Contents Introduction Create Lists overview Importance of Create Lists Background data and examples...

Contents Introduction Create Lists overview Importance of Create Lists Background data and examples Enhancing service through create lists Enhancing usage through training Introduction Create Lists overview Importance of Create Lists Background data and examples Enhancing service through create lists Enhancing usage through training 2

Introduction Presentation scope The art of Create Lists Audits Learning and training Presentation scope The art of Create Lists Audits Learning and training 3

Create Lists overview 4 Selection options

Create Lists overview (continued) Create Lists Who can create lists? Value of system data Lists types and lists creation criteria Integrated Data Create Lists Who can create lists? Value of system data Lists types and lists creation criteria Integrated Data 5

Importance of Create Lists Operational uses Administrative uses Enhancing the record data Operational uses Administrative uses Enhancing the record data 6

Background data for Create Lists Records types Queries will be generated from various record types : Examples: - Bibliographic - Item - Order - Patron Records data It is important to understand the integrated nature of system data as part of background knowledge Records types Queries will be generated from various record types : Examples: - Bibliographic - Item - Order - Patron Records data It is important to understand the integrated nature of system data as part of background knowledge 7

Background data for Create Lists (continued) 8 Bib record Order record Patron record Item record Administrative data Background data size, variety and integration (example) Circulation transactions

Background data for Create Lists (continued) Record fields and subfields examples - Garbage in, Garbage out Bibliographic: TITLE 245 10 Research methodology /|cChris Welman PUBL 260 New York :|bOxford University Press,|c2005. Item: Copy 2 LOCATION taur INTL USE 0 #RENEWALS 0 STATUS - I TYPE 6 #OVERDUE 0 NOTE stp Record fields and subfields examples - Garbage in, Garbage out Bibliographic: TITLE 245 10 Research methodology /|cChris Welman PUBL 260 New York :|bOxford University Press,|c2005. Item: Copy 2 LOCATION taur INTL USE 0 #RENEWALS 0 STATUS - I TYPE 6 #OVERDUE 0 NOTE stp

Background data for Create Lists (continued) 10 Patron

11 BIBLIOGRAPHIC MAT TYPE equal to m AND BIBLIOGRAPHIC CALL NO between 340.000 and 349.999 AND ITEM LOCATION starts with t OR ITEM LOCATION starts with p AND ITEM CREATED between 01-01-2014 and 30-10-2014 AND ITEM NOTE has kmm AND ORDER E PRICE greater than R1000.00 Append Records data and search criteria in Create Lists (examples ) Empty file Choose Search example

12 PATRON P TYPE between 18 and 20 AND PATRON HOME LIBR starts with t AND ITEM DUE DATE between 01-10-2014 and 10-10-2014 AND PATRON ADDRESS has DALMADA Records data and search criteria in Create Lists (examples) Search example

13 Other useful functions of the Create Lists mode Sort Records List Records Export Records Show Records Show Info Append Copy Empty Rename Own, etc. Some functions become active only after a review file has been selected

Enhancing service through Create Lists User focus Create Lists have indirect impact on the user Acquisitions Cataloguing Circulation User focus Create Lists have indirect impact on the user Acquisitions Cataloguing Circulation 14

Enhancing usage through training Training for improved usage of create lists Training approaches - Coordinated training - Mandatory training - Tools Training for improved usage of create lists Training approaches - Coordinated training - Mandatory training - Tools 15

Resources 1.Innovative Interfaces Create Lists and Statistics Training Manual http://csdirect.iii.com/documentation/manuals_igr.php 2. Innovative Interfaces Create Lists Troubleshooting Guide http://csdirect.iii.com/documentation/booltroubleshooter.shtml 3. Sierra Guide: Creating Lists (Review files) http://csdirect.iii.com/sierrahelp/Content/sgil/sgil_lists.html 1.Innovative Interfaces Create Lists and Statistics Training Manual http://csdirect.iii.com/documentation/manuals_igr.php 2. Innovative Interfaces Create Lists Troubleshooting Guide http://csdirect.iii.com/documentation/booltroubleshooter.shtml 3. Sierra Guide: Creating Lists (Review files) http://csdirect.iii.com/sierrahelp/Content/sgil/sgil_lists.html 16

THANK YOU Contact information: Ms K A Maphopha e-mail: [email protected] [email protected] a Contact information: Ms K A Maphopha e-mail: [email protected] [email protected] a 17 You can master the art

Contents Introduction Create Lists overview Importance of Create Lists Background data and examples...

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