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Archiving a Group

Archiving Edits in the Item Group Editor (IGE)

If edits for a group are only temporary, they can be archived. This allows the group to be restored to its previous settings at a later time.

  1. From the TECH Toolbar, click on the Item Group Editor wizard.
    The Item Group Editor icon in the TECH toolbar
  2. Create your list of items using one of the following methods:
    • Single Option: Scanned items are added to the list automatically.
    • Advanced Option: Use Add Selected or Add All to move search results into the Item List area.
  3. Interface tabs for Single and Advanced item selection
  4. Once the list is complete, click Create Group.
    The Create Group button at the bottom of the Item List area
  5. In the Group ID field, enter a name (starting with your library's 3-letter code or your initials; max 18 characters).
  6. (Optional) Enter a Description (max 70 characters), then click Create Group.
    The Create Group dialog box showing Group ID and Description fields
  7. Click OK on the confirmation pop-up.
  8. Click Edit Items.
    The Edit Items button highlighted in the wizard footer
  9. Important: Check the box for Archive Before Editing. This is what allows for a future restore.
  10. Select the changes you wish to make, then click Edit Items.
  11. Once the process is complete, click Close.
    The item editing window with the Archive Before Editing checkbox selected
  12. To verify, check the Archived column in your group list; a Y indicates the group has been successfully archived.
    The Group List view showing a Y in the Archived column for the selected group

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