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deleting_records_in_aleph_simple_instructions [2010/04/02 21:15]
ldegozzaldi
deleting_records_in_aleph_simple_instructions [2020/10/14 19:25]
mbanach
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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 from where other items are 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 ​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.  ​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. 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(2or 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]]//​.
deleting_records_in_aleph_simple_instructions.txt · Last modified: 2022/05/16 19:02 by jeustis
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