Create a Record Set from the Polaris Shortcut Bar

To create a record set from the Polaris shortcut bar:

1. Select File > New. The New dialog box appears.
2. Select Record Set from the Objects list, and click OK. The New Record Set dialog box appears.

3. Select the record type (Authority, Bibliographic, Item, or Patron) in the Record Type box, and click OK. An empty New Record Set workform appears.

4. Type a name for the record set in the Name box.
5. Specify a person or library as the record set owner in the Owner box.

Important:
Only the owner can modify the record set. If the owner is an organization, only organization’s staff members can modify the record set (if they have the appropriate permissions). If you have the permission, Use ‘own’ cataloging record sets: Allow, you can create record sets that no other users can access, including your system administrator. When you create a record set, your user name will be in the Owner box by default if you have this permission. To allow other users to access the record set, first select a different owner before saving the record set.

6. (Optional) Type notes in the Note box.
7. Add records to the record set. See Add Records to a Record Set.
8. Select File > Save.