Take Actions on Digital Archive Records

Cancel Changes

Note: only present in Display view if you go to it from Edit mode.

In the Actions list click Cancel Changes.

Then click Ok to confirm the action.

In edit mode, canceling changes unlocks the record.

Or click Cancel to resume editing the record.

In the Actions list click Create Cataloging Record.
A new bibliographic record appears for you to edit.

In the Actions list click Derive DA Record.

The record content is redisplayed in an edit view. NEW appears in the Digital Archive: field.

In the Actions list click Derive New Constant Data Record.

The record content is redisplayed in an edit view.

In the Actions list click Edit Record.

The system presents the record in a edit view.

Note: only present in Display view if you go to it from Edit mode.

In the Actions list and click Mark DA Record for Delete.
The system responds Digital Archive record updated.

Marked records are deleted 90 days from the date you mark them. To delete records immediately, mark them for delete, then click Delete Now.

Replace Record

Note: only present in Display view if you go to it from Edit mode.

In the Actions list click Replace Record.

The system prompts you to confirm that you want to replace the record.

Click OK to continue and replace the record.

The system responds with the message Digital Archive record updated.

To cancel replacing the record, click Cancel. If you cancel, the system redisplays the record for further editing.

Save Record

Save a new or existing record or resave a saved record

Note: Not available after you take the Mark for Delete action.

In the Actions list and click Save Record.

Assign a user status appropriate for the record's position in your cataloging workflow.

Click Yes to add the record to the save file.

The system saves the record and displays the save file number for the record.

Or click No to cancel saving the record.

Resave record. When you resave a record, the system resets the record's age in the save file to 180 days.

View DA Reports

Note: Available after harvest.

In the Actions list click View DA Reports.
The Reports List screen appears with your digital archive reports listed. Click a report name to view the report.

The Reports List screen also has your Audit Log, which contains details of your digital archive activity. Click View Audit Log to view it.

In the Actions list click Create Cataloging Record.
A new bibliographic record appears for you to edit.

In the Actions list click Derive DA Record.

The record content is redisplayed in an edit view. NEW appears in the Digital Archive: field.

View DA Reports

Note: Available after harvest.

In the Actions list click View DA Reports.
The Reports List screen appears with your digital archive reports listed. Click a report name to view the report.

The Reports List screen also has your Audit Log, which contains details of your digital archive activity. Click View Audit Log to view it.

In the Actions list click Select Constant Data.

A new window appears listing your constant data records. Click the constant data you want to apply. The system merges your constant data with the record you are editing.

In the Actions list click Cancel Changes.

Then click Yes to confirm the action.

In edit mode, canceling changes unlocks the record.

Or click No to resume editing the record.

In the Actions list click Cancel Mark DA Record for Delete.
The system responds Digital Archive record updated.

In the Actions list click Create Cataloging Record.
A new bibliographic record appears for you to edit.

In the Actions list click Derive New Constant Data Record.

The record content is redisplayed in an edit view.

In the Actions list click Derive DA Record.

The record content is redisplayed in an edit view. NEW appears in the Digital Archive: field.

Scroll down to the OCLCIdentifier field.

In the Functions list click Display Linked Record.

The system presents the record in a display view.

Note: If there is no OCLC number in this field then there is no linked record to display.

In the Actions list click Display Record.

The system presents the record in a display view.

In the Actions list click Mark DA Record for Delete.
The system responds Digital Archive record updated.

Marked records are deleted 90 days from the date you mark them. To delete records immediately, mark them for delete, then click Delete Now.

On the Edit list, click Reformat Record.

The system redisplays the record.

Reformatting removes empty fields and arranges fields in (approximate) ascending tag number order.

In the Actions list click Replace Record.

The system prompts you to confirm that you want to replace the record.

Click OK to continue and replace the record.

The system responds with the message Digital Archive record updated.

To cancel replacing the record, click Cancel. If you cancel, the system redisplays the record for further editing.

Save Record

Save a new or existing record or resave a saved record

Note: Not available after you take the Mark for Delete action.

In the Actions list click Save Record.

Assign a workflow status appropriate for the record's position in your cataloging workflow.

Click Yes to add the record to the save file.

The system saves the record and displays the save file number for the record.

Or click No to cancel saving the record.

Resave record. When you resave a record, the system resets the record's age in the save file to 180 days.

In the Actions list click Select Constant Data.

A new window opens listing your constant data records. Click the record you want to apply. The system merges the constant data you chose with the record you are editing.

Note: The system always applies the entire CD record, ignoring any field selections you made. See .

On the Edit list, click Validate Record.

For a valid record, the system redisplays the record.If the record contains invalid data, the system displays 1 or more error messages that identify the problem(s). Messages appear directly above the fields/elements to which they refer.

Correct any validation errors.Validate the record again to verify.

View DA Reports

Note: Available after harvest.

In the Actions list click View DA Reports.
The Reports List screen appears with your digital archive reports listed. Click a report name to view the report.

The Reports List screen also has your Audit Log, which contains details of your digital archive activity. Click View Audit Log to view it.

In the Actions list click Cancel Changes.

Then click OK to confirm the action.

In edit mode, canceling changes unlocks the record.

Or click Cancel to resume editing the record.

In the Actions list click Create Cataloging Record.
A new bibliographic record appears for you to edit.

In the Actions list click Delete from Save File.
The system responds Record deleted.

In the Actions list click Derive DA Record.

The record content is redisplayed in an edit view. NEW appears in the Digital Archive: field.

In the Actions list click Derive New Constant Data Record.

The record content is redisplayed in an edit view.

In the Actions list click Edit Record.

The system presents the record in a edit view.

In the Actions list click Flag Record.

The system responds Record(s) flagged.

Harvest Document

Note: Not available after ingest.

In the Actions list click Harvest Document.

The system responds by asking you to confirm the URL you want to harvest. Click Yes to harvest it.

Harvest Review

Note: Available after harvest.

In the Actions list click Harvest Review.
The Harvest Review screen appears, listing the files you have harvested. Click View to view a file.
Note: The URL is bold is the entry point.

In the Actions list click Unflag Record.

The system responds Record(s) unflagged.

View DA Reports

Note: Available after harvest.

In the Actions list click View DA Reports.
The Reports List screen appears with your digital archive reports listed. Click a report name to view the report.

The Reports List screen also has your Audit Log, which contains details of your digital archive activity. Click View Audit Log to view it.

In the Actions list click Cancel Changes.

Then click OK to confirm the action.

In edit mode, canceling changes unlocks the record.

Or click Cancel to resume editing the record.

In the Actions list click Create Cataloging Record.
A new bibliographic record appears for you to edit.

In the Actions list click Delete from Save File.
The system responds Record deleted.

In the Actions list click Derive DA Record.

The record content is redisplayed in an edit view. NEW appears in the Digital Archive: field.

In the Actions list click Edit Record.

The system presents the record in a edit view.

In the Actions list click Flag Record.

The system responds Record(s) flagged.

In the Actions list click Unflag Record.

The system responds Record(s) unflagged.

View DA Reports

Note: Available after harvest.

In the Actions list click View DA Reports.
The Reports List screen appears with your digital archive reports listed. Click a report name to view the report.

The Reports List screen also has your Audit Log, which contains details of your digital archive activity. Click View Audit Log to view it.

In the Actions list click Apply Default Constant Data.

The system merges your default constant data with the record you are editing.

In the Actions list click Cancel Changes.

Then click Ok to confirm the action.

In edit mode, canceling changes unlocks the record.

Or click Cancel to resume editing the record.

In the Actions list click Create Cataloging Record.
A new bibliographic record appears for you to edit.

In the Actions list click Delete from Save File.
The system responds Record deleted.

In the Actions list click Derive DA Record.

The record content is redisplayed in an edit view. NEW appears in the Digital Archive: field.

In the Actions list click Derive New Constant Data Record.

The record content is redisplayed in an edit view.

In the Actions list click Display Record.

The system presents the record in a display view.

Scroll down to the OCLCIdentifier field.

In the Functions list click Display Linked Record.

The system presents the record in a display view.

Note: If there is no OCLC number in this field then there is no linked record to display.

In the Actions list click Flag Record.

The system responds Record(s) flagged.

Harvest Review

Note: Available after harvest.

The Harvest Review screen appears, listing the files you have harvested. Click View to view a file.

Ingest Document

Note: You can take this action can only once .

In the Actions list click Ingest Document.
The system responds with a list of properties that you apply to the document.

On the Edit list, click Reformat Record.

The system redisplays the record.

Reformatting removes empty fields and arranges fields in (approximate) ascending tag number order.

Save Record

Save a new or existing record or resave a saved record

In the Actions list click Save Record.

Assign a workflow status appropriate for the record's position in your cataloging workflow.

Click Yes to add the record to the save file.

The system saves the record and displays the save file number for the record.

Or click No to cancel saving the record.

Resave record. When you resave a record, the system resets the record's age in the save file to 180 days.

In the Actions list click Select Constant Data.

A new window opens listing your constant data records. Click the record you want to apply. The system merges the constant data you chose with the record you are editing.

Note: The system always applies the entire CD record, ignoring any field selections you made. See .

In the Actions list click Unflag Record.

The system responds Record(s) unflagged.

View DA Reports

Note: Available after harvest.

In the Actions list click View DA Reports.
The Reports List screen appears with your digital archive reports listed. Click a report name to view the report.

The Reports List screen also has your Audit Log, which contains details of your digital archive activity. Click View Audit Log to view it.

• Retrieve a Digital Archive constant data record or create a new record and begin editing.

Edit mode only. You must be in edit mode to apply constant data.

• On the Actions list, click Select Constant Data .

The Select Constant Data window appears, listing your library's Digital Archive constant data records. The list is sorted alphabetically by constant data name.