How to Batch Update Agents

To Batch update Agents (collectors and preparators, determiners) use the Manage Menu. The Manage Menu is an efficient alternative to using the “Agents Tab” found in individual specimen records when needing to update multiple records at once. Agents can be added, deleted, or re-ordered using this feature.

Note: Agents involved in activities other than catalog record activities (donors, loan contacts, publication authors, project participants, etc.) cannot be globally edited, and must be individually updated in each transaction, publication or project.

Documentation: Agents

Bulk Replace Agent

First, query for the records to be edited. ALL records that appear in the search results list will be batch-updated. Be sure to double-check the results and isolate only the records you wish to update, narrowing your search parameters if need be. In the Search Results menu bar select Manage Menu then Agents

Manage Agents

Select a replacement agent name and pick the affected roles:

Bulk Add or Remove Collector Agents

First, query for the records to be edited. ALL records that appear in the search results list will be batch-updated. Be sure to double-check the results and isolate only the records you wish to update, narrowing your search parameters if need be. In the Search Results menu bar select Manage Menu then Collectors

Add Agents

Remove Agents

Ordering Agents

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