Mark name authority records for batch Replace

Mark name authority records for batch Replace

 Note: Replacing authority records via batch processing requires a NACO, Enhance National, or CONSER National authorization, as does replacing records interactively.

1. Save the records you want to batch replace to the local authority save file.
2. When logged off, display an authority record you want to mark for Replace from the local save file.
   Or
   Select records in the local authority save file list:
   • To select adjacent records, click to highlight the first entry, and then press and hold <Shift> and click the last entry. 
   • To select nonadjacent entries, click to highlight the first entry, and then press <Ctrl> and click to highlight each additional entry.
3. Click Action > Replace Record or press <Alt><F10>. The Replace status for the record(s) changes to R (Ready).
4. When finished marking records, run batch processing. When the system batch replaces the records, your MARC Organization Code is added to 040 d in each replaced record.

Remove Ready status for batch Replace

To withdraw record(s) from batch Replace, remove the Ready status:

1. Open a record from the local authority save file that has a Ready status for Replace that you want to remove.
   Or
   Select records in the local authority save file list that have the Ready status for Replace that you want to remove:
   • To select adjacent records, click to highlight the first entry, and then press and hold <Shift> and click the last entry. 
   • To select nonadjacent entries, click to highlight the first entry, and then press <Ctrl> and click to highlight each additional entry.
2. Click Action > Set Status or press <Alt><Shift><S>.
3. In the Set Status dialog, under Remove ready status for batch, select the Replace check box.
4. Click OK to remove the action and close the dialog.
   • Removes the Ready status for Replace from the record(s).
   • Removes the record(s) from inclusion in the next batch run, unless you mark for another action.
   Or
   Click Cancel to close the dialog without removing the actions.

Automatic validation when you use Replace Record

The OCLC Cataloging system validates the record automatically when you take the Replace action for a displayed record while logged on.

OCLC recommends that you do not take an explicit Validate action (Edit menu) on the record before taking the Replace action. Instead, validate automatically.

• Separate validation before taking the Replace action can produce misleading validation errors for records you are upgrading.
• The system treats the record as unlocked, but you have changed fields that can normally be edited in locked records only. Using automatic validation avoids these inappropriate validation errors.

Caution: False error message about duplicates