1. Find the database's name, such as US National Parks in the example shown here, and the workform (data entry form) you want to use to create the record. (The names underneath the database name are all of the its available workforms.) Click the desired workform name.

2. The workform you select appears, ready for you to enter data:

• Type or select a value for the fields you want to complete (no fields are required). See Data Entry Fields and Buttons and for more information about the fields and buttons on the workform.
• If the resource you are cataloging is available on the Internet or your intranet, click Open URL on the Options menu to see the resource in a second browser window.

3. When you finish entering data, you can either:

• Submit the record to the target database (go to step 4). Do this when the record is complete and is ready to go into production.
              OR
• Store the record in the Save (temporary) database. Do this if the record is incomplete or needs approval before you can put it into production. See Adding a Record to the Save Database for more information.

4. To submit the record to its target database:

• Click the arrow beside the Available actions: drop-down list at the top of the screen.
• Select Submit record from the list.

  

5. You see a confirmation message and the data contained in the record:

Submitting a record adds it to the database. Once you submit a record, you must subsequently delete it to remove it from the database or edit it to modify any of its data. If you are working with a production database that is available to patrons through the WebZ interface while you modify the database, the record becomes available to patrons after you submit it.

6. Do you want to submit the record to the database now?

• Yes. Click YES. Go to step 7.
• No. Click NO. You can return to this record at any time during this Record Builder session by clicking its hot link in the Edit Session information part of the display.
  

1. Search or browse for the record you want to modify.

2. When you find the right record, click the Edit Record icon () beside its name on the Search Results screen.

3. The record opens with the master XML template used to originally create the record. Type or select the information that you want to change. See Data Entry Fields and Buttons for more information about the fields and buttons on the workform, respectively.

4. When you finish entering data, you can either:

• Submit the record to the target database (go to step 5). Do this when the record is complete and is ready to go into production.
              OR
• Store the record in the Save (temporary) database. Do this if the record is incomplete or needs approval before you can put it into production. See Adding a Record to the Save Database for more information.

5. To submit the record to the target database:

• Click the arrow beside the Available Actions: drop-down list at the top of the screen.
• Select Submit record from the list.
  
  
  

6. You see the following prompt and the data contained in the record:

Submitting a modified record adds the changes you made to the record the database. If you are working with a production database that is available to patrons through the WebZ interface while you modify the database, the revised record becomes available to patrons after you submit it.

7. Do you want to submit the record to the database now?

• Yes. Click YES.
• No. Click NO. You can return to this record at any time during this Record Builder session by clicking its hot link in the Edit Session information part of the display.

1. Search or browse for the record you want to copy.

2. When you find the right record, click the Copy Record icon () to the left of its name on the Search Results screen.

3. Record Builder copies the record and then opens the Edit Record screen with the master XML template used to originally create the record. Type or select the information that you want to change. See Data Entry Fields and Buttons for more information about the fields and buttons on the Edit Record screen.

4. This new record is like a new record. It isn't saved anywhere yet. When you finish entering data, you can either:

• Submit the new record to the target database (go to step 5). Do this when the record is complete and is ready to go into production.
              OR
• Store the record in the Save (temporary) database. Do this if the record is incomplete or needs approval before you can put it into production. See Adding a Record to the Save Database for more information.

5. When you finish editing this new record, you are ready to submit it to the database. (Note that this record is like a new record; you haven't saved it until you successfully submit it to the database.) To submit a record:

• Click the arrow beside the Available Actions: drop-down list at the top of the screen.
• Select Submit record from the list.
  
  
  

6. You see a confirmation message and the data contained in the record:

Submitting a record adds it to the database. Once you submit a record, you must subsequently delete it to remove it from the database or edit it to modify any of its data. If you are working with a production database that is available to patrons through the WebZ interface while you modify the database, the record becomes available to patrons after you submit it.

1. Search or browse for the record you want to delete.

2. When you find the right record, click the Delete Record icon () to the left of its name on the Search Results screen.

3. You see the record you selected and a message asking you to confirm the deletion:

Deleting a record permanently removes it from the database. If you are working with a production database that is available to patrons through the WebZ interface while you modify the database, the record is no longer available to patrons as soon as you delete it.

4. Do you want to delete the record now?

• Yes. Click YES. After Record Builder deletes the record, you see this message:

  

• No. Click NO. Record Builder opens the record so you can edit it if you wish. See step 3 in Updating a Record in a Local Database if you want to edit the record. If you don't want to edit the record, select Cancel changes from the Available actions drop-down list.