Outreach Services Selection List Workform - Selection List View

Use the Outreach Services Selection List workform - Selection List view to build a selection list for the outreach services patron. The selection list consists of titles with attached items that are candidates for checkout to the patron according to the patron’s preferences. See Process items for an individual patron.

• Set the branches whose items can be candidates - Select Default Branches to restrict the items to a group of branches determined by your library. The default branches are set in Polaris Administration. Or select a specific branch to restrict the items to those belonging to the selected branch. Your library may allow only items from your logged-in branch, typically the branch where you are working, as selection list candidates. If this is the policy, only the logged-in branch is available in the list.

• Build the selection list - Click Build List. The Titles list displays titles (bibliographic records) with attached items that fill the requirements set by the patron’s preferences and your branch selection. Titles are ranked by relevancy, but you can click a column head to sort by the list by title, author, or publication date. The physical items associated with these bibliographic titles are potential selections for the patron’s pick list.

• Add any title to the selection list - Click , search for the title, right-click it in the Find Tool results list, and choose Select from the context menu. However, this method ignores any branch settings you have made.

• View a bibliographic record in the selection list - Double-click the title to open the bibliographic record, or right-click the title in the selection list and select Preview to see more information about the title without opening the record.

• Place a bibliographic hold request for the patron -  Right-click the title in the selection list and select Place hold from the context menu.

• Add items to the pick list - Select a title in the Titles list. The Items list displays the items associated with the selected title. Then select the title in the Titles list and click  above the Items list. A check icon  appears beside the title and its associated item to indicate that the item has been placed on the pick list. Repeat to add additional items to the pick list.