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Use an existing record to create a second record either with or without Copy Records. This is useful for creating a Bibliographic record for a different edition. This is particularly time saving when creating new editions of a multi- volume set. 

The Duplicate menu function is available only when in record EDIT mode. This means the record has been displayed and Edit selected.


Search for the record to be duplicated. Select Full Record Display and click Edit in the side bar menu. The record is now locked and available to make changes. 

Click Duplicate in the Actions menu.

The following screen appears:

The Actions menu displays two options to select:

  • Catalogue Record Only - this is used to create a new record and abandon any of the Copy (location) records, either to create completely new location records or to create a digital record only, one with no physical items. 
  • Catalogue Record and Locations - this is a time saving facility that is useful if the new record has matching physical copies in the same locations

Catalogue Record Only

The following prompt seeks confirmation of the action about to be taken:

  1. Click OK to continue.
  2. The duplicated record is displayed in the edit screen. It has a new different CID assigned. 
  3. Some fields will not be copied i.e. ISBN, Publication Date, Edition etc as these are the fields that commonly will change in a new Bibliographic record.
  4. Make any additional changes in fields or new entries in fields 
  5. Click Save when complete.
  6. Add copy records as required

Catalogue Record and Locations

Where physical copies are also to be created all of the new copies are displayed, ready to have  the new barcodes associated with each copy entered into the copy records. :

The loan transactions data can be copied as well:

  1. Tick the box next to the relevant copies or use the Selection box. Otherwise, all the new copies will have a status of In.
  2. Enter the new barcodes, either manually or by auto-generating them (use the menu Generate barcodes) .
  3. Click Apply in the Actions menu.
  4. The record edit screen is displayed, where the new record is shown, with the new CID assigned.  Some fields will not be copied i.e. ISBN, Publication Date, Edition etc as these are the fields that commonly will change in the new record.
  5. Click Save when complete.
  6. Add copy records if required.

 


Experiencing problems with Creating Records ? See the Troubleshooting Guide.

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