Specify Tags to Retain from Overlaid Authority Records

The Authority Overlay Retention policy table is used to retain specific tags from duplicate records that are deleted or rejected. When a duplicate authority record is overlaid, the links from the overlaid record are transferred to the new record, and specific tags from the overlaid record are retained in the new record.

To specify which fields to transfer automatically when an authority record is overlaid:

Note:
These permissions are required to view and change the Authority Overlay Retention policy table: Access administration: Allow, Access tables: Allow, Modify Authority Overlay Retention: Allow

  1. In the Administration Explorer tree view, expand the organization’s folder.
  2. Expand the Policy Tables folder.
  3. Select Authority Overlay Retention.

The Authority Overlay Retention Table appears.

biboverret.gif 

  1. Click btnInsert00206.gif.

The Insert: Authority Overlay Retention dialog box appears.

dOverlaRetentnDx.gif 

  1. In the Organization box, select the organization to which this entry applies.

Note:
If the Insert dialog box was opened for a branch, the branch name is the only one listed in the Organization box.

  1. In the Tag Number box, type the tag that you want retained in the new records.
  2. To retain the tag only if certain indicators are present, highlight the indicator values in the Indicator 1 and Indicator 2 boxes.

Note:
If the tag is in the retention table without indicator values, the tag is always retained. If indicator values are defined along with the tag, the data in the tag is copied only if the indicator values also match.

  1. Click OK on the dialog box.

The Overlay Retention table is displayed.

  1. Select File > Save.

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