Create a Record Set from a Record Workform

You can create a new record set from the Item Record, Bibliographic Record, Authority Record, or Patron Record workform.

To create a new record set from a record workform

1. Open the Item Record, Bibliographic Record, Authority Record, or Patron Record workform.

2. Select ACTIONS > Add to New Record Set.

   

   The Item Record Set, Bibliographic Record Set, Authority Record Set, or Patron Record Set workform opens. The new record set contains the record you added.

   

3. Type a Name for the record set and select an Owner from the dropdown list.
4. (Optional) Type a Note for the record set.
5. Select SAVE.