Adding Items in Leap

Basic Information for adding item records to existing bibs via Polaris Cataloging in Leap.
 

1. After logging into Leap, conduct a search for a bibliographic record. The best search to yield a match to your item in an ISBN search. Double click on the record in order to view the full bib.

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Searching for a bib in Leap

 
2. With the bib on the screen, it's important to look at the MARC tab to evaluate the record.

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Bib record marc view


3. In the MARC tab, verify that the record matches the item you have in hand. Check for obvious matching fields – such as author, title, publisher, ISBN – but also look at the physical description field (for example to assure you are viewing a physical book record and not an e-book record).

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Bib marc record


4. Once you assure the record matches your material, add your item to the record. Go to the Item tab and click NEW ITEM.

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Bib record iems view

Alternatively, click the Actions menu and select Create Item.

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Create items menu


5. A new Item Record form displays. Fill out the form, and click CREATE ITEM to add your item to Polaris.

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New item workform

 

  • Barcode – Scan or type in the barcode being assigned to the item
  • Item Template – If your library has set up item templates, select the template from the list. The templates are a convenient way to automatically fill in several fields in the record. If a template is selected, the Use template values instead of these (if available) becomes checked.
  • Call Number Scheme (mandatory) – Select the call number scheme. Dewey for nonfiction items or Other for fiction.
  • Prefix – If your library uses prefixes on call numbers (prestamps) enter that information here.
  • Classification – Enter the call number of a nonfiction item, or the cutter of a fiction item.
  • Cutter – Enter the cutter of a nonfiction item.
  • Suffix – If your library uses suffixes on call numbers (post stamps) enter that information here.
  • Volume – Enter a volume if applicable.
  • Copy – Enter the copy number if applicable.
  • Price – Enter the item price if desired.
  • Renewal Limit – Enter the number of times a patron may renew the item.
  • Circulation Status (mandatory) – Enter the circulation status of the item. If the circulation status is In-Process, before shelving the item it will be necessary to check in the item first. This is beneficial to catch any holds the item may have, and is a recommended practice.
  • Display in PAC – Check if the item should be displayed in the online catalog.
  • Holdable – Check if the item can be placed on hold.
  • Non-circulating – Check if the item is not allowed to circulate.
  • Assigned Branch (mandatory)* – Select your branch
  • Collection* – Select the collection.
  • Shelf Location* – Select a shelf location if applicable.
  • Material Type* – Select a material type.
  • Loan Period (mandatory)* – Select the loan period. In the case of non-circulating items, select a loan period in case the item is ever checked on a special circumstance.
  • Fine Code (mandatory)* – Select a fine code.
  • Statistical Code* – Select a statistical code if applicable.
  • Owning Branch (mandatory)* – Select your branch.