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Create a customized LHR script

Discover how to create, save, and edit a customized LHR script for your library's bulk edit workflows.

You can customize an existing base script and save it to be used when you need it. This allows you to bypass selecting the settings (field, subfield, etc.) for the script each time you want to apply it.

Customized scripts are not user specific. You can create up to 250 customized scripts for your library's bulk edit users to view and apply. When a customized script is no longer needed, you can archive it.

 Note: Base scripts that are inactive, archived, or contain a barcode reference list are not available for creating a customized script.

Create a customized LHR script

  1. Navigate to Toolbox > Customized Scripts to open the Customized Scripts screen.
  2. From the Customized Scripts screen, select the LHR radio button.
  3. Click New Customized Script. The Customized Scripts - Create Script screen opens.
  4. From the Customized Scripts - Create Script screen, complete the following:
    1. Enter a name for your customized script in the Customized Script Name form field.
    2. (Optional) Enter a description for your customized script in the Description form field.
    3. (Optional) Enter one or more labels for your customized script in the Label(s) form field.
    4. (Optional) If you would like the customized script to be available for use as soon as you save it, select the Active radio button for Customized Script Status. You can also activate your customized LHR script at a later time.
    5. Click Enter Script Name and enter the name of the script you want to apply in the form field. As you type, the system automatically suggests names of potential matches. Select the name of the script that you want to apply when it appears.
      Or
      Browse the drop-down list of available scripts and select the name of the script that you want to apply when it appears.
    6. Complete the required settings for the base script you selected.
  5. Click Save.

Activate a customized LHR script

  1. Navigate to Toolbox > Customized Scripts to open the Customized Scripts screen.
  2. From the Customized Scripts screen, select the LHR radio button.
  3. Click the Customized Script ID or Customized Script Name for the customized script you want to activate. The Customized Scripts - Edit Script screen opens.
  4. Select the Active radio button for Customized Script Status.
  5. Click Save. The customized script is now available for use.

Edit a customized LHR script

  1. Navigate to Toolbox > Customized Scripts to open the Customized Scripts screen.
  2. From the Customized Scripts screen, select the LHR radio button.
  3. Click the Customized Script ID or Customized Script Name for the customized script you want to edit. The Customized Scripts - Edit Script screen opens.
  4. From the Customized Scripts - Edit Script screen, update any of the following:
    • Description
    • Label(s)
    • Base Script Name and associated settings
  5. Click Save.

Apply a customized LHR script

  1. Navigate to Record Work Lists > LHR and then click the Record Work List ID to which you want to apply a customized script.
  2. Select Customized Script from the Edit Action drop-down list.
  3. Select a script name from the Customized Script Name drop-down list
    Or
    Enter a script name in the Customized Script Name form field. The system automatically suggests available customized scripts as you begin to type.
  4. Select the LHR record(s) to which you want to apply the customized script.
     Note:
    • To select all records on the current page of results, select the check box at the top of the table.
    • To select all records in the work list, click Actions > Edit > All Target Records.
  5. (Optional) Preview selected records with the customized script change.
    1. Select up to 25 records to which you want to apply the customized script change.
    2. Click Actions > View Selected Record(s) > Preview Record(s) after Edit Action Applied. The View LHRs - Preview Record(s) after Edit Action Applied screen displays the selected records with the customized script change applied and includes any validation errors.
    3. Click View Current Record(s) to view the selected records in their current state. From the View LHRs - Current Record(s) screen, click Preview Record(s) after Edit Action Applied to return to the View LHRs - Preview Record(s) after Edit Action Applied screen.
    4. Once you have confirmed the customized script change appears as expected, click Back.
    5. (Optional) Select a different set of records (up to 25) and repeat steps a through d.
  6. Click Actions > Edit > Selected Target Records. The Apply Script Package dialog window opens.
  7. Click Apply in the Apply Script Package dialog window. The script running process is asynchronous. The time it takes to run varies depending on how many records you are editing. While the process is running, you can perform other actions in Record Manager outside of the LHR tab in the Record Work Lists screen.

Archive a customized LHR script

 Caution: After you archive a script, it cannot be used for editing records in record work lists.

  1. Navigate to Toolbox > Customized Scripts to open the Customized Scripts screen.
  2. From the Customized Scripts screen, select the LHR radio button.
  3. Click the Customized Script ID or Customized Script Name for the script you want to archive. The Customized Scripts - Edit Script screen opens.
  4. From the Customized Scripts - Edit Script screen, click Archive. The Archive Customized Script dialog window opens.
  5. From the Archive Customized Script dialog window, click Archive. A confirmation message appears stating that the customized script has been archived.

View archived customized LHR scripts

  1. Navigate to Toolbox > Customized Scripts to open the Customized Scripts screen.
  2. From the Customized Scripts screen, select the LHR radio button.
  3. Click View Archived Scripts to view all archived scripts for your library.
  4. (Optional) Click the Customized Script ID or Customized Script Name to view the archived script's details.
  5. Click Hide Archived Scripts to return to the active scripts screen.

 

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