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  1. In the Lists pane, click on New.

  2. In the New List window, add criteria in the List information section:

  3. List name : The name that will appear on the list. If you are creating a shared list, prefix your list with your institution code

  4. Description (optional): Explain what purpose the list serves

  5. Visibility: Define if other uses can view the list

  6. Status : Set the list as active or inactive

  7. Select the appropriate Record type.

Supported record types

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  1. Holdings

    1. Instances

    2. Items

    3. Loans

    4. Organizations - contact info

    5. Organizations - vendor info

    6. Purchase order lines,

    7. Users.

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