The following table shows actions you can take on single saved bibliographic records 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 bibliographic save file search results |
Print labels | Online save file And Local save file (logged on or offline) |
See Print labels |
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:
Note: You cannot save locked bibliographic records from the online save file to the local save file. |
Delete record from save file | Online save file And Local save file (logged on or offline) |
With a save file record open, or with records selected in an online or local save file list:
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:
|
Set or change My Status or workflow status | Online save file And Local save file (logged on or offline) |
With a save file record open, or with records selected in an online or local save file list:
See Set a default My Status for more information. |
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:
See Edit bibliographic 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 or local 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 constant data for more information. |
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 or local save file list:
See Apply constant data for more information. |
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 or local save file list:
See Apply constant data for more information. |
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 an online or local save file list: Navigate to Action > Export, click the Export button ( ![]() Caution: 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 bibliographic records for more information. |
Lock WorldCat Record | Online save file | With an online save file record open: Navigate to Action > Lock WorldCat Record or press <Alt><F8>. Unavailable for records selected in a list. Caution: The system automatically deletes both workforms and existing records from the online save file when you lock, edit, replace, and close a record. You must resave before closing to keep the record. See Replace WorldCat bibliographic records for more information. |
Update Holdings | 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 (if offline, marks for batch processing) (command is unavailable for multiple records selected in the online save file): Navigate to Action > Update Holdings, click the Update Holdings button ( ![]() Note: You can set an option to disable Update commands when you display records your library holds in Tools > Options > General. Caution: The system automatically deletes both workforms and existing records from the online save file when you update holdings and close a record. You must resave before closing to keep the record. |
Produce | 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 (if offline, marks for batch processing) (command is unavailable for multiple records selected in the online save file): Navigate to Action > Produce and Update Holdings, press the Produce and Update Holdings button ( ![]() Note: You can set an option to disable the Produce command when you display records your library holds in Tools > Options > General. Caution: The system automatically deletes both workforms and existing records from the online save file when you produce and then close a record. You must resave before closing to keep the record. |
Delete Holdings | 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 (if offline, marks for batch processing) (command is unavailable for multiple records selected in the online save file): Navigate to Action > Delete Holdings, click the Delete Holdings button ( ![]() Requirement: You must select the option to delete LHRs in Tools > Options > Batch to be able to batch delete holdings. |
Replace (both Replace commands) | 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 (if offline, marks for batch processing) (command is unavailable for multiple records selected in the online save file): Navigate to Action > Replace Record or press <Ctrl><Alt><F10>. Or Navigate to Action > Replace and Update Holdings or press <Ctrl><Alt><F11>. Note: If you do not lock the WorldCat record before replacing, the system locks it automatically. Caution: The system automatically deletes both workforms and existing records from the online save file when you replace and then close a record. You must resave before closing to keep the record. |
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 an online or local save file list: Action > Submit for Review or press <Alt><F8>. See Exchange records with other libraries for peer review for more information. |
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, click the Validate button ( ![]() See Edit bibliographic records for more information. |
Save Record to Online [or Local] Save File | 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 Action > Save Record to Online Save File, click the Save Record to Online Save File button ( ![]() Or Navigate to Action > Save Record to Local Save File, click the Save Record to Local Save File button ( ![]() Note: For records selected in a local save file list, the Save Record to Local Save File command is unavailable (not needed). |
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 information. |
Actions available for batch processing | ||
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:
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