How do I view a list of records in the online save file in Record Manager?
Applies to
- WorldShare Record Manager
Answer
In Record Manager, you can view a list of records in your online save file by using the Workflow Status filter.
- Sign in to WorldShare and go to Metadata > Record Manager.
- Set the search options below:
- Data Type: Choose Bibliographic Records or Authority Records, depending on which type of records you want to view
- Scope: Saved - In Progress
- Index: Workflow Status
- Options: Choose the Workflow Status you'd like to view. The options are: Completed, In Process, In Review, and New.
- Click Search.
- A list of records will display if there are records with the selected Workflow Status. There are options to sort by save file number, title, and date.
Note: If you have multiple catalogers using your online save file and want an easy way to identify your own saved records, you may want to add your name to the My Status in your save file records. Then, to view the records with your custom status, search by My Status instead of Workflow Status.
Additional information
There is more information on searching your Saved - In Progress records.