Relinking records in Voyager: Difference between revisions

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==Relinking a purchase order to a different bib record==
==Relinking a purchase order to a different bib record==


*Open the line item (Ctrl-m or Record > View line items in Acquisitions)
*Open the line item (in Cataloging: Ctrl-m or Record > View line items in Acquisitions)
*On the "Bib Record" tab, click the "Change Bib Record" button
*On the "Bib Record" tab, click the "Change Bib Record" button
*Search for and open the bibliographic record you want to link to
*Search for and open the bibliographic record you want to link to
*Click the ellipses button in the "New Holdings" column
**Note: because Voyager can only show three columns (currently Author, Title, Imprint) it can be hard to know you're picking the right record
*Click "Re-Link"
** Click the "MARC" button in the "Titles Index" window to take a peek at the bib record you've highlighted
** If you select the bib that's already associated with that line item, you'll get the error "You have selected the same bib. Please select a different bib"
*Select "Delete Current Holdings" if all needed local information has been copied to the "good" record
*Click inside the "New Holdings" column to display the ellipsis button
*Click the ellipsis button
*Click "Re-Link" (or click "MARC" first to take a peek at the full holding record you'll be linking to)
*Click "Save"
*Click "Save"
*Click "OK"
*Click "OK"

Revision as of 16:37, 16 June 2016

Ambox notice.png This article is currently a draft.

This article describes how to relink a PO line item to a different bibliographic record so that an incorrect or obsolete bibliographic record can be deleted.

Relinking a holding and/or item record to a different bib and/or holding record

Relinking a purchase order to a different bib record

  • Open the line item (in Cataloging: Ctrl-m or Record > View line items in Acquisitions)
  • On the "Bib Record" tab, click the "Change Bib Record" button
  • Search for and open the bibliographic record you want to link to
    • Note: because Voyager can only show three columns (currently Author, Title, Imprint) it can be hard to know you're picking the right record
    • Click the "MARC" button in the "Titles Index" window to take a peek at the bib record you've highlighted
    • If you select the bib that's already associated with that line item, you'll get the error "You have selected the same bib. Please select a different bib"
  • Select "Delete Current Holdings" if all needed local information has been copied to the "good" record
  • Click inside the "New Holdings" column to display the ellipsis button
  • Click the ellipsis button
  • Click "Re-Link" (or click "MARC" first to take a peek at the full holding record you'll be linking to)
  • Click "Save"
  • Click "OK"

Note: A completed PO line item can't be linked to additional bibliographic records, just moved. If one bib is replaced by multiple new bibs (e.g., a serial record replaced with records for individual articles), contact Acquisitions; they will make an identical PO line item to be linked to the additional record(s).