Create lists: Creating review file

Go to Create Lists from the Function drop down menu.  

Pick an empty review file, or change All to Empty.  Click the arrow next to Max Records to display the available review files in order by size.  Pick a review files that will work for the search.  Highlight the review file by clicking on it.  Click Search Records.

This will bring up the Boolean Search box.  Label the Review File Name to include the two or three identifying letters of your library.  The rest of the file name should match the search term.  

The Store Record Type will default to BIBLIOGRAPHIC b.  Click on the dropdown menu next to BIBLIOGRAPIC b to change the type of review file.  The choices are ORDER o, CHECKIN c, CHECKIN AND CARD cc, AUTHORITY a, ITEM i, PATRON p, COURSE r, INVOICE n.  Pick the type of review file for your search.  The information that follows will only relate to that Store Record Type.

In this example, we are going to use PATRON p.  The review file will be patrons with billed books. 

Double click in the box under Type.  This will bring up the Select Me box.  Either click on PATRON or type p. Click OK.

Double click in the box under Field.  This will bring up the Select Me box again.  Click 47 P TYPE. Click OK.

Double click in the box under Condition.  

This will bring up the Select Me box again.  Depending on what Ptype(s) are included in the review file, will depend on which search term to use such as = equal to, or w between.  

Equal To

The equal to search allows for only one Ptype in the search.  Enter the Ptype number in Value A.

Between

The between search allows for multiple Ptypes.  Enter the Ptypes in Value A & Value B.  The ptypes will be Value A – Value B.  Example,  if Value A was 25  & Value B was 29 this will also include 26, 27 & 28.

Click Append Line to add a new line at the bottom.  Insert Line will put a line at the top.

In this example, we are looking for patrons with one Ptype and an item with the status of n which is Billed. Note: repeat the steps for Type, Field, Condition and Value to add the search terms for ITEM, STATUS, equal to, and n.  

The search terms will appear in the middle of the Boolean Search box.

Once you are finished entering your search terms, click Search.

To find the review file, you might need to change Empty to Complete in the dropdown menu.  Finding the review file can be done by File, Name, Login or Created [date/time].  Highlight the review file to view it.

Once the review file has been highlighted, viewing the review file records can be done several ways.  

1) Click on Show Records.   Or   2) Double click on the review file.