Catalog List Actions

Once you have a catalog list populated with records, there are several types of global actions you can do for all of the records on the list. Please use caution when performing these actions. For instructions on globally changing locations, see Change Locations.

Mark as Inventoried

Once you have created an inventory list and reconciled it with the collection items, you can globally mark the catalog records on the list as inventoried.

 

  1. Click the List Name for the list you want to mark as inventoried on the Catalog List Query screen
  2. Click "Edit" in the Edit Bar on the Catalog List screen
  3. Click "Mark as Inventoried"
  4. Populate the Inventoried By field using the authority file and select the Inventoried Date
  5. Click "Proceed"
  6. Click "Save" back on the Catalog List screen

 

The catalog records on that list will display the updated information in the Last Inventoried by and Last Inventoried fields on the Location Accordion. Any previous data in those fields is saved within the Inventory History file, which is accessible on the Location Accordion as well.

 

Put on Exhibit

This action will add all records on the list to an existing exhibit record. The exhibit record must be created before doing these steps.  

 

Please note that an item may be on only one exhibit at a time. Items already on another exhibit will not be added.

 

  1. Click the List Name on the Catalog List Query screen
  2. Click "Edit" in the Edit Bar on the Catalog List screen
  3. Click "Put on Exhibit"
  4. Click on the exhibit to which you want to add the records
  5. Click "Yes" to confirm
  6. Click "Save" back on the Catalog List screen

Put on Outgoing Loan

This action adds all records on the list to an existing outgoing loan record. The outgoing loan record must be created before doing these steps.

 

Please note that an item may be on only one active outgoing loan at a time. Items on another active loan will not be added.

 

  1. Click the List Name on the Catalog List Query screen
  2. Click "Edit" in the Edit Bar on the Catalog List screen
  3. Click "Put on Loan"
  4. Click on the outgoing loan to which you want to add the records
  5. Click "Yes" to confirm
  6. Click "Save" back on the Catalog List screen

Allow Public Access

This action marks all records on the list for Public Access. This feature requires the optional Public Access Upgrade.

 

  1. Click the List Name on the Catalog List Query screen
  2. Click "Edit" in the Edit Bar on the Catalog List screen
  3. Click "Allow Public Access"
  4. Click "Yes" to confirm
  5. Click "Save" back on the Catalog List screen

Deny Public Access

This action removes all records on the list from Public Access.  This feature requires the optional Public Access Upgrade.

 

  1. Click the List Name on the Catalog List Query screen
  2. Click "Edit" in the Edit Bar on the Catalog List screen
  3. Click "Deny Public Access"
  4. Click "Yes" to confirm
  5. Click "Save" back on the Catalog List screen