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deleting_records_in_aleph_simple_instructions [2010/04/02 21:22] 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(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. 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.// | + | - 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(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. | ||