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Statuses for saved authority records

Find statuses for saved authority records in Connexion client.
  • You or the system assigns record statuses only to assist you in managing and processing records you are using for cataloging.
  • Status values are stored only in the working copy of a record saved in the online or local save file.
    Exception: The client does not save the status for Report Error with the record.
  • Statuses are displayed in a record's status bar and in a save file list.
  • If a saved authority record is locked, once you replace the WorldCat record with your edits (action available only to NACO-authorized libraries) or release the lock, the statuses are not retained in the WorldCat record.

The following table lists the types of statuses, their purpose, and possible categories or values you or the system can assign:

Type of Status
(supplied by)
Purpose Categories/Values
Action
(The system supplies the status)
  • Show actions taken on a record immediately while online
  • Show outcome of online actions (Completed or Failed)
  • Show local file records marked Ready for batch processing

See Use authority save file search results for a complete list of actions you can take on online and local save file records while logged on or offline.

Actions:
  • Export
  • Add
  • Replace
  • Submit
  • Report Error (not saved with record)
  • Validate
Outcomes:
  • C (Completed)
  • F (Failed)
  • R (Ready)*
  • Blank = not set

*Marked ready (except Validate) in local save file records for batch. Marked Ready in online save file records for Export only (using Connexion browser).

Workflow
(Initially, the system assigns In Process. You can change from a system-supplied list)
  • Show a record's position in your cataloging workflow
  • Let you select a different status when editing or re-saving a record
  • Complete
  • In Process (system-set default)
  • In Review
  • New
  • Imported (system-assigned status to designate records you import, since authority files have no separate source status)
Lock status
(You lock or release a record. The system supplies the appropriate status)
  • Show when the WorldCat record is locked
  • Locked (Appears in the record information area if the record is locked)
My Status
(You assign)

 Note: Local save file only

  • Assign a customized status; for example, you assign your name or a priority (such as high or low) to records
  • Create categories of records in ways that help you easily retrieve them
Up to 40 characters of free text you entered (Action > Set Status) or Tools > Options > My Status [assign default])a

See Change or assign workflow status or My Status for more information.
Submitted for Review status

 Note: Online save file only

  • Retrieve records you submitted to other libraries for review
  • Especially useful if you need to Recall Submitted Record (Action menu) and when you need to revise or complete the record based on review comments
Retrieve when you search the online save file by selecting the Submitted for Review check box in the Search Online Authority Save File dialog (leave other search criteria empty)

Or

Retrieve using Authorities > Show > By Online Save File Status (select only the Submitted check box)
Review File status

 Note: Online save file only

  • Retrieve all records sent to your library for review
    Or
  • Retrieve records sent to your library for review by one specific library
Retrieve when you search the online save file by selecting one of the following check boxes in the Search Online Authority Save File dialog (leave other search criteria empty):
  • All Review File Records
  • Review File Records for Institution (enter institution symbol in the adjacent text field)

See Use authority save file search results for more information about the status bar.