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Add an authority record to an export list

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Discover how to add an authority record to a new or existing export list in WorldShare Record Manager.

Before you can use one of these procedures, you must set up your user preferences for exporting records. Your export lists are only viewable by you and not by other users in your institution.

 Note: A maximum number of 120 records can be added to a single export list.

Add an authority record to a new export list

  1. From the authority record editor,  click Record > Send to > Export List....
  2. In the Add to Authority Records Export List dialog, click New List.
  3. In the Export List Name text field, enter a name for the new export list.
  4. (Optional) Select how you would like your export list to appear.
    • Select the Make Default check box if you want this new list to be the default export list that appears at the top of the dialog when adding records to an export list..
    • Select the My List check box to keep the list restricted to yourself. When not selected, the list is shared with users institution-wide.
  5. Click Create and Add to List. A confirmation message appears which states that the system added your record to the export list. 
  6. (Optional) To view your record in the export list:
    • Click on the name of the export list in the confirmation message.
    • Navigate to Export Lists and then select the Authority tab.

Add an authority record to an existing export list

  1. From the authority record editor,  click Record > Send to > Export List....
  2. In the Add to Authority Records Export List dialog, select the name of an export list and then click Add. A confirmation message appears which states that the system added your record to the export list.
  3. (Optional) To view your record in the export list:
    • Click on the name of the export list in the confirmation message.
    • Navigate to Export Lists and then select the Authority tab.