Creating and Using Record Sets

Record sets gather multiple records of one type together so that you can take action on them all at once. As examples, you can use record sets to:

• Make changes to all the records in a patron, item, or bibliographic record set using the Bulk Change process.
• Add multiple titles to a purchase order or selection list.
• Publish the URL to a bibliographic record set in the Polaris PowerPAC’s portal page, dashboard, or Web site page as a quick way for patrons to access title lists such as summer reading lists.
• Sort the records in the record set and print the view for a working list.

You can create record sets from the Find Tool results list, the Polaris Shortcut Bar, another record set, SimplyReports. Record sets are also created as part of automatic processes, such as identifying and gathering all unlinked bibliographic records in a record set.

For general information on record sets, see:

• Create a record set from all the Find Tool results
• Create a record set from specific Find Tool results
• Create a record set from the Polaris Shortcut Bar
• Create a record set from the Patron Registration workform
• Remove records from a record set
• Delete member records from the database
• Delete/Undelete record sets from the Find Tool
• Delete/Undelete a record set from the Record Set workform