Perform Actions on Records in the Find Tool Results List

To perform actions on records from the Find Tool results list without opening the records:

1. Search for the record or records using the Find Tool. The records are displayed in the results list.

Tip:
Press the up or down arrow keys to locate the record, and press SHIFT+F10 to open the context menu. Use the arrow keys to navigate through the context menu options, and press ENTER to select an option. For more keyboard shortcuts, see Polaris Permission Groups - Default Permissions Reference.

2. Select the record and right-click to display the context menu. The following options may be available depending on the record type:

Note:
Not all options are available for all types of records, and some options are available only for specific records. For example, you can check in serial issues from the Find Tool results list.

• Open - Opens the record in the appropriate workform.

• Place Hold - Place a hold request for the title or item.

• Preview - See the brief bibliographic display, circulation statistics, and all the linked item records in one view.

• Print - SelectList View to print the list of items in the results list, or select another option. Some records, such as bibliographic records, can be printed in the full or brief format. SeePrint search results from the Find Tool.

• Add to record set - Select one or multiple item, bibliographic, authority, or patron records, and add them to a record set. See Creating and Using Record Sets.

• Links - Link to associated records. See Link to other records from the Find Tool results list.

• Delete - Select one or multiple records and delete them.

• Undelete - Select one or multiple records marked for deletion and undo the delete.

• Create - Create other linked records.

• Properties - Display a dialog box with information about the record.

• Add to Purchase Order - This option is available for bibliographic record sets.

• Add to Selection List - This option is available for bibliographic record sets.