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see also:

Types of Collections/Hierarchies
Input Fields
Purpose and Use of NHB Containers
Working with Digital Resources
Searching
Search Fields
Reports
Tasks/
Task Group
General Description
Edit records

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.

Add new records
(by level)

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.