Input a new Instance record

There are two ways a new, non-MARC Instance record can be created in Inventory, "New" and "Duplicate"

Only non-MARC Instance records can be edited directly within Inventory





Create a new instance using "New" action

Steps

  1. Open the Inventory App

  2. Select the "Actions" menu in the upper right pane

  3. Select "+ New"

  4. Fill in the required fields and other fields needed for identification/batch match

  5. Select "Save and close" in the lower right

Expected Result

New instance record displays in the right pane





Create a new instance using "Duplicate" action

Preconditions

An instance record similar to the one desired already exists in Inventory. It may have source MARC or FOLIO.

Steps

  1. Open the Inventory App and navigate to the record you wish to duplicate
  2. Select the "Actions" menu in the upper right pane (not the one in the middle pane)
  3. Select "Duplicate"
  4. Make desired edits
  5. Select "Save and close" in the lower right

Expected Result

New instance record displays in the right pane. Note that even if the record you duplicated had source MARC, the new Instance has source FOLIO.


Edit Instance records without underlying MARC (Source = FOLIO)

Preconditions

An instance record exists with no underlying MARC data.

Steps

  1. Open the Inventory App and navigate to the record you wish to edit
  2. Select the "Actions" menu in the upper right pane (not the one in the middle pane)
  3. Select "Edit"
  4. Make desired edits
  5. Select "Save and close" in the lower right


Expected Result

The instance record displays in the right pane with edits as made