Differences

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--- deleting_records_in_aleph_simple_instructions [2010/04/02 21:05]
ldegozzaldi
+++ deleting_records_in_aleph_simple_instructions [2010/04/02 21:23]
ldegozzaldi
@@ Line 22: / Line 22: @@
   - Open a split screen, and call up bibliographic record to which you want to transfer items **(BIB#2)**, so that it is side-by-side with the record you want to transfer from **(BIB#1)**.
   - Click the “overview tree” button (2nd icon from left on the top right of Cataloging screen, with three little squares)
-  - Drag the items to be transferred from **BIB#1** to the ADM of **BIB#2**.  //NOTE:  This will be a different place than other items attached to **BIB#2** under an HOL.//  Click off “overview tree” button.
+  - Drag the items to be transferred from **BIB#1** to the ADM of **BIB#2**.  //NOTE:  This will be a different place than other items attached to **BIB#2** (under an HOL).//  Click off “overview tree” button.
   - Go to item list of **BIB#2**.  Link transferred items to correct HOL.
-  - "X" out of **BIB#2**.
+  - Close **BIB#2**.
 Once no more items exist on the bibliographic record to be deleted (**BIB#1** above), you can delete the HOL.  You might get a green note that the HOL is attached to a subscription, but you can override this.
@@ Line 39: / Line 39: @@
   - Return to bibliographic record in the Cataloging Module, by clicking the long tab on the bottom of the screen.
   - Push the record into Acquisitions by clicking Open Acquisitions Record (four-dot icon) on the right-hand **top** of the screen.
-  - Highlight [L] Order List and delete order record if one exists.  //NOTE:  If there is money encumbered, you will get a warning message.  In this case DO NOT delete order.  The ADM and bib. record will need to stay in the system.  Add a STA SUPPRESSED field into the bib.  If desired, you can add a brief HOL with a 590 note explaining the situation, and STA SUPPRESSED inserted.//
+  - Highlight [L] Order List and delete order record if one exists.  //NOTE(1): If there is money encumbered, you will get a warning message.  In this case DO NOT delete order.  The ADM and bib. record need to stay in the system.  Insert a STA SUPPRESSED field into the bib.  If desired, you can add a brief HOL with a 590 note explaining the situation, and STA SUPPRESSED inserted.  NOTE(2): Order records may also be transferred to a more appropriate bib, using the "overview tree."  NOTE(3): If order record status is "SV" (Sent to Vendor) it is still active.  Either transfer it per NOTE(2) or bring it to the attention of Acquisitions staff before deletion.//
   - Click the “stack of books” (Serial), highlight [L] Subscription List (1), and delete subscription.
 ==== To delete ADM and bibliographic record: ====
-  - Return to bibliographic record in the Cataloging Module.  Highlight ADM record you want to delete, and call it up on the screen.  Hit Control-R (or Edit Text) to delete it from the server.
+  - Return to bibliographic record in the Cataloging Module.  Highlight ADM record and call it up on the screen.  Hit Control-R (or Edit Text) to delete it from the server.
   - Delete bibliographic record from the server.
 //[[lucyd@library.umass.edu|Primary contact: Lucy deGozzaldi]]//.