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

How to Create a List

Creating a basic 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

Creating a list for weeding

Create Lists:

Exporting Records

Sorting lists and exporting them

Create Lists:

Extra Features

Using saved searches and more

Create Lists:

Finding Missing Items

Using Create Lists to find item records for missing items

Create Lists:

Removing Patron Records

Using Create Lists to remove expired/old 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