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Add local data

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Learn how to add local data, such as call numbers, within the simplified cataloging interface in WorldShare Record Manager.

 Note: The simplified cataloging interface is a streamlined view of Record Manager that is available only to users with specific roles assigned. See Simplified cataloging account roles.

Overview

Local data allows you to add your institution-specific data to a bibliographic record. Local data includes call numbers, locations, notes, and more.

Add local data

  1. From a bibliographic record, click on the Add Local Data button.
  2. The Add Local Data pop-up screen appears.
  3. Click in the data entry boxes to add local data. To remove all entered data, click Clear Fields in the upper right.
  4. When you are finished adding data, click Set Holdings and Export if you have not already set a holding on the record. Records will be exported according to the default method you choose under Working with Records.
    Or
    Select Send to if you have already set a holding on the record, and choose one of the following:
    • Export list
    • Label print list
    • Local System (via TCP/IP)

Details on record fields (data entry boxes)

See the table below for more information on record fields. 

Label on Add Local Data screen MARC field and subfield
OCLC Holding Library Code 049 $a
Purchase Price 541 $h
Call Number Type Call Number Type: Dewey (092) Call Number Class 092 $a
Item Number/Cutter 092 $b
Call Number Type: LC (090) Call Number Class 090 $a
Item Number/Cutter 090 $b
Call Number Type: NLM (092) Call Number Class 096 $a
Item Number/Cutter 096 $b
Call Number Type: Local (099) Call Number Class 099 $a
Item Number/Cutter 099 $b
Locatie Locatie 852 $a
Sub-location 852 $b
Shelving Location 852 $c
Classification Part 852 $h
Item Part/Cutter 852 $i
Shelving Control Number 852 $j
Call Number Prefix 852 $k
Barcode/Piece Designation 852 $p
Copy Number 852 $t
Public Note 852 $z
Notes General Note 500 $a
Local Note 590 $a
Study Program Information 526
Reading Program
  • Reading Program - 1st indicator value 0
  • No Display Constant Generated = 1st indicator value 8
Program Name 526 $a
Interest Level 526 $b
Reading Level 526 $c
Title Point Value 526 $d
Display Text 526 $i
Nonpublic Note 526 $x
Public Note 526 $z
Summary   520
Summary 1st indicator value blank
Subject 1st indicator value 0
Review 1st indicator value 1
Scope and Content 1st indicator value 2
Abstract 1st indicator value 3
Content Advice 1st indicator value 4
No Display Constant Generated 1st indicator value 8
Summary etc. 520 $a
Target Audience   521
Audience 1st indicator value blank
Reading Grade Level 1st indicator value 0
Interest Age Level 1st indicator value 1
Interest Grade Level 1st indicator value 2
Special Audience Characteristic 1st indicator value 3
Motivation Interest Level 1st indicator value 4
No Display Constant Generated 1st indicator value 8
Target Audience Note 521 $a
Source 521 $b

When you need more information on a field or detailed guidance on data entry, you can also click the hyperlinked name of the desired field within the user interface. A new browser window opens to display the section from OCLC Bibliographic Formats and Standards that describes the selected field and explains its use.

Add a location or note field

  1. To add an additional set of Location or Note fields, use Add button (Add button).
  2. To remove a set of Location of Note fields, use the Remove button (Remove button).

Call number entry

You can enter a Dewey call number, Library of Congress call number, a National Library of Medicine call number, or a local call number in records.

  1. Choose the type of call number you'd like to enter from the Call Number Type drop-down list.
    • Dewey (092)
    • Library of Congress (090)
    • National Library of Medicine (096)
    • Local call numbers (099)
  2. Place the cursor in Call Number Class. Type the class part of the call number.
  3. Place the cursor in Item Number/Cutter. Type the Cutter part of the call number.