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Checkpoints



Overview

Whenever a MARC record is Created or Imported into BestMARC™, a copy of each record is saved into a separate value called a Checkpoint.

As you make changes to your records by Editing in the cataloger, or running Enhancements or Global Edits, the checkpoint value is not changed.

You can always view a side-by-side comparison of the differences between the checkpoint version of your MARC record and the current version.

Checkpoints are managed on the Tools pane...

Checkpoints

...or via the My Records Checkpoints menu.

Checkpoints menu

Run Restore Checkpoints to undo all changes, or run Update Checkpoints to accept these changes as the new Checkpoint value.

Compare Records

  • On the Tools pane, in the Checkpoints folder select Compare Records and click Preview.

    Tip: You can right-click a record in My Records and choose Compare to compare the selected records without going through the Edit pane.

  • The Checkpoint Compare window opens:

    Records to Compare

  • Select the records you wish to compare.

    • Selected records - Compare just the selected records of the My Records grid.

    • Current page of records - Compare all the records on the current page of the My Records grid.

  • Click Compare. The Record Compare window opens:

    Compare Records

The Checkpoint record appears on the left (before changes were made) and the Current record appears on the right.

Click on a row in the Results section to view it in the record viewers above. Click Previous or Next to select the previous or next records in the list.

Selected row

  • The numbers in the results represent the number of Add Adds, Change Changes, and Delete Deletes that are detected. For instance, this row has 8 Adds, 7 Changes, and 1 Delete.
  • The highlighted rows in the record viewers correspond to the same colors as the Add Adds (green), Change Changes (blue), and Delete Deletes (red) in the row counts.
  • Rows that have no changes are dimmed to make it easier to see rows with changes.
  • Click the Change arrow next to the row to see full change details for that row.

Click View Summary to view a total of changes across all records.

Update Checkpoints

A record's Checkpoint value is saved automatically when a record is first Imported or Created.

The Checkpoint values for records already in BestMARC™ can be updated at any time.

  • On the My Records toolbar's Checkpoints menu, choose Update.

or

  • On the Tools tab, in the Checkpoints folder select Update Checkpoints.

  • Click Run.

The current value of the records is copied into the Checkpoint value.

Restore Checkpoints

Changes that were made since the last Checkpoint can be discarded to roll back your records to their previous state.

  • On the My Records toolbar's Checkpoints menu, choose Restore.

or

  • On the Tools tab, in the Checkpoints folder select Restore Checkpoints.

  • Click Run.

The current value of each record is restored from the Checkpoint value. Any changes that were made since the last time Update Checkpoints was run are lost.


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