Retrieve Records Using a Record Set

When you group records in a record set, you can easily retrieve the records for further review. You might want to create a record set of provisional records when importing and then make the necessary changes to each record. For more information on creating records sets while importing, see Set import options for record sets.

To retrieve records from a record set:

1. Select Cataloging > Record Sets from the Polaris Shortcut bar.

The Polaris Find Tool appears with Record Sets selected in the Objects box.

Tip:
You can also search for a record set by owner.

2. Select an option in the Search by box.
3. To sort the results, select a Sort by option.
4. To limit the results, select a Limit by option and enter a value.
5. Type the search term in the For box.
6. Click Search.

The record sets that meet your search criteria appear in the results list.

7. Double-click the record set you want to open.

The record set appears in the Record Set workform.

8. Double-click any record listed in the Record Set workform.

The record appears in the appropriate workform.