The Selections tab displays from the Item Search and Display wizard only if your library is configured to use the Selection List module. The display of the Selections tab is additionally controlled based on the Show Selectionlist Folder property and additional options in the Item Search and Display Wizard properties. The heading for the Selections tab indicates the total number of selection lists for the displayed title for the current acquisitions library, or perhaps all libraries.
The selection lists appear in a table format. Click the column headers to sort the selection lists. You can also change the order of the fields by clicking a column header and dragging it to a new position.
The Selections tab displays the following fields in the table.
| • | Fiscal Cycle |
| • | Library |
| • | Line |
| • | List ID |
| • | Status |
Under Display, you can set the following display options.
| • | To view selection lists for a particular library, select the library from the list. |
| • | To view selection lists of a particular status, select the status from the list. |
When you select a list in the table, the right pane displays the following selection list detail.
| • | Alert Count |
| • | Created By |
| • | Cutoff Date |
| • | Date Alert Sent |
| • | Date Created |
| • | Date Modified |
| • | List Category and List Category 2 |
| • | List Name |
| • | List Owner |
| • | Total Amount |
| • | Total Lines |
| • | Total Quantity |
The following fields are defined for the Selections 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.
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.
This field displays the date alert notices were sent to the list owner and selectors. This field is updated by alert notice reports.
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.
Selection list records (selection lists, list lines, decisions) are assigned to a library. Which libraries may display your library’s selection list records is controlled by the Acquisition Display Libraries attribute of your Library policy. Which libraries may maintain your library’s selection list records is controlled by the Acquisition Maintenance Libraries attribute of your Library policy. When you are modifying or displaying selection list information, you may only select those libraries who have indicated in their Library policy that you may maintain or display that library’s acquisitions.
Note: This field will not appear on this tab for single library systems.
This field displays the selection list line number associated with this title
List Category 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 has a unique identifier, the list ID. You can type an ID, up to 20 characters, or the ID can be auto-generated by SirsiDynix Symphony.
This field describes the 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 to see active selection lists. These lists can still be modified, and list lines and decisions can still be added, modified, or removed. |
| • | BUILDING – Select the BUILDING status to see selection lists that are being built. Changes can be made to list lines, but selectors cannot make decisions at this point. |
| • | INACTIVE – Select the INACTIVE status to see selection lists that are not being used at this time. No changes can be made to the list lines and no decisions can be made. Only the Status field can be edited. |
| • | ORDERED – Select the ORDERED status to see all selection lists that have been converted to orders. Once a selection list is ordered, no changes can be made to the list. |
| • | READY – Select the READY status to see all selection lists that are ready for ordering. The Order From Selection List wizard can be used to create orders. No more decisions can be made, and list lines cannot be modified. |
| • | REVIEW – Select the REVIEW status to see the selection lists that have reached the cutoff date for selection decisions. Decisions can only be modified. No orders can be created at this time. |
This field displays the total value of items to be ordered from the selection list.
This field displays the total number of list lines on the selection list.
This field displays the total quantity of items to be ordered from the selection list.
Related topics
Item Search and Display Wizard
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