About exporting bibliographic records

Export records online or offline

• Immediate export while logged on or offline
  • Export occurs immediately whether you are logged on or offline unless you set an option in Tools > Options > Batch to perform bibliographic or authority record export in batch.
  • If you export immediately while offline, the client tracks your information and sends it to the system the next time you log on. When data is sent, the system displays a message summarizing the export information sent.
  • If you export records from the local file while logged on and change the default local file from either the local file manager (File > Local File Manager) or from the Search Bibliographic Local Save File window (Cataloging > Search > Local Save File), the client sends any export billing information to the system and displays a message summarizing the export information sent.
• Batch export
  • Mark records for batch export in the local save file. You must set an option in Tools > Options > Batch; otherwise, local file records export immediately.
• Choose record standard, character set
  • Select MARC 21, one of four Dublin Core record standards, or MARC XML; select MARC-8 or UTF-8 Unicode character set:
    • Export bibliographic records using the MARC 21 record standard (default) or select:
      • Dublin Core Qualified
      • Dublin Core Simple
      • OCLC Dublin Core Qualified
      • OCLC Dublin Core Simple
      • MARC XML
    • Export bibliographic and authority records using the MARC-8 character set (default) or the UTF-8 Unicode character set (required for Dublin Core export).
• Non-Latin script data in bibliographic records
  • Export bibliographic records containing non-Latin scripts:
    • All Connexion client users can view, enter, and edit non-Latin script data in records. By default, the exported records retain both Latin and non-Latin script fields, when present, with the Latin script data in tagged fields and the non- Latin data in corresponding MARC format 880 fields.
    • You can change this option if you do not want to retain the non-Latin script data. Under Tools > Options > International change to exporting the Latin data only.
    • If you do want to retain non-Latin script data, you can also change to exporting the non-Latin data only or both types of data, with the non-Latin data in the tagged fields.

       Caution: If you export records containing non-Latin script fields that are parallel to Latin script fields but are not linked, depending on your local system characteristics, the non-Latin script data may not show after export.

      If you have this problem, select the Warn before exporting bibliographic records that include unlinked non-Latin script fields check box in Tools > Options > Export to receive a warning message when records you try to export have unlinked fields. The option applies to records you export singly or from a list, online or offline, or via batch processing. See Export Options for more information.
• Validation
  • Validate exported records: By default, the system does no validation when you export records, but you can set an option to perform basic or full validation or re-set to none (Tools > Options > General / Validation Level Options).
• Generated OCLC number
  • OCLC number automatically generated in 035 field: With the expansion of the OCLC number from 8 digits to 9 digits to accommodate WorldCat record 100,000,000 and beyond, exported records contain an automatically generated 035 field containing the OCLC number, whether the number is 8 or 9 digits. The OCLC number is also retained in field 001.

     Note: Generating the OCLC number in the 035 field helps to accommodate various technical issues in libraries, facilitate deep-linking for WorldCat.org, and support better local control of bibliographic records. The 035 field is repeatable.

• Generated ISBN expansion
  • As a result of expanding the ISBN to the new 13-digit format, when you take a final action on a record that contains an ISBN in only one format, 10-digit or 13- digit, Connexion automatically generates the other format. ISBNs are stored in field 020.
    
    To have the 10- or 13-digit number, whichever is not in the record, generated automatically for exported records, you must take a final action before you export; otherwise, the export retains only ISBN(s) already in the record.
    
    See Technical Bulletin 253: ISBN and OCLC Number Changes for more detail.

Records you can export

• Records retrieved from WorldCat, from the online bibliographic save file, or from the local bibliographic save file.
• Workforms (new records you create) from the online or local bibliographic save file. You must set an option in Tools > Options > Export to be able to export workforms. See Set bibliographic record export options for more information.
• Bibliographic and authority records in the same file.
• Records containing non-Latin scripts.

No minimum authorization level is required to export records.