Create On-the-Fly Item Templates

If you will circulate on-the-fly items, you must first create an on-the-fly template. To create the template for uncataloged on-the-fly items:

Notes:
Each branch that allows uncataloged items to be checked out needs an on-the-fly template as described here. You need to do this procedure only once for each branch.
You need a separate template for ILL items. See Receiving Interlibrary Loans.

  1. Select File | New from the Polaris Shortcut Bar to display the New dialog box.
  2. Select Item Template from the Objects list, and click OK. The Item Template workform - Cataloging view appears.
  1. Type On the fly in the Name box.

Important:
Name the template exactly as it appears here.

  1. Select your branch (not yourself) in the Template owner box.
  2. In the Circ status box (Identification section of the workform), select In.
  3. Make the following settings in the Circulation parameters section of the workform:
    1. Select the material code in the Material type box.
    2. Select the loan period code in the Loan period box.
    3. Select the fine code in the Fine code box.
    4. Set the number of times an item can be renewed in the Renewal limit box.
  1. Make the following settings in the Call number section of the workform:
    1. Select the shelving system in the Scheme box.
    2. (Optional) To track on-the-fly records more easily, type OTF in the Class box. OTF is then automatically inserted in the item’s call number when the item record is created.
  1. If you want to input or change information in other boxes (such as Assigned [branch] or Collection), type or select the information.
  2. Select a branch in the Home branch field. This field is used in floating collections processing. If your system does not use floating collections, set the Home branch to the same organization as the Assigned branch.
  3. If your system uses floating collections, and your branch does not float OTF items, select (check) Do not float.
  4. Select File | Save to save the template.

Once you have created the appropriate template, you can check out on-the-fly items. See Create an on-the-fly item at checkout.