Copying a Workform

One way to create a new workform is to copy an existing one, rename the copy, and then update the fields. You can then use whichever workform best fits your needs at any given time. (For example, you can create a workform in which you insert information common to many records. This might include such information as directions to your library for an Events Calendar workform or the name of a local newspaper for a Newspaper Index workform.)

(For more information on deciding which MARC tags and subfields you want, see Deciding which MARC Tags to Use on a Community Resources Record.)

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.

Horizon displays a copy of the workform.

4 Choose Marc, Edit Workform Info.

Horizon displays a Workform dialog box:

5 Complete these fields:

Field

Action

Code

Enter a name for your new workform.

(You can enter up to seven characters.)

Description

Enter a description of the new workform.

6 Click OK.

Horizon closes the dialog box and displays a copy of the old workform with the new name.

7 Update, add, and delete the necessary tags and subfields to create the workform. (For instructions, see “Editing Fields in MARC Records” in the “MARC Editing” chapter of the Cataloging Guide.)

Important: Do not add authority-controlled tags to the workform. You must add these tags manually when you create individual records.

8 Save your changes.

 


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