Send Search Results to a Record Set

Sending search results to a record set is useful if there is some action you want to take on the records. For example, you could search for bibliographic records that do not display in the PAC, send the search results to a record set, and then bulk change the Display in PAC setting for all the records at once. For more information on the types of records that support record sets, see Creating and Using Record Sets.

Tip:
If your search is likely to return more records than the number in the Retrieval Limit box on the Settings tab, you may want to select Count only or increase the retrieval limit. When you select Count only, the retrieval limit is ignored, and it counts all the records. A warning message appears if the record set that will be created exceeds the limits set in Polaris Administration.

To put search results into a record set:

  1. Enter the search criteria for the records on the Find Tool-General tabbed page.
  2. If you want the records to be sent to the record set without displaying them, select Count only.
  3. Select the Settings tab. The Settings tabbed page appears.
  4. Select Send Results to a New Record Set.
  5. Type a name for the record set in the Name box.
  6. Select the record set owner in the Owner box.
  7. If you want to change the number of records that can be added to a record set before a warning message appears, type a different number in the Warning Size Threshold box. For example, if you want a warning message to appear only when five thousand or more records are about to be added to the record set, type 5000.

Tip:
The default threshold is set in Polaris Administration using the Staff Client profile Find Tool/record-set-to-record-set creation: Record set size warning threshold. It applies to record sets created from the Find Tool and record sets created from other record sets. See Set Find Tool defaults. 

  1. Click Search. A message asks if you want to open the record set.
  2. Select Yes to open the record set in the record set workform, or No to return to the Find Tool results list. You can search for the record set and open it later.

Related Information

For information on other methods for creating record sets, adding records to existing record sets, and using record sets, see Creating and Using Record Sets.