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Save work in progress

When creating a new MARC 21 bibliographic record or editing an existing one, you can now save the work that you have done before adding or updating the record in WorldCat. After you have saved the record, another user at your institution can search for the saved record and update it using either Record Manager or Connexion.

In Record Manager, the maximum number of records in an online save file is 9,999. The system prevents you from saving a record that would exceed the limit.

Delete a saved record

  1. From the MARC 21 editor, select Delete Bib Record - In Progress from the Record drop-down menu. A confirmation message appears which states that the record was deleted..

Release a lock on a WorldCat record

When you release a lock on a WorldCat record, the record remains in the save file and other users can edit it again. Release a lock if you do not want to replace the record with the changes you have made.

  1. From the MARC 21 editor, select Release Lock from the Record drop-down menu. The lock on the record is removed; however, the record remains in the save file.

Save and lock a WorldCat record

You can save a WorldCat record as in-progress and lock it at the same time. The lock with expire in 14 days unless you reset it. To reset the lock, resave the record.

  1. From the MARC 21 editor, select Save and Lock WorldCat Record from the Save drop-down menu.
  2. Select a status from the Workflow Status drop-down list.
  3. (Optional). Enter a value in the My Status field.
  4. Click Save. A confirmation message appears which states that the record has been saved and locked. The record then displays a system-assigned sequential Save File Number, the number of days until the lock expires, and a status of locked.

Save work in progress

  1. From the MARC 21 editor, update the bibliographic record.
  2. Select Save In-Progress Record from the Save drop-down menu. When a record is successfully saved, the record displays a system-assigned sequential Save File Number, the number of days until the lock expires, and a status of locked.

Update an in-progress saved record

  1. From the MARC 21 editor, update the bibliographic record.
  2. (Optional). Update the Workflow Status or My Status to indicate in what stage of the workflow the record exists.
  3. Save the record.
    • If you want to continue to save the record as in-progress, select Save In-Progress Record from the Save drop-down menu.
    • If you want to add the new record to WorldCat, select Add Record to WorldCat or Add Record and Set WorldCat Holding from the Save drop-down menu.
    • If you want to replace an existing record, select Replace WorldCat Record from the Save drop-down menu.