Help Desk: Using Online Selection & Acquisitions

 Overview 
 List Management 
Create A New List
Sharing a List
Searching
Search Results
Advanced Searches
Add An Item To A List
Add / Edit a Note on a List
Deleting Items From A List
Duplicate Order Items
View Or Edit A List
Submit A List For Review
Place A List In Review
Place An Order
Archive A List
Cancels and Claims
Delete A List
List Status Definitions
 Administration 
 My Info 
 Status Codes 

Overview: List Management

Online Selection & Acquisitions (OSA) provides access to several list management functions that can be enabled or disabled, by the User Administrator. The administrator can customize individual user logon permissions according to the skills and/or authority of the user, or as otherwise defined by library management, for your local selection, review, approval, and ordering structure.

List Management functions for users assigned adequate permissions include:

  • Make Private: allows you to maintain lists that other users are not able to view. Administrative staff can view these private lists.
  • Make Default: allows you to set a list with a Constructing status as the default list when adding new items. Only one list can be set as the default.
  • Archive, Display in PAC, Print List, View Fund Effects, and Download MARC Records.

    With the correct permissions, the OSA user can also:

    • Create or delete lists
    • View, Share, and Maintain Lists
    • Submit Lists for Review
    • Review, Approve, and Order Lists
    • Choose Vendors and Funds
    • Perform Fiscal Year Maintenance

    List Management Toolbar:
    When logged into Online Selection & Acquisitions, select the List Management function you wish to perform from the List Management navigation toolbar ( Figure 60 ), located at the top-center under the Button Toolbar.

    Where Are My Lists?: (Archived lists)
    To view "archived" lists use the List Search tool. See also: Archive a List

    HELP:
    To view Help information on performing List Management or Administration processes, click the Help Desk button on the toolbar at the top-center, under the OSA banner, .

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