Create a Selection List by Bulk-Adding Titles

To bulk-add titles from a record set to a selection list, the bibliographic records must include 970 tags. For more information, see The Bulk Add Process.

To create a selection list from a bibliographic record set:

1. On the Polaris Shortcut Bar select Cataloging > Record Sets.

The Find Tool appears.

Tip:
To focus the search, select Type in the Limit by box and Bibliographic in the Value box.

2. Search for the bibliographic record set that contains the titles to bulk add.

The bibliographic record set appears in the Find Tool results list.

3. Add the records in the record set to the new selection list using one of the following methods:
   • Select the record set in the Find Tool results, right-click and select Add to Selection List > New from the context menu.
   • Open the Bibliographic Record Set workform, and select Tools > Add all records to New Selection List. Or, select records in the list, and choose Tools > Add selected records to New Selection List.

The Add to New Selection List dialog box appears.

4. Type a name for the selection list in the List name box.
5. Select a library in the Library box.

Important:
If the Polaris Administration Acquisitions profile Filter branches in line item segments profile is set to Yes, and the 970 has a subfield $l (branch abbreviation) with the same parent library as the Library on the selection list, the 970 tag is used to create a segment on the selection list line item. If the profile is set to Yes and the branch abbreviation in a 970 tag does not have the same parent library as the Library on the selection list, it will not be used to create a segment on the selection list.

Tip:
For information on defaults for selection lists, see Set bulk add to use default data in selection lists. For more information about the bulk add process, see The Bulk Add Process.

6. Change or set the following default values:

• Quantity
• Material type
• Destination
• Collection
• Fund
• Supplier

Click Find to use the Find Tool to search for and select the supplier.

7. To change the error report name, type a new file path and name in the File name box, or click Browse and select the location. The report name has a date/time stamp.

Tip:
The default directory for the file is set in Polaris Administration. See Setting the Acquisitions/Serials Default Directory.

8. Click OK to start the bulk add process.

When the processing is complete a dialog box appears.

9. Click OK to acknowledge the message that the processing completed successfully.

Important:
The message also shows the location of the error report. Check the error report each time you bulk add records to a selection list. You can print the error report and refer to it while editing the selection list.

10. Use the Find Tool to search for the selection list created using bulk add, and double-click the selection list in the Find Tool results list.

The selection list appears in the Selection List workform.