Disclaimer: This is a temporary document that is subject to change. The information here will be upgraded to or incorporated into full documentation once we have determined how this function should behave. The contents are from an e-mail sent out on May 10, 2001.

By now, many of you have seen some unusual behavior when using the replace current record option from Smartport. Below are some tips on how to do this smoothly in the hope that it will save you some time.

1. There are two Loading Bib Record windows. The first one is the initial capture. When you click OK to store it, a second window appears (still called Loading Bib Record) with additional fields plus the bib information you just stored. At this time, changing the Library field on the first Loading Bib Record window is futile, so don't bother.

2. By using the replace current record option, Workflows will load into the Call number field the call number from the record you're replacing instead of from the call sources of the incoming record. It will only use the incoming record's call number if the record it is replacing has an AUTO generated call number (e.g., XX(blah blah blah)). In most cases, you will have to copy and paste the call number from the bib record. Make sure you remove the "|b" from the call number after you have pasted it into the Call number field. Make sure you update the Class scheme if needed.

3. The second Loading Bib Record window provides you with fields to change the home location, new item ID (barcode), library, and date cataloged. Do the following:
   1. Update your library in the Library field of the Call Number Info section ONLY.
      
   2. Update the home location in the Copy Info section ONLY.
      
   3. Update the date cataloged if you are done with this record.
      
   4. Don't forget to update the new item ID (barcode). The system automatically puts in one of its specially designed dummy numbers.

   When you update both Library fields, the system gets grouchy and kicks you out of the record, at which point, you will need to go to your favorite wizard to continue. It isn't known why the Current location and the Library field in the Copy section are editable. They aren't in any of the other cataloging wizards (that I'm aware of).

   The reason why the documentation lacks this information is because it was written when we had version 99.4. We had not anticipated that the replace current record option would change this much. It will be updated sometime in the future, once we get a response from LCS concerning the current behavior.

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