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Set a default My Status or set My Status for bibliographic records selected in a list

Discover how to set a default My Status or set My Status for bibliographic records selected in a list in Connexion client.

Overview

There are two ways to save time by assigning the same My Status (for example, your name) to multiple bibliographic save file records at once:

  • Set a default My Status. The client automatically supplies it each time you save a record to the online or local save file.
  • Set My Status on multiple records selected in an online or local save file list.

Set a default My Status

  1. Click Tools > Options or press <Alt><T><O>.
  2. Click the My Status tab.
  3. Select the Bibliographic Records check box, and in the text box, type a note or identifier in free text (limit: 40 characters)
    to apply to saved records.

    For any particular record, you can change the default My Status if needed - Click Action > Set Status or press <Alt><Shift><S>. Enter over the highlighted default My Status in the Enter My Status Text box or edit the default My Status in Tools > Options > My Status to change for all records.
  4. Click OK or press <Enter> to assign or change the status(es), or click Cancel to cancel.

 Note: You can also set a default My Status for online and local bibliographic constant data and for local authority save file and constant data records. Unavailable for online authority save file and constant data records (if you enter My Status, the system does not save it with the record).

Set My Status for multiple records selected in a list

  1. In an online or local bibliographic save file list:
    1. Select adjacent records - Click to highlight the first entry, and then press and hold <Shift> and click the last entry. 
      Or
    2. Select nonadjacent entries - Click to highlight the first entry, and then press <Ctrl> and click to highlight each additional entry.
  2. Follow steps 2 through 6 for changing or assigning workflow status or My Status.