Comparison of Connexion browser and Record Manager actions
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A quick reference guide comparing common actions and steps between Connexion browser and Record Manager.
Learn more in a training video: Get started with WorldShare Record Manager
Search for bibliographic records
Connexion browser |
Record Manager |
Basic search
- Navigate to the Cataloging tab > Search > WorldCat or press <Ctrl><Shift><W>.
- In the Command Line Search box, enter a complete search or browse. Enter any of these search types:
- Numeric
- Keyword
- Derived
- Browse
- Click Search.
Advanced search
- Navigate to the Cataloging tab > Search > WorldCat or press <Ctrl><Shift><W>.
- In the Keyword/Numeric Search area, select an index from the list. See Bibliographic record indexes for more information on available indexes.
- Based on the index you selected, enter your search terms into the text field. The text field will expand to fit your search terms, if needed.
- Click Search.
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Basic search
- From the Data Type drop-down list, select Bibliographic Records.
- From the Scope and index drop-down lists, select All WorldCat as the search scope and choose an index.
- In the Term(s) text field, enter your search terms.
- Click Search.
Advanced search
- On the left navigation, click Advanced Search.
- From the Search Scope drop-down list, select All WorldCat.
- Select an Index from the list. See Bibliographic record indexes for more information on available indexes.
- Based on the index you selected, enter your search terms into the text field. The text field will expand to fit your search terms, if needed.
- Click Search.
For more details on searching, as well as a full list of scopes and indexes, see Advanced search and Basic search.
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Edit bibliographic records
Connexion browser |
Record Manager |
Edit fixed or variable fields
- Place the cursor in the desired field and edit the content.
Add a field
- Click the Functions drop-down list and select Add Multiple Fields (enter a value between 1 and 10 and click OK) or Add Single Field Below.
Delete a field
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Click the Functions drop-down list and select Delete Field.
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Edit fixed or variable fields
- To edit fixed fields click the arrow beside the fixed field. The fixed field guided entry panel expands.
- To edit variable fields place the cursor in the field and edit the content.
- Update any fields using their drop-down lists.
- Click Done.
Add a field in a MARC 21 record
- From the MARC 21 editor, click the field immediately above the location where you want to add a new field.
- Click the Add Field icon.
Delete a field from a MARC 21 record
- From the MARC 21 editor, find the field you want to delete.
- Click the Delete Field icon.
For more information, see Work with variable fields.
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Set holdings on a bibliographic record
Connexion browser |
Record Manager |
- With the record open, select Update Holdings from the Action drop-down menu or press <Alt><K>, <U>.
- Click OK. Your institution’s OCLC symbol is associated with the record.
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- From the MARC 21 editor, click Record.
- From the Record drop-down menu, select Set WorldCat Holding. The system sets a WorldCat holding on the record.
For more details, see Set WorldCat holdings on MARC 21 bibliographic records.
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Delete holdings from a bibliographic record
Connexion browser |
Record Manager |
- With the record open, select Delete Holdings from the Action drop-down menu or press <Alt><K>, <9>.
- If you have Local Data Records attached, when prompted, click Yes to delete LDRs and OCLC symbol, or No to cancel and return to the record.
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- From the MARC 21 editor, click Record.
- From the Record drop-down menu, select Delete WorldCat Holding.
To delete holdings of up to 10,000 records at a time, see Delete WorldCat holdings.
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Export bibliographic records
Connexion browser |
Record Manager |
Export an individual record
- Retrieve a record from WorldCat or the save file.
- On the Action list click Export Record in MARC or press <Alt><K>, <E>.
- Depending on the export destination, the record is either added to a file on the Connexion server, or sent directly to your local system.
For information about exporting multiple records, see the OCLC Connexion Browser Export and Import Bibliographic Records guide.
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Add an individual record to a new export list
- From the MARC 21 editor, click Record > Send to > Export List....
- Click New List.
- Enter the name of your new export list in the Name field.
- Optional. Select Make Default if you want the new list to be the default export list that appears at the top of the Export Lists list.
- Click Create and Add to List. A confirmation message appears which states that the system added your record to the export list.
Export an individual record using TCP/IP
In order to export records with TCP/IP, you must have it profiled in your export preferences.
- From the MARC 21 editor, click Record.
- From the Record drop-down menu, select Local System from the Send to flyout menu.
For information about exporting multiple records, see Export bibliographic records from an export list.
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Original cataloging workflow
Connexion browser |
Record Manager |
New workform
- Click the Create button.
- Fill in the workform.
- Complete the record and either save it or add it to WorldCat.
Derived record
- In the record, on the Edit list click Derive New Record or press <Alt><K>, <D>.
- Click Yes to transfer fixed field values or No for default values.
- Complete the record and either save it or add it to WorldCat.
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Create a record
- In the left navigation, click Create Record.
- Verify that the Record Editor, and Format defaults are correct. If not, select the applicable option(s).
- From the Material Type drop-down list, select a material type.
- Click Create.
- Edit the bibliographic record fixed fields and variable fields.
- Save > Add Record and Set WorldCat holding.
- Export the record.
Derive a record
You can also create a MARC 21 WorldCat bibliographic record by deriving bibliographic records. For information about deriving records, see Derive WorldCat bibliographic records.
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