Bulk add titles to an existing selection list
To add multiple titles at once to an existing selection list:
Note:
Provisional records cannot be bulk added to purchase orders or selection lists. If you import bibliographic records to use in Acquisitions, select Save as final. See
Tip:
Select Type in the Limit by box and Bibliographic in the Value box to search for bibliographic record sets.
- Select Cataloging > Record Sets from the Polaris Shortcut Bar, and use the Find Tool to search for and select the bibliographic record set.
- Select Tools > Add all records to Existing Selection List, or select specific records in the list, and select Tools > Add selected records to Existing Selection List.
- Tip:
You can also search for the record set, select it in the Find Tool results, right-click and select Add to Selection List > Existing from the context menu. - Use the Find Tool to search for and select the existing selection list.
- Important:
If the Polaris Administration Acquisitions profile Filter branches in line item segments profile is set to Yes, and the 970 has a subfield $l (branch abbreviation) with the same parent library as the Library on the selection list, the 970 tag is used to create a segment on the selection list line item. If the profile is set to Yes and the branch abbreviation in a 970 tag does not have the same parent library as the Library on the selection list, it will not be used to create a segment on the selection list. - If the Line Default Data fields are not complete, enter the information. See Create a selection list by bulk adding titles.
The Bibliographic Record set workform opens.
The Add to Existing Selection List dialog box appears.
