Add a New Selection List Line by Copying a Line Item
After you have added the first selection list line item, you can copy the data to create a new selection list line item. To create a new selection list line item by copying an existing one:
Tip:
Press CTRL+N to copy the segment data.
- Open the Selection List Line Item workform.
- Select File > New, or click the down arrow next to the file icon
, and select one of the following options:
- Copy Segment Data - Copies the distribution information (destination, collection, and fund), but not the bibliographic information. If the Retain material type when copying line item segment data profile is set to Yes, the material type is also copied to the new selection list line item.
- Clear Workform - Creates a new blank selection list line item with no bibliographic information. If defaults are set in the Selection list line item defaults profile in Polaris Administration, the default supplier appears in the Supplier field. In addition, one selection list line item segment is created automatically with the default destination, collection, and fund. If defaults are not set in the profile, these fields are blank.
- Copy Workform - Copies all the bibliographic and distribution information, including all segments, to the new selection list line item. If there is a linked bibliographic record, the link is also copied to the new selection list line item.
Important:
When you select Copy Workform and click Find to search for another bibliographic record, the search is based on the ISBN currently in the ISBN box on the new line item. To search for a new bibliographic record, select (highlight) the existing ISBN and type a new ISBN in the box before clicking Find.
- Enter additional information to complete the new selection list line item. See Add titles to a selection list one at a time.
- Select File > Save.
The selection list line item is copied to the existing selection list, the decision is set to Consider, and the status date is set to the current date.