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Change or assign workflow status or My Status or remove an action status from a single bibliographic record

Discover how to change or assign workflow status or My Status or remove an action status from a single bibliographic record in Connexion client.
  • To help you manage records, you can change workflow status and add a custom My Status to records in the online and local bibliographic save file.
  • Bibliographic records have a default workflow status of In Process but no default My Status until you enter one or set a default for all save records (Tools > Options > My Status).
  • If needed, for local file records which you marked with an action for batch processing, you can also delete the Ready status for an action, removing the record(s) from batch processing.

To change workflow status, assign a My Status, or remove an action status you marked for batch:

  1. Retrieve a record from:
    • The online bibliographic save file - Click Cataloging > Search > Online Save File.
    • The local save file - Click Cataloging > Search > Local Save File.
    Create a new bibliographic record.
    Select records in a save file list.
  2. Click Action > Set Status or press <Alt><Shift><S>.
  3. In the Set Status dialog, in the Enter My Status Text field, enter a note or identifier in free text (limit: 40 characters).

    You can assign your name as My Status for your save file records, and then limit a search by My Status [your name] as an easy way to retrieve only your save file records from the online save file or from a shared local save file.
  4. In the Workflow Status list, select a workflow status. Available statuses are:
    • Completed
    • In Process (default)
    • In Review
    • New 
  5. (Optional) Select the Save Record check box if you want to save the record at the same time you set the status(es). A check mark indicates that this option is selected.
  6. (Optional) To remove the Ready status from record(s) you set an action on for batch processing (action status in the record's status bar is set to R=Ready), select the check box for the action.
    • Delete Holdings
    • Export
    • Label Print
    • Produce
    • Replace
    • Submit
    • Update Holdings
  7. Click OK or press <Enter> to assign, change, or remove the status(es), or click Cancel to cancel.
    • The workflow status you selected and/or the My Status you entered display in the record's status bar and in the Workflow and My Status columns of the record's entry in a list.
    • If you selected an action status to remove, the R (Ready) status is removed from the record's status bar and from the action column of the record's entry in a list.

      Also, removes the record from inclusion in the next batch run, unless you mark for another action.
    • If you selected the Save Record check box, the client asks if you want to save to the online file or to a local file.
      • If you save to the online file, the client closes the record and gives you its save file number.
      • If you save to the local file, the record remains open. The local save file number is displayed in the record information area.