Create a New Bibliographic Record

To manually create a new bibliographic record in the Polaris database:

  1. Select File > New, press CTRL+N, or click on the Shortcut Bar.

The New dialog box appears.

  1. Select Bibliographic Record from the Objects list.
  2. To use a template to create the new bibliographic record, do the following steps:

Note:
For more information on creating templates, see Using Cataloging Templates.

  1. Select Existing Template, and select a bibliographic template from the list.

Note:
If you are creating multiple records using the same template, you can select the Make default box. When you create the next bibliographic record in the same session, the template you chose will be selected automatically as the default.

  1. Click OK.

The Bibliographic Record workform appears with the information from the template. Depending on the data already in the template, you may or may not need to do all the steps in this procedure.

  1. Indicate whether you want the record to display in the public catalog by selecting the Display in PAC checkbox to display the title in the PAC, or by clearing the checkbox to limit the title to staff display only.
  2. Select the owner of the bibliographic record in the Owner box.

Note:
The record owner is the organization that can determine the permissions for the record.

  1. Double-click LDR in the Tag column.

Tip:
If LDR does not appear, place the cursor in the first position (far left) of the Tag column, and press CTRL+L.

  1. Enter the values for Leader positions 05, 06, 07, 08, 17, 18, and 19. See Change the MARC Leader.
  2. Edit the values for the 006, 007, or 008 fixed fields, as needed. See Edit the 008 field in a MARC record or Add 006 and 007 fixed fields.

Tip:
To insert subfield delimiters, press CTRL+Q.

  1. Type additional tags, subfields, and enter data.
  2. When you finish adding the bibliographic tags, save the record by choosing one of the following options:
    • If the record is ready for use in Polaris, select File > Save, press CTRL+S or click the Save button.

Tip:
Non-provisional records are saved with a status of final if no errors are found in the headings and tags. If there are errors in the record, an error dialog box appears.

  • To save the bibliographic record provisionally, select File > Save Provisionally. To edit the record later, save it provisionally.

If the Cataloging profile Bibliographic records: Warning for records saved with display in PAC unchecked is set to Yes, a warning message appears if the Display in PAC checkbox is unchecked. You can check the Display in PAC checkbox on the Bibliographic Record workform, or you can continue to save the record. For more information on the Cataloging profile, see Set message for bibs that do not display in PAC.

  1. To see how the title will display in the PAC, select View, PAC.

Related Information