Working with Multiple Cataloging Records

Record sets group related cataloging records together for a particular purpose, but they do not actually contain the records. Since a record set merely points to the records within it, removing a record from a record set does not delete the record itself.

You can create record sets for bibliographic, authority, or item records, but you cannot mix record types in the same record set. Grouping cataloging records in record sets makes it easier to retrieve records, apply changes to multiple records (bulk change), or add multiple titles to a purchase order.

Record sets can also help you maintain your catalog. For example, you can gather all unlinked bibliographic or authority records into a record set, and then delete them or do other processing.

In addition, you can create record sets to group titles together and make them readily accessible in the PAC. One method is to publish the URL to the record set on the Polaris PowerPAC portal page, a page dashboard, or a Web site page. Another method is to use record sets to create visual representations of titles in a “content carousel” that displays on the PowerPAC portal page or a Community Profile page (if your library has Polaris Community Profiles). See Create a URL link to a record set in the PAC.

If you want to make changes to multiple bibliographic or item records at once, you can gather the records into a record set and then change them using the Bulk Change dialog box. You can also make bulk changes to multiple item records by selecting the item records in lists, such as Find Tool results or linked list boxes and selecting the Ad hoc Bulk Change option from the right-click menu.