Start in Cataloging with your cat username.

• Search for the 2 records and open them in the Cataloging module.
• Click on the system number of the TO bib record.
• Click the third icon on the top right of the window to create a split screen.
• It is best if this record is on the left side of the split screen.
• Click on the empty half of the screen.
• Click the non-highlighted system number to display the FROM record.
• It is best if this record is on the right side.
• Next click the second icon on the upper right to get the overview tree for both records.
• Click on the plus signs to expand the MAI50, SERIALS and ORDERS.

Click on what you want to move (ORDER, SUB or barcode) and drag it to the appropriate place in the other record.

You can drag the entire ADM (MAI50) to move everything over to the other record. This should ONLY be done if you are the ONLY campus using this bib record for ANYTHING.

Drag and Drop only works under the following conditions:

ITEMS cannot have HOL links. See how to break links below.

Moving ORDERS, SUBS, ITEMS:

• First determine if your ITEMS have both a SUB & an ORDER link.
• ORDER links are on tab 3 and SUB links are on tab 4 of the ITEM record.
• If an ITEM is linked to either a SUB or an ORDER it will move with the SUB or ORDER using drag and drop.
• If an ITEM is linked to both a SUB and an ORDER you have to manually unlink the ITEM from either the ORDER or the SUB to move it. If there are 2 links it won't work. It probably is best to unlink the ORDER and maintain the SUB link. You may need to re-establish links to items after moving.
• ITEMS have to be unlinked from a SUB or ORDER one by one using the ITEM record.

Breaking HOL Links to ITEMS:

Unlink from tab 6 of the ITEM form. To break the HOL links to many ITEMS you can use the Global Change function:

• In ITEMS, click on Global Change.
• In the top half of the screen make sure the holding displayed is the holding you want to un-link from.
• To move all ITEMS linked to this HOL make sure there is no data in the volume or year fields.
• In the bottom half type zero for the Holding Number.
• Then click OK. This will unlink the ITEMS.

Moving HOL records:

Open the HOL record in Cataloging. Change the LKR $b to the Bib System number for the bib record you want to move the HOL to. Save to the Server.

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Content questions should be directed to Yalan Qi.