7 OPEN EXISTING RECORDS

Existing records can be called up for re-editing. There are a number of ways to call up existing records:

7.1 OPEN RECORD ON LOCAL DRIVE

Local records may be called up for re-editing or saving on the server. To open a record located on your local drive, follow these steps:
  1. From the Cataloging menu, select the Open Record on Local Drive option. This option opens a list of all local records:



  2. From the pop-up dialog box, highlight the record of your choice and click the Open button. The record is displayed in the Catalog Editor (the upper pane of the Cataloging tab). You can now re-edit or save the record on the server (See Editing Records and Saving Records).

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7.2 LOAD RECORD FROM SERVER

To retrieve a record that is located on the server, follow these steps:
  1. Enter the system number of the record in the System Number field of the Cataloging bar and click the arrow :



  2. A copy of the record is made on your local drive and is displayed in the Catalog Editor for editing (see Editing Records)

  3. The record is given a temporary, local filename that begins with the prefix "NEW" and a number.

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7.3 PUSH FROM THE SEARCH TAB

You can transfer a record from the Search tab of the Cataloging module to the Cataloging tab in order to re-edit the record.

To do so, from the Full display of the record, click Cataloging. The full display of the record is available in the lower pane of the Show subfunction of the Search tab.



The selected record is transferred to the Cataloging tab and is displayed in the Catalog Editor for further editing.

7.4 LOAD HOL RECORD FROM SERVER

There are two different ways to retrieve a holdings record attached to the current bibliographic record:

7.5.0 Load HOL Through the Record Manager

To retrieve a holdings record through the Record Manager, highlight the desired record (leaf) under the holdings node and choose the Load/Create Record option from the Record Manager menu or select the same option when right-clicking on the desired leaf. The associated holdings record is displayed in the Catalog Editor (upper pane).





7.4.2 Load HOL Through the HOL Records Tab

To retrieve a holdings record through the HOL Records tab, select the HOL Records tab from the lower pane or choose the Select HOL Record option from the Edit Menu that automatically displays the HOL Records tab.



The HOL Records tab lists the holdings records linked to the record displayed in the Catalog Editor. This tab also enables you to access a selected record for editing and to create new holdings records.

To load a holdings record, highlight the selected record from the list and click Edit. The record is loaded and displayed in the Catalog Editor for you to edit.

To create a new holdings record, click Create. The new record is automatically created. To edit the new record, click Edit.

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Go to next section (Locking Records)