Global Call Number Modification Wizard

The Global Call Number Modification wizard allows you to update one or more call number records for the same title in batch. The same modifications can be made to more than one call number of a title more efficiently using this wizard.

For additional information about how this wizard modifies call numbers see FAQs: Modifying Call Numbers Using the Global Call Number Modification Wizard.

To update some or all call numbers of a title

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Click the Global Call Number Modification wizard.

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Use Item Search to search for the title you want to modify. If a Current record exists for the item, click the Current information link to access the last record displayed, modified, or added.

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If your search finds results, a list of matching records displays in the hit list area. If the View pane is turned on, the selected title will display in the lower portion of the window with two tabs, Description and Call Number/Item. Select the item you want to modify, then click Modify.

4

If the Prompt For Library When Selecting Call Numbers property was selected in default wizard properties, the Library for Call Numbers to Modify dialog box appears. Select the Library so that only those call numbers for the selected library will display for modification in the item tree, then click OK.

Note: A “Title does not have any call numbers for the selected library” message will display when limiting by library and the title has no call numbers for this library. To select another library, click Modify again.

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At the top of the Modify Selected Call Numbers window, the Modify Call Number and Modify Call Number Prefix options display. Click only one.

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If you clicked Modify Call Number, you can elect to modify one or all of the following fields for the selected call number(s).

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Base Call Number – Modifies the base call number of all selected call numbers. The base call number is defined as the leading characters in the call number up to but not including the analytic which is noted by |z. Type a new base call number. Or, leave this field blank to leave the base call number unchanged.

Remember, the prefix is included in the base call number. For example, if you want to change FIC WISER to FIC WISEMAN, you must type “FIC WISEMAN” in the Base Call Number box to retain the FIC prefix in the base call number. To specifically modify just the prefix, use the Modify Call Number Prefix option.

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Call Number Analytic – Modifies the call number analytic of all selected call numbers. The analytic part of the call number is defined as all characters following the |z. In this field, you can do the following.

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Type a new analytic. The new analytic will replace an existing analytic; if no analytic exists, the new one will be added.

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Leave this field blank to leave the analytic unchanged

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Select the Delete Call Number Analytic check box to delete the analytic

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Class Scheme – Modifies the class scheme of all selected call numbers. Select a different class scheme. The list that displays is based on the Classification policy that defines capitalization rules, sorting rules, and ascending or descending order. Or, you can select Will Not Be Modified to leave the class scheme unchanged. If Preceding Year Part of Analytic is configured for the class scheme, the wizard will insert a |z before the year in the call number.

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Shadow – Modifies the shadow status of all selected call numbers. Select either Yes or No, or Will Not Be Modified.

7

Or, if you clicked Modify Call Number Prefix, the prefix box will display, with three modification options.

Note: The call number prefix is defined as all characters preceding the first space in the base call number. For example, in the call number Fic SMITH, the characters Fic will be selected as the prefix. But, it also means that in the call number PZ3 .F456, the characters PZ3 will be selected as the prefix, since there is a space following the 3. If no space is found in the base call number, the call number will not be modified. For example, the call number PZ3.F456 would not be modified. Leading spaces in a call number are ignored when selecting the prefix.

Click one of the following options.

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Add – The new prefix text is added plus one space to the beginning of the call number. If the base call number contains preceding spaces, these spaces will be retained.

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Replace – The new prefix text replaces the existing prefix.

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Delete – The prefix text, all characters preceding the first space, will be deleted from the call number.

8

In the View pane, the Call Number tree for this title displays. Select the check boxes next to the call numbers you want to modify, or select the main title mode and all check boxes are selected. (Check boxes can be cleared by selecting them again.)

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Under Update Options, click Interactive if these changes should be made in interactive mode, or click Report if you wish to make changes in report mode (a batch report will be submitted). If you click Report, you can elect to first run the report in Test mode.

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Click Modify. If selected in behavior properties to display, a confirmation dialog box will appear. Click Yes to confirm your changes or No to return to the wizard to make more changes.

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If you selected Interactive mode, the call numbers are modified, and a new window opens displaying the results of the modifications in a table format (this table can be sorted). Call numbers that cannot be changed will display “Failed” in the Status column, and a reason the call number could not be modified will display in the Reason column. If you are not satisfied with these changes, you can click Reset to return to the modify window, and you can modify the call numbers again.

Note: The Reset next step button does not un-do the changes made to the call numbers; it simply returns you to the modify window so you can make additional changes without having to search for the same title and set of call numbers again.

If there are more than 100 call numbers to modify, the wizard will display a message t hat, depending on system performance, it may be best to submit these changes in Report mode.

12

If you selected Report mode, the modifications are submitted as a batch report. You can view the results of this report using the Review Call Number Modification Report Helper. If you selected to run the report in Test mode, you can use this helper to review the selected call number records before the databases are updated. When the report runs, a dialog box displays the report name and the message “It is recommended this report finish before making additional changes to the same set of call numbers.” After you click OK in this dialog box, if you need to make more changes to the same call numbers, you will need to return to the search to choose the title again.

After modifying call numbers, click one of the following options.

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Return to Search to return to the Item Search window

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Reset to return to the modify window and make additional changes to the same call numbers (available when using interactive mode)

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Close to exit the wizard

Related topics 

Overview

Global Call Number Modification Wizard Properties

Review Call Number Modification Report Helper

FAQs: Modifying Call Numbers Using the Global Call Number Modification Wizard