View or Edit a List

In Online Selection & Acquisitions (OSA), once Selection List items are added to a list, the list may need to be edited to indicate Unit Price, Vendor, Quantity and other variables.  If you are not the owner of the list, you must be assigned the appropriate permissions to edit lists.  See Item Status Codes for more information.  To make changes to multiple items you should see the instructions in the Options for Checked Items topics.

Note: Distribution Profiles can be used to pre-configure Fund, Library, Collection, and Quantity selections.  See My Distribution Profiles to learn about using Distribution Profiles.

View or Edit a List

1. Click the My Lists link and locate the desired list from the displayed list of lists.

2. To display the List Details for the list you want to view or edit, select View from the drop-down list to the right, and click the rotating red arrow button, as shown in the example below.

3. List Details: The list will display in the OSA List Detail screen as shown in the example below.

   • For unordered items: To view item details, and change any variables, click the Edit link to view the item details

   • For ordered items: A View link will display and variables cannot be edited.  Click the View link to display the item details.

   • Integrated institutions: For Libraries that have integrated OSA and Library•Solution, an In PAC column will also display, if configured on the Page Configuration list (Under Acquisitions Setup on the Administration Menu).

Note: Any underlined column heading can be clicked to sort the display by the contents of that column.  Clicking the column heading a second time reverses the sort to Ascending or Descending depending on the current display.

4. Item Details: The item details edit page will display, as shown in the example below.   Make selections or changes as needed for each editable field as described below.  See the Fields section after the example below for information about each field.

   • For ordered items:  Click the underlined Item No. to open the Item Acknowledgements screen.  This information is the same as would be seen for this item on the PO Acknowledgement but does not include any other items.

   • Previous / Next: When viewing item details you can navigate to the next or previous item on the list by clicking the Next or Previous buttons located below the Title Information Symbols.

   • Integrated Institutions: For Libraries with an integrated OSA and Library•Solution setup, if configured on the Page Configuration list (Under Acquisitions Setup on the Administration Menu), a Display In PAC field will display just above the Distribution / Quantity Information heading.

    

Fields

1. • Click here for MARC Record: Click this link to open the Label View as shown below.  The associated ISBN(s) are listed under the last filed description.

   • • You can add the title to a list by selecting the check box to the left of the ISBN, and then selecting the list from the Add checked items to List drop-down.  Then click the Add button.

     • You can perform a search using the search dialog at the bottom of the page.

1. • Priority: Select the desired Priority for this item from the drop-down list.

   • MSRP Unit Price / ISBN / UPC: As needed, type the MSRP Unit Price, ISBN, and UPC in the appropriate entry box.

1. • From the Format drop-down list, select the desired format.  If Other is selected, a blank entry box displays.  Type the format name as desired.

   • From the Vendor drop-down list, select the desired vendor.

Note: For electronic purchase orders only, if you have Library Services Centre (LSC) configured as a vendor, and select their entry from the Vendor drop-down list on the item details screen, a LSC Process As Indicator field displays below the Vendor field.  

1. • • This field displays a drop-down list to select an option.  LSC will not process the order if an LSC Process As Indicator option is not selected.

     • To the right of the LSC Process As Indicator drop-down a check box labeled Provide MARC Record displays.  Select this check box to have LSC supply a MARC record for the title in question.

     • Changing the Vendor field drop-down selection to a vendor other than LSC removes the LSC Process As Indicator field from view.

   • If the Display in PAC field is available, click the drop-down arrow and choose when to display the item in the PAC.  Click the Allow Holds? (if applicable) check box and a check mark displays in the check box.

   • Item Notes / Notes to Vendor                

   • • Item Notes: To include an Item Note concerning this title, click the Add button under the Item Notes heading to the right of the Title/Author/Publisher fields.  Type your note and continue editing the rest of the fields.  To add more Item Notes click the Add button again.  Repeat as necessary.  There is a 4000 character limit for each note.

     • Notes to Vendor: To add a Note to Vendor included on the purchase order, click the Add button under the Notes to Vendor heading. Type your note and continue editing the rest of the fields.  To add more Notes to Vendor, click the Add button again.  Repeat as necessary.  There is an 80 character limit for each note.

For Details See: Add a Note to an Item

1. • Title Information Icons: When available for a title, by clicking the appropriate icon displayed below the vendor drop-down, you can view a summary, the Table of Contents, character information, and a title profile.

   • On the Distribution / Quantity Information table at the bottom, click the Add button.  The screen will refresh, displaying Call Number, Status, Fund, Branch, Location, and Quantity.  Edit these fields appropriately.

   • • Call Number: Enter the proposed shelving location.

     • Status: This field automatically reflects the item order status.

     • Fund: Select a Fund from the drop-down list.

     • Library: By default, this field displays the Library assigned to the users logon.  To change this entry, select another entry from the Library drop-down list.

     • Collection: Select a Collection from the drop-down list.

     • Quantity: Type the number of copies of this item that you desire to order.

5. If you want to order additional copies using different funds, or locations, click the Add button and repeat Step 5 for each additional item.

6. When done editing, click the Save button.

   • Click the View List button to return to the original list.

   • Click the Distribution Report button to view and print a Distribution Report for this item.

Repeat these steps as necessary to edit each desired item.

Return to: List Management Overview