2. 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

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

4. Create Lists overview 4 Selection options

5. 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

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

7. 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

8. 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

9. 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

10. Background data for Create Lists (continued) 10 Patron

11. 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. 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. 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

14. 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

15. 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

16. 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

17. THANK YOU Contact information: Ms K A Maphopha e-mail: khomotso.maphopha@ul.ac.z akhomotso.maphopha@ul.ac.z a Contact information: Ms K A Maphopha e-mail: khomotso.maphopha@ul.ac.z akhomotso.maphopha@ul.ac.z a 17 You can master the art