generator [that] enables you to create lists of records based on your own criteria. This tool applies Boolean searching to help you create subsets of the database for use in reports."
So, Create Lists is:
- A tool for searching your records
- A preliminary step to exporting records
- Easier and faster to learn than SQL querying
What can I use it for?
- Cataloging/Metadata:
- Weeding
- Record import/export
- Batch record editing
- Batch record deletion
- Circulation:
- Missing items
- Fines owed
- System maintenance:
- Record cleanup
Disclaimers
- You can leave if you want!
- Slides are posted online
- You're seeing my real, live system -- please be gentle
- See also:
- Is there a Doctor in the House? (E01)
- It's All About Your Catalog Data! (H09)
- A Clean System is a Happy System (N08)
- Past presentations by Linda Robinson
What does it look like?
- Find in the drop-down
- Lists have an order
- Lists can be sorted
- 'Owner' of list indicated
- Timestamp of creation date/time
- Record type
- *Max number of records
What does it look like?
How to Create a List
Mac Keyboard Shortcuts
- Double-click in a field to bring up the menu
- Type or choose your selection
- Hit enter or click "OK" to move to the next field
- Harder to navigate through quickly than Windows
Windows Keyboard Shortcuts
- Click once in each field to type a choice (b, $, 76, etc.)
- Double-click in a field to bring up the menu
- Type or choose your selection
- Hit enter or click "OK" to move to the next field
Create Lists: Weeding
Create Lists:
Exporting Records
Create Lists:
Extra Features
Create Lists:
Finding Missing Items
Create Lists:
Removing Patron Records
Other Sample Search Critera
What would you like to search for?
Questions?
Thanks very much!
Megan Kudzia
Web Services & Emerging Technologies Librarian
Albion College
Albion, MI
@mkudzia
moneill@albion.edu
Create Lists 101
By Megan Kudzia
Create Lists 101
My demo presentation for IUG 2015
