Simplified cataloging role

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The simplified cataloging role is a streamlined Record Manager interface focused on providing a straightforward approach to cataloging.

Simplified cataloging overview

Learn more in a training course and a WorldShare Workflow

Simplified cataloging

In this course, you will learn how to use Record Manager simplified cataloging to find WorldCat records that match your items, set holdings and export records, download records from an export list, and optionally, add local data to records before exporting.

For additional information about simplified cataloging, see these videos: Simplified cataloging: Search WorldCat, Simplified cataloging: Labels and Simplified cataloging: User preferences.

Date	Time	Registration link

Thursday, November 16, 2023

2:00PM - 3:00 PM Eastern Standard Time, North America [UTC -5]

View a recorded session

View a recorded session (50 minutes)

Course handouts

Learner guide: Simplified cataloging

Simplified cataloging role process

Learn more in a WorldShare Workflow: Simplified cataloging role process

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Find information about the simplified cataloging role in Record Manager. Discover basics of the simplified cataloging process, how to set user and export preferences, and a guide to the simplified cataloging process.
Search and catalog
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Learn how to perform basic and advanced searches as well as how to export records and print labels with the simplified cataloging role in Record Manager.