How to use the batch edit tools through catalogue

How to use the batch edit tools through catalogue

There are a variety of ways to collect catalogue records for batch modification or deletion. These instructions will outline how to use the catalogue search function to locate and send records to the different modification tools.

Search the catalogue for records to be modified

Go to the context sensitive search bar at the top of the homepage and click on the Search catalog the catalog tab.

The Search catalog option will be underlined in white, which means the search box will be primed to search through the title catalogue specifically. If another option is underlined in white then the search box will search another resource.

Complete a search through the search bar. This will bring up a list of results and at the top of the results table there will be a greyed out Edit box, as circled in the screenshot below:

Select records to be edited

Use the tick boxes in the second column on the results table to select records to be edited and the Edit box will become active.

Edit options

If you click the edit box you will get a dropdown menu of options for batch edits.


Batch edit records

Clicking batch edit records will send the records to the Batch record modification tool under the Tools module. 


To edit the records, select the template to edit the bibliographic records and click the Modify selected records button and select the template to use to change the bibliographic records.

Notes
For details on how to create and use the MARC modification templates, please contact Interleaf Technology directly.

Click Batch delete records

Clicking this will send the records to the Batch delete records tool under theTools module. 


To delete the records, click the Deleted selected records button.


Alert
Please be aware that doing this will delete both the bibliographic and items records.

Notes
For details on batch bibliographic record deletion, please contact Interleaf Technology directly.

Click Merge records

Clicking this will send the records to the Merge record tool. 


Notes
For more detailed instructions about using this tool, please check our Help Centre or contact Interleaf Technology directly.

VersionDateDetailAuthor
1.015/07/21Document createdHolly Cooper
1.103/08/21Adding detailsHolly Cooper
1.222/-07/26Updating for newer version of KohaHolly Cooper