OCLC Entities search and insert macro

Overview

The Search and Insert macro conducts a search on a valid, uncontrolled field in a bibliographic record. The field text is used to search and display a list of possible matching WorldCat Entities that can be inserted into the bibliographic field. The system uses the field tag to determine the type of entity results to display (e.g., a 100 field will display Person, Agent, Family, and Fictional Entity results).

Before using the Search and Insert macro, the OCLC Entities toolkit must be downloaded and installed. For download links and instructions, see Toolkit downloads. You must accept the OCLC software download Terms and Conditions before downloading.

The following fields are considered valid if they are uncontrolled:

 Note: In order for the macro to run correctly, do not edit the macro code.

Use the Entities macro

 Note: You must be logged in to Connexion client in order to use the macro.

1. Open a bibliographic record in Connexion client.
2. Click anywhere in a valid and uncontrolled field to select it.
3. In the toolbar, click Tools > Macros > Manage.
4. The Macros window opens.
5. Click the OCLCEntities macrobook to expand.
6. Select the OCLCEntities macro.
7. Click Run.
8. The Insert WorldCat Entity dialog opens with a list of entity results. You can view up to 100 results at a time.

    Note: Results are limited by Entity Type according to the field tag (e.g., a 100-field will display Person, Agent, Family, and Fictional Entity results).

9. (Optional) Click on the Entity Label to open and view details of the entity in the WorldCat Entities interface. For more information, see View entity details.
10. (Optional) Conduct additional searches using the Search Term(s) text box. Click Reset to clear the search.
11. To insert the chosen entity result, double-click the desired result.
    Or
    Highlight the desired result and click Select Entity.
12. The WorldCat Entity link appears in the selected field.