Creating and Deleting Records

You can create records from the Polaris Shortcut Bar and from workforms. Although specific details vary depending on the type of record you are creating, the general procedures are the same for all records.

When you enter data to create or modify records in Polaris, be sure to follow the conventions your library has established. For example, your library may have decided to use all capitals for codes and abbreviations, and initial capitals for words. While this may not affect the way Polaris processes information, it does affect the appearance of indexes and reports.