Staff Client Help v7.3 - v8.0
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<h1><a name="XREF_19047_Create_a_record"></a>Create a Linked Record from a Workform</h1>
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<p><a name="kanchor1244"></a><a name="IX_creating_records"></a>For some record types, you can create a record that is linked to the record displayed in an open workform. When records are linked, you can easily access one from the other. </p>
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<p>To create a new record that is linked to the displayed record:</p>
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<ol>
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<li value="1">Use the Polaris Find Tool to search for and select the record. See <a href="../PIfindrec/Doing_a_Basic_Search.htm#XREF_49933_Doing_a_Basic">Doing a Basic Search</a>. The record is displayed in the appropriate workform.</li>
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<li value="2">From the workform menu bar, select <b>Tools > Create [record type]</b>.</li>
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<li value="3">Enter information in the fields in the workform.</li>
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<li value="4">Select <b>File > Save</b>. A message in the status bar indicates the record was saved.</li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<h1><a name="XREF_89324_Create_a_record"></a>Create a New Record from a Workform</h1>
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<p>For certain records, you can create a record of the same type as the one displayed in an open workform.</p>
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<p><a name="kanchor4049"></a><a name="IX_creating_from_workforms_1"></a><a name="kanchor4050"></a><a name="IX_creating_from_workforms"></a>To create a record from a workform:</p>
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<ol>
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<li value="1">Use the Polaris Find Tool to locate and display an existing record in a workform. See <a href="../PIfindrec/Doing_a_Basic_Search.htm#XREF_49933_Doing_a_Basic">Doing a Basic Search</a>.</li>
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<li value="2">Select <b>File > New</b> from the workform menu bar. The New Record dialog box appears.</li>
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<li value="3">Select one of the following options.</li>
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</ol>
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<ul type="disc">
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<li><b>Clear Work Form</b> - The data is cleared from the workform (except default data), and a new, blank workform appears.</li>
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<li><b>Copy Existing Work Form</b> - The original workform closes, and a copy of the workform appears. </li>
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<li><b>Use Existing Template</b> - This option appears only for record types that have templates. Select <b>Templates>></b> to display a list of templates, and select a template.</li>
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</ul>
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<ol start="4">
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<li value="4">Click <b>OK</b>.</li>
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<li value="5">Modify the data, as necessary.</li>
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<li value="6">Select <b>File > Save</b>. The record is saved with a new control number that uniquely identifies the record, and a message in the status bar indicates the record was saved.</li>
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||||
</ol>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<p align="center">
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PIcreatrec.fm" /><title>Create a new record from the Find Tool results list</title>
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<h1><a name="kanchor5180"></a><a name="IX_creating_new_records_from"></a><a name="XREF_54230_Create_a_new"></a>Create a New Record from the Find Tool Results List</h1>
|
||||
<p>You can create new records from a variety of types of records displayed in the Polaris Find Tool results list. For example, from an entry in a list of bib search results, you can create an item record.</p>
|
||||
<p>To create a new record from a record listed in the Polaris Find Tool results:</p>
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||||
<ol>
|
||||
<li value="1">Use the Polaris Find Tool to search for the record. See <a href="../PIfindrec/Doing_a_Basic_Search.htm#XREF_49933_Doing_a_Basic">Doing a Basic Search</a>. The records that meet the criteria you specified are displayed in the Find Tool results list. </li>
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||||
<li value="2">Select the record that you want to use to create the new record.</li>
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||||
<li value="3">Right-click, select <b>Create</b>, and select the type of record you want to create.</li>
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||||
</ol>
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||||
<p class="indent2">The workform for the type of record opens.</p>
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<ol data-mc-continue="true">
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<li value="4">Enter information in the fields in the workform.</li>
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<li value="5">Select <b>File </b>><b> Save</b>. A message in the status bar indicates the record was saved.</li>
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</ol>
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||||
<h4>Related Information</h4>
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||||
<p>Various Polaris subsystems offer additional methods for creating records:<span style="font-weight: bold;"> </span></p>
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||||
<ul type="disc">
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||||
<li><span class="FM_BulletHead">Using Templates</span> - You can use templates to create new records such as item, bibliographic, and purchase order records. Using templates to create records is more efficient and ensures that certain standard information is entered the same way in each new record. See <a href="../../Cataloging/PKtemplates/Using_Cataloging_Templates.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Using Cataloging Templates</span></a> and <a href="../../Acquisitions/PAtemplates/Setting_Up_Templates_for_Acquisitions.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Up Templates for Acquisitions</span></a>.</li>
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||||
<li><span class="FM_BulletHead">Creating multiple item records for the same title </span>- You can create item records for multiple copies of the same title in one step. See <a href="../../Cataloging/PKitems/Create_multiple_item_records_for_a_single_title.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Create multiple item records for a single title</span></a>.</li>
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<li><span class="FM_BulletHead">Importing records</span> - You can import bibliographic or authority records to create new records in the Polaris database. Item records can be created automatically from embedded holdings data in imported bibliographic records. See <a href="../../Cataloging/PKimport/Importing_Records.htm#XREF_93409_Importing_Records">Importing Records</a>. </li>
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<li><span class="FM_BulletHead">Creating purchase orders by bulk adding</span> - You can create new purchase orders by bulk adding titles from a bibliographic record set. See <a href="../../Acquisitions/PAorder/Create_a_purchase_order_by_bulk_adding_titles.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Create a Purchase Order by Bulk Adding Titles</span></a>.</li>
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||||
<li><span class="FM_BulletHead">Creating serial issue records</span> - You can create serial issue records through automatic prediction. See <a href="../../Serials/PSsetup/Setting_Up_Serials_Records.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Up Serials Records</span></a>.</li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
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<div>
|
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<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
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+83
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<!DOCTYPE html>
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||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris Basics|Creating and Deleting Records|Creating New Records in Polaris" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PIcreatrec.fm" /><title>Create a new record from the Shortcut Bar</title>
|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Polaris_Basics/PIcreatrec/Create_a_new_record_from_the_Shortcut_Bar.htm">Open topic with navigation</a>
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<div class="nocontent">
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_65968_Create_a_record"></a>Create a New Record from the Shortcut Bar</h1>
|
||||
<p><a name="kanchor5420"></a><a name="IX_see_new_records"></a><a name="kanchor5421"></a><a name="IX_creating_from_the_1"></a><a name="kanchor5422"></a><a name="IX_creating_from_the"></a>You can create primary records from the Polaris Shortcut Bar, but <span class="FM_Emphasis">not</span> records that are dependent on another record for their existence. For example, you can create a purchase order, but not a purchase order line item, with this method.</p>
|
||||
<p>To create a record from the Polaris Shortcut Bar:</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Click <img alt="new_doc_icon.gif" style="width: 33;height: 18;" src="new_doc_icon_33x18.gif" class="imginline" /> or press <b>CTRL+N</b> to display the New dialog box.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>File > New</b> from the Shortcut Bar. The New dialog box appears.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Type the first letter of the record type to go to all records that begin with that letter. For example, type <b>i</b> to go to <b>Invoice</b> and scroll slightly to see <b>Item Record</b> and <b>Item Template</b>.To limit the record types in the <b>Objects</b> list, select the subsystem in the <b>View</b> box.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select the appropriate record type in the <b>Objects</b> list.</li>
|
||||
</ol>
|
||||
<p class="indent2"><a name="kanchor5423"></a><a name="IX_setting_as_session"></a><a name="kanchor5424"></a><a name="IX_creating_multiple"></a>If templates are listed, and you want to use one, select <b>Existing template</b>, and select a template. If you are creating multiple records using the same template, you can select the template, and select the <b>Make session default</b> box. When you create the next record of the same type, the template is automatically selected.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Click <b>OK</b>. The workform appears.</li>
|
||||
<li value="4">Enter information in the workform.</li>
|
||||
<li value="5">Select <b>File > Save</b> to save the record. A message in the status bar indicates the record was saved.</li>
|
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</ol>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
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<p align="center">
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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+79
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris Basics|Creating and Deleting Records" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Polaris_Basics/PIcreatrec/Creating_New_Records_in_Polaris.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
||||
<h1><a name="XREF_84769_Create_a_New"></a>Creating New Records in Polaris</h1>
|
||||
<p>If you have the appropriate permissions, throughout Polaris you can create new records from the Polaris Shortcut Bar or from an existing record’s workform. Some types of records can be created by linking from an existing record displayed in a workform or in the Find Tool results list. Each record is assigned a unique control number.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Create_a_new_record_from_the_Shortcut_Bar.htm#XREF_65968_Create_a_record">Create a new record from the Shortcut Bar</a>
|
||||
</li>
|
||||
<li><a href="../../Cataloging/PKpromo/Create_a_new_record_from_the_Promotion_workform.htm#XREF_89324_Create_a_record">Create a new record from the Promotion workform</a>
|
||||
</li>
|
||||
<li><a href="Create_a_linked_record_from_a_workform.htm#XREF_19047_Create_a_record">Create a linked record from a workform</a>
|
||||
</li>
|
||||
<li><a href="Create_a_new_record_from_the_Find_Tool_results_list.htm#XREF_54230_Create_a_new">Create a new record from the Find Tool results list</a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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|
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|
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|
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|
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+76
@@ -0,0 +1,76 @@
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris Basics" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PIcreatrec.fm" /><title>Creating and Deleting Records</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Polaris_Basics/PIcreatrec/Creating_and_Deleting_Records.htm">Open topic with navigation</a>
|
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|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
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<h1><a name="XREF_16915_Creating_Records"></a>Creating and Deleting Records</h1>
|
||||
<p>You can create new records from the Polaris Shortcut Bar and from workforms. Although specific details vary depending on the type of record you are creating, the general procedures are the same for all records. </p>
|
||||
<p>When you enter data to create or modify records in Polaris, be sure to follow the conventions your library has established. For example, your library may have decided to use all capitals for codes and abbreviations, and initial capitals for words. While this may not affect the way Polaris processes information, it does affect the appearance of indexes and reports.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Creating_New_Records_in_Polaris.htm#XREF_84769_Create_a_New">Creating New Records in Polaris</a>
|
||||
</li>
|
||||
<li><a href="Deleting_Records.htm#XREF_33226_Deleting_Records">Deleting Records</a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
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||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
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|
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|
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</html>
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+80
@@ -0,0 +1,80 @@
|
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<!DOCTYPE html>
|
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris Basics|Creating and Deleting Records|Deleting Records" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<head>
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<h1><a name="XREF_91267_Delete_a_record"></a>Delete a Record</h1>
|
||||
<p>To delete a record from the Polaris database:</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>For records other than bibliographic, item, or authority records, deleting records permanently removes the record from the Polaris database, and the record cannot be recovered. Your Polaris administrator specifies whether item records, bibliographic records, and authority records are retained even though they are marked for deletion. A purge process, with separate permissions, permanently deletes these records when marked for deletion.</p>
|
||||
<ol>
|
||||
<li value="1">Use the Polaris Find Tool to locate and display a record in its workform. See <a href="../PIfindrec/Doing_a_Basic_Search.htm#XREF_49933_Doing_a_Basic">Doing a Basic Search</a>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can delete a record directly from the Polaris Find Tool. Right-click the record, and select <b>Delete</b> from the context menu.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select <b>File > Delete</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The message, <b>Are you sure you want to permanently delete [record type]?</b> appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Click <b>Yes</b> to confirm that you want to delete the record.</li>
|
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|
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||||
<h1><a name="XREF_72145_Delete_multiple"></a>Delete Multiple Records</h1>
|
||||
<p>To delete multiple records from the Polaris database:</p>
|
||||
<ol>
|
||||
<li value="1">Select multiple records from the Find Tool results list, a list box, or a record set.</li>
|
||||
<li value="2">Right-click and select <b>Delete</b> from the context menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">If you are deleting bibliographic, item, or patron records, the Multiple Object Deletion dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">If you have the required permissions, and you want to keep warning messages from displaying whenever a record with links to other records is encountered, select one or both of the following checkboxes.</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><b>breakable links</b> - If you select this option, the records with breakable links will be deleted without any warning messages appearing.</li>
|
||||
<li><b>unbreakable links and other stopping conditions</b> - If you select this option, the records with unbreakable links are not deleted, but they are skipped over without any warning messages appearing.</li>
|
||||
</ul>
|
||||
<ol start="4">
|
||||
<li value="4">Click <b>Yes</b> to delete the selected records. If you decide not to delete the selected records, click <b>No</b> or close the dialog box.</li>
|
||||
</ol>
|
||||
<h2>Permissions to suppress warning messages when deleting multiple records</h2>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p>Cataloging permissions to suppress warnings when deleting multiple bibliographic or item records:</p>
|
||||
<ul>
|
||||
<li style="font-weight: bold;">Suppress warnings for breakable links when deleting multiple bibliographic records: Allow</li>
|
||||
<li style="font-weight: bold;">Suppress warnings for unbreakable links and other stopping conditions, when deleting multiple bibliographic records: Allow</li>
|
||||
<li style="font-weight: bold;">Suppress warnings for breakable links when deleting multiple item records: Allow</li>
|
||||
<li style="font-weight: bold;">Suppress warnings for unbreakable links and other stopping conditions, when deleting multiple item records: Allow</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>
|
||||
<p>Circulation permissions to suppress warning messages when deleting multiple patron records:</p>
|
||||
<ul type="disc" style="font-weight: bold;">
|
||||
<li>Suppress warnings for breakable links when deleting multiple patron records: Allow</li>
|
||||
<li>Suppress warnings for unbreakable links and other stopping conditions, when deleting multiple patron records: Allow</li>
|
||||
</ul>
|
||||
</li>
|
||||
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|
||||
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|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<h1><a name="XREF_33226_Deleting_Records"></a>Deleting Records</h1>
|
||||
<p><a name="kanchor4553"></a><a name="IX_deleting"></a>If you have the appropriate permissions, you can delete certain kinds of Polaris records. When you delete some types of records, you are permanently removing them from the Polaris database, and they <span class="FM_Emphasis">cannot</span> be recovered. However, for cataloging records, your Polaris Administrator can set the following profiles to control deletion of these records: <b>Retain Deleted Authority Records, Retain Deleted Bibliographic Records </b>and<b> Retain Deleted Item Records. </b>If these profiles are set to <b>Yes</b>, cataloging records are marked for deletion, but they are not removed from the Polaris database unless you run a purge process. See <a href="../../Cataloging_Admin/PDKcatalog/Managing_Record_Deletion.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Managing Record Deletion</span></a>.</p>
|
||||
<p>You can delete records from the Polaris Find Tool, from record sets, from linked list boxes and from workforms. If the record you want to delete is linked to one or more other records, a message tells you that the record cannot be deleted. If you have the required permissions, you can suppress the unbreakable and breakable links messages when you are deleting multiple item, bibliographic, or patron records. This prevents a message from appearing for each record that has these links when you are deleting many records at once. </p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Delete_a_record.htm#XREF_91267_Delete_a_record">Delete a record</a>
|
||||
</li>
|
||||
<li><a href="Delete_multiple_records.htm#XREF_72145_Delete_multiple">Delete multiple records</a>
|
||||
</li>
|
||||
</ul>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
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|
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<p align="center">
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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Reference in New Issue
Block a user