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Chapter 4. VIEWING SEARCH RESULTS

   

 


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:

View Your Lists Screen

View Your Lists Screen

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:

To view the contents of a list:

To view the Full Record Display for an item:

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 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.

Edit List Name Field

Edit List Name Field

  1. 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:

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).

    • 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 checkmark indicates the record will be moved.
    • An empty checkbox 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.

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.

To delete a list:

  1. If necessary, select the desired list from the Your Lists field.
  2. Click the Delete list icon 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.