Cards




This section will discuss editing cards, deleting cards, and archiving cards.

There are many reasons why a user may want to edit an existing card. Some include:

  • Changing data on the Checkin card fields
  • Changing the number of enumeration levels
  • Editing parameters for supplements and indexes
  • Changing associated Order record
  • Changing whether or not Item records can be created during check-in
  • Changing the default display of the card in the OPAC
Card parameters can be edited from Tools | Card menu | Edit card. You can also open the Tools menu by right-clicking in the card.

This menu option (Tools | Card menu | Edit card) is available when the card is displaying on the screen and you have authorization to edit checkin records (authorization #144). If you do not have this authorization, you will see the menu option to View card (instead of Edit card).

Editing the card allows you to change any of the card parameters for issues, supplements and indexes. The Edit Card dialog box is almost identical to the Card Creation dialog box except for the beginning cover/expected dates and beginning enumeration boxes that are present in the Card Creation dialog box. All elements of the card that appear in the Edit Card dialog box are changeable.

Note: Changing to or from Semi-Monthly requires a new card

The Edit Card dialog box opens in Simple mode if you created your card in Simple mode, or in Advanced mode if you created your card in Advanced mode. You can change from simple to advanced at any time, but changing from advanced to simple will cancel any of the advanced options you had previously chosen. To edit a card to change the binding parameters, because this title is no longer bound, use the following steps:




Edit the binding parameters of the card.

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For additional information, refer to the Innovative Guide and Reference, Page #104070: Deleting the Checkin Card

There may be many reasons to delete a card. A common one is that you have created a card and discover that there is too much wrong with it to correct it, and the simplest thing would be to start over again. Select Tools | Card menu | Delete card, which will delete the card. You can then create a new card by choosing the Create Card box that appears below the Card tab. To delete a card, use the following steps:




Delete an existing card and create a new one.

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For additional information, refer to the Innovative Guide and Reference, Page #104068: Archiving Checkin Cards

This menu option gives you the ability to create a completely new card using the parameters of your existing record and card. When archiving a card, you will create a new holdings record that will hold your archived (old) card. You original holdings record will contain your new card. Archiving is often used when a card is full and you want a quick way to create a new card. Select Tools | Card menu | Archive card. To archive a card, use the following steps:




Archive a card.

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For additional information, refer to the Innovative Guide and Reference, Page #104072: Editing Checkin Card Parameters