Using Cataloging Record Sets

You can create item, bibliographic or authority record sets using various methods, such as: adding cataloging records from Find Tool results; creating record sets of linked records from another cataloging record set; sending imported records directly to a record set; and creating record sets of unlinked records. Creating and Using Record Sets.

Note:
If you are using Polaris Inventory Manager (PIM), you can automatically create record sets of items for weeding or other processing. If you are using SimplyReports, you can automatically create record sets of bibliographic, item, or authority records.

Tip:
The icon  next to an authority record listed in a record set indicates that the authority record is not linked to any other record.

After cataloging record sets are created, you can use them to maintain and update cataloging records by bulk changing item or bibliographic records; deleting unlinked records; processing imported records; and grouping records for retrieval and review.

Cataloging record sets can also be used to make certain titles readily accessible in Polaris PowerPAC by publishing a URL link to the record set that patrons click to see the titles, or displaying a “content carousel” of titles. See Create a URL link to a record set in the PAC.

See also:

• Open an existing cataloging record set
• Create an item record set from bib record set
• Create a bib record set from an item record set
• Create a bib record set from an authority record set
• Create an authority record set from a bib record set
• Retrieve records using a record set
• Print a list of cataloging records from a record set
• Display record set titles in PAC content carousels
• Display record set titles in Community content carousels
• Bulk-Changing Bibliographic Records
• Bulk-Changing Item Records