Bulk Change Data Fields in Bibliographic Records

You can make the following types of bulk changes to data fields in bibliographic records:

Note:
The following tags/subfields cannot be modified or deleted because they are used in duplicate detection: 10$a, 20$a, 22$a, 24$a, 28$a, 35$a, and 37$a.

• Insert a new tag
• Insert a subfield in a tag in any location within that tag, or insert a subfield before or after a specific subfield

• Delete the first instance of a tag, the last instance of a tag, or all instances of a tag

• Delete a subfield with any data, with specific data, or delete the last instance of the subfield
• Change a specific tag’s subfield code without changing the data in the subfield
• Replace a tag’s subfield data with specific data
• Change a tag’s indicator only
• Correct non-filing indicators

To bulk change data fields in multiple bibliographic records:

Note:
To bulk change bibliographic records, they must be in a record set, and you must have the necessary permissions to modify each bibliographic record in the record set.

1. Open the record set that contains the bibliographic records you want to change.

Tip:
Click to open the Bulk Change dialog box, or press CTRL+B.

2. Select Tools > Bulk Change.
3. Select the Data Fields tab.

The Data Fields tabbed page appears.

4. In the Operation box, select the operation you want the bulk change to perform on the data fields you specify.

Note:
The options available depend on the operation you selected. If you selected Correct non-filing indicator values (initial articles ‘a’, ‘an’, or ‘the’), skip to step 10.

5. In the Tag number box, select the number of the tag to insert, delete, replace, or identify.
6. Select the first and/or second indicators in the Indicator fields, One and Two boxes.
7. Type a subfield code in the Subfield $ box, and type a value for the subfield in the larger box to the right of the code.

Note:
You must specify at least one subfield when you are inserting a tag.

8. Enter or select other criteria depending on the option you chose. For example, if you selected Replace a tag’s subfield (with specific data), enter the data you want to change to in the Change to box.

Tip:
You can use diacritics in subfields. For example, the author’s name includes diacritics, but some of your bibliographic records do not have the correct name. You can select Replace a tag’s subfield (with specific data), type the existing author’s name in the Subfield box and insert diacritics in the author’s name in the Change to box by clicking on the Diacritics button. Select the character in the Character Picker box.

9. When you are finished specifying the changes, click Add Change to Queue.

The changes appear under Bulk change queue for data fields. You can move the changes up or down in the queue by selecting the change, and clicking the Up or Down buttons. To remove a change, select it, and click Remove.

10. Click OK to initiate the bulk change process, or click another tab to make other changes to the records.

If you click OK, the Summary of Changes dialog box appears.

11. Click Continue on the Summary of Changes dialog box to continue with the bulk change. See Check the bulk change queue and run the report.