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menu:clonerecord [2016/03/25 15:35] (current)
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 +====== Record Menu: File Menu: Clone record ======
 +===== Quick Steps =====
 +  * In a record that you wish to clone:
 +    * Choose File | Clone record
 +    * Choose, as appropriate, either:
 +      * <Remove relationships> 
 +      * <Keep relationships>
 +    * Select a template from the list that displays
 +    * Click <OK>
 +    * Click <Add Record>
 +    * Make necessary changes to create a new record
 +
 +===== Detailed Steps =====
 +
 +To use an existing record as the basis for a new record (to save typing similar information all over again) you can copy the existing record as a 'cloned' record (aka a different edition record).
 +
 +To clone a record:
 +  * In a record that you wish to clone:
 +    * Choose File | Clone record
 +
 +  If know that it is safe 
 +    to keep all of the relationship data in the cloned record
 +    for the new record,
 +    then you can select "Keep relationships" in the next step.
 +  
 +  If you are not sure that it is safe
 +    to keep all of the relationship data in the cloned record,
 +    for the new record,
 +    then select "Remove relationships" in the next step.
 +
 +    * Choose, as appropriate, either:
 +      * <Remove relationships> 
 +      * <Keep relationships>   
 +    * Select a template from the list that displays, and press OK
 +    * RIMMF will load the record being cloned into the selected template:
 +    * Click <Add Record>; or <Discard Record> if you change your mind at this point
 +    * Make necessary changes to create a new record 
 +
 +__Notes__
 +
 +  * In RIMMF, the 'clone' process will:
 +    * Copy the current record 
 +    * Assign a unique record control number to the new record
 +    * Delete the following from the new record:
 +      * Authorized Access Point/Composite key
 +      * 'Identifier for the ...' elements
 +      * All 'Relationship' elements
 +      * Source record (if the record was imported)
 +
 +  * You cannot clone a template; see "How to [[howto:customizetemplate|Customize a Template]]".
  
menu/clonerecord.txt ยท Last modified: 2016/03/25 15:35 (external edit)
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