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Master Records allow you to choose a cataloged record to use for creating copies in other selected records. Setting and cataloging with a Master Record allows you to easily copy all field data from one record and paste that data into one or more records that you choose. Master Records can be set or cleared from the itemasset panel, and set, unset, pasted, or viewed from the edit tab. If a record is setas the Master Record then a red star will display in the item panel and edit tab. In the first column of the itemasset panel and the top right corner of the edit tab, the Master can be identified by a red flag. Pasting from a Master Record does not work across projects and there may be only one Master Record set at a time.

On this page…
Set a Master Record
Paste from a Master Record
View the Master Record

Set a Master Record

To set a record as Master:

From the item panel, select the record you would like to establish as Master and copy the data from, then click the options menu in the upper right and choose Set as Master Record. You can set the Master record while an item is open in the edit tab by clicking the Options button and selecting Set Master. If you are editing records in batch and would like to set one as the Master, select the thumbnail from the list in the right and click the Options button and select Set Master. The Master Record can be identified by a red star over the thumbnail. Since only one Master Record can be set a time, setting a new Master will move the red star to that item and disappear from the previous one.


Paste from a Master Record

To paste all field values from the Master Record:

Whether cataloging single or multiple items in the edit tab, click the Options menu and select Paste from Master. This will paste all values from the Master Record, including links and list terms. You can also use the keyboard shortcut Ctrl+E or Command+E for Macs.*When pasting all fields of a Master Record that has been linked to a Work, the other record(s) will also link to the same Work and receive all of the copied data.

To paste only select field values from the Master Record:

Whether cataloging single or multiple items in the edit tab, place your cursor in the intended field and use the keyboard shortcut Ctrl+D or Command+D for Mac to paste one field at a time.

*When pasting data into a list field, place your cursor in the empty space beside the list icon. The cursor will disappear, but the keyboard shortcut of control + D (command + D for Mac) will work.


View a Master Record

To view the master record:

Whether cataloging single or multiple records in the edit tab, if a record is set as Master, you can view that record in a new edit tab by clicking the Options button and selecting View Master Record. The record will be indicated as Master by a red star.