Moving an Item Record
You can move an item record from one bib or copy record to another bib or copy record. You can do this only if the item record has no specific reference to other functionality in Horizon.
Moving item records lets you do these things:
|
•
|
Group item records and attach them to the bib or copy records to which they “belong.” |
|
•
|
Delete a copy record without deleting its item records. You can move the attached items to a different copy record, and then delete the copy record without items. (If only one copy record exists, you can delete it and choose to reattach the items to the bib record.) |
When you move an item record, Horizon breaks the existing link between the item record and its bib or copy record and relinks the item record to the bib or copy record that you choose. However, Horizon maintains all the transactions associated with the item record, such as those in Circulation.
Constraints
|
•
|
Horizon may not always let you relink an item record. Instead, Horizon displays an appropriate error message. For example, you cannot relink under these circumstances: |
|
–
|
The specific item is an entry on the request pull list. |
|
–
|
Relinking would generate a duplicate unique index entry. |
|
–
|
The item record was created in Serials prediction and checkin. |
|
–
|
Uploading off-line circulation transactions from Offline Circulation (formerly PC Reliance) generates an error that is recorded in the reliance_exc table. You cannot relink the item record referenced by the error. |
|
–
|
If an item-specific or non-item-specific CSA request has been filled either manually or automatically. |
|
–
|
The item is on hold for a borrower. |
|
•
|
You can relink item records created in Acquisitions in these situations: |
|
–
|
You want to move one or more PO line items to a different copy on the same bib. |
|
–
|
You want to relink all PO line items directly to a different bib. |
|
–
|
You want to relink all PO line items through a different copy for another bib. |
If you try to relink only some of the items that are attached to a single PO line to a different bib record, Horizon displays a dialog box. You must either choose to relink all items or cancel the relink process.
If not all of the items on a PO line are received, invoiced, or canceled, Horizon asks you to verify that you want to continue with the relinking process before performing the relink. Horizon displays item activity (such as approved or received) to help you decide if you want to continue relinking based on the stage of order processing.
|
•
|
You can relink item records with a requested status in these situations: |
|
–
|
An item has been booked through Advanced Booking or Media Scheduling. |
|
–
|
A borrower has requested an item (either an item-specific or a non-item-specific request). |
|
–
|
A borrower has requested an item in Closed Stack Access (CSA). |
If the item record you are relinking is the only item record linked to the relinked-from bib record, Horizon moves any non-item-specific requests on the relinked-from bib to the relinked-to bib and reorders the hold list.
If the item you are relinking is the last item available to fill a request, all requests are transferred to the relinked-to bib record. Horizon merges regular (non_CSA) request lists based on the queue order for each bib. You can choose to review and change this queue order. (For instructions, see “Reordering the Hold Request Queue” in the “Hold Requests” chapter of the Circulation Guide.)
These relinking situations apply only to the Relink Items function. They do not apply to the Relink Copies function (automatically relinking items attached to a copy when a copy is relinked to another bib).
When you move an item record, Horizon maintains all the transactions associated with the item record, such as those in Circulation.
To move an item record
|
1
|
Open the bib record to which you want to move the items. |
If you want to move the items to a copy record, open the bib record to which the copy record is attached.
|
3
|
Highlight the items that you want to move. |
|
4
|
Choose Items, Relink Items. |
Horizon opens a relink dialog box:
|
5
|
Highlight the bib record to which you want to move the item records. |
If you are moving the item to a copy record, highlight the bib record to which the copy is attached.
|
7
|
Do one of these options: |
If the bib record to which you are moving the item has one or no copy records attached, the item record links to the new bib or copy record.
|
The task is finished.
|
If the bib record to which you are moving the item has more than one copy record attached, Horizon displays the Select a Copy dialog box.
|
|
1
|
Highlight the copy record to which you want to link the item. |
The item record links to the copy record.
|
If the item is referenced anywhere in the database, Horizon displays an error message similar to this one:
Note: An item is referenced if someone has placed an item‑specific request for it, if the item is booked in Advanced Booking, or if the item is referenced in any other database table.
|
You must remove the reference from the table before you can move the record.
To do this, do these steps:
|
1
|
Click OK to close the message box. |
|
2
|
Close all open windows. |
|
3
|
Remove the database reference.(For example, you may need to remove an item‑specific request.) |
|
Note: When you reopen the bib or copy record to which you attached the item, the record reflects the changes in the List Items window and in the Count column in the List Copies window.
© 1998-2017 Sirsi Corporation