This task takes you to a search page to retrieve the one or more records you want to recall and edit — records within a collection/level or across collections/levels.

From a report page, click Edit to have the record recalled in the input window. A form applicable to the level assignment of that record will be generated. Or, first make several selections on the report page and use the Edit Selected button to have the first of the set of selected records recalled in the order represented by the report. Use the Next/last or Previous/first buttons to move among the retrieved set of records.

Select the collection task to create a new top-level hierarchy record. For records below in the hierarchy of a collection you have two options for creating records:

• "top down," by entering in your current record a list of "next-level" titles/identifying numbers — of subgroups, series, containers, or files/items — for either of two purposes: creating an inventory listing or, optionally, having the occurrences "exploded" automatically into new, separate records that you can edit to fill in more detailed descriptive and administrative data.

  If you choose to "explode" the listing, use the Edit records task to recall and edit each of the automatically created records.

• "bottom up," by using this task to add a new record at a given level in the hierarchy and attaching it to the level above that you want to be its "parent," e.g., a container record to a series record that, in turn, is attached to a top-level record for a given collection. Until you attach a record to a parent, it is considered an "orphan."

In both attaching and exploding records, you can choose whether you want "parent" data to be copied into the new records.

Use the tasks in this group to create and edit level-3 container records that are not to be included in the hierarchy. These records, referred to as "non-hierarchical boxes" or NHBs, are used to represent physical storage data — containers for cataloged files/items in a given collection or shared across multiple collections.

You can associate a file/item record with its storage container at the time you are cataloging it or just OK the file/item to be associated with an NHB. If you choose the OK option, you can use the NHB add or edit tasks later to "pack" the container by selecting from a picklist the catalog records that represent its contents.

"Public Access" refers to the Public Catalog session that you can make available to your researcher/end-user community, internally or on the Internet. These two tasks provide a global Action button with each report for having a batch of records updated to change the setting in the OK to release (OKP) field.

The default setting for this field is No, and you can change it directly when creating and editing individual records.

You may prefer to leave the default setting and use the Release task to review recently created records and, if satisfied, have the OKP changed to Yes on a batch of records. The Remove task can be used to change the setting back to No on a batch of records, e.g., for deaccessioned items.

The first of these two tasks uses the standard "assisted" and "expert mode" search page, whereas the second takes you a STAR Web Professional Search interface for an advanced expert interface that uses "search sets" that provide additional flexibility and control with complex searches.

These two tasks allow for having records within a collection/hierarchy moved "as a batch" from level 3 Folders to level 4 Files or from level 4 Files to level 3 Folders.

Use this task to retrieve one or more top-level records to have them filtered into a binary MARC 21-compliant file for saving locally, e.g., to transfer them to another location for importing into a MARC-based system.

Use this transaction task to re-arrange the order in which records "below" a given level in the hierarchy are displayed. Periodic re-arrangements may be required after you have added new records to reflect the intellectually proper sequence of time periods or events.

Use this task for either of two purposes:  1) to unlink a record, e.g., a series and all of its "child" records below in the hierarchy, from its parent above so that you can reattach it to another series, subgroup, or collection; and 2) to delete a record, specifying what the system should do with records that are linked to it.

Note:  When you unlink a record it retains its level assignment but becomes an "orphan" record. You can recall your orphan records at any time using the Edit task and the form that is generated will automatically include the Attach option.