Maintaining Item Records

Item records track the physical items in your library collection and show the availability of items in the public catalog. They store the title information, call number, location, copy number, status, circulation parameters, circulation history, holds information, blocks, statistics, and other information for each piece in a library’s collection.

By default, the Item Record workform opens to the view that corresponds to the active subsystem. For example, when you are creating a new item record, the workform opens to the Cataloging view. However, you can set a profile in Polaris Administration so that the Item Record workform always opens to a specific view, regardless of how the item record is accessed. See Set the Item Record workform opening view.

Each item record is linked to a single bibliographic record, but multiple item records can be linked to the same bibliographic record. For example, your library may have several copies of War and Peace, each with its own item record, and all linked to the same bibliographic record. You can also associate item records with other item records, so you can track multi-part items, such as kits.

You can save item records as final or provisional records. When you save an item record as final, it is checked for duplicates in the database, and it appears in the public catalog if you have selected the option. Provisional item records are not checked for duplicates, and they do not appear in the public catalog. For information on deleting item records, see Delete bibliographic or item records.

If your Polaris system includes course reserve functionality, you can reserve items for courses. Information related to course reserves is stored in the Reserves view of the Item Record. When you reserve an item, you can assign circulation settings that are different from the normal settings on the Circulation view of the Item Record. See Edit item information for course reserves.

Note:
To specify how hold requests operate in your library, see Setting Up Hold and ILL Loan Request Processing.

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