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Take Actions on Authority Records Last Updated: May 2021 OCLC Connexion Client Guides Authorities: Take Actions on Authority Records Last updated: May 2021 OCLC Online Computer Library Center, Inc. 6565 Kilgour Place Dublin, OH 43017-3395 Review History Date Section title Description of changes January 2008 1 Take actions In the table on Action commands, added new feature for on authority locking linked authority records from controlled name records headings in bibliographic records: If the controlled heading field has multiple controlled headings, a new window named Lock Linked Authority Record opens. The window presents a list of the controlled headings so that you can choose the one linked to the WorldCat authority record you want to open for editing. 3 Replace Added the new feature above to the instructions for locking WorldCat name and opening a linked authority record from a name heading. authority records April 2013 All Remove references to Chinese Name Authority July 2016 7 Authorization Remove references to institution records levels and cataloging capabilities May 2021 1 Take actions Added note pointing to Connexion client version 3.0 on authority documentation. records © 2016 OCLC Online Computer Library Center, Inc. 6565 Frantz Road Dublin, OH 43017-3395 USA OCLC® users are hereby granted permission to reproduce this manual for their internal use. Reproduction of substantial portions of this manual must contain the OCLC copyright notice. Unless otherwise noted, all product and service names are registered trademarks or trademarks of OCLC. page 2 of 44 Contents 1. Take actions on authority records ................................................................................................................ 5 Availability of actions .................................................................................................................................... 5 What action commands do and who can take actions .................................................................................. 5 Take immediate actions on authority records ............................................................................................. 10 Require or clear confirmation before taking immediate final actions ........................................................... 11 Set actions on authority records for batch processing ................................................................................. 11 Remove action from record ........................................................................................................................ 12 2. Add new name authority records (NACO-authorized libraries only) ............................................................ 14 About adding name authority records ......................................................................................................... 14 Add name authority record to the LC authority file interactively ................................................................... 15 Mark name authority records for batch Add ................................................................................................ 15 Remove Ready status for batch Add .......................................................................................................... 16 Caution: False error message about duplicates .......................................................................................... 16 3. Replace WorldCat name authority records (NACO-authorized libraries only) ............................................. 17 Who can replace WorldCat name authority records?.................................................................................. 17 Replace name authority records interactively ............................................................................................. 17 Results of replacing a record ...................................................................................................................... 17 Unlock a record .......................................................................................................................................... 18 Lock and open a linked authority record from a name heading ................................................................... 18 Mark name authority records for batch Replace ......................................................................................... 19 Remove Ready status for batch Replace .................................................................................................... 19 Automatic validation when you use Replace Record .................................................................................. 20 Caution: False error message about duplicates .......................................................................................... 20 4. Exchange records with other libraries for peer review ................................................................................ 21 Review workflow: Summary ....................................................................................................................... 21 About sending records for review ............................................................................................................... 21 Send records for review interactively .......................................................................................................... 22 View or recall records you submitted interactively ...................................................................................... 23 Mark records with Submit action for batch processing ................................................................................ 24 Remove Ready status for batch Submit ...................................................................................................... 24 Retrieve records sent to you for review ...................................................................................................... 25 Review record results list ........................................................................................................................... 25 Actions on review records .......................................................................................................................... 26 Manage review comments and responses ................................................................................................. 26 Complete the review process ..................................................................................................................... 27 5. Report errors in authority records .............................................................................................................. 28 Errors to report ........................................................................................................................................... 28 Types of records ........................................................................................................................................ 28 Report an error to OCLC....................................p.a..g.e..3..o..f.4..4 ............................................................................................................. 28 6. Run batch processing ................................................................................................................................ 30 About batch processing .............................................................................................................................. 30 Set options for batch processing ................................................................................................................ 30 Prepare to run batch processing ................................................................................................................ 31 Run batch processing................................................................................................................................. 32 Option to check WorldCat record before processing actions....................................................................... 34 Open batch reports .................................................................................................................................... 34 Use batch reports ....................................................................................................................................... 35 Information shown in batch reports ............................................................................................................ 35 7. Authorization levels and cataloging capabilities ......................................................................................... 37 Cataloging capabilities ............................................................................................................................... 37 Authorization levels and what you can do .................................................................................................. 37 Definitions of WorldCat record upgrades versus records with local edits .................................................... 39 Summary: Authorization levels and making WorldCat record edits versus local edits ................................. 40 Authorities: Take Actions on Authority Records 1. Take actions on authority records Note: If you are using Connexion client version 3.0 or newer, see Connexion client for applicable documentation. Availability of actions • You can take OCLC actions on records in the Library of Congress (LC) authority file immediately while logged on or in batch mode (marking actions
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