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| Both sides previous revision Previous revision Next revision | Previous revision | ||
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playground:test_page_3 [2009/05/04 14:56] jbajgier |
playground:test_page_3 [2019/01/07 17:20] (current) |
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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. Item transfers automatically with the order. | + | Follow numbers 1 through 9 above. The item will transfer automatically with the order. |
| - | 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). | + | If it does not, drag and drop item separately to new bib record. |
| - | If the first bib is not wanted, first delete the ADM record (ctrl R), then delete the bib record (ctrl R) | + | |
| - | Transfer an order and item 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). |
| - | (if item record is linked to holdings record) | + | |
| - | Put the record you are transferring from onto the screen | + | **//If the first bib is not wanted, first delete the ADM record (ctrl R), then delete the bib record (ctrl R)//** |
| - | Unlink the item record from the holdings record | + | |
| - | Follow instructions above | + | |
| - | If the first bib is not wanted, first delete the Holdings record (ctrl R), then the ADM record (ctrl R), then delete the bib record (ctrl R) | + | ==== Transfer an Order and an Item record that has an attached holdings record ==== |
| + | |||
| + | 1.Put the record you are transferring onto the screen. | ||
| + | |||
| + | 2.You will need to **Unlink** the item record from the holdings record. | ||
| + | |||
| + | ★In acquisitions mode Select “overview” and press the “Item” button on the right. | ||
| + | |||
| + | ★Once in item record, click on the tab "HOL link". | ||
| + | |||
| + | ★Lower right side has “unlink” button. Click on it. | ||
| + | |||
| + | 3.Now follow instructions above number 1 through 9. | ||
| + | |||
| + | **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). | ||
| + | |||
| + | **//If the first bib is not wanted, first delete the Holdings record (ctrl R), then the ADM record (ctrl R), then delete the bib record (ctrl R).//** | ||
| + | |||
| - | Transfer and order and item records | ||
| - | (item is linked to a holdings record) | ||
| - | Before following instructions above you’ll need to UNLINK the item record. | ||
| - | 1. In acquisitions mode Select “overview” and press the “Item” button on the right. | ||
| - | 2. Once in item record, click on tab HOL link | ||
| - | 3. Lower right side has “unlink” button. Click on it. | ||
| - | 4. Then move on to steps 1-9 above | ||
| - | 5. 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). | ||
| - | If the first bib record isn’t wanted, delete the holdings record first then the ?ADM record and finally the bib record. | ||
