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| Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
| playground:test_page_3 [2009/05/04 14:56] – jbajgier | playground:test_page_3 [2009/05/04 16:03] (current) – 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 |
| - | **(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. | ||
| Line 28: | Line 27: | ||
| - | Transfer of Order Records and an item record | + | ==== Transfer of an Order Record & an Item Record with no attached holdings |
| - | Item | + | |
| - | Follow numbers 1 through 9 above. | + | Follow numbers 1 through 9 above. |
| - | 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 | + | **//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 | + | |
| - | 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 |
| + | |||
| + | 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. | ||
| + | |||
| + | 3.Now follow | ||
| + | |||
| + | **OR** | ||
| + | |||
| + | **//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. | ||
| - | 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 | ||
