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WorldShare Record Manager release notes, March 2018

Release Date: March 11, 2018


This release of WorldShare Record Manager provides five new features and enhancements, in addition to bug fixes. These features:

  • Add additional subfields to controlled names
  • Root/expanded available for LC browse
  • Search the LC History File
  • All Preferences in One Location
  • New preference for Heading Linking Entries in search results

Many of these enhancements are the direct result of your feedback.

New features and enhancements

Add additional subfields to controlled names

When working in the MARC 21 editor, you can add relator codes and relator terms to controlled names in the following fields: 100, 110, 111, 700, 710, 711

Click on the arrow to expand the guided entry link. Select an item from the list, enter data in text box, and click Done.


Root/expanded available for LC browse

Root/expanded indexing is a two-layer approach to phrase indexing, which is currently only available to the Library of Congress Name and Subject authority file. This indexing breaks a single heading into two separate parts, designated as “Root” and “Expanded”, respectively. This indexing allows the user to broaden or narrow their search, given what information they have available. The concept is especially helpful for root headings that have a significant number of expanded terms, for example, the composer Beethoven, who has over 900 entries in the expanded index. The expanded index allows a user to navigate within the index independently having to re-enter the root term.



Search the LC History File

When working with LC authority records, you can view the current version and all changes made to an authority record using the LC authority history file.



All Preferences in One Location

All Record Manager preferences are now found on the Preference tab. Click on the arrow to open the area you want to update.


New preference for Heading Linking Entries in search results

You can now use a preference to see heading linking entries in your search results. For authority references, enable Show Heading Linking Entries in search results to view 7xx links in authority record search result lists if present in the records. The 7XX Heading Linking Entry fields provide a machine link within a system between equivalent or hierarchical headings whether they are structured in the same or different form, are from the same or different authority files or printed thesauri, or whether they exist as separate authority records.


Bug fixes

Index display order in Advanced Search preferences

When you deselect an index from the Searching - Advanced accordion in Search Preferences, the index is now removed from the index drop-down list.

OCLC number in My LBDs search

When you perform an OCLC number search scoped to My LBDs, it now works on the control number for the master bibliographic records.

Reset Form button in Search preferences does not work in some cases

In Search Preferences, the Reset Form button now works in the following instances:

  • From the Search - Advanced accordion:
    • The Reset Form button sets the Language of Cataloging back to the default.
    • The Reset Form button sets the Source of Cataloging back to the default.
  • From the Working with Records accordion:
    • The Reset Form button sets the Default Editor back to MARC 21.
    • If you set the Default Editor to Text View and then click Create WorldCat Record, the Text View editor appears.

Records exported in MARC XML format missing <collection> tag

The <collection> tag is not being added to records exported in MARC XML format.

Known issues

Bibliographic records derived using the Derive Electronic Record action cannot be saved to Save In-Progress files

When a bibliographic record is derived using the Derive Electronic record action, it cannot be saved to Save In-Progress files. The newly derived record must be added to WorldCat before the end of the session to preserve the template and any edits made.

Initial article for field 245 in Derive Electronic Record Advanced Action

The initial article from field 245 is being transferred to field 776 $t. This will be corrected in a future release. The workaround is to remove the initial article manually and change the second indicator to zero before you send the command to Derive Electronic Record.

Entire field removed from export

When you exclude data to removing specific subfields from exporting, the entire field is excluded during export. Workaround: Remove the subfield after the export is performed.


Shortcut for label printing

When you are in an LHR and attempt to use the shortcut key for label printing twice in one field, you only receive one entry on the label list. Workaround: Click on a new field within the LHR and execute the shortcut key again.

Important links

Post release office hours

To ask questions about the new features, enhancements, and improvements included in this release, plan to attend Record Manager's office hours. The session will be recorded and archived for future viewing on the OCLC Community Center. Please register, even if you are unable to attend, to receive a link to the recorded session. Be sure to double check the session time zone when registering.

WorldShare Record Manager office hours:

  • Date: Tuesday, March 13, 2018
  • Time: 10:00 am, Eastern Daylight Time (New York, GMT-04:00)
  • Registration: Use this link to register for the Webinar session.

Virtual AskQC office hours

Join OCLC Metadata Quality staff to discuss WorldCat quality issues and cataloging questions.

  • The last Wednesday of every month, from Wednesday, January 31, 2018, to Wednesday, June 27, 2018, 1:00 pm to 2:00 pm Eastern Daylight Time
    WebEx link for office hours
    Call-in toll-free number (US/Canada): 1-877-668-4490
    Global call-in numbers
    Access code: 717 335 904

Support website(s)

Support information for this product and related products can be found at: