OCLC expects to make the following changes on May 4:

Connexion and WorldShare Metadata Record Manager users can save bibliographic 
records to the online save file so that they can be retrieved and finalized at 
a later time.  The save file is shared across all staff at the library, and 
each library can save up to 9,999 records.  Unless records are resaved, master 
records are automatically deleted from the online save file after 14 days and 
workforms are automatically deleted after 28 days.   

Beginning May 4, OCLC will no longer automatically delete bibliographic records 
from the online save file.  Instead, they will stay in the online save file 
until you delete them.  This will save you from having to resave records to 
ensure that they are not deleted before you finish with them. 

If you lock a master record and save the locked record to the online save file, 
the master record lock WILL continue to expire in 14 days.  However, once the 
lock expires, the record will be retained in the online save file for your 
usage without the lock.  You must continue to resave locked bibliographic 
records if you wish to extend the master record lock.   

Previously, when viewing a record from the online save file, the “expires in x 
days” information previously reflected the number of days until the record 
would be automatically deleted. 

In the Web-based Connexion browser interface, the “expires in x days” text will 
be updated to “Lock expires in x days” in records, and the text will only 
display if the record is locked.  The WorldShare Metadata Record Manager 
interface will be updated to this same text with the next enhancement release.  

In the Windows-based Connexion client interface, the “expires in x days” will 
continue to display in records, but the number is not associated with an 
expiration date; you can ignore this data.  To view the number of days until a 
record lock will expire, view the “Expires” column in the save file list.   

If your current workflow is to resave unlocked records to ensure that they are 
not deleted, you will no longer need to take that extra step after May 4.  And, 
if you use the Connexion client offline local file only because you don’t want 
records to be deleted, you can consider using the online save file if it meets 
your needs.  However, if you save records to the online save file and you count 
on the system to automatically delete them for you, you will need to delete the 
unneeded records. 

Note that this change relates to the bibliographic save file only; no changes 
will be made to the process that automatically deletes authority save file 
records. 

Thanks,

David Whitehair

Senior Product Manager, Metadata Management

OCLC

6565 Kilgour Place

Dublin, OH 43017-3395 USA

Voice -- +1-614-764-6483 or 1-800-848-5878

Fax -- +1-614-718-7292

Email -- [email protected]

 

  

 

 

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