We’d really like to start using the group information field in
TMS but have some questions about how to implement it. How many institutions
use the group information (parent-child relationships) to link portfolios records?
If you do, do you create virtual records? What number do you give the virtual record?
If don’t create virtual objects, what record do you use as the parent? We’ve
thought about using the portfolio box as the parent record but there are some
drawbacks to that approach.
Any thoughts or words of wisdom would be appreciated.
Thanks,
Michelle
Michelle Gallagher Roberts
Chief Registrar
(formerly
505-476-5066 phone
505-476-5076 fax