Merging Series

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The purpose of merging two series together is to keep a metadata trail of the old record with the new record. Merges should only take place if two database records are duplicative of each other. If a series used to exist, but no longer does, it is end-dated but its identity as a series remains. Merging records that have a permanent/Archives disposition should only be done after careful thought and only with permission of Processing management and staff. On rare occasions, if an error has been made and a series record was added to the database but shouldn’t have, it can be merged into series 2, which effectively deletes it. Deletion of a series should only occur if the series number was never in use by the agency or Archives to handle actual records.

To merge a series, first run a Compare Series Report, as found on the Catalog Menu, Print Tab: