Copying a Workform

You can create a new workform by copying an existing one and editing the fields.

To copy a workform

1 Start the Workforms process.

The default location of this process is the Cataloging folder on the navigation bar.

Horizon displays the List Workforms window.

2 Highlight the workform that you want to copy.
3 Choose File, Copy Record.
4 Do one of these options:

If you copied a MARC workform

If you copied a non-MARC workform

Horizon opens a new workform with the information from the original workform.

Do these steps:

1 Choose Marc, Edit Workform Info.

Horizon opens a blank Workform Info dialog box:

2 Enter a name for the new workform in the Code field.
3 Enter a description in the Description field.
4 Click OK.

Horizon closes the dialog box and returns to the workform.

5 Do any of these options, as needed:
Edit any tags and subfields that you want to change.
Add any tags and subfields that you want to add.
Delete any tags or subfields that you want to remove.

(For instructions, see Editing a MARC Record.)

6 Save your changes.

Horizon opens an Edit Workforms window.

Do these steps:

1 Edit the workform window to create the workform you want. (For a description of the fields, see Creating a Non‑MARC Workform.)
2 Save your changes.

Horizon closes the dialog box and returns to the List Workforms window.

 


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