Working with Item Records
This section covers the following topics:
- Create an Item Record from a Bibliographic Record
- Copy an Item Record
- Modify an Item Record
- Use Item Templates
- Bulk Change Item Records
- Use Item Record Bulk Change Templates
- Delete or Undelete an Item Record
If you have the appropriate Polaris permissions, you can create, copy and modify item records in Leap.
When you create an item, Leap checks the following permissions and profiles in Polaris Administration (staff client):
- 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 item record fields in the lower portion of the Details view.
- Item records: Modify header. In Leap, this permission applies to the header information at the top of 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.
When you delete or undelete item records, the following Cataloging permission is checked: Item records: Delete/Undelete.
When you bulk change item records in Leap, the following Cataloging permissions are checked:
- Access item record bulk change: Allow
- Item records: Bulk Change
- Cataloging Record Sets: Create
- Cataloging: Use 'Own' record sets
