Item Bulk Change Templates

 

Staff who are part of the Public Services Item Editing permission group and the Cataloging 1 permission group now have the ability to save item record bulk change settings as templates to reuse your item bulk change criteria. This feature is particularly helpful for staff who perform regular item maintenance, like monthly item flips!

 

Create an Item Bulk Change Template in Leap

In an item record set, go to Actions -> Bulk Change.

Select the desired changes from the bulk change options. Select Save as Template.

Name the template and set the ownership level. Templates owned to individual staff members will not be able to be accessed or used by any other staff. If this template will be used by others at your library, set ownership to the branch or library level. The template can be accessed and used in both Leap and the staff client. 

Click Create when finished.

 

Use an Item Bulk Change Template in Leap

Access the record set to be bulk changed. Use the Actions drop-down menu at the top to select Bulk Change

Open the Template field and choose the desired template. Click Update Items

A pop-up will appear detailing the summary of changes that will be made. Review and when ready, click Continue to start the bulk change. 

When complete, a pop-up will appear indicating if the bulk change successfully completed or if there were any items that were not able to be changed. A bulk change report will automatically download detailing the changes and any errors. 

July 2019