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transfer_of_orders_and_or_items_to_a_different_bibliographic_record [2009/05/04 16:07] jbajgier created |
transfer_of_orders_and_or_items_to_a_different_bibliographic_record [2010/09/24 16:16] ldegozzaldi |
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9.Select the order number line you want to move and drag and drop it to the destination record in the other screen. You’ll be prompted to confirm that you want to make that move. | 9.Select the order number line you want to move and drag and drop it to the destination record in the other screen. You’ll be prompted to confirm that you want to make that move. | ||
- | If the first bib is no longer wanted, first delete the ADM record (ctrl R), then delete the bib record (ctrl R). | + | **//If the first bib is no longer wanted, first delete the ADM record (ctrl R), then delete the bib record (ctrl R).//** |
===== Transfer of an Order Record & an Item Record with no attached holdings record ===== | ===== Transfer of an Order Record & an Item Record with no attached holdings record ===== | ||
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2.You will need to **Unlink** the item record from the holdings record. | 2.You will need to **Unlink** the item record from the holdings record. | ||
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+ | 3.You will also need to make sure the "Order Number:" field under __3.General Information(2)__ of the item record is blank. Delete order number if it exists. You can re-enter the order number if needed, once the item is transferred. | ||
★In acquisitions mode Select “overview” and press the “Item” button on the right. | ★In acquisitions mode Select “overview” and press the “Item” button on the right. | ||
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3.Now follow instructions above number 1 through 9. | 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). | + | **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). | + | **//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).//** |