Delete/Undelete a Bibliographic Record

If you have the required permissions, you can delete or undelete a bibliographic record from the Bibliographic Record workform in Leap.

The following Cataloging Administration permissions, parameters, and profiles that control bibliographic record deletion in the Polaris staff client also apply when deleting/undeleting bibliographic records in Leap:

• Permission
  • Bibliographic records: Delete/Undelete
• Parameter
  • Bibliographic record delete: Allow if there are holds
• Profile
  • Retain deleted bibliographic records

See also:

• Delete a Bibliographic Record
• Last Record Options When Deleting a Bibliographic Record
• Retain Deleted Bibliographic Records Setting
• Undelete a Bibliographic Record
• Delete Multiple Records from a Record Set

Delete a Bibliographic Record

To delete a bibliographic record in Leap

1. Open the bibliographic record in the Bibliographic Record workform.
2. Select Actions > Delete.
   • If the Retain deleted bibliographic records profile is set to Yes, the following message appears: The bibliographic record will be marked for deletion. Do you want to continue?
   • If the Retain deleted bibliographic records setting is No, the following message appears: The bibliographic record will be permanently deleted. Do you want to continue?
3. Select Continue to delete the bibliographic record.

   The bibliographic record is either marked for deletion and retained, or it is permanently deleted from the database, depending on the Cataloging profile setting. See Retain Deleted Bibliographic Records Setting.

Last Record Options When Deleting a Bibliographic Record

When you delete a bibliographic record that leaves one or more authority records unlinked to any other bibliographic or authority records, the Last record options dialog appears.

If deleting the bibliographic record leaves only one unlinked authority record, the Last record options dialog displays the heading with the following options:

Note:
The options that appear in the Last record options dialog depend on your permissions.

• Select DELETE to mark the authority record as deleted or permanently delete the record. See Delete/Undelete an Authority Record.
• Select RETAIN to retain the authority record.

When deleting a bibliographic record leaves multiple authority records unlinked, the Last record options lists all the authority records that are unlinked and different options depending on whether you have permission to create record sets:

• If you have permission to create cataloging record sets, the Last record options dialog informs you that a record set with the prefix "weeded" has been created. The unlinked authority records are listed with the following options:
  • Select DELETE to mark the authority record as deleted or permanently delete the record.
  • Select RETAIN to retain the authority records.
  • Select OPEN RECORD SET to open the "weeded" record set.

• If you do not have permission to create cataloging record sets, the "weeded" record set is not created. The dialog lists the records along with the following options:
  • Select DELETE to mark the authority records as deleted or permanently delete them from the database.
  • Select RETAIN to retain the authority records.
  • Select PRINT LIST to open a pdf listing the authority records that remain unlinked as a result of deleting the bibliographic record.

Note:
To generate the pdf, the Polaris Administration staff client profile Report server must be set up to override the default report server authentication. On the Report Server Setup dialog, select the Override default Report Server authentication box and enter your username, password, and domain.

Retain Deleted Bibliographic Records Setting

When you delete a bibliographic record, the record is marked for deletion and retained or permanently deleted from the database according to the setting in the Cataloging profile, Retain deleted bibliographic records (Yes/No):

• If your library retains bibliographic records, the following occurs:

  • The bibliographic record is marked for deletion, its status is Deleted, and LDR position 05 (Record Status) is set to 'd' for deleted.

  • The Display in PAC box is unchecked.
  • The bibliographic record is unindexed, and only searchable by Record status, Deleted or Control number.
  • A bibliographic record marked for deletion transaction (3024) is logged.
  • Any links to bibliographic record sets are removed.
  • Any linked hold requests are deleted.
  • Any links to Acquisitions records are removed.
• If your library does not retain deleted bibliographic records, the following occurs:
  • The bibliographic record is deleted.

  • A bibliographic record deleted transaction (3001) is logged.

  • Any links to bibliographic record sets are removed.

  • Any linked hold requests are deleted.

  • Any links to Acquisitions records are removed

Undelete a Bibliographic Record

To undelete a deleted bibliographic record using Leap

1. Open the deleted bibliographic record in the Bibliographic Record workform.
2. Select ACTIONS > Undelete.

   

   The bibliographic record is updated as follows:

   • The record Status is set to Final.
   • The Modifier displays the Username.
   • The Modification Date reflects the undelete date.
   • The Display in PAC checkbox is checked.
   • The record is reindexed.
   • The Record Status (LDR position 05) is set to c (Corrected or Revised).
   • A Bibliographic record undeleted transaction (3027) is logged.

   A message confirms that the record status was changed to final and reminds you to re-establish links that were broken when the record was deleted.

   

3. Select OK to close the message box.