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OCLC Support

Create a record from a workform

Discover how to create an authority record from a workform in Connexion client.

When to use a name authority workform

Use a workform if you:

  • Are a NACO participant.
  • Have searched the LC authority file thoroughly and find that:
    • No authority record exists for the heading you want to use.
    • No authority record exists for a related or similar heading.
    • The heading is not used in a bibliographic record that meets NACO criteria for a source record.

Create a record from a workform

The client provides workforms for MARC record formats to use as a template for creating an original authority record. You can open a workform while you are logged on or offline.

  1. Navigate to Authorities > Create > Single Record > Blank Record or press <Ctrl><Shift><K>.
    • If you are offline and have not defined a MARC organization code, the client gives you a message that you must define a code.
      1. Click OK. The client opens the Tools > Options > General tab automatically.
      2. Under Offline Cataloging, enter your code in the MARC Organization Code field.
    • A generic workform opens. This workform does not supply a valid fixed field for any authority record type.
    • The client supplies field 040 data from the MARC organization code associated with your logon authorization if you are online or the from code you supplied in Tools > Options > General if you are offline and includes eng in subfield b (e.g., 040 OCoLC b eng c OCoLC).
    • NEW appears in the ARN field. The record is assigned an ARN only when you add the record to the LC authority file (NACO-affiliated libraries).
    Navigate to Authorities > Create > Single Record > [authority record type]. On the submenu, select one of the following types:
    • Conference Name
    • Corporate Name
    • Geographics
    • Personal Name
    • Series
    • Uniform Title

    Same as when you use the Blank Record workform, except that the workform opens with fixed-field data automatically supplied that is valid for the workform type you selected.
  2. Complete the record by adding data. If helpful, you can:
  3. When you are finished working on the record:
    • To prevent duplicate records: Search the LC authority file to be sure a record has not been added since you started work on it and then add the new record to the LC authority file
    • Save the record to the online or local file to work on later.
      Submit the record for peer review.