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deleting_records_in_aleph_simple_instructions [2010/04/02 21:16] ldegozzaldi |
deleting_records_in_aleph_simple_instructions [2010/04/02 21:26] ldegozzaldi |
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| //NOTE: These instructions are for deleting a bibliographic record. However, in some cases you may want to **only** delete one or more of the attached records (HOL, ADM, Order, etc.). The following instructions will also apply.// | //NOTE: These instructions are for deleting a bibliographic record. However, in some cases you may want to **only** delete one or more of the attached records (HOL, ADM, Order, etc.). The following instructions will also apply.// | ||
| - | Open bibliographic record in Cataloging module | + | Open bibliographic record in Cataloging Module |
| ===== Delete Items and HOL ===== | ===== Delete Items and HOL ===== | ||
| Open list of items (if any). Delete or transfer all items from record. | Open list of items (if any). Delete or transfer all items from record. | ||
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| - 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)**. | - 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) | - 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. | - Go to item list of **BIB#2**. Link transferred items to correct HOL. | ||
| - Close **BIB#2**. | - Close **BIB#2**. | ||
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| - Return to bibliographic record in the Cataloging Module, by clicking the long tab on the bottom of the screen. | - 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. | - 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(a): 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. 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. NOTE(b): Order records may also be transferred to a more appropriate bib. NOTE(c): If order record status is "SV" (Sent to Vendor) it is still active. If it cannot be transferred (per NOTE(b), bring it to the attention of Acquisitions staff.// | + | - 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. | - Click the “stack of books” (Serial), highlight [L] Subscription List (1), and delete subscription. | ||
| ==== To delete ADM and bibliographic record: ==== | ==== 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. | - Delete bibliographic record from the server. | ||
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| //[[lucyd@library.umass.edu|Primary contact: Lucy deGozzaldi]]//. | //[[lucyd@library.umass.edu|Primary contact: Lucy deGozzaldi]]//. | ||