What action commands do and who can take actions

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Discover action commands available on the Action, Edit, and Tools menus in Connexion client.

Overview

Actions you can take on records depend on the cataloging level associated with your logon authorization. Your authorization tells Connexion what actions you are authorized to take when you log on. The table below shows the minimum authorization level required for each action listed.

The hierarchy of authorizations from most basic to highly specialized is as follows:

Search
Limited
Full
Authorizations for those who participate in special projects or services, such as NACO (Name Authority Cooperative), Enhance, or CONSER (Cooperative Online Serials) programs. See Authorization levels required for specific record types for details.

You can take actions on WorldCat records, online save file records, and local save file records (if logged on to the system). When you take actions on local file records while offline, you are marking them for batch processing. See Set actions on records for batch processing for details.

Available action commands

The following tables list commands on the Action menu, Edit menu, and Tools menu in the order they appear on the menus. The table:

Describes what the commands do.
Gives default keystroke shortcuts and the toolbar button for commands (only if the button is included in the default toolbar).
Shows the minimum authorization level required to take the action.

Commands available from the Action menu

Action/Function	What it does	Minimum authorization level
Holdings > Update Holdings (1) ( or <F8>)	Adds a record you created (workform) to WorldCat. Adds your library's OCLC symbol to a record.	Full
Holdings > Produce and Update Holdings (1) ( or <Alt><A><A>)	Adds a record you created (workform) to WorldCat Adds your library's OCLC symbol	Full
(1) You can set an option to disable Update and Produce commands when you display a record that your library holds. Navigate to Tools > Options > General and click Record Options.
Holdings > Delete Holdings (<Shift><F8>)	Removes your library’s OCLC symbol from a record	Full
Report Error (<Alt><A><E>)	Opens a form you can use to report an error in a record See Report errors in bibliographic records for details	Search
Submit for Review (<Alt><A><B>)	Submits records to the Library of Congress for review and approval as part of NACO participation Or Sends records for peer review to one or more libraries by specifying OCLC institution symbols See Exchange records for peer review for details	Limited
Recall Submitted Record (<Alt><A><M>)	Remove Review status from a submitted record; the record is no longer available for review See Exchange records for peer review for details	Limited
Lock WorldCat Record (<Alt><F8)	Locks the WorldCat copy of a record in WorldCat for editing and replacing See Replace WorldCat bibliographic record for details	Limited
Release Record Lock (<Alt><F9>)	Unlocks a locked WorldCat record Keeps editing changes Switches to local editing See Replace WorldCat bibliographic record for details	Limited
Replace Record (2) (<Alt><F10>)	Replaces the WorldCat record in WorldCat (available for an existing record only) Automatically validates record (available only for specific records and purposes as defined by your authorization) See Replace WorldCat bibliographic record for details	Full
Replace and Update Holdings (1) (2) (<Alt><F11>)	Replaces the WorldCat record in WorldCat (available for an existing record only) Automatically validates record Adds your library's OCLC symbol to a record (available only for specific records and purposes as defined by your authorization) See Replace WorldCat bibliographic record for details	Full
(2) For more information on the kinds of changes you can make to WorldCat records with a specialized authorization, see Types of WorldCat record upgrades for Full, Enhance, and CONSER authorizations.
Lock Linked Authority Record (<Alt><A><I>)	With the cursor in a controlled heading field in a bibliographic record, opens the linked authority record and locks the WorldCat record for editing and replacing (NACO-authorized libraries only) See Replace authority records for details	Limited
Save Record to Online File (<Alt><A><O>)	Saves the record in the online bibliographic save file Or Resaves the record in the online save file See Save bibliographic records for details	Limited
Save Record to Local File (<F4>)	Saves or resaves records or workforms in the local bibliographic save file See Save bibliographic records for details	Search
Delete Record (<Ctrl><Alt><D>)	Delete a record from the online or local bibliographic save file See Save bibliographic records for details	Search (local file) Limited (online file)
Copy Record (<Alt><A><Y>)	Copies a record from the local file for pasting into another local file See Manage local files for offline/online cataloging for details	Search
Move Record (<Alt><A><V>)	Removes a record from the local file for pasting into another local file See Manage local files for offline/online cataloging for details	Search
Export (existing record only) ( or <F5>)	Downloads a record from WorldCat to a file on your workstation or sends the record directly to your local system, depending on how you set up export Note: You cannot export a workform See Export bibliographic records for details	Search
Set Status (<Alt><Shift><S>)	Allows you to enter a custom My Status (or view default My Status you set in Tools > Options > Set Status) and/or change workflow status. Allows you to save the record at the same time you apply status(es) Statuses help you locate and manage groups of records. Statuses are stored only with saved records See Save bibliographic records for details	Search (local file) Limited (online save file)

Commands available from the Edit menu

Action/Function	What it does	Minimum authorization level
Validate ( or <Shift><F5>)	Checks the validity of the content and format of the record using OCLC WorldCat validation rules See Edit bibliographic records for details	Limited
Control Headings > All (Shift <F11>)	Matches all controllable headings in a bibliographic record against the Authority File and adds a link to the authority records See Control headings in bibliographic records for details	Limited
Control Headings > Single ( or <F11> or use right-click menu)	Matches a single heading in a record (in the field containing the cursor) against the Authority File and adds a link to the authority record See Control headings in bibliographic records for details	Limited
Control Headings > Uncontrol Single (<Alt><E><H><U> or use right-click menu)	Removes authority control for the heading in the field containing the cursor (allows you to edit the field) See Control headings in bibliographic records for details	Limited
Control Headings > Uncontrol All (<Alt><E><H><N>)	Removes authority control from all controlled headings in the active record See Control headings in bibliographic records for details	Limited
Cut Copy Paste > Cancel Changes (<Ctrl><Shift><Z>)	Redisplays the record without any changes since you retrieved it from WorldCat or since you last saved it See Edit bibliographic records for details	Search
Derive > New Record (<Ctrl><Alt><C>)	Creates a new record based on the displayed record See Create a bibliographic record from an existing record for details	Search
Constant Data > Online > Apply Default (<Ctrl><A>) Or Constant Data > Local] > Apply Default (<Ctrl><Y>)	Inserts content from your default constant data record See Apply bibliographic constant data for details	Search
Constant Data > Online > Apply by Name (<Ctrl><U>) Or Constant Data > Local > Apply by Name (>Alt><E><D><L><N>)	Opens the Apply Constant Data Record window. Type the name of a constant data record and select MARC fields to apply (fixed, variable, or both) See Apply bibliographic constant data for details	Search
Constant Data > Online > Apply from List (<Alt><E><D<O><L>) Or Constant Data > Local > Apply from List (<Alt><E><D><L><L>)	Opens the Search Online Constant Data window. Search for and list records by My Status or list all constant data records, select a record, and apply it from the list See Apply bibliographic constant data for details	Search
Guided Entry > Edit (<Ctrl><Shift><X>)	Opens a guided entry window to edit field 006, 541, or 583. The cursor must be located in one of these fields to use guided entry editing See Create or edit 006, 541, or 583 fields using guided entry for details	Search
Guided Entry > Insert 006 [format (<Ctrl><Alt><Shift><B> <Ctrl><Alt><Shift><P> <Ctrl><Alt><Shift><L> <Ctrl><Alt><Shift><M> <Ctrl><Alt><Shift><I> <Ctrl><Alt><Shift><C> <Ctrl><Alt><Shift><R> <Ctrl><Alt><Shift><V>) Or Guided Entry > Insert 540 (<Alt><E><G><4>) Or Guided Entry > Insert 538 (<Alt><E><G><8>)	Insert 006 Opens a guided entry window to create and insert a new 006 field in the MARC format you specify. The window contains default values for the format. You can review or edit. Select among these formats: Books, Computer Files, Continuing Resources*, Maps, Mixed Materials, Scores, Sound Recordings, Visual Materials Insert 541 or 583 Opens a guided entry window to create and insert a new 541 or 583 field (most often used to describe archival materials) See Create or edit 006, 541, or 583 fields using guided entry for details	Search
Reformat ( or <Ctrl><R>)	Redisplays the record with the fields in MARC tag order See Edit bibliographic records for details	Search

Commands available from the Tools menu

Action/Function	What it does	Minimum authorization level
Find in a Library (<Alt><V><L>)	Displays a bibliographic record currently open in the client in the Find in a Library® service at WorldCat.org. Use to: Locate WorldCat libraries that hold the work described in the record Link directly to library OPACs Access cover art, information on alternative formats (large print, audiobooks, etc.), user reviews, and other evaluative content.	Any
Launch Local Holdings Maintenance (<Alt><T><L>)	Opens your default browser and: Logs on to the local holdings maintenance service in the Connexion browser Displays the local holdings record or list of records for the bibliographic record displayed in the Connexion client.	Limited
Launch WebDewey (<Alt><T><W>)	Opens WebDewey in your default browser, logs you on using the general default authorization in Tools > Options > Authorizations, and opens the WebDewey search screen.	Any that includes a WebDewey subscription