Managing Selection Lists

Selection lists in Polaris Acquisitions are lists of bibliographic titles (selection list line items) that can have a status of Approved, Consider, Desiderata, Rejected or Processed. Selection list line items can be copied to purchase orders or other selection lists. Do the following tasks to set up selecting in Polaris for your organization:

Allow the appropriate staff members to access, create, modify, merge, copy, approve, reject or delete selection lists. You can set up permissions so that some selectors have complete control over selection lists, while other selectors can only add or change the distribution (segment) information for a title (line item).
Set selection list line item defaults for the destination, collection, fund, and supplier. When authorized staff members create selection lists, the line items automatically contain this default information unless the staff member changes it.
Set up the display of Destination branches so that line item segments display all branches in the system or only branches linked to the parent library.
Set up the display of funds in selection list line item segments so that all funds linked to all branches with the same parent library as the Destination branch are displayed, only funds linked to the Destination branch are displayed, or only selected branches and funds are displayed.
Specify whether the material type is copied to a new selection list line item when users add new selection list line items by copying existing line items.
Specify whether defaults will substitute for missing data when bibliographic titles are bulk-added to selection lists.
Specify if 970 tags will be marked as processed when you bulk add titles to purchase orders or selection lists. This prevents 970 tags from creating duplicate line item segments.