Infiniti supports bulk updating or bulk processing of bibliographic records and resource records. Bulk updating allows you to simultaneously alter one or more attributes of each copy a set of book records or remove all copies in the set, or to add one or more attributes to a set of bibliographic records or remove the bibliographic record and all copies in the set. If you want to alter or add attributes, or remove sets of books, then a bulk update will 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 while sharing the same 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 have identical ISBN you should consider merging duplicate bibliographic records. Identical titles with the same ISBN are recognizable on search result lists because the same title and cover image will be repeated.


A set of resource records that require attributes to be changed is referred to as a set of candidate resource records. For each candidate 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 candidate 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 Of Records For Bulk Updating


Note: Each of the options below provides a method for creating a candidate list of bibliographic or resource records to be processed in bulk. Choose the option that will provide the best processing option for the task at hand. Once the list is finalised the remove, add, or update processes can be applied to the records on the candidate list. The resultant process will be applied to either the bibliographic records, the holdings records, or both depending the options you choose.


Infiniti can process multiple update lists created by multiple catalogue managers. These can be created and managed by each catalogue manager(based on their individual username), but can be seen by all library managers. If multiple lists exist the logged in catalogue manager's list and a count of the number of items on the list will display by default:

  • - click the arrow to show other lists and the number of records on each list.


Note: Each candidate 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) 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 Set Of Bibliographic Records


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


Option 1 - A Single Candidate Record


Go to: Cataloguing 

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


Option 2 - Multiple Candidate Records 


Go to: Cataloguing > Bulk Update > Resource (Barcode) 

  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.

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


Option 3 - Multiple Candidate Records  


Go to: Cataloguing > Bulk Update > Resource (Search) 

  1. Optionally search by a combination of; Date Range, Subject, Site, Section, Status, Budget Dept, and Media Type.
  2. .
  3. - ignore records on 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 but they will not be processed.
  4. After the candidate set has been prepared bulk add attributes to these bibliographic records.

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


Option 4 - Multiple Candidate Records   


Go to: Reports > Catalogue > Resources 

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

Note: This process is useful when you want to create a candidate list of records based on a range of attributes, e.g., subject, or author, call number range, or create a disparate list of records.  


Change Attributes For A set Of Resource Records


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


Option 1 - Multiple Copies Of One Bibliographic Record 


Go to: Cataloguing 

  1. Locate the bibliographic record of the resource copy.
  2. - retrieve to the edit page.
  3. Bulk update attributes the displayed copies as required.


Option 2 - Multiple Candidate Records     


Go to: Cataloguing > Bulk Update > Resources (Barcode) 

  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.

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


Option 3 - Multiple Candidate Records     


Go to: Cataloguing > Bulk Update > Resources (Search) 

  1. Optionally search by a combination of; Date Range, Subject, Site, Section, Status, Budget Dept, and Media Type.
  2. .
  3. - ignore records 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 but they will not be processed.
  4. After the candidate set has been prepared bulk update attributes for these copy records as required.

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


Option 4 - Multiple Candidate Records     


Go to: Reports > Catalogue > Resources 

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

Note: This process is useful when you want to create a candidate list of records based on a range of attributes, e.g., subject, or author, call number range, or create a disparate list of records.


Add Attributes To A set Of Bibliographic Records


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


Option 1 - Multiple Candidate Records 


Go to: Cataloguing > Bulk Update > Bibliographic (ISBN) 

  1. Scan the ISBN 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.


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


Option 2 - Multiple Candidate Records     


Go to: Reports > Catalogue > Bibliographic Records 

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

Note: This process is useful when you want to delete a candidate list of records based on a ISBN.


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