Add Records to a Record Set

You can add bibliographic records, item records, or patron records to a record set by searching for the records or by scanning item or patron barcodes. For patron record sets only, you can select an Excel file to populate the record set. No data is imported from the Excel file; if the patron ID in the file matches an existing patron record in the Polaris database, the record is added to the record set.

To add records to a new or existing record set:

Note:
You can use the Find Tool to search for an existing record set by the record set name, owner, or creation date. See Doing a Basic Search.

1. Open the Record Set workform for a new or existing record set.
2. Use one of the following methods to add the records:

• Search for the records to add - Select Tools > Add, press CTRL+E, or click . The Polaris Find Tool appears. Search for the record, and select it from the results list.
• Scan item or patron barcodes - Select Tools > Add, Scan, press CTRL+K, or click . The Scan Barcode dialog box appears, in which you scan the barcode (or type the barcode and press ENTER). Keep scanning item or patron barcodes. Click Close when you have added all the records.

Note:
Scanning a patron’s barcode on the Patron Record Set workform adds the patron record to the record set, and scanning an item’s barcode on the Item Record Set workform adds the item record to the record set. However, scanning an item record on the Bibliographic Record Set adds that item’s linked bibliographic record to the record set.

• Use a file to add patron records. Select Tools > Add > Add from file, or click .

The Add from file dialog box opens.

• Select Browse to locate the Excel file containing the patron IDs for the patron records to add.

• In the Worksheet/Column containing Polaris PatronID drop-down list box, select the location of the PatronID in the Excel file.

• Click Add to add the records to the record set. For information on using this method to manage patron records that will be sent to a second collection agency, see Second Level Collection Agency Management.

3. Select File > Save to save the record set. After the record set is saved, the Number of records box displays the current number of records in the record set.