Setting Item Copy and Save Options

Several Cataloging profiles affect the creation and modification of item records and item record templates. They specify defaults for copied item records and templates, defaults for the shelving scheme, and whether item records can be saved provisionally if they have duplicate barcodes.

Note:
For information on the profiles that copy the call number and price from bibliographic records, see Copying Bib Data to Items. For information on setting the warning message profiles for item records, see Displaying Warning Messages for Bibs and Items.

The Cataloging profile Default shelving scheme for new item and holdings records specifies the scheme that appears by default in new item and serial holdings records. This profile can be set at the system, library, branch, or staff member level in Polaris Administration. The default shelving scheme appears when users create new item records from the New Item Record Options dialog box or the Item Record workform (when File > New > Clear workform is selected).

Two other Cataloging profiles determine the default status of copied item records and copied item templates. Copied item records and item templates can be assigned a default status of In-process, or they can retain the status of the record from which they were copied. The Copied item records default to In-process profile determines the status of copied item records, and the Copied item templates default to In-process determines the status of copied item templates.

The Item records: Records with duplicate barcodes can be saved provisionally profile specifies whether an item record can be saved provisionally if its barcode is determined to be a duplicate of existing item record’s barcode. If this profile is set to Yes, item records with duplicate barcodes can be saved provisionally. If it is set to No, the option to save item records with duplicate barcodes provisionally is disabled.