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2. Data requirements for Non-MARC patterned data collections

Find the data requirements for a Non-MARC patterned data collection in WorldShare Collection Manager.

Data requirements for non-MARC patterned bibliographic data

  • Data must be sent as a .CSV file, encoded as UTF-8, with additional data to create MARC records for processing.
  • Download the Non-MARC patterned data template.
    • The order and format of the columns in the template should not be changed.
    • Red headings denote required fields.
    • Italicized column headings denote the ability for OCLC to create repeatable fields. Separate each entry in these columns with a semi-colon to trigger separate entries.
    • Save the template by encoding it as UTF-8.

Data requirements for non-MARC patterned local holdings records data

  • Data must be sent as a .CSV file encoded as UTF-8.
  • The .CSV file for LHRs should have data for these headings:
    Non-MARC patterned local holdings records data .CSV file headings

Encode a .CSV Excel file to UTF-8

 Note: UTF-8 encoding a .CSV in Excel is not available for Mac.

Encode a .CSV Excel file as Unicode (UTF-8)

  1. Click the File tab.
  2. Click Save As.
  3. Enter your file name and update your file path as needed.
    • Include the collection ID as the first element of the file name followed by the OCLC institution symbol as the second element. A date and/or description can follow the symbol to help identify the file. Periods should be used between each data element., e.g. 1011111.OCL.20200301.NSK
  4. Select CSV UTF-8 (Comma delimited) from the Save as type drop-down list.
  5. Click More Options and select Web Options from the drop-down list.
  6. Click the Encoding tab.
  7. Select Unicode (UTF-8) from the Save this document as drop-down list.
  8. Click OK.
  9. Click Save.