Create a New Record from the Find Tool Results List

You can create new records from a variety of types of records displayed in the Polaris Find Tool results list. For example, from an entry in a list of bib search results, you can create an item record.

To create a new record from a record listed in the Polaris Find Tool results:

1. Use the Polaris Find Tool to search for the record. See Doing a Basic Search. The records that meet the criteria you specified are displayed in the Find Tool results list.
2. Select the record that you want to use to create the new record.
3. Right-click, select Create, and select the type of record you want to create.

The workform for the type of record opens.

4. Enter information in the fields in the workform.
5. Select File > Save. A message in the status bar indicates the record was saved.

Related Information

Various Polaris subsystems offer additional methods for creating records: 

• Using Templates - You can use templates to create new records such as item, bibliographic, and purchase order records. Using templates to create records is more efficient and ensures that certain standard information is entered the same way in each new record. See Using Cataloging Templates and Setting Up Templates for Acquisitions.
• Creating multiple item records for the same title - You can create item records for multiple copies of the same title in one step. See Create multiple item records for a single title.
• Importing records - You can import bibliographic or authority records to create new records in the Polaris database. Item records can be created automatically from embedded holdings data in imported bibliographic records. See Importing Records.
• Creating purchase orders by bulk adding - You can create new purchase orders by bulk adding titles from a bibliographic record set. See Create a Purchase Order by Bulk Adding Titles.
• Creating serials issue records - You can create serial issue records through automatic prediction. See Setting Up Serials Records.