Bulk Changes

One can use bulk changes to speed the process of changing statuses on many items by adding them to a Record Set, e.g. withdrawing magazines. Bulk changes can also be used to make changes to location, call #, or notes/blocks.

Note:  Only Items with a status of In, In-Process, Bindery, Mending, Missing, and Unavailable may be changed.

First create a Record Set

Click on New, then “Record Set”:

Choose “Item” under Record Type:

Create a name for the record set and change the owner to your library, then click on “Save”:

Scan or manually enter the barcode in the Find Tool:

Once all of the needed items are added to the record set, select the check box at the top of the table to select everything in the record set:

Click on More and select “Ad Hoc Bulk Change”:

At this point, you will likely be trying to change the circulation status, so click on Circulation:

Click on the drop-down menu under “Circulation Status” and choose which one you want; it will likely be Withdrawn:

Lastly, click on Update Items:

Click on Continue, and you are done!

To Delete a Record Set:

Click on Actions, then “Delete:”

This will delete your record set, but not your items.