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Save work in progress

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Discover how to save the work that you have done before adding or updating a bibliographic record from the MARC 21 editor in WorldShare Record Manager.

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 10,000. The system prevents you from saving a record that would exceed the limit. Records in an online save file do not expire.

Save work in progress

  1. From the MARC 21 editor, update the bibliographic record.
  2. Seleccione Guardar registro en curso en el menú desplegable Guardar. Cuando un registro se guarda correctamente, el registro muestra un número secuencial de archivo guardado asignado por el sistema.

Guardar y bloquear un registro de WorldCat

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

  1. En el editor MARC 21, seleccione Guardar y bloquear registro bibliográfico en el menú desplegable Guardar.
  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.

Liberar un bloqueo en un registro de WorldCat

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. En el editor MARC 21, seleccione Liberar bloqueo en el menú desplegable Registro. Se elimina el bloqueo del registro; sin embargo, el registro permanece en el archivo guardado.

Actualizar un registro guardado en curso

  1. Desde el editor MARC 21, actualice el registro bibliográfico.
  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 Bib Record - In Progress from the Save drop-down menu.
    • If you want to add the new record to WorldCat, select one of the following from the Save drop-down menu:
      • Add Record to WorldCat - Adds the record to WorldCat
      • Add Record and Set WorldCat Holding (non-WMS libraries option) - Adds the record to WorldCat and sets a WorldCat holding by adding your library's OCLC institution symbol to the record
      • Add Record and Set Holding Audience Level (WMS libraries option) - Adds the record to WorldCat and allows the user to set an audience holding level. Only audience levels that are enabled in the Institution Settings will be displayed in the dropdown 

         Note: An audience level can only be set or changed for a bibliographic record if no LHRs are linked to that bibliographic record.

    • Si desea reemplazar un registro existente, seleccione Reemplazar registro bibliográfico en el menú desplegable Guardar.

Eliminar un registro guardado

  1. En el editor MARC 21, seleccione Borrar registro de dorsal - En curso en el menú desplegable Registro. Aparece un mensaje de confirmación en el que se indica que el registro se ha eliminado.