Record Set Workform

Record Sets group patron, item, bibliographic, or authority records so they can be processed together. The header of the Record Sets workform shows the record set name, the type of records, the owner of the record set, and the number of records.

To make changes to the record set or initiate a bulk change process: click Tools and select an option; select one or more records, right-click and choose an option from the context menu; or click on an icon.

For more information on using record sets, see Creating and Using Record Sets.

Tip:
A yellow icon next to an authority record listed in an authority record set indicates the record is not linked to any other record in Polaris.

Note:
You can create record sets automatically by importing records and saving them in a record set. See Set import options for record sets. If you want to see all the bibliographic records or authority records that are not linked to any other records in the database, select Utilities, Cataloging Processing, Create Unlinked Bibliographic Record Set or Create Unlinked Authority Record Set. See Create a record set of unlinked records.

Use the Record Set workform to:

• Add records to a Record Set - Select Tools, Add or Tools, Add Scan or click the plus button. The Scan Barcode dialog box appears, in which you scan the barcode (or type the barcode and press ENTER). The selected record appears in the Record Set workform’s Records list, and the Number of records is updated.
• Remove records from a Record Set - Select one or more records, and select Tools, or click theminusbutton. This removes the record from the record set but does not affect the record itself.
• Make changes to the list - Select one or more records and do one of the following: right-click to use the options on the context menu; click an icon in the list view; or select an option from the Tools menu.
• Delete a record from the database - Select the record in the Record Set, and select Tools, Delete or click the delete (X) button in the list view bar. If your library uses the purge process for deleted cataloging records, the records are marked for deletion but are actually deleted from the database during the purge process.
• View record set status - Record sets can have a status of Final or Deleted.
• Delete the record set - This deletes the record set, but leaves the member records in the Polaris database. Select File, Delete.
• Undelete the record set - If enabled by your system administrator, this restores the record set.
• Create a record set of linked item records from a bibliographic record set - From the Bibliographic Record Set workform, select Tools, Create Item Record Set, press Ctrl+T, or click . Then type a name for the new record set in the dialog box.
• Create a record set of linked bibliographic records from an item record set - From the Item Record Set workform, select Tools, Create Bibliographic Record Set, press Ctrl+T, or click . Then type a name for the new record set in the dialog box.
• Bulk change fields in item records, bibliographic records, or patron records. Select Tools, Bulk Change.
• Print the record set information and the list of member records - Select File, Print, or click .
• Bulk add records from a bibliographic record set to a selection list -
  • To create a new selection list with all the records in the record set, select Tools, Add all records to, New Selection List. To create a selection list with specific records from the record set, select them in the list, and select Tools, Add selected records to, New Selection List. See Create a selection list by bulk adding titles.
  • To add all the records to an existing selection list, click Tools, Add all records to, Existing Selection List. To add only specific records, select them in the list, and select Tools, Add selected records to, Existing Selection List. See Bulk add titles to an existing selection list.
• Bulk add records from a bibliographic record set to a purchase order -
  • To create a new purchase order with all the records in the record set, select Tools, Add all records to, New Purchase Order. To add only specific records, select them in the list, and select Tools, Add selected records to, New Purchase Order. See Create a purchase order by bulk adding titles.
  • To add all the records to an existing purchase order, select Tools, Add all records to, Existing Purchase Order. To add only specific records, select them in the list, and select Tools, Add selected records to, Existing Purchase Order. See