Bulk-Changing Bibliographic Records
You can gather multiple bibliographic records in a record set and simultaneously change specific data in all the bibliographic records in the record set using the Bulk Change process. The changes to the records are made via a Bulk Change job, and you can check the status of the job in the Bulk Change Job Queue. When the job is completed, you can run a report that displays the start and end time of the bulk change job, the number of records that were changed, and any exceptions where records could not be changed.
Use the bulk change process to change the following information in multiple bibliographic records at once:
Tip:
You must have the permission Access bibliographic bulk change: Allow to do any bulk changes of bibliographic records. To bulk change values in the LDR, 006, 007, 008 (control fields), you must have the additional permission Access bibliographic fixed fields bulk change: Allow.
- Non-MARC data - Change the indicator in the bibliographic records so that all the records display (or do not display) in the PAC. You can also change the owner of the records from one owner to another or change provisional records to final. The option to create resource entities is used only for linking ebook bibs to vendor accounts.
- Data Fields - Insert or delete tags, subfields, and indicators. You can change, insert or delete specific values in tags, subfields, and indicators. You can also check and correct non-filing indicator values.
- Leader - Change values in the Leader for all the records in the record set. If the Leader/06 is changed, a message warns the user to make appropriate changes to the 008 tag.
- 006 Tag - Change the 006 tag (material characteristics). The code in the 006/00 (form of material) determines the data elements you can define for subsequent character positions. In addition, the codes in field 006/00 correspond to those in Leader 06 (type of record). You can change, insert, and delete values in the 006 tag.
- 007 Tag (1) and 007 Tag (2) - Change the 007 tag (the physical description). The codes in the 007 tag are defined by position, and the number of character positions depends on the code contained in 007/00. You can insert, delete, and create tags and change the category of material. You can also change a value to another value.
- 008 Tag - Change the 008 tag that provides coded information about the record as a whole as well as special bibliographic aspects of the item, such as the target audience.
Records are skipped when they do not contain the criteria specified for the bulk change. Records that contain the criteria specified for the bulk change, but cannot be changed for other reasons, are added to a cleanup record set. To bulk change the selected bibliographic records, you must have access and modify permissions for each of the bibliographic records in addition to the permission to perform the bulk change process.
You cannot use bulk change to modify values in the following fields:
- Polaris record status
- Bibliographic control number (001)
- Standard numbers used in deduplication routines (010$a, 020$a, 022$a, 024$a, 028$a, 035$a, 037$a).
- LDR values in positions other than 05, 06, 07, 08, 09, 17, 18, 19 (the values in these positions can be changed). You cannot change the Leader/05 to a value of “d”.
- 008, positions 008/7-10 (beginning date of publication) because it is used in deduplication routines.
When you change a field that is under authority control and the change invalidates the existing link, the link to that authority record is broken, and a background process attempts to re-link and re-index the record. If the change is made to a field subject to authority control, but the change does not invalidate the link, the link is not broken. The most efficient way to make changes for subfields in fields under authority control is to change the authority record. Then the changes filter down to the linked bibliographic records. See Edit authority records and update linked records.
See also:
- Bulk change non-MARC data in bibliographic records
- Bulk change data fields in bibliographic records
- Bulk change the Leader in bibliographic records
- Bulk change the 006 tag in bibliographic records
- Bulk change the 007 tag in bibliographic records
- Bulk change the 008 tag in bibliographic records
- Check the bulk change queue and run the report