Enter or change selection list line item segments

Note:
You must have permission to add or modify the selection list line item segment data for the destination branch. See Select Material Permissions for the permissions required to use selection lists and selection list line item segments.

To enter or change selection list line item segments:

1. Open the Selection List Line Item workform.
2. Click in the first blank selection list line item segment.

Note:
If defaults are set in the Polaris Administration profile Selection List Line Item Defaults, distribution information appears as soon as you add a selection list line item.

3. Type the number of copies of the title for the destination and collection in the Quantity box.
4. Select the branch in the Destination box.
5. Select the collection in the Collection box.
6. Select the fund in the Fund box.

Tip:
Multiple staff members can simultaneously enter or change segment data in the same selection list line item segment. The changes are saved in the order in which they are made.

7. Click in the next segment line to add the next segment’s data.
8. Select File > Save to save the record.

Administration Settings That Affect Selection List Lines

The following Polaris Administration Acquisitions/Serials profiles control the display of data in selection list line items:

• Selection list line item defaults - See Specify defaults for selection list line items.

• Filter branches in line item segments - See Filter destination branch lists by parent library.

• Acq fund droplist setup - See Specify how funds are displayed in Acquisitions.