Transfer of Orders and/or Items to a Different Bibliographic Record.

Transfer an order record with no item to a different bib record

1.Make note of the Adm # for each of the records between which you want to transfer.

2.Retrieve one of the bib records in the acq mode.

3.Select “overview” and press the “Cataloging” button on the right.

4.In cataloging, at the top of the screen to the right and above the bib and admin numbers there are a series of icons, choose Split Editor Mode (it looks like an open book).

5.Now retrieve the 2nd bib record.

6.Select “overview” and move to the Cataloging view.

7.You should now see 2 bibs on a split screen.

8.Select the icon “overview tree” to the left of the Split Editor and you’ll see a hierarchy list of records attached to each ADM.

9.Select the order number line you want to move and drag and drop it to the destination record in the other screen. You’ll be prompted to confirm that you want to make that move.

If the first bib is no longer wanted, first delete the ADM record (ctrl R), then delete the bib record (ctrl R).

Transfer of an Order Record & an Item Record with no attached holdings record

Follow numbers 1 through 9 above. The item will transfer automatically with the order. If it does not, drag and drop item separately to new bib record.

OR Drag and Drop ADM record that is in the screen you are transferring from and put it on top of the ADM record in the record you are transferring to. (NOTE: this will transfer ALL order & item records).

If the first bib is not wanted, first delete the ADM record (ctrl R), then delete the bib record (ctrl R)

Transfer an Order and an Item record that has an attached holdings record

1.Put the record you are transferring onto the screen.

2.You will need to Unlink the item record from the holdings record.

★In acquisitions mode Select “overview” and press the “Item” button on the right.

★Once in item record, click on the tab “HOL link”.

★Lower right side has “unlink” button. Click on it.

3.Now follow instructions above number 1 through 9.

OR Drag and Drop ADM record that is in the screen you are transferring from and put it on top of the ADM record in the record you are transferring to. (NOTE: this will transfer ALL order & item records).

If the first bib is not wanted, first delete the Holdings record (ctrl R), then the ADM record (ctrl R), then delete the bib record (ctrl R).

NOTE: If you need to transfer an item without the order record connected to a certain bib., the “Order Number:” field under 3.General Information(2) of the item record needs to be blank. Delete order number if it exists. You can re-enter the order number from the new bib. if needed, once the item is transferred.

transfer_of_orders_and_or_items_to_a_different_bibliographic_record.txt · Last modified: 2012/10/18 13:53 (external edit)
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