User Lists Guide
This documentation discusses how to create, edit, curate, and use User Lists in the library catalog
Table of Contents
- 1 What are User Lists?
- 2 List Functions
- 3 My Lists Basics
- 4 Adding titles to your List
- 5 My Lists Page
- 6 Editing your List
- 7 Sharing your List
- 8 Add multiple titles to a List
- 9 Admin options (Make Public/Make Private)
- 10 Generate Citations
- 11 Sort
- 12 List ID
- 13 List Filtering
- 14 Delete Selected
- 15 Clear List
- 16 Delete List
- 17 Related Documentation
What are User Lists?
The library catalog features a User Lists function in your library account that you can use to manage and curate lists of titles from the library. User lists can be kept private for personal use or you can make your user lists publicly available with easy sharing options. Users lists in the catalog feature a number of different options so you can view, edit, and curate the lists to best meet your needs.
List Functions
My Lists Basics
There are several different ways to create a list using your library’s catalog. You can create a list from the My Lists option in the My Account section once you login to the catalog. You can also use the Add To List button for any title in the catalog or to create a list of titles on specific topics. You can click on any title and find the Add To List button within the record.
Log in to your library’s catalog. Located Under My Account is the link for My Lists.
Under the My Lists heading is the Create a New List button.
Once you click on the Create a New List button, the Create new List box will appear. Fill in the List name. The Description is optional. All lists are private when first created. You can use the Access toggle to change a list from Private to Public. Click on the Create List button.
You will receive a message that the list has been created successfully. Click on the View My List button to see this newly created list.
Since you have not added any titles to this list, you will see the information that “you do not have any saved resources” displaying on your list. There are several different ways to add titles to your lists. You can click on the Add Multiple Titles button in the list options or you can search the catalog for titles and use the Add To List button or the Bookshelf.
Adding titles to your List
Add To List button
Search for the title you would like to add to your list.
Click on the Add To List button located under the title description.
If you are not logged in to your account, you will be prompted to login. If you are already logged in, you will see the Add to List box. If you have more than one list, you will see all your list choices. If you only have one list, you will only see that list. Pick the list from the Choose a List drop-down. Click the Save To List button. The selected title will be added to that list.
The Add a Note field will add information you’ve entered to the title, which only displays on your list.
You will get the Added Successfully pop-up letting you know the title was saved to your list. Click on the View My List to see the newly added title in the list page, or click on the Close button to add more titles to your list.
When you try to add an item that is already in the chosen list, you will get a message letting you know the title is already in your list. You can click on the Close button, or Create a New List. If you click on the Save to List button instead of creating a new list, the item will be put in a default My Favorites list.
Add titles or create a new List from a search for specific topics
One way to create a list is to start with a search for a specific topic. In this example, we are using a pet sitting business. A list could be created searching for specific titles as well.
The search should bring up a list of titles relevant to the search string. The number of available items will be listed in the upper left corner. Add a title to a list by clicking the Add To List button. If you have not created the list before pressing the Add To List button, you will be prompted to login and create a new List.
If you have not created a list before pressing the Add To List button, the Add To List box will appear. Click the Create a New List button.
You will be prompted to fill out the Create new List box. Fill in the List name. The Description is optional. All lists are private when first created. You can use the Access toggle to change a list from Private to Public. Click on the Create List button.
Clicking on a title
Add an item to the list from the detail record view. To view the detail record, click on the title of the item.
This will bring up the full record display with the Add To List button to add the item to the list.
Another way to add an item to the list would be to click on the title from the More Like This section. Scroll to see the other titles that might be relevant to the list. Click on the item cover to bring up the title information and use the Add to List button to add it to your list.
Adding titles using Bookshelf from search results
You can add multiple titles to your user list from the search results page using the Bookshelf option.
After you execute a search for your desired topic, you will see clickable checkboxes next to titles. You must select at least one title with the checkbox to activate and open the Bookshelf. The titles and the number of items in the Bookshelf will update as you select and deselect titles with the checkboxes.
If you have multiple titles selected for your Bookshelf, each selected item will display the bookshelf icon underneath the checkbox.
Click on the book icon underneath the checked checkbox to open your Bookshelf in a popup window.
When the Bookshelf is open you can delete previously added titles from the Bookshelf with the Remove button. Close the Bookshelf with the Close button or the X in the corner to continue adding titles to your Bookshelf.
Use the Add All to List button to bring up the add to list options from the Bookshelf.
When you click Add All to List from the Bookshelf you can add the selected titles to an existing user list or you can create a new list. The pop-up will list the titles you’ve chosen to add to a list.
If adding titles to an existing list, click on the Save Items to List button. If creating a new list from the Bookshelf, title your list accordingly and click the Create List button.
If you are adding titles from the Bookshelf to an existing list, you’ll see a message when the titles were successfully added to your existing list. If you created a new list from the Bookshelf, you’ll see a message that your new list was created successfully. You can view the recently added items with the View My List button in either scenario.
Adding Archive Collections and Objects
If your library has access to the Marmot Digital Archive, you can include Archive Objects in your user lists.
Search the digital archive by changing the search source to Local Digital Archive and searching for a name, subject, or term.
When you find the result you would like to add to your list, click on the Add to List button.