The following is offered as one example of a workflow plan. It includes features and flow strategies that have worked well in some cases. The details of any specific review situation will always require some adaptation and invention, with some cases needing more than others. They represent a very complete plan. Reviewee creates fully authenticated new records and saves the workforms in the OCLC save file.
Reviewer gives priority to cases that have existing records locked.
Reviewee makes changes to records or does other work as instructed by reviewer. Reviewee confers beforehand with reviewer on any duplications between authenticated records, on any record consolidations, and on any cases of recataloging from pre-AACR2 to AACR2. When reviewer observes that reviewee is consistently applying authentication and database maintenance procedures accurately, reviewee moves to intermediate or advanced phase. OK before contributing the work. When reviewer observes that reviewee's database maintenance decisions are consistently correct and show good judgment and that cataloging is consistently accurate, reviewee moves to advanced phase or independence.