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.

  1. Enter information in the fields in the workform.
  2. 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: