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Create Lists


Introduction
 
Create Lists - What Is It ?
  • Report generator that lets you create tailor-made lists of records based on your own criteria.
  • You may create lists from Bibliographic, Item, Patron, Order, Checkin, or Authority records.
  • Use Boolean searching to create subsets of the database for use in reports.
  • You can choose to combine data from different record types (e.g., Bibliographic and Item records), look for specific values in the records, print out only certain fields, sort the records in any order, and create precisely the type of list you want.
Review Files - the storage unit for Create Lists
  • Each list you create is stored in a "review file". Once you have created a list of records (review file) using this option, you can display the records, print them, or use them as input for other INNOPAC functions.
  • The lists you create are in reality lists of INNOPAC record numbers, not static copies of actual records. Every time you use a list which you created previously, the system retrieves the current version of the included records. If any of the records have been changed since you created the list, they will appear in the list with the changes reflected.
Boolean Operators
  • INNOPAC allows you to combine multiple search conditions into a single search statement by using the Boolean operators: AND and OR.
  • Search statements containing Boolean operators are processed by grouping all terms together into a
    sub-expression until an OR is encountered.
  • The order in which you input the Boolean terms will affect the results of the search.

Creating Lists of Records On Innopac
Boolean Conditions

You Key
Innopac Displays
What it Means
Hints
=
=
equals
Use only for exact matches. Useful for searching for records that don't have a particular variable length field.
~
< >
not equal to
Useful for searching for records that have a particular variable length field.
>
>
greater than
Useful for words as well as numbers; "AUTHOR > X" retrieves authors whose last names begin with y or z.
> 0
xx
xx
finds any value in the field
<
<
less than
xx
< 0
xx
xx
finds a blank value in the field
G
g
greater than or equal to
For date, not blank - use < > and hit space bar when prompted for date.
L
l
less than or equal to
W
w
within/between
Inclusive; within 50 & 100 includes 50 and 100
N
n
not within
Exclusive; not within 50 & 100 does not include 50 and 100
H
has
has (contains)
INNOPAC will search for the presence of your search string anywhere in the field; punctuation and spacing must match, capitalization is ignored. "CALL NUMBER has rent" will retrieve records with the call numbers RENT, rent, PARENT, and Parent.
E
e
exists
Used for searching "special fields" and conditions (linked records, presence of field, i.e. paid field)
N
n
not exists
Opposite of EXISTS, used only for special fields conditions.
X
xx
not have
xx
r
xx
regular expressions
xx

Helpful Hintsfor Creating Lists of Records on Innopac

To search for bibliographic records that do or don't have a particular type of record attached, use the "^ LINKED_RECORD" search. Type <SHIFT><6> to enact this search.

The "@ SP FIELD" allows you to search for data within the 007 and 008 fields. Type <SHIFT><2> to enact this type of search.

The "! MARC TAG" allows you to search specific MARC fields within a record. You can specify the indicators as well as the subfields that you would like to search. Type <SHIFT><1> to enact this type of search. It is more precise to sort on a MARC tag than on a III field tag.


Sample Searches for Bibliographic Records

LANGUAGE ~ eng AND LOCATION = <your reference collection code> finds non-English-language reference materials

440 ~ <enter> finds bibliographic records with 440 series fields (<enter> implies BLANK)

245?4 | a H der<space> finds bibliographic records with 245 second indicator 4, title fields that have DER in the subfield a ( ? is a wildcard you can use when searching MARC tags)

LINKED_REC E c and LINKED_REC N o finds bibliographic records that have attached checkin records but don't have attached order records

CALL NUMBER = <enter> finds bibliographic records without


Sample Searches for Item Records

BARCODE = <enter> finds item records without barcode fields

VOLUME ~ <enter> finds item records with volume fields

COPY # G 2 finds item records with COPY # fields that are greater than or equal to 2

Create List Etiquette
a. Select an appropriate size file space
b. Name and date your list
c. Delete your list when it is no longer needed
d. Do not delete a list someone else created.
Examples
5. Create list - MARC tag 001
Example 1. Procedures for gathering monthly withdrawal statistics
  • When withdrawing a title record from the collection (because the item is being physically withdrawn, the bib record does not match the book we own, or the item has been searched for and can not be found):
    Place a "d" in SUPPRESS (bcode3) in the bib record
  • If the item being withdrawn has other items attached to the bib record that are not being withdrawn (ex. You are only withdrawing c.2 not c.1 or c.3):

    --Place a "d" in ICODE2 in the item record that corresponds to the item number you are deleting

    If you are withdrawing a multi volume set or, for example, all copies attached to a bib record:

    --Place a "d" in SUPPRESS" in the bib record
    --Place a "d" in ICODE2 for all but one item. If a 25 volume set is being withdrawn, you will need to place a "d" in SUPPRESS" and a "d" in 24 of the ICODE2s.
  • At the beginning of each month, Jim will run a list of bib records having a "d" in SUPPRESS and a list of item records with a "d" in the ICODE2. Call these SUPPRESS = d and ICODE2 = d. After creating the bib list SUPPRESS = d:
    --S (sort) by OCLC#
    --L (list) by OCLC# and Title
    --Make a paper printout and use this list to delete items from OCLC
  • Next, create monthly stats for SUPPRESS = d and ICODE2 = d.
  • For SUPPRESS = d:
    --At the main menu, select: M, S, B, file labeled SUPPRESS = d
    -- Select O (Statistical report based on all OTHER record data elements)
    -- Do you want 'multi' fields to be split up? Y
    -- Select 2 > LOCATION report (See attached for a sample report)
    -- Title the report: Title deletions for "Month/Year"
    --Print the report
  • For item stats:
    --Select ICODE2 = d file
    --Follow the same instructions, call this report: Item deletions for "Month/Year"e
  • Please give these reports to Amrita
  • Next comes the actual deleting:
    -- Item records - Delete the ICODE2 = d record file first:
  • From the main menu, select: A, D (Delete records of any type)
    Select the ICODE2 = d file
    Select O - Delete ONLY the ITEM record

  • The screen you will see looks like this:
    A > Delete ITEM and ATTACHED bib record (if no other records attached)
    O > Delete ONLY the ITEM record
    Q > Quit
    Choose (O)
  • The records in this review file WILL BE DELETED no matter what statuses or data they might contain.

Example 2. Creating a list of bibs with no items

This is done through create lists using the option, "find BIBLIOGRAPHIC records that satisfy the following conditions
LINKED_REC not exist to I." This option can be used to find any bibliographic record that does not have a particular attached record.
Example 3. Invoices (Monthly Report)
Create a list of order records, and search the Paid Date field, and then choose Payment Date, using the "within" operator for whatever time period you want included. Then run a statistical report on that list to get the total dollar amount. You can get a wide variety of reports based on fixed fields in the order record.
Example 4. Limit a search to look for only the present of the characters at the beginning of a field
For variable fields, use HAS with the subfield followed by the data (e.g. AUTHOR HAS | asmith).
For fixed fields, the MATCHES operator is necessary (e.g. LOCATION MATCHES ^o finds all locations that begin with "o"). Using MATCHES with fixed fields often doesn't work in telnet because you can't input enough characters for complicated expressions.
Example 5. Create list - MARC tag 001
Option 1 - In MilCat create lists the line looks like: Type - -Field - -Condition - -Value A BIBLIOGRAPHIC MARC Tag 001 equal to " "

Option 2 - In text create lists: Use ! to get the MARC Tag, set it to 001, choose = for equal to, then press Return key: it will look like this: "001 = " without the quotes.

Option 3 - I don't know whether you're using Millennium Create Lists or character, but in either case you could use the condition "MARC field 001 = [nothing]" to find records missing this field. You'd need to use the exclamation point to tell the system you wanted to specify a MARC field, enter the field number (001), followed by =, and then just hit return or click on search to get records where that field = nothing. "[Variable field] = [nothing]" is an easy way to say, "find me records that don't have this variable field.
 
 
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Last Updated: August 22, 2007 | Report any problems to the staff page webmaster