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Add a bibliographic record to an export list

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Discover how to add a bibliographic 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.

 Note: A maximum number of 500 records can be added to a single export list.

Add a MARC 21 WorldCat bibliographic record to a new export list

  1. From the MARC 21 editor, click Record > Send to > Export List....
  2. Click New List.
  3. In the Export List Name text field, enter the name of your new export list.
  4. (Optional) Select how you would like your export list to appear.
    • Select the Make Default check box if you want the 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 institution-wide.
  5. Click Create and Add to List.
  6. A confirmation message appears which states that the system added your record to the export list. 
  7. (Optional) To view your record in the export list:
    • Click on the name of the export list in the confirmation message.
    • To navigate to the export list, see View export lists.

Add a MARC 21 WorldCat bibliographic record to an existing export list

  1. From the MARC 21 editor, click Record > Send to > Export List....
  2. Select the name of an export list from the Exports List list and then click Add. 
  3. A confirmation message appears which states that the system added your record to the export list. 
  4. (Optional) To view your record in the export list:
    • Click on the name of the export list in the confirmation message.
    • To navigate to the export list, see View export lists.

Set a WorldCat holding on a MARC 21 bibliographic record and send to an export list 

  1. From the MARC 21 editor, click Set Holding and Export.

     Note: WMS libraries will see the option to Set Holding Audience Level and Export.

  2. To add the record to a new list, click New List and follow the steps to create a new export list.
  3. To add the record to an existing list, select the name of an export list from the Exports List list and then click Add. 
  4. (Optional) To view your record in the export list:
    • Click on the name of the export list in the confirmation message.
    • To navigate to the export list, see View export lists.