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Introduction: Copy cataloging

WorldShare Record Manager: Copy cataloging step 1 of 8
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Discover an introduction to the Record Manager: Copy cataloging learning path.

Overview

This learning path will guide you through the process of copy cataloging in WorldShare Record Manager. The general process for copy cataloging is:

  • Search for a bibliographic record that matches your item using identifiers such as ISBN, OCLC number, or title/author
  • Add local bibliographic data (LBD) to match your library's requirements, if desired
  • Set local holdings
  • Export record(s)
  • Add record(s) to a label print list

Before beginning this process, review the sections below on this page for important information to help you get started.

User preferences

Before beginning this learning path, it is important to ensure that the correct user preferences are configured for your account. See the following documentation for more information:

Compare records

You can compare records in Record Manager to ensure that you have the most accurate match for the item you are cataloging. If multiple potential matching records are found when searching, comparing records can help determine which one is the best match. For more information, see Compare bibliographic records.

Watch a video

Get started with WorldShare Record Manager

Run time: 7:11

This video will provide a high-level overview including search options, record editing options, and basic navigation of WorldShare Record Manager.

Contents of this learning path

  • Search bibliographic records to find a matching record
  • Work with variable fields to add local data as needed
  • Reformat the record to automatically resort the variable fields in correct numeric order and correct minor errors.
  • Validate your local bibliographic record if applicable
  • Set WorldCat holdings on the bibliographic record
  • Export records
  • Next steps: Copy cataloging for advanced information