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Set a default My Status or set My Status for authority records selected in a list

Discover how to set a default My Status or set My Status for authority records selected in a list in Connexion client.

Overview

There are two ways to save time by assigning the same My Status (for example, your name) to multiple local authority save file records at once:

  • Set a default My Status. The client automatically supplies it for all records you save to the local authority save file.
  • Set My Status on multiple records you select in a local authority save file list.

 Note: My Status is available for local authority save file records only. It is unavailable for online authority save file records. The client lets you enter My Status data but does not save it with the record.

Set a default My Status

  1. Click Tools > Options or press <Alt><T><O>.
  2. Click the My Status tab.
  3. Select the Authority Records check box and, in the text field, enter a note or identifier in free text (limit: 40 characters) to apply to all local authority records you save.

    For any particular record, you can change the default My Status if needed: Click Action > Set Status or press <Alt><Shift><S>. Enter over the highlighted default My Status in the Enter My Status Text box or edit the default My Status in Tools > Options > My Status to change for all records.
  4. Click OK or press <Enter> to assign or change the status(es), or click Cancel to cancel.

 Note: You can also set a default My Status for online and local bibliographic save file records, for online and local bibliographic constant data and for local authority constant data records.

Set My Status for multiple records selected in a list

  1. In a local authority save file list:
    • Select adjacent records - Click to highlight the first entry, and then press and hold <Shift> and click the last entry. 
      Or
    • Select nonadjacent entries - Click to highlight the first entry, and then press <Ctrl> and click to highlight each additional entry.
  2. Follow steps 2 through 6 for changing or assigning workflow status or My Status.