The Relocation Tool: Bulk Relocation

With the bulk relocation tool it is a simple matter to record the movement of multiple objects. The Tools>Relocate command simplifies the recording of one or more object relocations. It is available in all display modes. When selected a dialog appears allowing the new location and auditing information to be entered. Once completed the required object locations are updated and internal movement audit records created.

To perform a bulk relocation:

1. Search the Catalog module for the objects to be relocated.
2. Select the objects to be relocated.
3. Select Tools>Relocate>Selected Records to display the Location Update box:

   

4. If there is an existing location in the New Location field, delete it.
5. Click Attach beside the New Location field.

   The Locations module displays.

6. Search for the relevant Locations record and click Attach in the Tool bar.

   Summary Data from the Locations record populates the New Location field.

7. In the Requested By, Released By and Accepted By fields attach the relevant Parties records (as required).
8. The Date Moved and Time Moved fields are automatically populated with the current date and time. You could overwrite these if necessary:

   Type the date or click the Calendar Control to select a date.

9. Add a note in the Movement Notes field explaining the reason for the move.
10. Click Update.

    The relocation is processed and the Relocating box displays an indication of the number of records processed.

    Note: For institutions which use Split Locations a check is performed of all records to be updated to confirm that they are leaf objects (one with no child parts): it is not possible to update the relocation of a record with child parts; only leaf parts may be relocated). If one of the records has parts, a message is shown indicating which record; clicking Ok will make the record with leaf parts the current record. It may be useful to use the Parts tab in the Catalog module to replace the record with all its leaf parts in order to update their location.

11. Click OK when the relocation has finished.

    Note: If a child object has not been made independently moveable, it is automatically relocated together with the parent objectIn an object hierarchy, a Parent object has one or more objects subordinate to it (i.e. it has Child objects)., e.g. photographs contained in a book.
    If a child objectAn object that is subordinate to another object in a hierarchy. has been made independently moveableAn independently moveable object can be moved independently of any other object to which it is related. For example, an independently moveable child object can be moved to a different location from its parent object., it will not be automatically relocated.

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