Relinking records in Voyager: Difference between revisions

(Updated procedure described in the manual to match reality.)
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This article describes the steps for changing bibliographic record links and associated holdings and line items.  
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 purchase orders==
==Relinking purchase orders==
<small>From page 6-40 of the Acquisitions User's Guide.</small>


*Open the line item (Ctrl-m or Record > View line items in Acquisitions)
*Open the line item (Ctrl-m or Record > View line items in Acquisitions)
*Click the "Change Bib Record" button
*On the "Bib Record" tab, click the "Change Bib Record" button
*Search for and select 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
*Click the ellipses button in the "New Holdings" column
*Click "Re-Link"
*Click "Re-Link"

Revision as of 09:32, 6 April 2015

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 purchase orders

  • Open the line item (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
  • Click the ellipses button in the "New Holdings" column
  • Click "Re-Link"
  • 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).