Setting Up Selection Lists

Selection lists in Polaris Acquisitions are used to assemble a list of titles that the library may purchase at a later date. Titles can be added to a selection list one at a time, or they can be bulk added from a bibliographic record set. After the appropriate selector reviews the titles, the selection list line items can be given a status of Approved, Consider, Desiderata, or Rejected.

You can use selection lists to approve or reject individual titles (lines), check duplicates, merge one selection list into another, and copy selection list lines to a purchase order or another selection list. You can rename an open selection list, change a selection list’s status to open or closed, and print the selection list fund allocations.

Your Polaris Administrator assigns selection list permissions according to your library’s workflow. For example, some selectors may require full control over selection lists. These selectors would need the following permissions: Selection Lists: Access, Approve, Create, Delete, Modify. Other selectors may have the permission to see the selection lists, but change only the selection list line item segments for certain destination branches. In this case, the selectors would need the permission Selection List Line Item Segments: Create, modify, delete for each branch for which they select materials. For more information, see Acquisitions Workflow Permissions.

In addition to setting up permissions for selection lists, your Polaris administrator can use the following Acquisitions/Serials profiles and parameters to set up defaults for selection list line items and limit the display of funds in selection list line item segments:

Selection list line item defaults - This profile specifies a default destination, collection, fund, and supplier for selection list line items. When you add a line item, the default information will be used unless you change it. See Specify defaults for selection list line items.
Acq fund droplist display - This profile can be set to display only the branch’s funds, all funds associated with the parent library, or specific branches’ funds in selection list line item segments. See Specify how funds are displayed in Acquisitions.
Filter branches in line item segments - If this profile is set to Yes, it limits the destination branches that display in line item segments for selection lists and the 970 location (branch) tags that are used to create selection lists during the bulk add process. See Filter destination branch lists by parent library.
Bulk add to SL: Replace invalid fields with default data - This parameter specifies defaults to use when bulk adding records to selection lists. See Set bulk add to use default data in selection lists.
Bulk add to PO/SL: Mark 970 data as processed parameter - This parameter marks processed tags in bibliographic records so they are not used again. See Mark 970 data as processed after bulk adding titles.