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playground:test_page_3 [2009/05/04 15:41] jbajgier |
playground:test_page_3 [2009/05/04 15:56] jbajgier |
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====== Test Page 3 ====== | ====== Test Page 3 ====== | ||
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===== Transfer of Orders and/or Items to a Different Bibliographic Record. ===== | ===== Transfer of Orders and/or Items to a Different Bibliographic Record. ===== | ||
- | ====Transfer an order record to a different bib record ==== | + | ====Transfer an order record with no item to a different bib record ==== |
- | **(No item record or holdings record attached)** | + | |
1.Make note of the Adm # for each of the records between which you want to transfer. | 1.Make note of the Adm # for each of the records between which you want to transfer. | ||
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- | ==== Transfer of Order Records and an item record ==== | + | ==== Transfer of an Order Record & an Item Record with no attached holdings record ==== |
- | **(Item exists but there is no Holdings record.)** | + | |
Follow numbers 1 through 9 above. The item will transfer automatically with the order. | 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). | **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). | ||
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- | ==== Transfer an order and item record ==== | + | ==== Transfer an Order and an Item record that has an attached holdings record ==== |
- | + | ||
- | **//(if item record is linked to holdings record)//** | + | |
1.Put the record you are transferring from onto the screen. | 1.Put the record you are transferring from onto the screen. | ||
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Before following instructions above you’ll need to **UNLINK** the item record: | Before following instructions above you’ll need to **UNLINK** the item record: | ||
- | ★In acquisitions mode Select “overview” and press the “Item” button on the right. | + | ★Call up record to be moved in acquisitions mode Select “overview” and press the “Item” button on the right. |
★Once in item record, click on tab HOL link. | ★Once in item record, click on tab HOL link. |