Selection List Line Item Workform

Use the Selection List Line Item workform to:

• Add a new title to a selection list - 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. See Retain material type in copied line items.
• Clear Workform - Creates a new blank selection list line item with only one segment containing default data specified in the Selection list line item defaults profile in Polaris Administration. See Specify defaults for selection list line items.
• Copy Existing Workform - Copies all the title and distribution information, including all segments, to the new selection list line item.
• Add a description of the title - Select View > Additional Description or click  .
• Delete the selection list line item record - Select File > Delete, or click .
• Print the selection list line item record - Select File > Print, or click .

Selection List Line Item Workform - General View

Use the Selection List Line Item workform General view to:

• View the decision and decision date.
• Add segments to the selection list line item - Click the next segment line to add another segment, and specify the number of copies of the title for a specific destination (library branch), collection, and fund.
• View the unit price for the selected title.
• Delete a segment - Right-click a selection list line item segment and select Delete, or click .
• Print a segment - Select File > Print, or click .

Selection List Line Item Workform - Additional Description View

The Additional Description view of the Selection List Line Item workform displays additional bibliographic information about the title. If you used the Find Tool to search for and select a title that already exists in the database, you can enter information only in the Notes box. If you are entering a new title that does not exist in the database, you can enter information in all the boxes on the Additional Description view. A brief bibliographic record is created using this information if you copy the selection list line item to a purchase order.

Use the Additional Description view of the Selection List Line Item workform to:

• Type bibliographic information - If you are added a title manually on the General view of the Selection List Line Item workform, type in the Author, Publisher, Publication Date, Review, Summary and other boxes on the Additional Description view.
• Type notes - You can enter notes for titles that exist in the Polaris database and for titles that you enter manually. The information in the Note box is copied to the Non-public note box on the Purchase Order Line Item workform. If on-order item records are created when the purchase order is released, the note is copied to the Non-public note box on the Item record workform. This note also appears on printed purchase order line item workslips.