Add a bibliographic record to an export list

Overview

The following applies to all export lists, including Shared Lists and My Lists:

• Before you can create export lists or add records to them, you must set up your user preferences for exporting records​​​​​
• All export lists created will be formatted according to the preferences of the user who created it, regardless of the preferences of other users who may add to the list
• An existing list's format will not change if the original creator updates their user preferences
• A maximum number of 500 records can be added to a single export list

Add a MARC 21 WorldCat bibliographic record to a new export list

1. From the MARC 21 editor, click Record > Send to > Export List....
2. Click New List.
3. In the Export List Name text field, enter the name of your new export list.
4. (Optional) Select how you would like your export list to appear.
   • Select the Make Default check box if you want the new list to be the default export list that appears at the top of the dialog when adding records to an export list.
   • Select the My List check box to keep the list restricted to yourself. When not selected, the list is shared institution-wide.
5. Click Create and Add to List.
6. A confirmation message appears, which states that the system added your record to the export list. 
7. (Optional) To view your record in the export list:
   • Click on the name of the export list in the confirmation message.
   • To navigate to the export list, see View export lists.

Add a MARC 21 WorldCat bibliographic record to an existing export list

1. From the MARC 21 editor, click Record > Send to > Export List....
2. Select the name of an export list from Export Lists and then click Add. 
3. A confirmation message appears, which states that the system added your record to the export list. 
4. (Optional) To view your record in the export list:
   • Click on the name of the export list in the confirmation message.
   • To navigate to the export list, see View export lists.

Set a WorldCat holding on a MARC 21 bibliographic record and send to an export list 

1. From the MARC 21 editor, click Set Holding and Export.

    Note: WMS libraries will see the option to Set Holding Audience Level and Export.

2. To add the record to a new list, click New List and follow the steps to create a new export list.
3. To add the record to an existing list, select the name of an export list from Export Lists and then click Add. 
4. (Optional) To view your record in the export list:
   • Click on the name of the export list in the confirmation message.
   • To navigate to the export list, see View export lists.