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Take immediate actions on authority records

Discover how to take immediate actions on authority records in Connexion client.

Take immediate action on an authority records

When you take actions on records in the online save file or in the local file while logged on, the client processes the actions immediately.

 Note: You must be logged on to take an immediate action.

  1. Display an authority record from the online or local save file.
    Or
    Select records in the online or 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.
  2. On the Action or Edit menu, click the command for the action you want the system to process immediately (e.g., Action > Update Holdings or Edit > Validate). You can also use the equivalent keystroke or toolbar button.
    • Single record - All actions listed in the table above are available for single records.
    • Multiple records selected in a list - Immediate actions available for multiple records selected in the online or local authority save file list are:
      • On the Action menu:
        • Submit for Review
        • Save Record to Online File (if selected records are in the local file and you are logged on)
        • Save Record to Local File (if selected records are in the online file)
        • Delete Record
        • Copy Record (available for local save file records only)
        • Move Record (available for local save file records only)
        • Export
        • Set Status
      • On the Edit menu:
        • Validate
           Note:
          • The client displays validation results for all selected records in one list, showing the save file number and specific results for each record.
          • Validation is available online only.
      • Apply Online Default Constant Data (or Apply by Name or Apply from List)
      • Apply Local Default Constant Data (or Apply by Name or Apply from List)
         Note:
        • When you apply constant data to records selected in a list, and you have the fields-to-apply option for constant data set to apply the fixed field or to apply both fixed field and variable fields:
        • When the constant data fixed field does not match that of the record, the client overwrites the record's fixed field data with the constant data record's fixed field data.

Require or clear confirmation before taking immediate final actions

If you often batch process records and want to prevent accidentally taking actions immediately, you can set an option to require confirmation for immediate actions on records:

  1. Navigate to Tools > Options or press <Alt><T><O>.
  2. Click the General tab.
  3. Under Actions, select the Warn before doing online actions immediately check box. By default, the check box is not selected and the system does not send a confirmation message before online actions are completed.
  4. Click Close or press <Enter> to apply the setting and close the Options dialog. 
    Or
    Click Apply to apply the settings without closing the dialog.

When you click an action command for a record while logged on, the client opens a message requesting you to confirm before taking the action immediately online.

Final actions for authority records are:

  • Add to Authority File
  • Submit for Review
  • Replace Record