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Export records

WorldShare Record Manager: Copy cataloging step 7 of 8
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Discover how to export records and download export files in Record Manager.

The next step in the copy cataloging workflow is exporting records, if desired. This step is not required for more WMS libraries. For more information on exporting, see Export MARC21 records.

Overview

You can export a MARC 21 WorldCat bibliographic record:

  • Using a TCP/IP connection (export immediately from the bibliographic record page or export records in a list)
  • Downloading the file through your browser (export records in a list)

Any export lists that have not been modified in the last 30 days are automatically deleted to clean up expired lists.

 Note: All exported bibliographic records will include embedded local bibliographic data fields.

Create new export list

After you create an export list, you can add records to it so that you can export these records at a later time. You can also create a new export list when you add a record to an export list.

  1. Navigate to Export Lists. Bibliographic record export lists are displayed by default.
  2. Click Create list.
  3. In the Create bibliographic export list dialog, enter a name for your new export list in the Export list name field.
  4. (Optional). Select how you would like your export list to appear.
    • Select the Set as default check box if you want this new list to be the default export list that appears at the top of the dialog when adding records to an export list.
    • Select Set as "My list" check box to keep the list restricted to yourself. When not selected, the list is shared institution-wide.
  5. Click Create. A confirmation message appears which states that the new export list has been created.

Add bibliographic records to an export list 

Add a bibliographic record to a new export list

  1. From the MARC 21 editor, click Record > Send to > Export List....
  2. Click New List.
  3. In the Export List Name text field, enter the name of your new export list.
  4. (Optional) Select how you would like your export list to appear.
    • Select the Make Default check box if you want the new list to be the default export list that appears at the top of the dialog when adding records to an export list.
    • Select the My List check box to keep the list restricted to yourself. When not selected, the list is shared institution-wide.
  5. Click Create and Add to List.
  6. A confirmation message appears, which states that the system added your record to the export list. 
  7. (Optional) To view your record in the export list:
    • Click on the name of the export list in the confirmation message.
    • To navigate to the export list, see View export lists.

Add a bibliographic record to an existing export list

  1. From the MARC 21 editor, click Record > Send to > Export List....
  2. Select the name of an export list from Export Lists and then click Add. 
  3. A confirmation message appears, which states that the system added your record to the export list. 
  4. (Optional) To view your record in the export list:
    • Click on the name of the export list in the confirmation message.
    • To navigate to the export list, see View export lists.

Export bibliographic records from an export list

 Note: Holdings must be set on a record before it can be sent to an export list or individually exported.

Export an individual MARC 21 WorldCat bibliographic record using TCP/IP

In order to export records with TCP/IP, you must have it profiled in your export preferences.

  1. From the bibliographic record screen, click Send to.
  2. From the Send to drop-down menu, select Local System.

Export a list of records using TCP/IP

 Note: Institutions with a firewall must configure it to recognize and accept data from the following IP address in order to export records directly from OCLC into an ILS: 132.174.100.234

  1. In the left navigation, select Export Lists. Bibliographic record export lists are displayed by default.
  2. Click the name of the list you want to export.
  3. (Optional) If you would like to remove any records from the export, select the check box next to the record(s), then click the Delete button at the top of the list.
  4. Click Export and select Send to local system (via TCP/IP) from the drop-down menu.

Export a list of records to your local machine 

  1. In the left navigation, select Export Lists. Bibliographic record export lists are displayed by default.
  2. Click the name of the list you want to export.
  3. (Optional) If you would like to remove any records from the export, select the check box next to the record(s), then click the Delete button at the top of the list.
  4. Click Export and select Send to my computer from the drop-down menu. Depending on your individual browser settings, the exported file automatically downloads to a pre-selected file location, or the browser prompts you to open or save the exported file.
  5. Select Save File and then click OK.