6 Cataloging - Saving Records

6 SAVING RECORDS

There are three options for saving records:

Save Record on Local Drive
Save All on Local Drive
Save on Server and Local Drive

The options above are only enabled when the Catalog Editor is highlighted.

6.1 SAVE RECORD ON LOCAL DRIVE

You may want to save records on your local drive either to continue working on them later or because communication links with the server have been severed. The Save on Local Drive option will save your record on your PC's hard disk, making it unavailable for anyone else to find in the OPAC.

To save the current record on your local drive, select the Save on Local Drive option from the Cataloging menu.

The record will be saved, but you will not receive a message informing you that it has been saved. You may immediately continue editing the record. No updates will be registered unless the record is saved again.

6.2 ALLES LOKAL SPEICHERN

The Save All on Local Drive option is similar to Save on Local Drive, except that it saves every record that is open on your cataloging client. To save all open records on your local drive, select the Save All on Local Drive option from the Cataloging menu.

You may immediately continue editing the records. No updates will be registered unless the record is saved again.

6.3 SAVE ON SERVER AND LOCAL DRIVE

The Save on Server and Local drive option updates the server database and assigns a system number to new records. This option will also save the selected record on your local drive.

To save the current record on the server and in your local drive, select the Save on Server and Local drive option from the Cataloging menu or click the

icon from the Cataloging bar. You can also use the Ctrl+L shortcut key.

If the record originated on your local drive and has not yet been assigned a system number, using this function will assign a system number to the record.

You will receive a prompt asking if you do, in fact, want to save the record.

If you do want to save the record now, click the Continue button.

When a record is saved on the server, fields that do not have any content are deleted.

Before updating the database, the system automatically checks the current record. Upon completion of the check, you will receive a list of potential problems.

This window lists two types of errors:

Forbidden errors (in red text with an exclamation mark).The record cannot be saved if there are any forbidden errors. Click the Cancel button to continue editing the record.
Triggers (in green text with a question mark). The record can be saved if there are triggers and the override button appears on the window. To save the record, click the Override button or click the Cancel button to continue editing the record.

If the Cancel button is selected, the Record Check/Warnings Errors window is closed and the list of potential errors is displayed in the Messages tab of the lower pane.

Go to next section (Open Existing Records)