What can be changed using a catalogue bulk update?
- Authors, Series and Publisher.
- Department, Site and Location.
- Classification Number, Main Entry and GMD.
- Loan Periods.
- Links.
Basic Steps of A Bulk Update
- Load Utilities, perform the first backup.
- While still in Utilities, select ‘Update > Catalogue > Update’.
- Click through the backup warning if you have completed a backup otherwise exit and do the first backup.
- This step depends on what records your want to select, so before continuing write down what makes the records you want to update unique or different from the rest of the database. This might be Location, Site, Series, Publisher etc.
- Once you know these characteristics, you can filter the database by choosing the field in the selection criteria drop-down menu and entering a low-high range or just the location, etc., in ‘Contains’, e.g., JF.
- Once you have set your selection criteria click ‘Apply’. Don’t worry all this does is filter your database by your selection criteria and display just those resources in the bottom section of the screen. Check these are the records you want to change and they have been selected for your bulk update.
- The next step is to choose your ‘Replacement Field’ in the drop down – this is the field on the resources that you want to change in bulk.
- Once you have chosen the field type or select what you would like to replace that field with in the ‘Replace with’ box.
- When you are happy you have the right records selected and have the right replacement data click ‘Replace’.
- You will now be prompted to to click ‘Yes’ if you wish to proceed.
- And that is it! All done the data has been replaced in the selected records.
Specific Updates
For specific update instructions click the below links:
- Updating Locations in Bulk
- Updating Loan Periods in Bulk
- Updating GMD Information in Bulk
- Deleting Unused SCIS Records
- Updating Links within Database