Performing a Date Take Action Browse Search

When you want to find all the records that you might need to update at a specified time, you can perform a Date Take Action Browse search. You should search for all records for a certain date, then print out the records. You can then use the printed records to verify or collect corrected information.

If you prefer, you can send the records to Cataloging for updating rather than printing them out first. (For instructions on updating the records, see Updating a Clubs and Organizations Record or Updating an Events Calendar Record.)

This section explains how to search for records by take-action date and then print the selected records or send them to Cataloging.

To view a Questions and Answers record

1 Start a New Search.

To do this, press F2 or find the process in the Searching folder on the navigation bar.

Horizon displays the Search window:

2 Choose the Date Take Action Browse option from the Indexes list.
3 Enter your search term date in the Search for field.

For example, enter “Jan” to pull up all those records that have been tagged with a January action date.

4 Click OK or press ENTER.

Horizon displays the Action Date List:

5 Choose the date entries that you are interested in.

To choose more than one date entry at a time, click on each one that you want to view.

6 Do any of these options:

If you want to do this

Do this

Print a single list of all the entries that you selected.

1 Choose File, Print, Brief Title Info.
2 Click OK to print.

Print a full bib record for each entry that you selected.

1 Choose File, Print, Full Title Info.
2 Click OK to print.

See more information for a date entry.

1 Click Show Detail.

Horizon displays a Bib Detail record for the date entry.

2 If you chose to display the Bib Detail record for more than one date entry at a time, click Next or Previous Title to see the records for each of the entries that you selected.

Update the records.

1 From the Action Date List or Bib Detail Record, press F10 or choose Edit, Send to.

Horizon opens the Send To dialog box.

2 Double-click the process to which you want to send the record.

For instructions on updating the records, see Updating a Clubs and Organizations Record or Updating an Events Calendar Record.

 


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