Item Record Workform

If you have the required permissions set in Polaris Administration, you can search for, access, copy, create, and modify item records in Leap.

The settings that apply to item records in the Polaris staff client (such as the loan period, item home branch, and hold limited to) also apply to item records displayed in Leap.

When you open an item record, it appears in the Item Record workform.

Item Record - Header

The information in the top portion of the Item Record workform, the header, displays the following information:

• The Information icon and Properties window - When you hover over the icon, the Properties window displays the following information:
  • Item Record ID
  • Barcode
  • Record Status
  • Creator
  • Creation Date
  • Modifier
  • Modification Date
  • First Available Date

• The book jacket image (if one is associated with the item record) - The circulation status appears in a banner on the bottom of the book jacket image, if your Polaris administrator has defined this banner text in the Circulation Statuses database table.

The ACTIONS menu includes the following options:

• Check In
• Place Hold
• Copy
• Delete
• Undelete
• Add to New Record Set
• Add to Existing Record Set

The LINKS menu provides links to:

• Holds Queue

The bottom part of the page changes depending on the selected view: Details, Circulation, Blocks and Notes, History, Statistics, Record Set, Notices, or Source and Donor. You can specify the view that appears by default by configuring Workform User Defaults. If there are blocks or notes associated with the item record, the Blocks and Notes icon appears in red.

Note:
If you use the Find Tool to access a record in Leap, a RESULTS button appears in the record header. Select RESULTS to return to the Find Tool results. This button does not appear if you opened the record from a quick search or from a list view.

Item Record - Details View

The Details view displays header information and other information about the item record. You can edit information on the Details view if you have the appropriate permissions. For more information, see Modify an Item Record.

Item Record - Circulation View

The Circulation view of the Item Record displays circulation information for the item.

Item Record - Blocks and Notes View

The Blocks and Notes view displays blocks and notes associated with the item.

Item Record - History View

The History view displays the transaction history for the items. You can select the patron ID to go to the patron record associated with the transaction.

Item Record - Statistics View

The Statistics view displays circulation and inventory statistics for the item.

Item Record - Record Sets View

The Record Sets view displays a table listing all the record sets to which the item record belongs. You can select a record set to open it in the Item Record Set workform. When you close the Item Record Set workform, you are returned to this view. If you do not have the required permissions for the record set, an error message appears.

Item Record - Notices View

The Notices view displays the notices associated with the item.

Item Record - Source and Donor View

The Source and Donor view displays source and donor information for the item, including import information for econtent items.