Properties
Basics
Properties are workstation specific. To adjust properties:
1.
Close the wizard that you want to adjust if it's already open.
2.
Right-click on the wizard name and select
Properties...
3. At the top of the window where it says
Display property page, select
Never.
If you select
Wizard Startup, the properties window will open every time you open the wizard, and any changes you make to the properties will only last for the duration of the session.
4. If you have questions about settings, consult the
Knowledge Base or press
F1 (WorkFlows Help).
5. When you're finished making changes, click
OK.
6. When you close WorkFlows, select
Yes when prompted to save changes.
Behavior Tab
Select Behavior Section
Allow transfer of all existing call numbers and items in a title: You need to check this box to be able to transfer a record when it's the last copy of something, for example the last call number and / or item attached to a bib record.
Prompt for confirmation before transferring all call numbers and items: Check this box if you want a confirmation pop-up to display before transferring a title.
Click
OK.
Defaults Tab
The Defaults tab can be left alone.
Helpers Tab
The Helpers tab can be left alone.
Knowing When to Transfer Records
You typically need to transfer a record when:
1. There is a
better bibliographic record available for you to attach your item to (in the case of duplicate records).
2. Your item is attached to the wrong bib record entirely.
Transferring a record (as opposed to deleting and re-adding it) will
retain circulation statistics and local settings.
You won't be able to edit other libraries' holdings unless you've earned "supercataloger" credentials. If you see another library's record that may need to be transferred, please open a help desk ticket.
Transferring Records
You can transfer:
- an item ID, which will become an additional copy attached to an existing call number (if your library already has holdings on the preferred record).
- a call number that has one or more item IDs attached to it.
- a title / bib's holdings, meaning multiple call numbers and their item IDs.
Transferring an Item ID
Let's say you accidentally added the DVD
Harry Potter and the Deathly Hallows: Part 2, to the bib record for
Harry Potter and the Deathly Hallows: Part 1. Here's how you would transfer the item to the correct call number on the correct bib (assuming you already have a copy of
Part 2 cataloged correctly).
Transferring an item ID to a new call number means it will "lose" its original call number in favor of the one you add it to. It will appear as an additional copy on the new call number. In the following example, the call numbers are identical.
1. Open the
Transfer Titles, Call Numbers or Items wizard (Cataloging module > Special Toolbar > Transfer Titles...).
2. Look up the
item you want to transfer.
- If you have the item in hand, simply select Item ID from the Index drop-down and scan the barcode.
- If you don't have the item in hand, you can look it up in Enterprise and copy the item ID from there (this is often easiest), or do a search in WorkFlows.
3. Once you've pulled up the record you incorrectly attached to, click the
Call Number/Item tab.
4. Click the
title, any call number, or any item ID so that it's highlighted. In this example, the item ID in question was highlighted.
5. Click
Add to tree at the bottom of the window.
The
bib record the item's attached to will appear in the white section below the search fields (aka the "tree").
6. Click the
plus (+) sign to the left of the record. This will expand it.
7. Click the
plus (+) to the left of your library (e.g. BOZEMAN) to expand its holdings.
8. Click the
plus (+) to the left of the call number (e.g. DVD HARRY - BOZEMAN).
9. Click the
item ID you want to transfer so that it's highlighted.
10. Click
Retain for transfer at the bottom of the window. This will
bold and italicize the item you're going to move, letting you know it's ready and waiting for you to tell it were to go.
11. Look up the
record you want to transfer the item to.
- You can look up the "correct" record in Enterprise and copy an item ID that's already attached to it (even if it's not your library's copy) and use that to pull up the bib record.
- Or you can search in WorkFlows.
12. Click the
Call Number/Item tab.
13. Click the
title, any call number, or any item ID so that it's highlighted. In this example, the call number was highlighted.
14. Click
Add to tree.
The
"correct" bib record you want to attach to will appear beneath the first one you added.
15. Click the
plus (+) to the left of the "correct" record.
You may find it helpful to minimize the first record that you expanded for less scrolling.
16. Click the
plus (+) to the left of your library (e.g. BOZEMAN) to expand its holdings.
17. Click the "correct"
call number or its item ID to highlight it (e.g. DVD HARRY - BOZEMAN).
18. Click
Transfer at the bottom of the window. This will add the item ID as another copy under the call number.
A
confirmation pop-up will display, depending on your settings (see
Properties - Behavior Tab above).
19. To double-check the transfer, look up the item ID in WorkFlows; you should see the item ID attached to the correct record.
20. If the item you transfer is the
last one on the call number or title / bib, a confirmation pop-up will display (depending on your settings - see
Properties - Behavior Tab above) that you'll need to click
Yes to.
Clicking
Yes will remove the empty call number and / or title / bib from the system.
Transferring a Call Number
Let's say you accidentally add a large-type version of
Cross Fire by James Patterson to a bib record that describes the regular print book. Here's how you would transfer the large-type call number (and it's accompanying item ID) to the large-print bib record.
1. Open the
Transfer Titles, Call Numbers or Items wizard (Cataloging module > Special Toolbar > Transfer Titles...).
2. Look up the
record that has the
call number you want to transfer.
- If you have the item in hand, simply select Item ID from the Index drop-down and scan the barcode.
- If you don't have the item in hand, you can look it up in Enterprise and copy the item ID from there (this is often easiest), or do a search in WorkFlows.
3. Once you've pulled up the record you incorrectly attached to, click the
Call Number/Item tab.
4. Click the
title, any call number, or any item ID so that it's highlighted. In this example the call number LT PATT was highlighted.
5. Click
Add to tree at the bottom of the window.
The
bib record the call number's attached to will appear in the white section below the search fields (aka the "tree").
6. Click the
plus (+) sign to the left of the record. This will expand it.
7. Click the
plus (+) to the left of your library (e.g. BELGRADE) to expand its holdings.
8. Click the
call number you want to transfer so that it's highlighted (e.g. LT PATT - BELGRADE).
9. Click
Retain for transfer at the bottom of the window. This will
bold and italicize the call number and its item(s) you're going to move, letting you know they're ready and waiting for you to tell them were to go.
10. Look up the
record you want to transfer the call number to.
- You can look up the "correct" record in Enterprise and copy an item ID that's already attached to it (even if it's not your library's copy) and use that to pull up the bib record.
- Or you can do a search in WorkFlows.
11. Click the
Call Number/Item tab.
12. Click the
title, any call number, or any item ID so that it's highlighted. In this case the title was highlighted.
13. Click
Add to tree.
The
"correct" bib record you want to attach to will appear beneath the first one you added.
14. Click the "correct" record title to highlight it.
You may find it helpful to minimize the first record that you expanded for less scrolling.
15. Click
Transfer at the bottom of the window. This will add the call number and its item ID(s) to the record.
A
confirmation pop-up will display, depending on your settings (see
Properties - Behavior Tab above).
16. If the call number you transfer is the
last one on the title / bib, a confirmation pop-up will display (depending on your settings - see
Properties - Behavior Tab above) that you'll need to click
Yes to.
Clicking
Yes will remove the empty title / bib from the system.
Transferring a Title
Let's say you create a brief title for a book kit that your local book club is clamoring for, like
The Immortal Irishman by Timothy Egan. Time goes by and you notice that some libraries have attached their kits to the record you created while others are attached to a better, fuller record that includes a preferred cataloging source (DLC), ISBNs, publication information, RDA tags, notes, a contents list, and subject headings, including ones pertaining to Montana.
1. Open the
Transfer Titles, Call Numbers or Items wizard (Cataloging module > Special Toolbar > Transfer Titles...).
2. Look up the
record that you want to transfer.
- If you have the item in hand, simply select Item ID from the Index drop-down and scan the barcode.
- If you don't have the item in hand, you can look it up in Enterprise and copy the item ID from there (this is often easiest), or do a search in WorkFlows.
3. Once you've pulled up the record, click the
Call Number/Item tab.
4. Click the
title, any call number, or any item ID so that it's highlighted. In this example the title was highlighted.
5. Click
Add to tree at the bottom of the window.
The
bib record will appear in the white section below the search fields (aka the "tree").
6. Click the
title so that it's highlighted.
7. Click
Retain for transfer at the bottom of the window. This will
bold and italicize the title and all its holdings that you're going to move, letting you know they're ready and waiting for you to tell them were to go.
8. Look up the
record you want to transfer the holdings to.
- You can look up the "correct" record in Enterprise and copy an item ID that's already attached to it (even if it's not your library's copy) and use that to pull up the bib record.
- Or you can do a search in WorkFlows.
9. Click the
Call Number/Item tab.
10. Click the
title, any call number, or any item ID so that it's highlighted. In this case the title was highlighted.
11. Click
Add to tree.
The
"correct" bib record you want to attach to will appear beneath the first one you added.
12. Click the "correct" record title to highlight it.
You may find it helpful to minimize the first record that you expanded for less scrolling.
13. Click
Transfer at the bottom of the window. This will add all the call numbers and item IDs to the preferred record.
14. If you're removing all the holdings from a
title / bib, a confirmation pop-up will display (depending on your settings - see
Properties - Behavior Tab above) that you'll need to click
Yes to.
Clicking
Yes will remove the empty title / bib from the system.
15. A
confirmation pop-up will display, depending on your settings (see
Properties - Behavior Tab above).
Video Tutorial
Transferring Items