Saving Records

Once you have created a new record, or finalized changes to an existing record, you must save the record. Records may be saved to your library or consortium database, to the Download Cart for your user account or to a records file on your local workstation. If you are performing extensive record editing, it is advisable to save your work periodically. AGCat provides several methods for saving your work, depending on the current state of the record you are editing.

To save a record while editing:

Select Quick Save from the File menu, or click the Quick Save button on the Toolbar to save your changes to the record in the workspace.
NOTE: Quick Save should be used ONLY to save changes as you work, or if you need to leave your workstation for a short period of time. Records saved in this manner are not saved to the database, to your Download Cart or to your local workstation.

To save a record to the database:

Select Save to Database from the File menu, or click the Save to Database button on the Toolbar to save the record to your library or consortium database.
When you save a new or edited record to your library's union database, a confirmation dialog displays an upload status message, indicating whether or not the upload was successful, as follows:

***Upload Status Message Definitions***
Message	Meaning
Upload Completed	The edited record, containing changes to holdings (locations), or containing changes to bibliographic content and holdings (locations) was successfully uploaded to the union database.
New record upload completed. AGControlID: (new AGCN)	The new record was successfully uploaded to the union database.
Upload of Bib data completed. No changes for HLD.	The edited record, containing changes to bibliographic content only, was successfully uploaded to the union database.
The changes to the record do not require uploading based on your upload permissions.	Your current upload permissions (see About Cataloging Permissions for details) do not allow you to upload your current changes (to bibliographic content and/or holdings). The record is not uploaded to the union database.
Upload does not allow new record without holdings.	The new record does not contain any <HLD> tags (new records added to the union database must contain at least one <HLD> tag). The record is not uploaded to the union database.
Upload does not allow new record without holdings. No <HLD> allows to upload based on your upload permissions	Your current upload permissions (see About Cataloging Permissions for details) do not allow you to upload holdings data for any libraries contained in the new record. The record is not uploaded to the union database.
<HLD> invalid library code: (library code)	The new or edited record includes a <HLD> tag with an invalid library code. The record is not uploaded to the union database. You may edit or delete the invalid <HLD> tag and retry the Save to Database operation.
Upload completed. Database is locked. Record will be updated when the database is available.	The union database is currently "locked", and is unavailable for updating. The edited record is saved to an upload queue, and the database will be uploaded when it is available.
Upload completed. Database is locked. Record will be updated when the database is available. AGControlID is not available.	The union database is currently "locked", and is unavailable for updating. The edited record is saved to an upload queue, and the database will be updated when it is available. The AGCN will be assigned to the record when the database is updated.

Click the OK button on the confirmation dialog to close the dialog.
Select Close from the File menu to close the record.

To save a record to the Download Cart:

Select Save to Cart from the File menu, or click the Save to Cart button on the Toolbar to save the record to the Download Cart for your user account.
A confirmation dialog displays the message “Save to Cart completed.”
Click the OK button on the confirmation dialog to close the dialog.

To save a record to the database and the Download Cart:

Select Save to DB + Cart from the File menu to save the record to your library or consortium database and to the Download Cart for your user account.
Confirmation dialogs display upload status messages, indicating whether or not the upload was successful, as previously described. Click the OK button on each confirmation dialog to close the dialog.
A confirmation dialog displays the message “Save to Cart completed.” Click the OK button on the confirmation dialog to close the dialog.

To save a record to a local workstation or network drive:

When saving a record to a local hard drive, you may choose to save the record as a single record file, or to append the record to an existing file containing multiple records.

To save the record as a single file:
- Select Save As from the File menu; a standard Windows Save As dialog displays.
- Locate the directory in which you wish to save the record, then enter a filename for the record in the File name text box.
  NOTE: The default directory in which the record will be saved is "C;/Program Files/Auto- Graphics/AGCat/Download"; the default File name is "download.mrc". BE SURE to use the extension ".mrc" when entering the File name.
- Click the Save button on the Save As dialog to save the record to the specified local workstation or network drive.
- Select Close from the File menu to close the record.
To append the record to an existing file containing multiple records:
- Select Append to Bib (current date) or Append to Auth (current date) from the File menu, as appropriate.
- A confirmation dialog displays the message "Do you want to append the current record to (default file name)?".
- Click the Yes button on the confirmation dialog to append the current record to the file. (Click the No button on the confirmation dialog to close the dialog without appending the record.)

To save a record when closing:

Select Close from the File menu, or, click the Close icon in the upper right-hand corner of the currently active record window.
- A Close confirmation dialog displays the message "(record) has been modified. Please choose one of the following buttons."

Select the desired option to save the record:
- Quick Save - Saves your changes to the temporary workspace and closes the active record.
- Save to Database - Saves the edited record to your library or consortium database and closes the active record.
- Save to Cart - Saves the edited record to the Download Cart for your user account and closes the active record.
- Close Without Saving - Closes the active record without saving your changes.
- Save to Db & Cart - Saves the edited record to your library or consortium database and to the Download Cart for your user account, and closes the active record.
- Cancel - Cancels the close command and returns to the active record.

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Overlaying Records

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Chapter 3

Deleting Records