Add a Record to an Existing Record Set from the Record Workform

You can add a record to an existing record set from the Bibliographic Record, Item Record, Authority Record, Patron Record, or Weeding Record Set workform.

Other methods for adding records to an existing record set include:

• Adding Records to a Record Set from Find Tool Results
• Adding Records to a Record Set from a Record Set Workform
• Add a File of Records to a Record Set

To add a record to an existing record set from a record workform

1. Open the record in the Bibliographic Record, Item Record, Authority Record, Patron Record, or Weeding Record Set workform.
2. Select ACTIONS > Add to Existing Record Set.

The Find Tool opens.

Leap automatically filters Find Tool results by the type of record. For example, if you select Add to Existing Record Set from the Bibliographic Record workform, the search is automatically limited to bibliographic record sets. For Weeding Record sets, Leap automatically filters by Assigned branch (user's logon branch), Circulation status, and EContent or ILL records.

3. Search for and select the record you want to add the record to.

4. Select OPEN.

Note:
If the record set already contains the record, a message appears, and the record is not added to the record set.

The record set opens in the Bibliographic Record Set, Item Record Set, or Authority Record Set workform. The record you selected is added to the record set, and it appears at the top of the list.