Modify a Record Set by Adding or Removing Records

If you have the required permissions, you can add or remove records from a record set workform. As records are added to or removed from a record set, the Record Count is updated.

Note:
You can also modify the Name, Owner, and Notes fields in the record set workform header.

Add Records to a Record Set from a Record Set Workform

On all record set workforms, you can add records by clicking the FIND TOOL button and selecting the records from the Find Tool search results list. The Bibliographic Record Set, Item Record Set, and Patron Record Set workforms also include the Scan or enter barcode option where you can scan or enter the item or patron barcode, depending on the type of record set.

If you are adding records to an item or bibliographic record set, you can scan the item barcode or RFID tag. If Auto-RFID is enabled for the workstation, and the Auto-RFID box is checked on the record set workform, records are added for any items automatically scanned. When an item barcode or RFID tab is scanned on the Bibliographic Record Set workform, the linked bibliographic record is added to the record set.

To add records to a record set:

1. Open the record set in the Bibliographic Record Set, Item Record Set, Authority Record Set, or Patron Record Set workform.
2. To select the record or records to add, use one of these methods:

• Click FIND to open the Find Tool with the appropriate type of record selected. Search for and select the records to add. Click OPEN.

• Scan or type the barcode. The Scan or enter barcode option is available for all record set types except for authority record sets. You can scan an item record barcode to add an item record or to add the linked bibliographic record. You can scan a patron barcode to add a patron record.

Note:
If any records being added already belong to the record set, a message informs you that duplicates were found, and displays the number of records that were actually added.

The record set workform appears with the records added to it.

Remove Records from a Record Set

To remove records from a record set:

1. Search for and select the record set you want to modify.

The Bibliographic Record Set, Item Record Set, Authority Record Set, or Patron Record Set workform appears.

2. Click the check boxes next to the records you want to remove from the record set.
3. Click ACTIONS above the list, and select Remove Selected Records.

The records are removed from the record set, but the records remain in the Polaris database.