Enter Basic Information for an Item Record

The basic or header information on the Item Record workform remains the same on every view of the Item Record workform. The header information includes title information from the bibliographic record and identification information for the item.

To enter the item record’s bibliographic and identifying information:

Tip:
You may not need to enter information in these fields if you created the item record by copying or using a template, but you can change the copied information.

  1. Create a new item record by following the steps in Create a single new item record manually.
  2. Scan the barcode or enter the item’s barcode in the Barcode box.
  3. Select the Display in PAC check box to display the item in the public catalog, or clear the Display in PAC check box to display the item for staff only.
  4. If you do not want the item to circulate, select the Non-circulating box.
  5. Click Find to search for and select the bibliographic record to which you want to link this item record.

The Title and Author boxes are filled in.

  1. (Optional) Type the price for the item in the Price box if it is not filled in automatically from the link to the bibliographic record.

Note:
The price is pulled from the bibliographic record to an item record if the staff member’s Cataloging profile Bring price from bib to item record when link is made is set to Yes. The Item Price Hierarchy database table in Polaris Administration specifies which bibliographic tags are checked for the price and in what order. For more information, see Modify the Item Create Price Hierarchy table.

  1. Enter the item’s location and identifying information as follows:

Note:
The owning branch controls permissions based on ownership of the record. The assigned branch governs the circulation policies applied to transactions involving this item and its display in the PAC.

  1. Select the item’s owner in the Owner box.
  2. Select the item’s assigned branch in the Assigned box.
  3. Select the collection to which the item will be assigned in the Collection box.
  4. Select the location for the item in the Shelf location box.
  5. To indicate a temporary location, type the location in the Temporary location box.
  6. Select the circulation status for the item in the Circ status box.
  7. Enter the item’s circulation information. See Enter circulation information for an item record.