The Item Group Editor wizard (IGE) is available within a WorkFlows Tech or Manager login. It will let staff make edits to a group of items simultaneously.
- From the TECH Toolbar click on the Item Group Editor wizard.
- For the Advanced search option, make sure the Advanced button is bulleted. This should be the default when the wizard opens.
- Use the gadget to choose your library from the list. More than one library can be chosen, example Main library and branch locations.
- Find your library(s) in the list on the left. Use the arrow to move it over to the List Selected side. (Double clicking on the library will move it over also) When done click OK.
- Continue using the gadgets to make any selections to be considered in the search. When finished click on the Search button.
Within any gadget in IGE, staff will always need to move their selection from the left column over to the List Selected column as done in step 4.
- The results of the search will display in the Results List.
- It will show how many records were found
- How many records are displaying.
- Use the arrow to show more results of the search if necessary.
- The items to be edited must be moved down to the Item List area before the edits can be made. There are two helpers to use.
- The Add All Helper will move all the items displaying in the Results List down to the Item List. If there is more than one page of results, use the arrow to advance to the next page of results to add them to the Item List.
- The Add Selected Helper will move the items down that have been selected in the list. If there is more than one page of results, use the arrow to advance to the next page to choose the items.
- To edit the items in your Item List click on Edit Items.
- Use the dropdown arrow in the field to select what the item will be changed to. More than one field can be chosen to edit. Then click on Edit Items.
- Once the changes have been made the Status will show as Modified. Click on Close to exit the edit screen.
- Click on Close to exit the Item Group Editor wizard.
Workflows will not let staff edit any other library's items unless they are in your library group.