Create a Serial Holdings Record

You can create serial holdings records in Leap if you have the Serial holdings records: Create permission enabled in Polaris Administration. For more information about serials permissions, search for "Serials Permissions" in the Polaris staff client help.

To create a serial holdings record

1. Select New > Serial Holdings Record.

   The New Serial Holdings Record workform appears.

2. Enter serial holdings record details.
3. Enter notes for library staff or patrons.
4. Enter purchase order information, subscription details, and membership information.
5. View and enter serial holdings record claim intervals.

6. Select SAVE.

   Leap saves the serial holdings record.