Creating, Copying, and Modifying Item Records

If you have the appropriate Polaris permissions, you can create, copy and modify item records in Leap.

When you create an item, the following permissions and profiles in Polaris Administration are checked:

• Cataloging permissions:
  • Item records: Create
  • Item templates: Access
• Cataloging profiles:
  • Bring price from bib to item record when link is made. If this profile is set to Yes, the price is copied according to the Item Create Price Hierarchy database table.
  • Bring call number fields from bib to item record when link is made. If this profile is set to Yes, the call number fields are copied according to the Item Create Call Number Hierarchy database table.
  • Default shelving scheme for new item and holdings records.

When you modify an item record in Leap, the following permissions are checked:

• Item records: Access
• Item records: Modify cataloging view. In Leap, this permission applies to the Controls view.
• Item records: Modify header. In Leap, this permission applies to the Details view.
• Item records: Modify notes and notices view. In Leap, this permission applies to the Blocks and Notes view; Notices is a separate view that cannot be edited.
• Item records: Modify source and acquisition view. In Leap, this permission applies to the Source and Donor view.

If you have the Cataloging permission, Item records: Delete/Undelete, you can delete and undelete item records in Leap.

See also:

• Create an Item Record from a Bibliographic Record
• Copy an Item Record
• Modify an Item Record