How to Create Watch Lists

When you click on the Watch Lists tab for the very first time, a message displays stating that you have not created any shared lists. Once you create a list, it is added to a drop-down menu that includes all of your company�s public lists.

Important Note: To create a list, you must register as a unique user. This allows the system to keep track of your individual searches and lists. IHS does not sell or rent online user information to other companies and you will not receive unwanted "spam" as a result of completing this registration form. For more information, please read the IHS Privacy Policy.

Creating a new list can be done by using the Quick List Creation page or by following the step-by-step Create List Wizard.

Quick List Creation Page

To create a new with the Quick List Creation page:

Go to the Watch Lists tab, and then click on the Create New List link.
Click on the Quick List Creation page link.
In the New List Name section of the page, enter a name for your list, such as Project XYZ.
The List Sharing section of the page allows you to set modification/editing and viewing rights for your lists.
For List Sharing > List Modification, the modification rights default is set to Only selected users. This option gives list editing rights to those users you select and allows those users to add, delete, or update documents on the list. By default, you are given permission to modify your list. To grant modification rights to other users, click on the Choose Users link.
Click on the check box next to registered individuals within your company to whom you want to grant modification rights, and then click the OK button.
For List Sharing > List Viewing, the rights default is set to All registered users, allowing all users registered under your company account to view the list. To allow selected users to view the list, change the List Viewing setting to Only selected users, and then click on the Choose Users link.
Click the check box next to registered individuals within your company that will be allowed to view the list, and then click the OK button.
The List Alert Settings section of the page allows you to set up users to receive email alerts whenever documents on your list are revised. By default, only your email address is set up to receive email alerts. To edit an existing email address or add a new email address, click the Edit/Add Email Addresses link.
Enter the email address for the individual that will receive email alerts, and then click Add.
Click the Remove link to delete an email address.
When you have finished editing or adding email addresses for List Alerts, click OK.
If you are satisfied with the List Name, List Sharing, and List Alert settings, click the Create button. Once your list is created, you can perform a search and add documents to your list.

Create List Wizard

To create a list using the Create List Wizard:

Open the Watch Lists tab, click on the Create New List link.
Enter a name for your list, such as Project XYZ, and then click Next.
For List Sharing, the Allow only selected users option is selected by default.
This option allows only selected users modification rights, such as adding, deleting, or updating documents on the list. The default list includes anyone that uses the company account login and password, as opposed to your unique username and password, but you must select names from the list to grant them modification rights. Other wise, you are the only one that has modification rights for your list.

To modify the list of users, click on the Choose Users link, and then click on the check box for the individuals to whom you want to grant modification rights. The Selected Users option on a users list is selected by default. To grant modification rights to all users, which is the same as selecting the Allow all users option on the previous screen, select the All Users option.
Once you have selected the users you want to grant modification rights to, you can set List Viewing rights to your list using the same method.
With List Modification and List Viewing permissions set, click Next to continue.
To receive email alerts on documents that are modified by the authoring organization, and then updated in the IHS Standards Expert database, select the Users that will receive alerts when document changes occur option, and then click Next.

As the creator of the list, you are automatically selected, but if you want others to be alerted, click on the Add Email Addresses link, enter the email address for the individuals to whom you want to receive alerts, and then click Add. Continue to add email address and when you have finished, click OK, and then click Next.

If you do not want to receive email alerts, click the Do not send alerts for this list option, and then click Next.
A List Creation Summary page displays with the options you selected for the list, which includes List Name, Email Alerts, List Modification, and List Viewing.

If you would like to make changes to any of the options, click the Previous button until you are on the option screen where you would like to make the changes. Click the Next button until you are returned to the List Creation Summary screen.

If you are satisfied with the summary, click Finish.
Once your list is created, go to the Search tab, perform your search(es) and add the documents you want to your list with the Watch List (Add) link in the results list or when viewing the PDF image of the document.

Watch List (Add) link in the results:

Watch List (Add) link while viewing the document:

Watch List (Add) - Viewing Document

When you click on a Watch List (Add) link, a dialog box opens, allowing you to select which list you would like to put the document in. Select a list from the drop-down menu, and then click Submit, and then OK.

Add Document to Watch List