Record Merge (ex. Merge multiple records for same title and holdings)
The Merge routine assists having 1 bibliographic record with multiple
holdings, instead of have numerous MARC/Bibliographic records for same
title. This will keep your catalog lean and easier for Users searching and
not havibg to choose from numerous records.
• Open the Global Editor (Under Items Tab)
• Search for the items you will merge using the Items Global editor,
Usually they will have a common title. It is suggested search by Title.
• Once you find the common items, select the ones you wish to merge
together by clicking on the check box to the left of the title and once
checked you will see the records will populate the right side of the screen
under the Edit area.
• Using the drop down look for “Merge Holdings” about halfway down the
list and choose this option
• The records will display in a familiar merge ‘side by side’ display.
Use the Option buttons to :
• Display the next selected record, or the previous, with the Next or
Previous buttons
• As you look at the records decide which of them should be used as the
‘Master bib record to which all the selected holdings will be attached. Any
record appearing on the left side will be used as the Master Record. Use
the Set Master button to make any record on the right side appear on the
left side of the dual record ‘side by side’ display.
• If there is an item in the display that should *not* be merged with
the other selected items, click on the Remove button.
• Use the Merge button to automatically put all the holdings of the
selected records into the ‘Master’ record
You may need to wait a moment or two for the record to be finished and
properly re-indexed.
*Please note that we have a Video Tutorial for Merging records on your
YouTube Channel:*
*Clip:* https://www.youtube.com/watch?v=f3hZ0Js-8Dw
--
Andrea Chan
Marketing Coordinator
andrea@xxxxxxxxxxxxxxx
(514) 336-4340 ext. 250
(877) 331-1022 ext. 250
Media Flex - OPALS - CERF - Bibliofiche
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