The Selection List tab appears when using the selection list wizards. This tab displays selection list control information, including the following.
| • | Alert Count |
| • | Comment and Note |
| • | Created By |
| • | Cutoff Date |
| • | Date Alert Sent |
| • | Date Created |
| • | Date Modified |
| • | Fiscal Cycle |
| • | List Category 1 and List Category 2 |
| • | List ID |
| • | List Name |
| • | List Owner |
| • | Status |
Use the Insert Row Before Helper, Insert Row After Helper, or Delete Row Helper to add or remove extended information fields.
The following fields are defined for the Selection List tab.
This field displays the number of alert notices sent to the selection list owner and selectors. This field is updated by alert notice reports. If you send email alert notices, you can update this field manually, as well as update the Date Alert Sent on the Selection List tab.
Selection lists, list lines, and decision records can contain comments. If the Comment field is completed for a list line, the comment may be included in orderline extended information.
The user access of the user who created (or duplicated) the record displays in this field.
The Cutoff Date is the deadline for selectors to have made their decisions. Select a date using the Calendar gadget.
This field displays the date alert notices were sent to the list owner and selectors. This field is updated by alert notice reports. If you send email alert notices, you can manually set this date using the Calendar gadget. If you manually set this date, you should also update the Alert Count field on the Selection List tab.
Automatically supplied by the system, the date that a record was created (or duplicated) displays in this field. This date is automatically maintained by SirsiDynix Symphony and cannot be modified.
This field contains the date the record was last modified. This information is automatically updated by the system. NEVER is the value for records not modified since the record was created.
This field identifies a particular funding period. The funding period can be set up in quarters, calendar years, or fiscal years.
List Category 1 and List Category 2
These fields contain values from the List Category 1 and List Category 2 policies in Acquisitions Configuration. Your library decides what type of information will be used in these fields and may also determine how these categories are labeled. The generic SirsiDynix Symphony labels for these fields are List Category 1 and List Category 2. The purpose of these optional fields is to help denote special characteristics of a selection control record that is common to a group selection lists, such as source of reviews or publishers whose catalogs are used for selection. Selection lists can be searched by the List Category fields.
Each selection list must have a unique identifier, the List ID. You can type an ID, up to 20 characters, or you can assign an auto-generated list ID by selecting AUTO from the list.
Use this field to describe a selection list.
The List Owner is the user ID of the library staff who created the selection list. Typically, this is the login user.
This field contains the status for a selection list. The defined status values include the following.
| – | ACTIVE – Select the ACTIVE status and selectors can make selection list decisions. Control information can be modified, and list lines can still be added, modified, or removed. |
| – | BUILDING – If the selection list status is BUILDING, you can make changes to list lines, but cannot make decisions at this point. You can add, modify, or remove list lines, and even remove the entire selection list if you remove the last list line. |
| – | INACTIVE – Select the INACTIVE status if you do not want to use the list at this time. No changes can be made to the list lines and no decisions can be made. When the selection list status is inactive, only the selection list status can be edited; all other fields, including extended information fields, are read-only. |
| – | ORDERED – The Order From Selection List wizard changes the selection list status to ORDERED when all decisions are converted to orders/orderlines. You cannot modify the ORDERED status using the Modify Selection List wizard. When a selection list’s status is ORDERED, selection list control information cannot be modified, nor can list line or decision information. |
| – | READY – Select the READY status and the Order From Selection List wizard can be used to create orders. No more decisions can be made. List lines cannot be modified. Only the extended information fields on the selection control record can be modified. |
| – | REVIEW – The selection list has reached the cutoff date for selection decisions. Decisions can only be modified. No orders can be created at this time. |
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