Collections Overview

A collection record names a collection, tracks which branches use the collection, and designates which branches are eligible to receive items from floating collections Items from certain collections can float from branch to branch at check-in, and the items don't need to be shipped back to the owning branch..

When you configure collection records in Polaris System Administration (web-based), the collection records become available for selection in the following areas in Leap:

• Item records — You can use the Find Tool to sort and filter searches for item records by collection.

• Selection lists

• Serial holdings records

• Purchase orders

• Invoices

• Circulation reports — Some reports list items by collections.

• Bibliographic records — The system uses collection abbreviations in designation fields when you import bibliographic records for bulk-adding to purchase orders or selection lists, and for shelf-ready cataloging.

Each branch can have its own set of collections, and collections can have the same names used by other branches. A collection can belong to more than one branch for rotating collections or for shared collections, and you can designate collections as eligible to float from branch to branch.

This section covers the following topics:

• Add a New Collection

• Copy a Collection

• Edit a Collection

• Delete a Collection

• Resolve Branch Removal Conflicts