Find Acquisitions Records

To find an existing Acquisitions record:

1. On the Polaris Shortcut bar select Acquisitions.

The Acquisitions menu appears.

2. Select the record type in the menu.

The Find Tool appears with the record type selected in the Object box.

Note:
The Find Tool does not appear when you select Claim Alert List, or any EDI Services option (Check In Shelf-Ready Materials, Process EDI Invoices, Receive ASN Shipments) because they are tools for processing records.

3. Select what you want to search by from the list in the Searchby box.
4. To focus your search, select an option in the Limit by box and select or type a value in the Value box.

Tip:
You can save your searching preferences (Searchby, Limit by, Sort by) by selecting Options > Save as User Default.

5. Choose one of the following search types in the Type box:
   • Exact match (implicitly truncated)
   • Exact match (explicitly truncated)
   • Keyword search
   • Phrase search

Note:
Keyword and phrase searching are available only when you are searching for a record that is linked to a bibliographic or item record, and there is an indexed field in the By box. For example, you can search for a Purchase Order Line Item by Title because the purchase order line item is linked to a bibliographic record and Title is an indexed field. The search is actually looking for the bibliographic record with that title, and it returns the linked purchase order line items that are linked to the bibliographic records. You may also see automatic suggestions for phrase or keyword searching if your library has enabled this option in Polaris Administration.

6. To display the results in a specific sort order, select a sort option in the Sort by box.
7. Type the search characters in the For box.

Important:
When you select Exact match (implicitly truncated), the search will find terms after the term you entered, as if there were a wildcard character after the term. Add an asterisk before the term to get results where the search term is not at the beginning.

8. Click Search to start the record search.

The results list appears at the bottom of the Find Tool.

9. Double-click the record you want to open.

The record appears in the appropriate workform.

Related Information

• Searching with the Find Tool - See Finding Polaris Records.
• Printing from the Find Tool - You can print the results list to create an instant report. For example, you could search for purchase orders that were released within a certain date range, limit the results to show only the received purchase orders, and click the Total column header to sort the results by dollar amount. Right-click, and select Print > List View to print the list.