copy of records in-house

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kaaren
Posts: 28
Joined: Tue Jul 14, 2009 3:49 pm

copy of records in-house

Postby kaaren » Thu Nov 22, 2012 12:33 pm

Hi
We would like to create a copy of our records (about 7000 records) that is in-house and available when our internet access is down (not too often), any suggestions for this?

Also, it could be good to have a print -out of all our records too. These could be put into folders for browsing through, as a back up and for people who like to use paper records. How could this be done?

Kaaren in The Catlins

paul
Posts: 193
Joined: Thu May 08, 2008 10:31 am
Location: Auckland

Re: copy of records in-house

Postby paul » Fri Nov 23, 2012 4:06 pm

Hi Kaaren,
The best option would be to download the records in Excel format.

1. On the home page go to View My Objects.
2. If you want them in a particular order, click on the Sort options on the right. We've had a report that the sorting on Object Number isn't working correctly this week, so there may be problems with this until we get a fix in next week.
3. Then go to Create Report.
The Excel report option has different settings for the selection of fields you want. Use Detail if you want all fields.
The report generates in the background and will take a few minutes to complete. You can click on the Reports link in the header to get to the completed reports.

You can then print this (perhaps just a subset of columns) if you wish.

Cheers,
Paul


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