Submitting records for review using Connexion Client

Submitting Bibliographic Records for Peer Review Using Connexion Client

OCLC Connexion users have the ability to share records with a colleague at another institution to review bibliographic records. Thank you to Mark Ehlert for writing the instructions.
Details are available at the OCLC Support site: Exchange records for peer review.

The instructions below lay out the steps to:
A. Submit bibliographic records to another cataloger for review
B. Look up submitted records undergoing review
C. Recall (retract) those records after review
D. For the reviewer, retrieve submitted records for evaluation
This document is written with Connexion Client 3.0 in mind; Client 2.63 users follow the same steps.

A. Submit Records

1. Log in to WorldCat (File > Logon…)
2. Open the bib record to be reviewed
3. Menu: Action > Submit for Review…
4. In the “Submit for Review” window, enter the OCLC institution symbol for the library the reviewer works at. Click OK.



5. If your record was previously saved to a local save file, the “Save Record to Online Save File” window appears. Click Resave to retain a copy of the record for your files.



6. Connexion confirms that a copy of the record is saved to the online Review File. Make note of the save file number. Click OK.



7. The opened bib record will close automatically.
8. Inform the reviewer that a record is available in their Review File. In your message, give the title and save file number.

B. Look Up Submitted Records

Note. These directions apply to catalogers submitting records. See section D for instructions to reviewers on retrieving submitted records.

1. Log in to WorldCat (File > Logon…)
2. Menu: Cataloging > Search > Online Save File…
3. In the “Search Online Bibliographic Save File” window, select the “Submitted for Review” option. Click OK.



4. Observe the Submitted to <OCLC symbol> label that appears above the bib record.

C. Recall Submitted Records

1. Log in to WorldCat (File > Logon…)
2. Menu: Cataloging > Search > Online Save File…
3. In the “Search Online Bibliographic Save File” window, select the “Submitted for Review” option. Click OK.



4. Open the relevant bib record if more than one is listed.
5. Menu: Action > Recall Submitted Record.
6. The Submitted to <OCLC symbol> label above the bib record disappears.
7. Optionally, save the record to a local file. See also step A5 on saving the record during the submission process.

D. Retrieve Submitted Records for Review

Note. These directions apply to the cataloger reviewing records. See section B for instructions to catalogers on looking up their submitted records.

1. Log in to WorldCat (File > Logon…)
2. Menu: Cataloging > Search > Online Save File…
3. In the “Search Online Bibliographic Save File” window, select one of the options in the “Review File” box. Click OK.

 


4. If two or more records are retrieved, open the appropriate record to review it.

Cataloger Responsibilities

Along with submitting your records, ASK QUESTIONS! There’s no better way to learn.
Consult the Cataloger Skills Spreadsheet to find volunteers who agreed to review records and their respective institutions’ OCLC symbols.
Submit no more than two records at a time.
Do not edit the submitted bib record until the reviewer a) has responded with their comments, or b) is working with you “live” via phone or video conferencing software.

Reviewer Responsibilities

Respond to the cataloger in a timely manner.
Point to cataloging documentation with any further explanation whenever possible.
If substantial changes are recommended, ask the cataloger to submit the record a second time.
Bear in mind that records in the Review File cannot be edited, only viewed.
Use e-mail, phone calls, video conferencing software for communication, as appropriate.

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