Exporting - Bibliographic Records (Fundamentals)
Discover how to set preferences for general, international, TCP/IP, and Uniform Resource Identifiers (URIs) bibliographic record export. Export preferences must be set before exporting records.
Note: If you are a WMS library or using full WorldShare Record Manager, please see Exporting - Bibliographic Records.
Overview
This accordion allows you to set preferences for bibliographic record export. Export preferences must be set before exporting records.
- In the left navigation, click User Preferences.
- From the User Preferences screen, click Exporting - Bibliographic Records.
Note: After setting preferences in General, International, TCP/IP, or Uniform Resource Identifiers (URIs):
- Click Reset Form to restore original default settings.
- Click Discard Page Changes to discard the changes you made and retain your previous settings. A confirmation dialog displays to confirm the discardment. Click Discard to confirm and discard your changes.
- Click Save to save changes to User Preferences.
Set preferences for general export
- Exporting - Bibliographic Records accordion: General tab - Image
- For Format, select a format for your export records from the drop-down list.
- MARC 21 with MARC-8
- MARC 21 with UTF-8 Unicode (default)
- MARCXML with UTF-8 Unicode
- MARC 21 with MARC-8 and LHR
- MARC 21 with UTF-8 Unicode and LHR
- MARCXML with UTF-8 Unicode and LHR
- Dublin Core Simple with UTF-8 Unicode
- Dublin Core Qualified with UTF-8 Unicode
- OCLC Dublin Core Simple with UTF-8 Unicode
- OCLC Dublin Core Qualified with UTF-8 Unicode
- MODS with UTF-8 Unicode
- In the Exclude Bibliographic Data area, you can:
- Exclude an entire field - In the Exclude Matching Field(s) area:
- Select the field to exclude from the Tag drop-down list.
- Select the indicator(s) the field contains from the Ind 1 and Ind 2 drop-down lists.
- Remove a field that contains specific subfield(s) - In the Exclude Matching Field(s) area:
- Select the field to exclude from the Tag drop-down list.
- Select the indicator(s) the field contains from the Ind 1 and Ind 2 drop-down lists.
- Select or enter the subfield(s) the field contains from the Subfield(s) drop-down list. This list contains an auto-suggest text field. Auto-suggestions for list-appropriate elements start with the first keystroke in the text field.
- Exclude specific subfield(s) from a field - In the Exclude Subfield(s) in Matching Field(s) area:
- Select the field that contains the subfields you want to exclude from the Tag drop-down list.
- Select the indicator(s) the field contains from the Ind 1 and Ind 2 drop-down lists.
- Select or enter the subfield(s) you want to exclude from the Subfield(s) drop-down list. This list contains an auto-suggest text field. Auto-suggestions for list-appropriate elements start with the first keystroke in the text field.
Note:
- Fields are excluded before the subfields.
- Add additional tags by clicking the Add () button.
- Remove tags by clicking the Remove () button.
- You can add up to 100 field exclusions for both whole field exclusions and subfield within a field exclusions.
- Click Save.
Set preferences for international export
- Exporting - Bibliographic Records accordion: International tab - Image
- Click the International tab.
- For Non-Latin Content Exported, select how Latin and Non-Latin content will appear in exported records from the drop-down list.
- All data with Latin script in 880 fields
- All data with other scripts in 880 fields
- Latin script only
- Other scripts only
- For Diacritic Character Usage, select whether you want Decomposed or Precomposed.
- For Warning, select Warn before exporting bibliographic records that include unlinked non-Latin script fields if you want the system to generate an error message before you export MARC 21 bibliographic records that include unlinked non-Latin script fields.
Set preferences for TCP/IP export
Note: Institutions with a firewall must configure it to recognize and accept data from the following IP address to export records directly from OCLC into an ILS: 132.174.100.234
- Exporting - Bibliographic Records accordion: TCP/IP tab - Image
- Click the TCP/IP tab.
- For TCP/IP connection options, enter:
- Host Name- Enter the TCP/IP name (e.g., lib.domain.edu) or the numeric TCP/IP address of the host computer that runs your local system.
- Port Number- Enter the port number that will be used to receive the exported records
- Authentication- Select an authentication method from the drop-down list.
- None
- Login ID - Enter the ID and password to access your local system. Select Mask Password if you do not want the password to be visible.
- User ID- Enter the ID to access your local system.
- Select Mask ID if you do not want the ID to be visible.
- For Connection Delay, select the wait time, in minutes, that occurs between each record sent in a batch from the drop-down list. The default wait time is 0.25 minutes.
- For Connection Attempts, select the maximum number of attempts to retry connecting to the local system if the first connection attempt fails from the drop-down list. The default maximum number is 0.
- For Gateway Export Response Messaging, click Use Messaging to enable messaging.
- If enabled, select the amount of time, in seconds, that messaging is displayed from the Messaging Timeout drop-down list. The default amount of time until timeout is 5 seconds.
- Click Save.
Set preferences for Uniform Resource Identifiers (URIs) export
- Exporting - Bibliographic Records accordion: Uniform Resource Identifiers (URIs) tab - Image
- For Name Headings Identity Services, select which name headings identity services to include with exported records.
- GND Authorities
- LC/NACO Authority File
- For Subject Headings Identity Services, select which subject headings identity services to include with exported records.
- GND Authorities
- LC Subject Authority File
- MeSH Authorities