Content Manager 24.4 Content Manager

# Moving records to space management

The Space management function enables you to set a record's Location to a Space management system location.

1. Search for the records you want to store in the Space management system
2. Right-click and select Locations - Home.

   The Home Location dialogue box appears.

   - Set As Space - activates the Location field.

     Type or use KwikSelect for the position within the Space management system where the record will reside.

     NOTE: You must either select a Space level configured as a Holding Bay or the lowest Space level in the selected level hierarchy. In the Spaces dialogue box, click Search to refine the list of displayed levels.

   - Using Allocation Method - sets how Content Manager should transfer the record to the Space location:
     - Simple transfer - to the selected Space level
     - To Holding Bay - to the selected Space level's holding bay.

       This includes all Space levels except the lowest level.

     - To unused lowest level Spaces - to the selected Space level's lowest unused level
     - To contiguous set of lowest level Spaces - to the selected Space level's next set of unused lowest Space levels.

       This will place the records together in the Space.

       For example, if you have a Space system that has three available Spaces but have five records to allocate, Content Manager will find a new lower Space level that all records can fit together.

     TIP: If you do a refine search, select To contiguous set of lowest level Spaces.

     This will enable you to specify a space that has room for the indicated number of records.

     Before processing, Content Manager will display a message when there is not enough room. You can press No and find a more suitable space.

     In the Spaces dialogue box, you can add a column called Has Holding Bay to help you determine which spaces have a Holding Bay.

   - Log all Records transferred to output file - creates a log file with the details of the Space management system location changes. Type or click Browse for the path and file name you want to use.
   - Click OK

     Content Manager will move the record to the Space system.

To remove a record from the Space management system, just change its Home Location.

NOTE:

- You cannot assign records to a Space level if the Record Type does not allow a Home Location within the Space management system. The Space management option will be unavailable.
- You cannot set or change the Home Location from a Space management system level using the record Properties dialogue box - General tab. Use the Home Location function.

Related information

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Version 24.4 | Last updated October 2024
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Product: Content Manager 24.4

Topic Title: Moving records to space management