Add, edit, and delete Resource Lists

Add, edit, and delete Resource Lists

Resource Lists let you select titles in your collection for various purposes, such as to print labels, run reports, and perform catalog maintenance. A Resource List contains the title record and all copies associated with it.

The ability to share Resource Lists varies by user type:

• Site-level users can build a list of resources for personal use or to share within their district or school.
• District-level users can build a list of resources for personal use. This cannot be shared within the district.

Add a Resource List (for site-level users)

1. Select Catalog > Resource Lists > My Lists tab.
2. Click Add List. The Add a List page appears.
   
3. In the Name field, give the List a recognizable name.
4. To make the List available to users in your school, select Make this list Public locally.Note: No one else can see your List unless you make it public from a site.
5. To make the list available to users in your district, select Make this list Public across the District.Note: To make the list public across the district, you must select both the Make this list Public locally and Make this list Public across the District checkboxes.
6. In the Description field, type information about the contents of your List (optional).
7. If you want to add a co-owner:
   1. Enter a search term in the Find Patron field.
   2. Choose a patron record field.
   3. To search patrons at other schools in your district, deselect the Only my patrons checkbox.
   4. Click Go.
   5. Next to the patron, click Add. The patron moves to the Select Users section.
8. Click Save. The Resource Lists page appears.

Add a Resource List (for district-level users)

1. From District Back Office, select Catalog > Resource Lists.
2. Click Add List. The Add a List page appears.
   
3. In the Name field, give the List a recognizable name.
4. In the Description field, type information about the contents of your List (optional).
5. Click Save. The Resource Lists page appears.

Edit a Resource List

1. Select Catalog > Resource Lists.
2. If you are logged in as a site-level user, click the My Lists tab.
3. Find the Resource List you want to edit, and then click .
4. Update the appropriate fields as needed.
5. Click Save. The Resource Lists page appears.

Delete a Resource List

1. Select Catalog > Resource Lists.
2. If you are logged in as a site-level user, click the My Lists tab.
3. Next to the List you want to delete, click .
4. From the pop-up that appears, click Yes to proceed.