Modify a Record Set by Adding or Removing Records

If you have the required permissions, you can add or remove records from a record set workform. As records are added to or removed from a record set, the record count is updated.

Note:
You can also modify the Name, Owner, and Notes fields in the record set workform header.

Add Records to a Record Set from a Record Set Workform

On all record set workforms, you can add records by selecting the FIND TOOL button and selecting the records from the Find Tool search results list. The Bibliographic Record Set, Item Record Set, Patron Record Set, and Weeding Record Set workforms also include the Scan or enter barcode option where you can scan or enter the item or patron barcode, depending on the type of record set.

If you are adding records to an item or bibliographic record set, you can scan the item barcode or RFID tag. If Auto-RFID is enabled for the workstation, and the Auto-RFID box is selected on the record set workform, records are added for any items automatically scanned. When an item barcode or RFID tag is scanned on the Bibliographic Record Set workform, the linked bibliographic record is added to the record set.

To add records to a record set

  1. Open the record set in the Bibliographic Record Set, Item Record Set, Authority Record Set, Patron Record Set, or Weeding Record Set workform.

  2. To select the record or records to add, use one of these methods:

    If you want to Do this
    Search for records to add

    1. Select FIND.
      The Find Tool opens with the appropriate record type selected.

    2. Search for and select the records to add.

    3. Select OPEN.
    Scan or type a barcode for all record types but authority record sets

    1. Scan or enter a barcode in the Scan or enter barcodefield.

    2. Select Enter Enter Icon.
    To add records from a file

    1. Go to the MORE menu above the records table.

    2. Select Add from file.

    Note:
    If you try to add any records that already belong to the record set, a message informs you that duplicates were found. The message also displays the number of records that were actually added.

    The record set workform appears with the records added to it.

Remove Records from a Record Set

To remove records from a record set

  1. Search for and select the record set you want to modify.

The Bibliographic Record Set, Item Record Set, Authority Record Set, Patron Record Set, or Weeding Record Set workform appears.

  1. Select the checkboxes beside the records you want to remove from the record set.

  2. Select MORE above the list, and select Remove Selected Records.

The records are removed from the record set, but the records remain in the Polaris database.