WorldShare Record Manager for LIS programs

Overview

The Cataloging Limited role in Record Manager will allow the user to:

Create bibliographic records and save the record to the Save In-Progress file (will not be allowed to add or replace the records in WorldCat)
Search the Saved In-Progress file
Edit records in the Save In-Progress file
Delete records from the Saved In-Progress file
Search and view WorldCat bibliographic records and authority records

Users will also be able to practice:

To create and save a bibliographic record to the Saved - In Progress file:

In the left navigation, click Create Record.
Verify that the Record Editor and Format defaults are correct. If not, select the applicable option(s).
From the Material Type drop-down list, select a material type.
- Book
- Computer file
- Continuing resources
- Map
- Mixed material
- Score
- Sound recording
- Visual material
Click Create.
Click Save > Save In-Progress Record.
Select In Process from the Workflow Status drop-down list and enter your first and last name, or other naming convention as needed, in the My Status field.
Click Save. The saved in-progress record number will be provided in the message at the top of the record.
Edit the bibliographic record fixed fields and variable fields.
1. (Optional) Insert diacritics in fields using right-click, Insert Diacritic from Field submenu. The Insert Diacritic window opens. Select the diacritic you want to insert from the Insert Diacritic window.
Right-click a variable field. Select Field Help > MARC Field Help. The MARC field help opens in OCLC Bibliographic Formats and Standards.
Control headings that are added to the bibliographic record.
- You can apply heading information to a bibliographic record from an authority record.
Reformat and/or Validate the record when done editing and resolve any errors reported.
Update Workflow Status to In Review.
Click Save > Save In-Progress Record to save all record edits.

From the Data Type drop-down list, select Bibliographic Records.
From the Scope drop-down list, select Saved - In Progress as the search scope and select an index.
- Save File Number index will retrieve the specific record with the number searched
- My Status index will retrieve the specific record with the first and last name entered
- Using a wildcard asterisk search will retrieve all records in Saved - In Progress.
The Saved - In Progress record can be opened in the editor by clicking the title in the search results list.

On the left navigation, click Advanced Search.
From the Scope drop-down list, select All WorldCat.
From the Index drop-down list, select an index. See Bibliographic record indexes for more information on available indexes.
Enter your search terms into the text field based on your selected index. The text field will expand to fit your search terms if needed.
Click Search.

For more details on searching, as well as a full list of scopes and indexes, see Advanced search and Basic search.

For a list of available authority files and indexes, see Record Manager: Authorities Guide.

From the Data Type drop-down list, select Authority Records.
From the Scope drop-drop-down list, select an authority file.
From the Index drop-down list, select an index.
In the Term(s) text field, enter your search terms. The text field will expand to fit your search terms if needed.
Click Search. The Search results page appears with the matching authorities results listed in a table with this information:
- Name - The name of the authority and its associated See (4xx) and See Also (5xx) references.
  Note: See and See Also references are displayed as links if they lead to an authority record. Click the link to open the authority record in the MARC editor.
- Field - The field in which the authority appears.
- Description - Lists information about personal, corporate/conference, or geographic names.
Click the name of the matching item to view the authority file record.