Copy a Serial Holdings Record
If you hold multiple copies of the same serial title, you can create a serial holdings record for one of the copies of the title, and then duplicate that record as many times as needed. Each copied record must have at least a different copy number, destination, or collection from the record being copied before it can be saved. When you save a new serial holdings record, Polaris checks to make sure another serial holdings record does not exist with the same title, copy number, destination library, collection, and material type. The publication pattern is also copied to the new serial holdings record. To change the publication pattern, see Changing a Publication Pattern.
To copy a serial holdings record:
Tip:
Click 
on the toolbar at the top of the workform to create a record for the next serial holdings record. All the information, except for the order information, is copied to the new record, and you simply change the copy number, destination, and collection for the next serial holdings record.
- Select File | New.
The New Serial Holdings Record dialog box appears.
- Click Copy Existing Workform (default).
- Click OK.
The Serial Holdings Record workform appears.
- Change the Copy No., Destination, Collection, and Material Type boxes as necessary.
- Select File | Save.
Note:
If a purchase order line item segment is linked to the serial holdings record you are copying, Polaris checks the quantity ordered in the linked purchase order line segment. If the number of copies already linked is equal to the quantity ordered in the purchase order line, an error message appears. The new serial holdings record cannot be saved if it is a standing order An order placed with a vendor or the publisher directly for all publications in a series, all volumes in a set, or all publications of a single publisher. because it is not linked to a purchase order line item. If the order type is Subscription, the serial holdings record can be saved, but it is not linked to the purchase order line item.