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Chapter 4. VIEWING SEARCH RESULTS

   

 

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Viewing and Managing Lists (Authenticated Patron)

You can view your lists and delete any unwanted records prior to printing, emailing, sharing or downloading the records.

To display your lists:

• Click the Your Lists icon at the top of any Search screen, or, select Your Lists from the Your Account menu (see Using Your Account for details).

  NOTE: If you have already created one or more lists, the Your Lists icon shows the number of currently active lists for your account in the upper right corner of the icon.

  NOTE: If other users have shared lists with you, the Your Lists icon shows the number of pending shared lists for your account in the upper left corner of the icon. You can accept or reject the shared lists, as desired (see Sharing Lists for details).

  • The View Your Lists screen displays.

• The Your Lists field shows the names of all lists you have created.

NOTE: If you have not yet created any lists, the message “No Lists Exist. Please start by creating a list.” shows at the top of the screen.

To create a new list:

• Enter a name for the list in the Enter Name of New List text box.
  • The List name may be a maximum of 50 characters, including spaces.
• Click the Save button to create the new list.
  • The message “New List Created” shows briefly at the top of the screen, and the Your Lists field refreshes to show the name of the new list.

To view the contents of a list:

• Click the name of the desired list in the Your Lists field.
  • The screen refreshes to display the current contents of the selected list.
  • Each entry in the list shows jacket art, the Title, Author, Publisher and publication Year of the item, the Database from which the record was taken, and the ISBN and OCLC number for the item, as available.

To view the Full Record Display for an item:

• Click the jacket art for the item for which you wish to View the Full Record Display.
  • The screen refreshes to show the Full Record Display for the selected item.
• Click the Go back link on the Full Record Display to return to the View Your Lists screen.

To rename a list:

NOTE: Each list MUST have a unique name.

1. If necessary, select the desired list from the Your Lists field.
2. Click the Edit List Name icon on the View Your Lists screen.
   • The name of the list at the top of the screen displays in an editable text box.

3. Edit the list name as desired, then click outside the text box to save your changes.
   • The message “Save successful!” shows briefly at the top of the screen.

   NOTE: If you enter a duplicate list name, the message “Duplicate name already exists. Please try changing to another list name.” shows briefly at the top of the screen, and your changes are not saved. Repeat steps 2 and 3 using a new name for the list.

To change the sort order of a list:

• Select the desired sort order from the Sort By menu; Title, Author, ISBN, or Publisher.
  • The default sort order is Title.

NOTE: When you change the sort order for a list, the new sort order is applied to ALL lists.

NOTE: Changes to sort order are only applicable to your current session. If you exit and re-open the View Your Lists screen, all lists are returned to the default sort order of Title.

To move a single record to a new list:

1. If necessary, create the list to which you wish to move the record.
2. Select the list to which you wish to move the record from the Move to List menu for the desired record.

NOTE: The Move to List menu shows all lists created for your user account (except the currently active list). To remove multiple records from a list:

• The message “Item moved!” shows briefly at the top of the screen.
• The record is moved to the selected list.

To move multiple records to a new list:

1. If necessary, create the list to which you wish to move the records.
2. Use the checkboxes to select the records you wish to move to a new list.

• A checkmark indicates the record will be moved.
• An empty checkbox indicates the record will not be moved.
• Clicking a checkbox repeatedly will toggle it on and off.
• Click the Select / Clear All link to select the checkboxes for all records in the list. (Click the Select / Clear All link again to clear the checkboxes for all records in the list.

3. When all desired records have been selected, choose the list to which you wish to move the selected records from the Move to List menu at the top of the screen.

   NOTE: The Move to List menu shows all lists created for your user account (except the currently active list). The Move to List menu is not active until one or more records have been selected.

• The message “Items moved!” shows briefly at the top of the screen.
• The records are moved to the selected list.

To remove a single record from a list:

NOTE: Do not remove records from a list until you have printed, saved or downloaded the records. Once the records are deleted, you must reselect the records if you wish to restore them to the list.

• If necessary, select the desired list from the Your Lists field.
• Click the Delete button for the record you wish to remove from the list.
  • A confirmation dialog displays the message “Are you sure you wish to delete this item?”
• Click the OK button on the confirmation dialog to complete the deletion. (Click the Cancel button to cancel the deletion and retain the record in the list.)
  • The confirmation dialog closes.
  • The message “List item successfully deleted” shows briefly at the top of the screen.
  • The View Your Lists screen refreshes with the selected item removed from the list.

To remove multiple records from a list:

NOTE: Do not remove records from a list until you have printed, saved or downloaded the records. Once the records are deleted, you must reselect the records if you wish to restore them to the list.

• If necessary, select the desired list from the Your Lists field.
• Use the checkboxes to select the records you wish to remove from the list.
  • A checkmark indicates the record will be removed from the list.
  • An empty checkbox indicates the record will not be removed from the list.
  • Clicking a checkbox repeatedly will toggle it on and off.
  • Click the Select / Clear All link to select the checkboxes for all records in the list. (Click the Select / Clear All link again to clear the checkboxes for all records in the list.
• When all desired records have been selected, click the Delete button at the top of the screen.

  NOTE: The Delete button is not active until one or more records have been selected.

  • A confirmation dialog displays the message “Are you sure you wish to delete the selected item(s)?”
• Click the OK button on the confirmation dialog to complete the deletion. (Click the Cancel button to cancel the deletion and retain the record in the list.)
  • The confirmation dialog closes.
  • The message “List item successfully deleted” shows briefly at the top of the screen.
  • The View Your Lists screen refreshes with the selected items removed from the list.

To delete a list:

1. If necessary, select the desired list from the Your Lists field.
2. Click the Delete list icon on the View Your Lists screen to delete the selected list.
   • The confirmation message “Are you sure?” shows briefly at the top of the screen.
3. Click Yes in the confirmation message to continue with the deletion.
   • The screen refreshes with the deleted list removed from the Your Lists field.

 

 

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< PREVIOUS Chapter 4 Adding Records to a List (Authenticated Patron)

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NEXT > Chapter 4 Printing a List (Authenticated Patron)