WorldShare Record Manager release notes, August 2020

Preview Page for Bibliographic Records

• When applying constant data to a bibliographic record, from the record menu, you will now have the option to immediately apply the default constant data record or open the Preview Constant Data page for bibliographic records. Previously, there were only options to apply or derive Constant Data.

• Upon selecting the option to "Apply and Preview Constant Data," you will be navigated to the Preview Constant Data page:

• The Apply and Preview page will allow you to select any saved bibliographic constant data record in the toolbox and preview the overlay with the record being edited. 
• You may also choose which field set(s) to apply - fixed, variable, or both.
• Overlays from the constant data record to the edited record will be highlighted in blue.
• The hyperlinked OCLC number will navigate back to the edited record.
• Upon selecting "Apply Constant Data," you will be navigated back to the edited record, and a success message will appear, displaying updated fields:

Preview Page for LHR Records

• When applying constant data in the LHR editor using the record menu, you will now have the option to immediately apply the default constant data record, or open the Preview Constant Data page for LHRs. Previously, there were only options to apply or derive LHR Constant Data.

• Upon selecting the option to "Apply and Preview Constant Data," you will be navigated to the preview constant data page:

• The Apply and Preview Constant Data page will allow you to select any saved LHR constant data record in the Toolbox and preview the overlay with the record being edited. 
• You may also choose which field set(s) to apply - fixed, variable, or both.
• Overlays from the constant data record to the edited record will be highlighted in blue.
• The hyperlinked LHR Control Number will navigate back to the edited record.
• You will have the option to preserve 852 subfields in the edited record as needed from the following list - 
  • ǂa    Location
    ǂb    Sublocation or collection
    ǂc    Shelving location
    ǂd    Former shelving location
    ǂe    Address
    ǂf     Coded location qualifier
    ǂg    Noncoded location qualifier
    ǂh    Classification part
    ǂi     Item part
    ǂj     Shelving control number
    ǂk    Call number prefix
    ǂl     Shelving form of title
    ǂm   Call number suffix
    ǂn    Country code
    ǂp    Piece designation
    ǂq    Piece physical condition
    ǂs    Copyright article-fee code
    ǂt     Copy number (
    ǂu    Uniform Resource Identifier
    ǂx    Nonpublic note
    ǂz    Public note
    ǂ2    Source of classification or shelving scheme
    ǂ3    Materials specified
  • By default, the following subfields are automatically selected -
    • ǂh    Classification part
      ǂi     Item part
• Upon selecting "Apply Constant Data," you will be navigated back to the edited record, and a success message will appear, showing updated fields:

Create Record Changes

• When selecting "Create Record" from the Record Manager menu, you will now have the option to select any saved bibliographic constant data record. This option was previously unavailable.

• Upon selecting a saved constant data record and clicking "Create," you will be taken to the MARC editor page that will display a success message, detailing the field(s) overlayed from the constant data record:
  • Note - this feature will be unavailable if you select "Authority Record" when making a data type selection, or if you select "Text View" as the record editor.

Deriving Bibliographic Records with Default Constant Data

• You will now have the option to derive a bibliographic record with the default bibliographic constant data record applied. This option can be found by navigating to the "Record" menu option and then selecting "Derive Bibliographic Record" while on the MARC editor page. Previously, only the "Derive" option was available.

• Upon selecting "Derive with Default Constant Data", you will be navigated to a new tab with the derived record displayed in the MARC editor and a success message will display, detailing the fields that have been overlaid in the derived record:
  • Note:
    • Selecting the "Derive" option will derive the record without applying any constant data records.
    • You must first select a default constant data record from the Toolbox before the "Derive with Default Constant Data" option is available.

Deriving Bibliographic Records using Constant Data Preview

• You will now have the option to derive a bibliographic record and open the Preview Constant Data page. This option can be found by navigating to the "Record" menu option and then selecting "Derive and Preview Constant Data" while on the bibliographic editor page:

• After choosing this option, you will be navigated to the Preview Constant Data page:

• The Apply and Preview page will allow you to select any saved bibliographic constant data record in the toolbox and preview the overlay with the record being derived. 
• You may also choose which field set(s) to apply - fixed, variable, or both.
• Overlays from the constant data record to the edited record will be highlighted in blue.
• Upon selecting "Apply Constant Data," you will be navigated to the derived record in the MARC editor, and a success message will appear detailing changes:

Deriving LHRs with Default Constant Data

• You will now have the option to derive an LHR record with the default LHR constant data record applied. This option can be found by navigating to the "Record" menu option and then selecting "LHR" while in the LHR editor:

• Upon selecting "Derive with Default Constant Data", you will be navigated to a new tab with the derived LHR displayed in the LHR editor and a success message will display, detailing the fields that have been overlaid in the derived record:
  • Note:
    • Selecting the "Derive" option will derive the LHR record without applying any LHR constant data records.
    • You must first select a default LHR constant data record from the Toolbox before the "Derive with Default Constant Data" option is available.

Deriving LHR Records using Constant Data Preview

• You will now have the option to derive an LHR record and open the Preview Constant Data page. This option can be found by navigating to the "Record" menu option and then selecting "Derive and Preview Constant Data" -

• Upon selecting the option to "Derive and Preview Constant Data," you will be navigated to the Preview Constant Data page:

• The Apply and preview page will allow you to select any saved LHR constant data record in the Toolbox and preview the overlay with the record being edited. 
• You may also choose which field set(s) to apply - fixed, variable, or both.
• Overlays from the constant data record to the edited record will be highlighted in blue.
• You will have the option to preserve 852 subfields in the edited record as needed from the following list -
  • ǂa    Location
    ǂb    Sublocation or collection
    ǂc    Shelving location
    ǂd    Former shelving location
    ǂe    Address
    ǂf     Coded location qualifier
    ǂg    Noncoded location qualifier
    ǂh    Classification part
    ǂi     Item part
    ǂj     Shelving control number
    ǂk    Call number prefix
    ǂl     Shelving form of title
    ǂm   Call number suffix
    ǂn    Country code
    ǂp    Piece designation
    ǂq    Piece physical condition
    ǂs    Copyright article-fee code
    ǂt     Copy number
    ǂu    Uniform Resource Identifier
    ǂx    Nonpublic note
    ǂz    Public note
    ǂ2    Source of classification or shelving scheme
    ǂ3    Materials specified
  • By default, the following subfields are automatically selected -
    • ǂh    Classification part
      ǂi     Item part
• Upon selecting "Apply Constant Data," you will be navigated to the newly derived record and a success message will appear that details field updates: