Automatically Filling the Call Number Field in a New Copy Record

Horizon can automatically fill the call number field when you create a new copy record in Cataloging. This can cut down on the number of keystrokes needed to create a new record. You can edit an automatically-filled call number field in the same way that you edit any other field. Your system administrator must set this up. (For instructions, see “Automatically Filling the Call Number Field in a New Item or Copy Record” in the “Setting Up Call Numbers” section of the Cataloging Setup Guide.)

Horizon uses the call number information from the bib record to automatically fill a new copy record call number field. If you add item records to the copy record, Horizon uses the call number information from the copy record to automatically fill the call number field in the item record. If you change the copy record call number before you create a new item record, the item record uses the changed copy record’s call number. If you change the bib or copy record call number after you create the item record, Horizon gives you the choice to change any attached copy or item record call numbers.

Horizon cannot automatically fill call number fields in new copy records when you create multiple copy records by copying an existing copy record. However, if you copy a single copy record, Horizon uses the information from the copy record that you copy to fill the call number field on the copy record that you create. Horizon also copies any attached item records and keeps their call numbers, unless you change the new copy record call number. Then Horizon asks if you want to also change the item record call numbers. (For more information, see Copying a Copy Record.)

Your system administrator can also set up a default call number that automatically displays in every copy record that you create. This can help if you want to create a large number of records that use the same call number. This default call number overrides any automatic fill settings. (For more information, see “Defining a Default Value for a Call Number” in the “Setting Up Call Numbers” section of the Cataloging Setup Guide.)

 


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