Updating Boxes as a Group

The Update Boxes as a Group function allows you to make an identical edit to each box in a selected range or group of boxes.

For example, if you choose to edit the Public Note or Staff Note field for a range of three boxes, Sierra then inserts that same note in each of the three boxes. By default, a Public Note displays in the WebPAC and in the checkin card box. The Staff Note displays only in the Update Boxes as a Group dialog. To display the Staff Note (instead of the Public Note) in the checkin card, select the Staff Note option in the Display which box note on checkin card option of the Edit tab. Staff Notes cannot display in the WebPAC.

The Update Boxes as a Group function also allows you to make edits that increment over a selected range of boxes.

For example, if you choose to edit the Enumeration field for a range of three boxes so that the volume of the first box is "81", the volumes for the second and third boxes become "82" and "83".

The Cover date and Expected date fields will also increment over the selected range of boxes if the Increment transaction dates check box is selected. For Expected date edits, the Increment transaction dates check box is selected automatically and you must clear it if you do not want Expected dates to increment over the selected range of boxes. For Cover date edits, you must select the Increment transaction dates check box if you want the Cover date fields to increment.

See Modifying Boxes Individually for information on applying a different change to each box in a range of boxes.

Note that this menu option is unavailable if you have not been assigned the appropriate permission to edit checkin cards.

  1. Choose Serials Checkin from the Function list.
  2. Retrieve the checkin card.
  3. Select the boxes to edit.
  4. Choose Update Boxes as a Group from the Tools | Box Menu. Sierra displays the Update Boxes as a Group dialog.

If a checkin card box has associated item records, the Update Boxes as a Group dialog lists those record numbers.

  1. Edit the desired checkin card fields.

As you edit a field, Sierra selects the check box next to the edited field. All fields with selected check boxes will update. Uncheck the check box if you decide not to change that field. See Overview of Checkin Card Fields for information on editing these fields.

  1. Choose OK to save your changes.

If you choose OK and none of the check boxes are marked, Sierra displays the following message:

Nothing checked to be updated. Would you like to go back to Updating Boxes?

Choose Yes to return to the Update Boxes as a Group dialog. Choose Cancel to exit the dialog without making any changes.

See also:
Overview of Checkin Card Fields
Modifying Boxes Individually
Editing the Item Record Associated with a Checkin Card Box