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OCLC Support

Export preferences

Before you can export a record, you must set up your export preferences.

  1. In the left navigation, click User Preferences.
  2. From the User Preferences screen, click Exporting - Authority Records. The Exporting - Authority Records accordion opens, revealing three tabs: General (default), International, and TCP/IP.

 Note: After setting preferences in General, International, or TCP/IP, click Reset Form to restore original default settings.

Set preferences for general export

Exporting - Authority Records accordion: General tab - Image
General tab
  1. 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
    • MARCXML with UTF-8 Unicode
  2. For Exclude Data, enter the tag, indicators, and subfields you want to exclude from your export records. Add additional tags by clicking the Add (Add button) button.
  3. Click Save.

Set preferences for international export

Exporting - Authority Records accordion: International tab - Image
International tab
  1. Click the International tab.
  2. For Diacritic Character Usage, select whether you want Decomposed or Precomposed.
  3. Click Save.

Set preferences for TCP/IP export

Exporting - Authority Records accordion: TCP/IP tab - Image
TCP/IP export preferences
  1. Click the TCP/IP tab.
  2. For TCP/IP connection options, enter:
    1. 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.
    2. Port Number - Enter the number of the port at your site that provides direct access to your local library system.
    3. Authentication - Select an authentication method from the drop-down list.
      • None
      • Login ID - Enter the ID and password to access your local system. Select Mark 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.
  3. For Connection Delay, select the wait time, in seconds, that occurs between each record sent in a batch from the drop-down list. The default wait time is 0.25 seconds.
  4. 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.
  5. For Gateway Export Response Messaging, click Use Messaging to enable messaging.
    1. If enabled, select the amount of time, in seconds, that messaging is displayed from the drop-down list. The default amount of time until timeout is 5 seconds.
  6. Click Save.