Creating and Editing Community Records in the Staff Client

Staff members use the tabbed Community Record workform to create or edit community records in Polaris Cataloging. The workform consists of the following tabbed pages: Profile, More info, Events, Social, Services, Subjects, Organization Rep, Preview, and Statistics. When an event is associated with a community record, an event record is created that is linked to that community record.

Depending on your library’s preferences, the staff member can create a minimal community record with only three required fields (organization name, organization description, and primary address) and then designate an organization representative who can finish the record via the PAC. Or, the staff member can create a fuller community record before designating the organization representative.

Note:
Community records are governed by the following permissions: Community records: Access, Create, Modify, Delete.

See also:

• Search for a community record in the staff client
• Create a new community record in the staff client
• Enter basic community information in the staff client
• Enter more community information in the staff client
• Enter a community event in the staff client
• Enter community social links in the staff client
• Enter community services in the staff client
• Enter community subjects in the staff client
• Designate a community representative
• Preview the community record from the staff client
• View community record statistics in the staff client