Collection Workform

The Collection workform names a collection and specifies the branches where collections with this name are used. See Setting Statistical Codes for Reports.

Use the workform views as follows:

Edit collection name and assigned branches - Select View > Branches or click .

• Name and abbreviation - Enter a name and abbreviation for the collection. The name appears as an option on Polaris workforms where a collection is selected. For example, you can select the collection on the Item Record workform - Holdings view. You can use the Find Tool to search for collections by name or by abbreviation.
• (Optional) Additional Loan Units - Enter a number for the collection. For libraries that offer extended loan periods, this is the number added to the units from the loan periods table during due date calculation. These additional units only apply to patrons who have Extended Loan Periods enabled in the patron's preferences (Leap only).
• Branches - Select the checkboxes for the branches where the collection name is used. Clear a branch checkbox if the collection name is not used at that branch. When a branch is checked, the collection appears as an option in branch-specific collection lists such as the one on the Item Record workform - Holdings view. Click Select All to indicate that all branches use this collection. Click Unselect All to remove this collection from all branch lists.

Specify collection eligibility for floating - Select View > Floating branches or click .

• Select the checkboxes for the branches from which items in this collection can potentially float.
• Clear a branch checkbox if the collection should not float from that branch.
• Click Select All to indicate that the collection is eligible to float from all branches.
• Click Unselect All to designate this collection as ineligible to float from any branch. See Designating Floating Collections.

Delete the collection - Use one of these methods:

• Select File, Delete.
• Click the Delete icon on the toolbar.
• Press CTRL+D.
• Press ALT+F+D.

The system checks for linked objects that use the Collection. These links prevent the collection from being deleted, and you must resolve the conflicts before deleting the collection. The message lists the number of linked objects:

• Item Records
• Reserve Item Records
• Item Templates
• Reserve Item Templates
• Serial Holdings Records
• Quick-circ Item records
• Standing Order Part Records

The system also displays a warning message and the count of linked objects if any of these features use the collection:

• Children’s PAC Search Limit
• Selection List Line Item Segments
• PO Line Item Segments
• Invoice Line Item Segments

For these links, you can click No (the collection is not deleted) or Yes (the collection is deleted). If you click Yes, the deleted collection is replaced by [None] in the linked objects.