Merging Items

(because you can’t merge bib records with attached items)

To merge two bib records, you must first merge the item records from the old to the new. Horizon will not allow you to merge the item record/copy record/bib record in one step. (It will allow the overlay of a bib record from OCLC.)

  1. Relink each item. This can be done as a batch process if there are multiple items to a bib record.
    • highlight the item(s) to be moved to the new record
    • click on Bib on the tool bar
    • click on Relink Items
    • Note that Horizon will ask if you want the items connected to a specific Copy record if there is one in the new record. If you are relinking multiple items, create a copy record in the new bib before completing the relink function.
  1. After the relink function is complete, and if there are multiple items involved, perform the following steps:
    • delete the Summary of Holdings record … noting its contents
    • delete the Copy Holding record.
    • delete the now empty bib record.
  2. In the new bib record, if multiple items are involved,
    • create a new Copy Holdings record, if you have not already done so.
    • create a new Summary of Holdings record, using the information copied from the one you deleted in step 2.

 11/24/08