Review and Edit Collection Information

From the collection record, you can see a list of branches using the collection, add or remove branches using the collection, and change the name of the collection. To open a collection record.

1. List the collection in the Administration Explorer tree view. See List workstations in the Explorer.

Tip:
Right-click the collection and select Properties from the context menu to see information about the collection without opening the collection record.

2. Right-click the collection in the Administration Explorer, and select Edit from the context menu.

The Collection workform opens.

Branches that use the collection are checked.

3. To change the collection name, enter the new name in Name. The name is changed in every record that uses this collection.
4. To change the abbreviation, enter the new abbreviation in Abbreviation. The abbreviation is changed in every record that uses this collection.
5. To change the additional loan units, enter the new number in Additional Loan Units. The additional loan units are changed in every record that uses this collection.
6. To assign this collection to a branch, select the box next to the branch name.

If adding this collection to the branch would result in a duplicate collection at the branch, a Duplicate Detection message appears when you save the collection. A branch cannot have duplicate collections.

7. To remove this collection from a branch, clear the checkbox next to the branch name.
8. If your system uses floating collections, and you want items in this collection to be potentially eligible to “float” from branch to branch, select View> Floating branches or click . Then follow the instructions in .
9. Select File > Save to record your changes.

The Branch Removal Conflicts dialog box appears if there are items assigned to a collection that you removed from a branch.

10. If the Branch Removal Conflicts dialog box appears, do the following actions:

    Note:
    Only the collections available for the associated branch are listed in the Resolve Conflict dialog box.

    1. Select a branch name in the Branch Conflicts list.
    2. In the Conflict Details frame, review the types and numbers of records that are affected by the change.
    3. Do one of the following actions to resolve the assigned branch and collection conflict in the listed records:
       • To remove assignment of the collection from the records listed in the Conflict Details frame, select (None) in the Alternative Collections list, and click Resolve.
       • To assign another collection to the records listed in the Conflict Details frame, select the collection name to assign in the Alternative Collections list, and click Resolve.
    4. Click OK on the Branch Removal Conflicts dialog box. The dialog box closes.

Related Information

• Delete a collection - See Delete a collection

• Removing a branch from a shared collection - If you want to remove a branch from a shared collection, then link associated records to a collection with the same name just for the branch, do the following actions:

  1. Create a collection with a slightly different name, and assign the branch to it.
  2. Remove the branch from the shared collection, and assign the linked records to the new collection.
  3. Rename the new collection to the name of the original shared collection.