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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.

 Learn more in a training video: Simplified cataloging: User preferences

  • About the simplified cataloging role
    Find an overview of the simplified cataloging role in Record Manager.
  • Simplified cataloging role process
    Discover a quick reference guide for common actions available in the simplified cataloging role in Record Manager, including how to search, edit records, create labels, and download export files.
  • Set export preferences
    Learn how to set export preferences with the simplified cataloging role in Record Manager.
  • Set preferences for bibliographic records
    Learn how to set preferences for working with bibliographic records with the simplified cataloging role in Record Manager.
  • Set search preferences
    Learn how to set preferences for basic and advanced searches with the simplified cataloging role in Record Manager.
  • Sign in
    Learn how to sign in to WorldShare Record Manager to access the simplified cataloging role features.