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There are three cases where the search-to-relate popup appear. What the popup includes in each of these cases differ as follows:

  • Relate cataloging record from the right sidebar: the user may search for existing records, but may NOT create and relate a new record (shown below)
  • Relate procedural record from the right sidebar: the user may search for existing records, may choose the record type, but may NOT create and relate a new record
  • Secondary tab: the user may search for existing records, and may create and relate a new record