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Query WorldCat to create a spreadsheet of your WorldCat holdings

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You can compile a spreadsheet of your library’s WorldCat holdings that includes OCLC number, author, title, and the LC call number. Follow the instructions to create a query collection and use a record editing tool.

Configure institution settings for query collections

If you haven't already, follow the instructions to Configure institution settings for query collections. Many of the settings are optional. At a minimum, configure the required settings below:

Verify your OCLC Symbol

Use the OCLC Symbol setting to verify that your institution's OCLC symbol is selected. Collection Manager uses the symbol displayed here to maintain WorldCat holdings and to output records.

Enable MARC Records

Utilice el ajuste Registros MARC para activar la entrega de registros. Tenga en cuenta que los ajustes de entrega de registros a nivel de colección permanecerán desactivados. Deberá activar la entrega de registros en sus colecciones antes de que se entreguen los registros.

Para activar la entrega de registros en los ajustes de la institución:

  1. Vaya a Configuración de la institución > Registros MARC.
  2. Seleccione Sí para Activar la entrega de registros MARC.

Una vez activada la entrega de registros, aparecerán pestañas de configuración para personalizarlos. La configuración de estas pestañas se aplica a todas las colecciones y registros que edite desde Collection Manager. Para personalizar sus registros, complete la configuración en cada pestaña correspondiente a sus tipos de colección: Personalizar registros, Actualizaciones de WorldCat, Entrega de registros, Opciones de socios de catalogación.

Create a query collection to retrieve records for your holdings

Create a query collection leaving One-time delivery selected:

  1. Sign in to the WorldShare interface at your library's WorldShare URL. Replace yourlibrary with your library's identifier: https://yourlibrary.share.worldcat.org/wms
  2. Navigate to Metadata > Collection Manager > Create a Collection > Query collection.
  3. Enter a Collection Name.
  4. The Collection ID is automatically supplied. Do not delete it.
  5. Enter your WorldCat Selection Criteria. Replace [OCLC symbol] with your library's symbol:

    li:[OCLC symbol]

  6. Leave One-time delivery selected for the Collection Type.
  7. Click Create.

Create query collection window

For complete instructions, see Create a query collection.

Enable MARC Records at the collection-level

Within the query collection you just created:

  1. Expand MARC Records.
  2. Select Use institution setting to enable record delivery at the collection level.
  3. Haga clic en Guardar.

Your profile is now set up. Records might be output as soon as the following day (records are output on weekdays, US EST). Large collections require an additional day to output records.

Collection-level record delivery option "Use Institution Setting"

Download files using My Files

See Download files in My Files.

Use MarcEdit to pull specific fields from your file of records

MarcEdit is available for download at: http://marcedit.reeset.net.

OCLC cannot provide support for this third-party tool. Find tutorials about using MarcEdit: http://www.youtube.com/results?search_query=marcedit.

To use MarcEdit to pull specific fields from your file of records:

  1. Open your downloaded files of records in MarcEdit and convert them to a tab-delimited file.
  2. Navigate to Tools > Export > Export Tab Delimited Records.
  3. In Set File Paths, enter the path of the file you downloaded from Collection Manager.
  4. Enter the path where you would like to output files. 
  5. Browse to your desired source file by clicking the folder next to the text box. Click Next.
  6. Define the fields and subfields that you want to export into the spreadsheet. Select a field and subfield and click Add Field until you have all of the desired fields represented. For example, you could choose:
    • ISBN (020$a),
    • OCLC number (035 $a),
    • LC call number (050 $a and $b),
    • Author (100 $a), and
    • Title (245 $a, $b and $c)
  7. Once you have selected all of the desired fields/subfields, click Export. 

 You can save your selections for future use. The resulting .txt file can be opened and viewed as a spreadsheet for additional manipulation as needed.