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Actions on saved authority records

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Find actions you can take on saved authority records in Connexion client.

The following table shows actions you can take on a single saved authority record or on multiple records selected in a save file list. The table also provides a summary of actions available for processing in batch mode.

Action Available in ... logged on? offline? How to
Print records or list Online save file
And
Local save file (logged on or offline)		 See Print authority save file search results
Save record
(with or without modifying)		 Online save file
And
Local save file (save from local file to online file only when logged on)		 With a save file record open, or with records selected in an online or local save file list:
  • Navigate to Action > Save Record Online or press <Ctrl><Alt><V>.
    Or
  • Navigate to Action > Save Record to Local File or press <F4>.
Delete record from save file Online save file
And
Local save file (logged on or offline)		  Note: To delete a locked authority record from the local file, you must be logged on (system unlocks the WorldCat record).

With a save file record open, or with records selected in an online save file list:
  1. Navigate to Action > Delete Record, click the Delete Record button (Delete Record button), or press <Ctrl><Alt><D>.
  2. Click Yes to confirm.

 Caution: The online save file screen does not automatically refresh after you delete initial records from the title list. To avoid deleting incorrect records in subsequent deletions:
  • Open the record you want to remove and select Delete Record from the Action menu.
    Or
  • Refresh the online save file screen each time you delete records from the title list.
Set or change My Status or workflow status Online save file (workflow only)
And
Local save file (logged on or offline)		 With a save file record open, or with records selected in an online save file list:
  1. Navigate to Action > Set Status or press <Alt><Shift><S>.
  2. For local records only, in the Enter My Status Text field, enter a custom status (40 characters maximum).

     Note: The online authority save file does not yet support the My Status feature. If you add My Status and save the records online, the My Status data is deleted.

  3. In the Workflow Status list, click to change the status (default: In Process).
  4. (Optional) Select the Save Record check box to also save the record when the client sets your selected status.
  5. Click OK or press <Enter>.
Edit saved record Online save file
And
Local save file (logged on or offline)		 With an online or local save file record open, edit the record.

You can use all Edit menu commands.
Exception: For local save file records, you must be logged on to use:
  • Validate
  • All commands on the submenu for applying online constant data.
See Edit authority records for more about editing.
Apply default constant data Online save file
And
Local save file (apply default online constant data only when logged on)		 With an online or local save file record open, or with records selected in an online save file list:
  • Navigate to Edit > Constant Data > Online > Apply Default or press <Ctrl><A>.
    Or
  • Navigate to Edit > Constant Data > Local > Apply Default or press <Ctrl><Y>.

See Apply authority constant data for more details.
Apply constant data by name Online save file
And
Local save file (apply online constant data only when logged on)		 With an online or local save file record open, or with records selected in an online save file list:
  1. Navigate to Edit > Constant Data > Online > Apply by Name or press <Ctrl><U>.
    Or
    Navigate to Edit > Constant Data > Local > Apply by Name or press <Alt><E><D><L><N>.
  2. In the Apply Constant Data Record dialog, enter the name of the constant data record you want to apply.
  3. Select MARC fields to apply (fixed, variable, or both).
  4. Click OK or press <Enter>.

See Apply authority constant data for more details.
Apply constant data from a list Online save file
And
Local save file (apply online constant data only when logged on)		 With an online or local save file record open, or with records selected in an online save file list:
  1. Navigate to Edit > Constant Data > Online > Apply from List or press <Alt><E><D><O><L>.
    Or
    Navigate to Edit > Constant Data > Local > Apply from List or press <Alt><E><D><L><L>.
  2. In the Online (or Local) Authority Constant Data list, select the constant data record you want to apply.
  3. Select MARC fields to apply (fixed, variable, or both).
  4. Click Apply Selected.

See Apply authority constant data for more details.
Export saved record Online save file
And
Local save file (logged on or offline)		 With an online or local save file record open, or with records selected in a save file list:
  • Navigate to Action > Export, click the Export button (Export button), or press <F5>. The record must have an OCLC ARN to perform this action.

 Note: Unless you set an option to mark records for batch export in Tools > Options > Batch, records export immediately whether you are logged on or offline.

See Export authority records for more details.
Lock WorldCat Record Online save file
And
Local save file (logged on)		 With a save file record open:
  • Navigate to Action > Lock WorldCat Record or press <Alt><F8>. This action is unavailable for records selected in a list.

See Replace name authority records for more details.
Add to Authority File
(NACO-affiliated libraries only)		 Online save file
And
Local save file (logged on or mark for batch if offline)		 With a save file record open, or with records selected in a local save file list (offline to mark for batch only):
  • Navigate to Action > Add to Authority File or press <Ctrl><Alt><A>. This action is unavailable for records selected in an online list.

See Add new name authority records for more details.
Replace Record
(NACO-affiliated libraries only)		 Online save file
And
Local save file (logged on or mark for batch if offline)		 With a save file record open, or with records selected in a local save file list (offline to mark for batch only):
  • Navigate to Action > Replace Record or press <Ctrl><Alt><F10>. This action is unavailable for records selected in an online list.

See Replace name authority records for more details.
Submit for Review Online save file
And
Local save file (logged on or mark for batch if offline)		 With a save file record open, or with records selected in a local save file list:
  • Navigate to Action > Submit for Review or press <Alt><F8>.

See Exchange records with other libraries for peer review for more details.
Validate Online save file
And
Local save file		 With a save file record open, or with records selected in an online or local save file list:
  • Navigate to Edit > Validate or press <Shift><F5>.

See Validate records online or offline for more details.
Copy Record
Or
Move Record		 Local save file only (logged on or offline) With a local save file record open, or with records selected on a local save file list:
  • Navigate to Action > Copy Record or press <Alt><A><Y>.
    Or
  • Navigate to Action > Move Record or press <Alt><A><V>.

See Manage local files for online/offline cataloging for more details.
When you are logged off and you take the following actions on single records or records selected in a local save file list, the client marks the records for batch processing:
  • Add to Authority File (NACO participants only)
  • Replace Record (NACO participants only)
  • Submit for Review
When you are logged on or off and you export records, the records export immediately. You must set the Perform local actions in batch option for Record Export in Tools > Options > Batch to mark records for batch export.