Learning Objectives

• Search multiple targets and use facets to limit your search.
• Create and Modify records in batch.

Batch Modification

At times, you might want to modify multiple items in a record at once. Use the Batch Modify option to edit multiple items in batch from the Manage Holdings List view.

1. In Cataloging, search your database for the title or item(s) you would like to modify in batch.
2. Select the title or item and choose Manage Holdings.
3. Select the Call Number that matches your item.
4. Once you have located the item(s) you would like to batch modify, use the list icon to open the Batch Create/Modify screen.
5. To Modify items in Batch, click the box(es) next to the item(s) you would like to modify.
6. Click the Batch Modify button.
7. You will then choose what fields you would like to modify. You can choose from Item Type, Price, Genre, and more.
8. Once you’ve made your selections, click Modify to make the changes. The selections indicated will apply to the items checked in the list view previously.
9. You have the option of undoing the changes you made if necessary.
10. Choose Close if you are satisfied with the changes.

Note: The Item Category headings are not customized at this time so please reference the information below in order to fill out those fields.

• Item Category 1 = Material Type
• Item Category 2 = Finding Source
• Item Category 3 = Curricular Area
• Item Category 4 = Grade Level
• Item Category 5 = Genre

Now it's your turn, take a minute to pause and try Batch Modify.

1. Search for a title in your database that has multiple copies that you could modify in batch. (This could be a classroom set, textbooks, equipment, or a title with multiple copies.)
2. Select the title and choose Manage Holdings.
3. Select the call number that contains the items you would like to modify.
4. In List View, select the items you would like to modify by checking the box next to the item barcode.
5. Click Batch Modify.
   1. Change the item information and additional information as needed.
   2. Click Modify.
   3. Once the process has finished, click Undo if you do not want to keep the changes.

What questions do you have about Batch Modify? Reach out to your INFOhio Provider or post your questions in the BLUEcloud Library Services Open Space group.

Click the Next button to move to the next lesson, Batch Create. If you have any questions, please contact your INFOhio Provider for help.