Modifying record titles
To modify the title of a record or multiple records:
- Search for and tag the records whose title you want to modify
- Right-click the record and select Details - Title.
The Change Title dialogue appears. If multiple records are tagged, select All Tagged Rows and then click OK.
- On the Change Title dialogue, select the titling types to be changed on the record(s).
- Change free text - select this option to change the free text title on the record(s).
- New free text title - if a single record is being changed, the existing free text title will be displayed in this field. It will be empty if multiple records are selected.
Edit or type in the new free text title for the selected record(s). - Prepend to free text - type the free text to be added to the beginning of the existing titles.
- Append to free text - type the free text to be added to the end of the existing titles.
- New free text title - if a single record is being changed, the existing free text title will be displayed in this field. It will be empty if multiple records are selected.
- Change classification title - select this option to change the classification title on the record(s).
If a single record is being changed, the existing classification title will be displayed in this field. Delete the existing title and click the KwikSelect to search for and select the new classification title. The Select from Classification dialogue appears. See Modifying Classification record titles for details on using the Select from classification dialogue to select a new category title.
- Change client title - select this option to change the client title on the record(s).
If a single record is being changed, the existing client title will be displayed in this field. Delete the existing title and click the KwikSelect to search for and select the new client title. The Select from Locations dialogue appears.
Click Search or right-click Search - Refine Search to find the Location you want to use as the new title. - Change thesaurus ISO title - select this option to change thesaurus ISO tilting on the record(s).
If a single record is being changed, the existing thesaurus ISO title will be displayed in this field. Delete the existing title and click the KwikSelect to search for and select the new thesaurus ISO title. The Select from Thesaurus Terms dialogue appears.
See Modifying Thesaurus (ISO) record titles for details on using the Select from Thesaurus Terms dialogue to select a new title.
NOTE: If you have selected multiple records that use different structured titling methods, that is, classification, client or thesaurus ISO titling, they will only be updated with the new title relevant for the record type titling method used.
Changes to free text titling will be applied to all selected records.
- Click OK to apply the new titles to the record(s).
If multiple records are selected, the Change Title - All tagged Records dialogue appears. Select the required actions, see All Tagged Items dialogue box for details.
An alternative method of modifying title text is to use the Replace Phrase function - see Replace phrase.
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