Copy Cataloging Records - Adding from a Template

Before adding a record from a template, be certain to first check the ODIN Polaris database as well as other sources (such as Worldcat or ODIN Academic libraries) to assure a record doesn’t exist in the Polaris system or in another system in order to copy.

1. After logging into the client, go to File | New.  On the New screen, select Bibliographic Record, Choose from Existing Template, and double-click the template you wish to use. Alternatively, highlight the name of the template and click OK.

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New bib from template menu


2. Once the template has been selected, a blank bibliographic record appears on the screen.  Fill out the fields needed, and delete the fields not utilized. Click the Save icon (or select File | Save or shortcut ctrl + S) to save the record to the system.

**NOTE: Depending on the template selected, the fields may differ. Two examples shown are for a fiction book and a DVD.
 

  • Default - Book (Fiction):
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Fiction book template
  •  
    • LDR - do not modify
    • 008 – do not modify
    • 020 – Enter the ISBN
    • 100 – Enter the author in format Lastname, Firstname
    • 245 – Enter the title
    • 264 – a - Enter the publication place, b – enter the publisher, c – enter the publication date.
    • 300 – Delete
    • 336 – do not modify
    • 337 – do not modify
    • 338 – do not modify
    • 490 – Enter the series if applicable or delete

 

  • Default - Video Recording (DVD)
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DVD template
  • LDR – do not modify
  • 007 – do not modify
  • 008 – do not modify
  • 028 – enter publisher or distribution number if available
  • 040 - Delete
  • 245 – Enter the title
  • 264 – a - Enter the publication place, b – enter the publisher, c – enter the publication date.
  • 300 – Delete
  • 336 – do not modify
  • 337 – do not modify
  • 338 – do not modify
  • 508 - Delete
  • 511 - Delete
  • 520 - Delete

3. Once the record is saved, a control number is assigned. At this point, you are able to add the item record to the bib. Please refer to the ‘add an item’ documentation for that process.

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Saved bib record from template