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RefNo Tree

The RefNo Tree is one of the two tree views available for Local Studies Library records in the Catalogue database; it is accessible under the Tree menu button in the Side button strip.

The RefNo tree is created by the contents of the RefNo field in the catalogue records, if the RefNo field is present. The RefNo field uses forward slashes (/) to create a tree hierarchy which can be used to represent the structure of your collections if required. Please Note that is is not mandatory to create a RefNo tree hierarchy for Local Studies Library Catalogue records.

To access the RefNo Tree:

  • In the side button strip, click the Tree > Button
  • Click the RefNo Button

The RefNo tree will appear to the left of the current record

Creating RefNo Trees

There are a number of ways to create new records in a RefNo tree hierarchy.

When adding a Collection to the catalogue the records can be added in any order. However it is preferable and most straightforward to build a collection starting with the record which will sit at the top of the hierarchy, and working down through to the lower levels.

To start building a collection in the Catalogue database, you will need a new record to sit at the top of the tree. This may be created by Creating a New Catalogue Record in the Catalogue database.

Complete your record by filling in the basic fields. Please Note that the mandatory fields are RefNo and Title. Any record which contains a RefNo field may be added to a RefNo tree hierarchy.

Records may be added to a hierarchy by right clicking in the tree itself and using options from the Tree Menu.

You can add a record below the current one i.e. one level down in the hierarchy, at the same level, or one level above.

Calm refers to records which are a level lower than another record as “child” records.

Calm refers to records which are at the same level as each other as “sibling” records.

Use the Tree menu option on the left to explore the different methods of creating RefNo tree hierarchies.