Editing Item or Holdings Records with Web Works Quick Edit
To Edit Item or Holdings Records
To edit an item or holdings (checkin) record in Quick Edit, you first must retrieve the relevant bibliographic record in the WebPAC, while logged in as staff. For general information on navigating the WebPAC, see Viewing WebPAC Search Results.
- Log on to Web Works Quick Edit.
- Retrieve a bibliographic record by searching the catalog by keyword, title, author, subject, or other available index. Alternatively, perform an advanced search. (See Overview of Searching the WebPAC for more information on searching the WebPAC.) If more than one record matches your search, the Index Browse page appears. The Index Browse page lists the matching headings from the headings index. The page layout varies depending on the index you chose to search and your library's Web Options specifications.
The WebPAC presents a maximum of 12 results per page. A pagination tool appears above the search results to assist with navigation between pages of results. Click the Next and Previous links to navigate between adjacent results pages, or click the page number to jump to a specific results page.
- Click an entry from the Index Browse list. If more than one record matches your search, the Record Browse page appears. The Record Browse page lists records that match your search criteria.
- Click an entry from the Record Browse list. The Record Display page appears.
The Record Display page presents bibliographic information. Your system's configuration determines both the bibliographic information and additional information from attached records that appears. The Record Display page appears when:
- Your search results in a single matching record.
- You select a heading with a single entry from the Index Browse list.
- You select a record from the Record Browse list.
- Click the Bib Summary link to view the associated bibliographic record. The brief Bibliographic Summary appears, followed by a list of attached records. Click Full if you want to view the complete bibliographic record.
To delete one or more attached records, select the check box found to the left of the attached record entry, and then click Delete Checked Records.
Record Types
Innovative can configure Web Works Quick Edit to display item and holdings (checkin) records. The list of attached records includes only one type of record at a time. If your library's configuration enables access to multiple attached record types, links appear above the list of attached records. Click a record type link to view a list of all attached records of the corresponding type. In the image above, the system allows editing of item or holdings records.
- In the list of attached records, click the record you want to edit. The Edit <record type> Record page appears.
- Edit the record contents as appropriate, with the following considerations:
- Fields marked with an asterisk (*) require an entry.
- Drop-down menus supply values from system tables for fixed-length codes such as branches.
- Add buttons enable you to add multiple fields.
- Add Subfield buttons enable you to add multiple subfields to the corresponding field.
- Click Save to save your edits or Cancel to discard your edits. After clicking either button, you return to the Bibliographic Summary.
Specifying the Edit Record Form Contents
The Web Works Quick Edit configuration file controls what type of records you can edit and which fields appear on the Edit Record form. Contact Innovative to configure this file.