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Merging Groups

Merging Item Groups

Merging groups combines all items from two or more existing groups into a single new group. Note: Once merged, the original groups are deleted, and a single new group is created.

Restriction: Groups that have been archived cannot be merged.
  1. From the TECH Toolbar, within the Tech or Manager login, click on the Item Group Editor wizard.
    The Item Group Editor icon in the TECH toolbar
  2. Click on the Item/Group Search Helper (the magnifying glass icon).
    The Item/Group Search Helper button
  3. In the Group ID field, enter the group name or the starting characters.
    Entering search criteria in the Group ID field
  4. In the Library field, use the dropdown to choose your library, then click Search.
    Selecting the library and initiating the search
  5. Highlight the groups you wish to combine and click Merge Groups.
    Selecting multiple groups from the results and clicking Merge Groups
  6. Enter a new Group ID and Description for the combined list, then click Merge Groups.
    Dialog box to enter name and description for the new merged group
  7. A confirmation pop-up will appear once the merge is successful. Click OK.
    Confirmation dialog stating the merge was successful
Note: Depending on the size of the groups, the merge process may take a few seconds to complete.
  1. If any further changes are needed for the new group, click Edit Items. Otherwise, click Close.
    Final screen showing the Edit Items and Close buttons

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