Linking records to a series
It is possible to combine records into a series:
There are two ways to link records to a series:
1. With the action menu
Select all the records you want to combine into a series. ➡️ You can find out how to select records here: Select Records
Then click on the action menu below
Then click on Connect selection to series in the action menu
Give your series a name and save the selection
This process can take longer with a large number of records. Important: Do not close your browser during the process!
2. With the field is part of
First you have to select and make the field is part of visible. You can find out how to do this here: Customize fields.
Remove records from a series or dissolve a series
To remove a record from a series, you can open the record in the detail view and edit the field is part of.
Delete the selection of the series with the small x. The record is then automatically removed from the series.
If you want to delete the entire series (the individual records remain), click on the arrow to the right of the is part of field.
Then click on the three dots.
Then onto the small garbage can
Then confirm your selection and your series will be deleted.
Rename series
To change the name of your series, click on the arrow to the right of the field.
Then click on the three dots.
Then click on the small pencil, adjust the name and save. The name is then automatically adjusted everywhere.
Change the display of series in the middle section
By default, the view in the middle section of kleio is set to series view at the top right. Series are displayed in this setting.
If you click on single view, you can change the view.
If the view is set to single view, the individual records are displayed separately and it is not immediately apparent that they belong to the same series.
Show series on website
Depending on your settings, a series will be displayed differently on your website.
If you have selected the Is part of series field in Fields display and made it visible, your series will be displayed connected on your website:
If you have selected the Is part of series field as invisible in Fields display, your series will be displayed on the website unlinked, i.e. as individual records:
