Upgrade minimum level records only when you are sure you are changing the correct record for the item. Upgrade only when you can correct/improve the entire record. If in doubt, use Change Request Forms to submit changes or simply make changes to the local record.
Can upgrade to level I: K or M
Can upgrade to level I or K: 2, 5, 7; CONSER records with 042 fields cannot be upgraded
See also: Documentation, chapter 4 http://www.oclc.org/bibformats/en/input/default.shtm
Replace records only when you are sure you are adding correct and accurate information. This is a permanent change to the OCLC record.
Full level records, I or blank, can be enhanced provided you make the change before editing the record with other changes (other than local changes, e.g. 049, 949).
If UND input the record and no one else has used it, UND can replace it.
If a record does not contain the following fields and our OCLC profile is authorized for the class or subject scheme, the record can be replaced (see Bib Format, section 5.3; see Cataloging User guide):
To lock and replace:
See also: Documentation http://www.oclc.org/support/training/worldcat/enhanceoutline/
Catalogers with enhance authoritization must follow the guidelines set forth in the Enhance Training Outline
Other cataloging staff should follow Lock and Replace procedures. If it doubt forward materials to Reviewers. Books and scores in these categories must be forwarded to enhance catalogers that:
Due to changes resulting from Format Integration and decisions to code for content rather than carrier, the Type Code may be changed to allow work to continue. Continue to report Type Code changes to OCLC. See Electronic Bibliographic Change Report
There are several options to report changes. Some require proof and must be mailed. For the rest, there are online options.