List Maker Help

Step-by-Step Examples

Quick Preview

• Quick Preview: New Items by Copy Location — How to display on your screen the new items that have been added to one or more of your library’s copy locations
  Screencast: Quick Preview of New Items by Copy Location
• Quick Preview: Working with a File — How to use Quick Preview with a file of records
  Screencast:Quick Preview: Working with a File

Examples Based on Search

• List of New Items by Copy Location — How to create spreadsheet or HTML list (or both!) of the new items added to one or more copy location
• List of Items by Copy Location and LC Classification Number Range — How to create a spreadsheet of your library’s items within a particular copy location and LC classification Range
• List of Items by Copy Location and Dewey Call Number Range — How to create a spreadsheet of your library’s items within a particular copy location and LC classification Range
• List of Items by Item Statistical Category — How to create a list of items using the values in your library’s statistical categories.

Examples of Reports Based on Status

• Creating a List of Checkout Out Items — Here’s how you can create a report of all your items that are currently checked out (including or excluding ones with the status Long Overdue.)
  Screencast: Using the List Maker for a List of Checked-Out Items
• Creating a Status Report — How to create a one-time report of items that have one or more selected statuses, optionally limited by when the items got their currently status (example: items that were given the Missing status before January 1)
• Scheduling a Status Report — How to create a report that runs on a regular schedule and includes items that have one or more selected statuses, optionally limited by when those items got their current status, for example a shelf-checking report of items that were marked Missing more than 10 months ago.

Examples Using a Batch of Records

• Creating a List from a File of Barcodes — How to scan a group of items selected for a display or other special project, and upload it into the List Maker to produce the code to add lists to your website, or spreadsheets for any purpose.
• Creating a Record Bucket from a Basket — How to select titles in the staff client and move them from the basket to a bucket to create a CSV file to use in the List Maker.
  Screencast:From Basket to Bucket in the Staff Client
• Using Basic File Upload in the List Maker —
  Screencast: Basic File Upload

Using a Record Query to Create a File of Records

• Using a Record Query with List Maker — Using the Record Query feature in Record Buckets to search the database and output a file to use with List Maker
  Screencast: Using a Record Query to Create a CSV File
• Sample Files for Testing — These are CSV files of bibliographic records, and can be used to test file upload for Quick Preview or in any type of report. Use the File Upload settings File Contains: Bibs and File Type: CSV.

  List Maker Test Files — You can download and use this CSV files for your own projects or for testing

  Shelf Sitter Reports

  • Creating a Simple Shelf Sitter Report — Here’s how to create a list of all the items in one or more copy locations that have been sitting on the shelf for a particular length of time. These items may be candidates for weeding, or may be missing.
    Screencast: Basic Shelf Sitter Report
  • Creating an Advanced Shelf Sitter Report — Here’s how to create a list of all the items that have been sitting on the shelf for a particular length of time when you needs to be more specific than just copy location(s) and length of time.
    Screencast: Advanced Shelf Sitter
  • Creating a Scheduled Shelf Sitter Report — You can get into a routine by scheduling a shelf sitter report to run automatically.
    Screencast: Scheduled Shelf List Report

  Scheduled Reports

  • Scheduling a Monthly List of New Items for a Selected Copy Location — Set up a report to send you a report of the items added to a copy location in the previous month
  • Scheduling a Weekly List of Items Late In Transit — Set up a report that runs every Monday morning and creates a list of items that have were given the status In Transit between 14 and 21 days ago.

  Bookbags and Carousels

  • Using the List Maker to Make Bookbags

  HTML and CSS Options

  • Working with HTML and CSS Files from the List Maker — How to set up the CSS file for the List Maker files on your own site (and how to use the List Maker test site if you just want to experiment!)

  List Maker Test Site

  Test Site Login Information

  Use this site to test HTML options and the Library Bookshelves Plugin without having to do any configurations on your own site

  https://www.noblenet.org/sis/test/wp-admin
  User name: booklist
  Password: bgtest100