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Retrieve bibliographic records sent to you for peer review

Discover how to retrieve records sent to you for peer review in Connexion client.

Retrieve records sent to you for review

Records submitted to your library for review are called Review File records. You can search the online save file for all review records or for records sent by a single institution:

  1. Navigate to Cataloging > Search > Online Save File or press <Ctrl><F3>.
    Or
    Navigate to Authorities > Search > Online Save File or press <Alt><F3>.
  2. In the Search Online Bibliographic [or Authority] Save File, under Review File, select one of the following check boxes:
    • All Review File Records
    • Review File Records for Institution - If you select this option, in the adjacent text box, enter a single OCLC institution symbol.

    To retrieve only review records, leave other search criteria blank.
  3. Click OK or press <Enter> to retrieve a list of review records
    Or
    Click Cancel to close the window without retrieving the records.

 Note: The Retain Search option for the window does not retain your settings in the Review File area.

Review record results list

If your search for review records retrieves more than one record, the results list for bibliographic records is similar to any online bibliographic save file list. Columns show the following information for each record:

  • Save # - Assigned by system
  • Title
  • Modified - Date the record was last modified
  • Expires - Number of days before locked WorldCat record is unlocked
  • Workflow - Status the system asks that you select when you save a record, or it assigns the default In Process
  • Source - Status the system assigns based on the source of the record
  • Action statuses:
    • Delete Holdings (C=Complete or F=Failed)
    • Export (C=Complete, F=Failed, or R=Ready)
    • Label (C=Complete, F=Failed, or R=Ready)
    • Produce (C=Complete or F=Failed)
    • Replace (C=Complete or F=Failed)
    • Update Holdings (C=Complete or F=Failed)
    • Validate (C=Complete or F=Failed)
  • My Status - Free-text note or identifier you enter
  • Review - Shows Submitted status for records sent to your library for review
  • Reviewing Institutions - Shows institution symbol for the institution that sent the record to your library for review
     Note: The system sorts the list first by owning institution and then by title (for bibliographic records) or by main entry (for authority records).
  • Save # - Assigned by system
  • Main Entry
  • Expires - Number of days till the locked WorldCat record expires is unlocked
  • Workflow - Status the system asks that you select when you save a record, or it assigns the default In Process
  • Review - Shows Submitted status for records sent to your library for review
  • Reviewing Institutions - Shows institution symbol for the institution that sent the record to your library for review
     Note: The system sorts the list alphabetically by main entry.

 Note:

  • For distinguishing exclusive window types that stay open without pinning when you have multiple windows open, the client includes a review record list as another online save file results list. If you do another search of the online save file, the search results list for review records closes.
  • For more about working with lists, see Record lists.