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:
- Controlling fields
- Reviewing field help links
- Using limited advanced actions
- Using text and field strings
Create and save a bibliographic record to the Saved - In Progress file
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.
- (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.
- 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.
Saved - In Progress record actions
Search saved - in progress records
- 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.
Print saved - in progress records
- From the record editor, click Print.
- Select your printer and print settings.
- Click Print or OK, depending on your browser.
Delete saved - in progress records
- From the record editor, click Print.
- Select your printer and print settings.
- Click Print or OK depending on your browser.
Search bibliographic records
Basic search
- From the Data Type drop-down list, select Bibliographic Records.
- From the Scope drop-down list, select All WorldCat.
- From the Index drop-down list, select an index.
- Keyword
- Title
- Author
- ISBN
- ISSN
- OCLC Number
- In the Term(s) text field, enter your search terms.
- Click Search.
Advanced search
- 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.
Search authority records
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.