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Record Manager Fundamentals user preferences

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Learn how to set preferences for searching, exporting, labels, and record editing in WorldShare Record Manager Fundamentals.

 Note: If you are a WMS library or using full WorldShare Record Manager, please see Record Manager user preferences. 

 Learn more in a training video: Set user preferences for bibliographic records

  • 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.
  • Searching - Advanced (Fundamentals)
    Discover how to set preferences for advanced searches in WorldShare Record Manager Fundamentals.
  • Searching - Basic (Fundamentals)
    Discover how to set preferences for data type, bibliographic records, and local holdings records basic searches in WorldShare Record Manager Fundamentals.
  • Working with Records (Fundamentals)
    Discover how to set data type for the Create Record dialog and set preferences for working with bibliographic, and local holdings records in WorldShare Record Manager Fundamentals.