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Derive WorldCat bibliographic records

Overview

When you derive a bibliographic record, you are creating a new WorldCat bibliographic record from an existing record that describes an item that resembles or is related to the item your are cataloging. By deriving the record, you are using some of the information from a similar existing record rather than entering information into a blank form. Because you reuse applicable content, this procedure enables you to be more efficient and reduce errors.

Transferred content

When you derive a bibliographic record, this content is transferred to the new record:

  • MARC fields with tag numbers from 1xx to 8xx.
  • Links to controlled headings.
  • Fixed field values

Defaults

The system also supplies the following defaults in the new bibliographic record:

  • MARC field 040: Subfields a and c containing the your OCLC institution code and a blank subfield b.
  • Default variable fields based on your cataloging profile:
  • Empty call number field appropriate for your profiled classification scheme.
  • One of the following fields is inserted: 055, 070, 080, 086, 090, 092, or 096.
  • Field 049 containing you default holding library code.

Content not transferred

The following content is not transferred to the new bibliographic record:

  • Holdings data
  • Fixed field values
  • MARC fields with tag numbers less than 100
  • MARC fields with tag numbers 9xx

Saved in-progress records

You can derive a new record from a saved in-progress record; however, the new record is not placed in the saved file automatically. You must manually save the record as an in-progress record.

Derive a bibliographic record after opening an existing record

 Note: Before deriving a record, verify that no one has previously added a record for the item you want to add. This practice prevents duplicate records from being created.

  1. From the Record Manager interface, search for the existing record.
  2. Click Edit Record.
  3. From the Record drop-down menu, select Derive WorldCat Record.
  4. (Optional). From the Record drop-down menu, select a new material type from the Change Material Type flyout menu.
  5. Update the bibliographic record with your institution's information.
  6. From the Save drop-down menu, select Add Record to WorldCat or Add Record and Set WorldCat Holding. A confirmation message will appear with the OCLC control number once the record has been added to WorldCat.
  7. If a record was unable to be derived, an error message will appear. Correct any errors and repeat step 6.
  8. (Optional). Save the derived record as in-progress to finish editing later.

Derive a bibliographic record before opening an existing record

 Note: Before deriving a record, verify that no one has previously added a record for the item you want to add. This practice prevents duplicate records from being created.

  1. From the Record Manager interface, search for the existing record.
  2. Click Derive Record.
  3. (Optional). From the Record drop-down menu, select a new material type from the Change Material Type flyout menu.
  4. Update the bibliographic record with your institution's information.
  5. From the Save drop-down menu, select Add Record to WorldCat or Add Record and Set WorldCat Holding. A confirmation message will appear with the OCLC control number once the record has been added to WorldCat.
  6. If a record was unable to be derived, an error message will appear. Correct the errors and repeat step 6.
  7. (Optional). Save the derived record as in-progress to finish editing later.
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