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Create a bibliographic record from a workform

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

When to use a workform

Use a workform if you have searched WorldCat thoroughly and find that:

Create a bibliographic record from a workform

The client provides workforms for all MARC record formats. Use a workform as a template for creating an original bibliographic record.

  1. Before creating a record, search WorldCat for existing records describing the item you want to catalog.
    • If you find an existing record that matches the item exactly, use the record instead of creating a new one.
    • If you find an existing record that closely matches or is related to the item, derive the new record from it.
    • If you find no matching records, continue this procedure to create a record from a workform.
  2. To open a workform to create a new record in the appropriate MARC format, on the Cataloging menu, click one of the following commands or press the equivalent keystroke:
    • Create > Single Record > Books or press <Ctrl><Shift><B>
    • Create > Single Record > Computer Files or press <Ctrl><Shift><P>
    • Create > Single Record > Continuing Resources or press <Ctrl><Shift><L>. Formerly called Serials; includes both serials and integrating resources material types.
    • Create > Single Record > Maps or press <Ctrl><Shift><M>
    • Create > Single Record > Mixed Materials or press <Ctrl><Shift><I>
    • Create > Single Record > Scores or press <Ctrl><Shift><C>
    • Create > Single Record > Sound Recordings or press <Ctrl><Shift><R>
    • Create > Single Record > Visual Materials or press <Ctrl><Shift><V>

    Results: MARC workforms contain the following default variable fields based on your cataloging profile:
    • Empty call number field appropriate for your profiled classification scheme. One of the following fields is inserted: 055, 070, 080, 086, 090, 092, or 096
    • Field 049 containing your default holding library code.
  3. Add data, edit, or review the new record. See About creating bibliographic records for more information.
  4. Add the record to WorldCat, save it to the online or local save file, or submit it for peer review. See About creating bibliographic records for more information.

     Caution: If you are online and log off without adding the new record to WorldCat or saving it, your record is lost.

    To prevent duplicate records, search WorldCat again, immediately before adding records to WorldCat to be sure that no other user has added a record since you began working on yours.

 Note: When you retrieve an original record from the online save file and add it to WorldCat, the system deletes the record from the save file. Resave the record if you need to keep it for further processing.

Content transferred to workform

Connexion supplies the following defaults in the new record:

  • MARC field 040: Subfields a and c containing your institution symbol and a blank subfield b.
     Note: If you are online, the client supplies the institution symbol from your logon authorization. If you are offline, the symbol is supplied from client options in Tools > Options > General tab (required).
  • Contents of the MARC fixed field defaults to values appropriate for the type of record.
  • Default variable fields based on your cataloging profile:
    • Empty call number field appropriate for your profiled classification scheme. One of the following fields is inserted: 055, 070, 080, 086, 090, 092, or 096
    • Field 049 containing your default holding library code.

       Note: If you are online, the client supplies the holding library code from your logon authorization. If you are offline, the code is supplied from client options in Tools > Options > General tab (required).

Connexion does not transfer:

  • OCLC control number: the word NEW replaces the control number
  • Holdings data
  • Fixed field values
  • MARC fields with tag numbers less than 100
  • MARC fields with tag numbers 9xx (x = any number)

Optional: Use RDA-based workforms

Default workforms for creating bibliographic records and constant data in the client are based on Anglo-American Cataloging Rules (AACR2). You can choose instead to use workforms based on Resource Description and Access (RDA) by setting an option in Tools > Options > RDA.

If you use RDA workforms, you can also set an option in the RDA Options tab to enable showing RDA field descriptions for variable fields. You must be an RDA subscriber and enter your RDA Toolkit logon information in the RDA Options tab. Once you set the option and enter your information, to see an RDA Toolkit field description: