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OCLC Support

Set bibliographic record export options

Discover how to set export options in Connexion client.

Select a record standard and character set for exported bibliographic records

  • Record standard - Select the MARC 21 record standard (default), one of four Dublin Core record standards, or MARC XML.

     Caution: If you export single records in Dublin Core or MARC XML to an existing file, do not append records to the file. Client Dublin Core and MARC XML export files must have prologue and container code at the beginning and end of the file. An existing client export file already has the prologue and container. When you append one record at a time, a prologue and container are added at the beginning and end of each record.

  • Character set - Select the UTF-8 Unicode character set or the MARC-8 character set (default). See more about MARC-8 character sets and UTF-8 Unicode.
  • These settings apply to records you export singly or from a list, online or offline, or via batch processing.

To select a record standard and character set for exporting bibliographic records:

  • Navigate to Tools > Options > Export or press <Alt><T><O>.
  • Click Record Characteristics.
  • Under Bibliographic Records, click one of the following buttons:
    • Select one of the following from the Record Standard list:
      • MARC 21 (default)
      • Dublin Core Qualified
      • Dublin Core Simple
      • OCLC Dublin Core Qualified
      • OCLC Dublin Core Simple
      • MARC XML
        • When you select Dublin Core or MARC XML, the character set always defaults to UTF-8 Unicode.
        • All Dublin Core standards are structured in XML.
    • Select one of the following from the Character Set list:
      • MARC-8 (default)
      • UTF-8 Unicode

     Note: Follow the same procedure to select a character set for exporting authority records. The only available record format for exported authority records is MARC 21.
  • Click OK or press <Enter> to save your setting and close the window, or click Cancel to cancel changes. You are returned to the Export page in the Options window.

More about Dublin Core

The Dublin Core Metadata Element Set, called Dublin Core or DC, is an international standard that supports creating and sharing simple-to-moderately complex machine-readable descriptions of resources, especially those on the Internet. Find more about Dublin Core at the Dublin Core Metadata Initiative.

  • Dublin Core Simple - 15 primary elements of description.
  • Dublin Core Qualified - A series of refinements, also called qualifiers, that can be applied to the primary elements (e.g., Dublin Core Simple includes an element for date. Dublin Core Qualified includes a qualifier to describe the kind of date.).
  • OCLC forms of Dublin Core Simple and Dublin Core Qualified -11 additional elements that can be used with both Dublin Core types to define information about the record, not about the resource itself (e.g., OCLC Dublin Core Simple and OCLC Dublin Core Qualified include elements for 040 a (recordContentSource) and 040 b (languageOfCataloging).).

The following is a list of OCLC elements for defining record information and the corresponding field/subfield of the equivalent MARC record:

MARC field/subfield OCLC Dublin Core element name
040 a recordContentSource
003 recordControlNumberIdentifier
008/00-15 (Date entered) recordCreationDate
010 a recordIdentifier
010 b recordIdentifier
001 (OCLC number) recordIdentifier
040 b languageOfCataloging
019 a recordOCLCControlNumberCross-Reference
994 b (OCLC institution symbol) OCLC-MARCProcessingInformation
994 a (Transaction code (C0)) OCLC-MARCProcessingInformation
040 c recordTranscribingAgency

Results of character selection

MARC-8 export Unicode export
Uses MARC-8 character set Uses UTF-8 character set
Leader position 9 is <blank> Leader position 9 has the value a
Unicode characters that cannot be converted to MARC-8 are changed to the hex value enclosed in brackets All characters are exported, even if not included in MARC-8 characters approved for MARC-21 cataloging
If the record contains non-Latin scripts:
  • Field 066 is added automatically, indicating the presence of non-Latin script
  • Subfield 6 is included but a script identifier is not
If the record contains non-Latin scripts:
  • No field 066 is added
  • A script identifier is included

Define fields to delete from exported records

Specify fields to delete from exported records separately for bibliographic and authority records:

  1. Navigate to Tools > Options or press <Alt><T><O>.
  2. In the Options window, click Export > Field Export Options.
  3. In the Field Export Options window, in the Bibliographic Records box or the Authority Records box, enter tags you want to delete, each separated by a comma, or enter a range of tags (e.g., In the Bibliographic Records box, enter 920, 938, 945-999 to delete fields 920, 938, and 945 through 999 from exported records.).
  4. Perform one of the following actions:
    • Click OK or press <Enter> to save your setting and close the window. 
    • Click Cancel to cancel changes. 
    • Click Apply to save settings without closing the window.
  5. When finished, click OK to close the Options window.