Creating a Copy Record from Scratch

When you create a copy record to attach to a bib record that has existing item records, Horizon attaches all the item records to that copy record. When you create additional copy records, you can move the items from the first copy record by using the Relink Items command. (For instructions, see Moving an Item Record.)

To create a copy record from scratch

1 Open the bib record to which you want to attach a copy record.
2 Choose Marc, Copy Records.

Horizon displays the List Copies window.

3 Click New.

Horizon displays an Edit Copy Records window:

4 Complete these fields, as necessary:

Field

Action

Descr.

Enter the description of the copy record.

Location

Enter the location of the copy record.

This specifies where the copy (or set of items) is housed.

Serials Location

Enter the serials location.

This is the location that checks in issues and handles claims for this serial copy record.

Collection

Enter the collection.

The collection reflects the form or content of the copy.

Call No.

Enter the call number.

Copy No.

Enter the copy number.

This is the number you assign to the copy record. It is different from the system‑assigned number, which differentiates between a particular “Copy No.” in one branch and that same “Copy No.” in another branch.

Serials Media Type

Enter the serial’s media type.

Summary of Holdings

Mark this box if you want Horizon to display the copy record in the Summary of Holdings window.

(For more information, see Working with a Summary of Holdings for Serials Titles.)

Staff‑Only Copy

If you mark this box, only staff can view the item on a search results screen.

If you leave this box unmarked, the public can view the item on a search results screen.

Note: The Staff‑Only feature works only if your library has set up Public‑Only indexes. (For help in setting up Public‑Only indexes, contact Customer Support. There may be a charge for this service.)

Staff Note

Enter a note for staff members. Press CTRL+ENTER to move to the next line.

A staff note displays only in a copy record.

5 Save your changes.

If no items are attached directly to the bib record, the task is finished.

If items are attached directly to the bib record, Horizon displays a dialog box asking if you want to update items with the new copy information, including location, collection, call number, copy number, and call type.

6 Do one of these options:
If you want to attach the item to the copy record, and store the new copy record information on the item record, click Yes.
If you want to attach the item to the copy record, but you do not want to store the new copy record information on the item record, click No.

Horizon attaches the item to the copy record.

 


© 1998-2017 Sirsi Corporation