Infiniti supports bulk processing or bulk updating of bibliographic records and resource records under specific circumstances. Bulk processing allows you to simultaneously alter one or more attributes of a set of resource  records, or to add one or more attributes to a set of bibliographic  records in seconds. If you want to alter or add attributes, then a bulk update may provide a fast, efficient, and safe method to do so.  


Each book or item record consists of two parts; bibliographic data (bibliographic record), and the individual resource copy data (resource record). If you have multiple copies of a book then each copy will have a set of attributes unique to each copy and share the one bibliographic record. Each copy of a book has the following attributes: barcode, site, section, budget department, status, supplier, cost, replacement cost, invoice number, date of purchase, and local call number (classification and/or main entry).


Note: If some titles in your catalogue are duplicated you may consider merging duplicate bibliographic records. Duplicate bibliographic records often show up at OPAC by displaying the same title and cover more than once in a list of search results, once for each repeated bibliographic record.


A set of resource records that require some attributes to be changed is referred to as a set of candidate resource records. For each set of resource records the bulk update process can be used to change; site, section, budget department, status, replacement cost, and call number (classification and/or main entry) of all resource records in the candidate set.


A set of bibliographic records that require additional subject headings or genre headings to be added is referred to as a set of candidate bibliographic records. For each set of bibliographic records the bulk add process can be used to add subject headings and/or genre headings to all bibliographic records in the candidate set.


Note: Any changes made to a bibliographic record or any subject headings or genre headings added to bibliographic records will automatically flow through to each associated resource record.


Preparing A Candidate List For Bulk Updating


Infiniti is able to accommodate multiple update lists created by multiple cataloguers. These can be created and managed by each cataloguer (based on their individual username), but can be seen by all library managers, e.g., if multiple lists exist, will show with number of current lists and the number of records in each list.


Note: Each list of records prepared for a bulk update process is automatically owned by the operator who prepared it. Infiniti remembers the creator of a prepared (but not yet processed) bulk update list and displays it each time that creator opens Bulk Update.


Note:allows you to assign records in a prepared list, which does not have an owner, to another cataloguer. This button only displays if there are items that have been orphaned.


Add Attributes To A Bibliographic Record


Prepare a candidate set of bibliographic records for bulk processing using one of the following methods:


Option 1 - Single Candidate Item


Go to: Cataloguing 

  1. Locate the bibliographic record.
  2. Retrieveit to the edit page.
  3. Add or edit bibliographic record attributes as required. Note: Changes will automatically flow to each copy of the book.


Option 2 - Multiple Candidate Items 


Go to: Cataloguing > Bulk Update > By Barcode 


Note: This process is useful when you have a random set of books or resources to update.

  1. Scan the barcodes of the books to process either one at a time or as a set.
  2. After the candidate set has been prepared bulk add attributes to these bibliographic records.


Option 3 - Multiple Candidate Items  


Go to: Cataloguing > Bulk Update > By Searching 


Note: This process is useful when you want to update many different books or resources with one or more common attributes and subjects.  

  1. Choose the parameters to search by.
  2. Optionally search by a combination of; Date Range, Subject, Site, Section, Status, Budget Dept, and Media Type.
  3. .
  4. Discarditems from the list you do not want to include for this bulk update process. Note: These items will remain on the list and will have a red line ruled through them. They will not be processed.
  5. After the candidate set has been prepared bulk add attributes to these bibliographic records.


Option 4 - Multiple Candidate Items   


Go to: Reports > Catalogue > Resources 


Note: This process is useful when you want to update have many different books or resources with one or more common attributes, e.g., same subject, or same author, same call number range.  

  1. Choose the parameters to search by.
  2. .
  3. Pushthe candidate set to the bulk update.
  4. Choose:
    1. , or
    2. to clear the previous list (if there was one) and start a new list, or
    3.  to add to the current list.
    4. Repeat from Step 1 as required.
    5. After the candidate set has been prepared bulk add attributes to these bibliographic records.


Change Attributes Of Resource Records


Prepare a candidate set of resource records for bulk processing using one of the following methods:


Option 1 - Multiple Candidates For One Bibliographic Record 


Go to: Cataloguing 

  1. Locate the bibliographic record of the resource copy.
  2. Retrieveit to the edit page.
  3. Bulk update attributes these copy records as required.


Option 2 - Multiple Candidate Items     


Go to: Cataloguing > Bulk Update > By Barcode 


Note: This process is useful when you have a random set of books or resources to update.

  1. Scan the barcodes of the books to process either one at a time or as a set.
  2. After the candidate set has been prepared bulk update attributes for these copy records as required.


Option 3 - Multiple Candidate Items     


Go to: Cataloguing > Bulk Update > By Searching 


Note: This process is useful when you want to update many different books or resources with one or more common attributes and subjects.  

  1. Choose the parameters to search by.
  2. Optionally search by a combination of; Date Range, Subject, Site, Section, Status, Budget Dept, and Media Type.
  3. .
  4. Discarditems from the list you do not want to include for this bulk update process. Note: These items will remain on the list and will have a red line ruled through them. They will not be processed.
  5. After the candidate set has been prepared bulk update attributes for these copy records as required.


Option 4 - Multiple Candidate Items     


Go to: Reports > Catalogue > Resources 


Note: This process is useful when you want to update have many different books or resources with one or more common attributes, e.g., same subject, or same author, same call number range.  

  1. Choose the parameters to search by.
  2. .
  3. Pushthe candidate set to the bulk update.
  4. Choose:
    1. , or
    2. to clear the previous list (if there was one) and start a new list, or
    3.  to add to the current list.
    4. Repeat from Step 1 as required.
    5. After the candidate set has been prepared bulk update attributes for these copy records as required.


Searches can be saved if you wish to run them again.