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Derive WorldCat bibliographic records

When you derive a Text View WorldCat bibliographic record, you are creating a new WorldCat bibliographic record from an existing WorldCat record that describes an item that resembles or is related to the item your are cataloging. By deriving the WorldCat record, you are using some of the information from a similar existing WorldCat 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.

 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.

Derive a Text View WorldCat bibliographic record before opening an existing record

  1. Search for an existing record.
  2. From the search results list, locate the record to be derived.
  3. Click Derive Record.
  4. Update the bibliographic record with your institution's information.
  5. From the Save drop-down menu, select Add Record and Set WorldCat Holding. The record is added to WorldCat and your library's OCLC institution symbol is added to the record to set a WorldCat holding.
  6. If a record was unable to be derived, an error message will appear. Correct any errors and repeat step 5.

Derive a Text View WorldCat bibliographic record after opening an existing record

  1. From the Text View editor, click Record.
  2. From the Record drop-down menu, select Derive WorldCat Record. The derived record opens with a new WorldCat bibliographic record with the information from the derived WorldCat record prepopulated in the fields.
  3. Update the bibliographic record with your institution's information.
  4. From the Save drop-down menu, select one of the following:
    • Add Record to WorldCat - Adds the record to WorldCat
    • Add Record and Set WorldCat Holding - Adds the record to WorldCat and sets a WorldCat holding by adding your library's OCLC institution symbol to the record
    A confirmation message will appear with the OCLC control number once the record has been added to WorldCat.
  5. If a record was unable to be derived, an error message will appear. Correct any errors and repeat step 6.
  6. (Optional). Save the derived record as in-progress to finish editing later.