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Read the page in original English <a onclick="goToLanguage('en')">here</a>.</div> <script type="text/javascript">/*<![CDATA[*/ // Determine if machine translation message should be shown function displayMachineTranslationMessage() { // Show if Italian, excluding certain pages if (thisSiteLanguage == 'it' && !document.querySelector('.columbia-page-home')) { document.querySelector('#machine-translation-message').style.display = null; } } displayMachineTranslationMessage();/*]]>*/</script> </div> <div class="mt-content-side"></div> <div id="mt-toc-container" data-title="Table of contents" data-collapsed="true"> <button class="mt-toggle mt-summary-toggle ui-button-icon mt-toggle-expand">Table of contents</button> <div class="mt-toc-content mt-collapsible-section mt-toc-hide"> <ol><li><a href="#Introduction" rel="internal">Introduction</a></li><li><a href="#New_features_and_enhancements" rel="internal">New features and enhancements</a><ol><li><a href="#Insert_WorldCat_Entities_identifiers_in_bibliographic_fields" rel="internal">Insert WorldCat Entities identifiers in bibliographic fields</a><ol><li><a href="#Insert_WorldCat_Entity_under_the_Edit_menu_or_the_right-click_menu" rel="internal">Insert WorldCat Entity under the Edit menu or the right-click menu</a></li><li><a href="#Insert_WorldCat_Entity_dialog" rel="internal">Insert WorldCat Entity dialog</a></li><li><a href="#Add_a_WorldCat_Entity_identifier_to_a_bibliographic_record" rel="internal">Add a WorldCat Entity identifier to a bibliographic record</a></li><li><a href="#Add_a_WorldCat_Entity_identifier_to_a_controlled_field" rel="internal">Add a WorldCat Entity identifier to a controlled field</a></li><li><a href="#" rel="internal"></a></li><li><a href="#WorldCat_Entity_identifiers_display_as_clickable_links" rel="internal">WorldCat Entity identifiers display as clickable links</a></li></ol></li><li><a href="#_2" rel="internal"></a></li><li><a href="#The_maximum_number_of_records_that_can_be_added_to_a_single_export_list_was_increased_to_500" rel="internal">The maximum number of records that can be added to a single export list was increased to 500</a></li></ol></li><li><a href="#Bug_fixes" rel="internal">Bug fixes</a><ol><li><a href="#User_preferences_for_Exclude_Bibliographic_Data_did_not_work_for_all_fields.2Fsubfields" rel="internal">User preferences for Exclude Bibliographic Data did not work for all fields/subfields</a></li></ol></li><li><a href="#Known_issues" rel="internal">Known issues</a><ol><li><a href="#758_field_Insert_WorldCat_Entity_behavior" rel="internal">758 field Insert WorldCat Entity behavior</a></li></ol></li><li><a href="#Important_links" rel="internal">Important links</a><ol><li><a href="#Post-release_sessions" rel="internal">Post-release sessions</a></li><li><a href="#WorldCat_Validation_release_notes" rel="internal">WorldCat Validation release notes</a></li><li><a href="#Virtual_AskQC_office_hours" rel="internal">Virtual AskQC office hours</a></li><li><a href="#OCLC_cataloging_community_meeting" rel="internal">OCLC cataloging community meeting</a></li><li><a href="#Support_websites" rel="internal">Support websites</a></li></ol></li></ol> </div> </div> <div id="page-top"> <div id="topic"> <div id="pageText"> <p> </p> <p class="release-date" style="text-align: center;"><span class="mt-font-size-28">Release Date: January 29, 2024</span></p> <div mt-section-origin="Metadata_Services/WorldShare_Record_Manager/Release_notes_and_known_issues/2024_release_notes/100WorldShare_Record_Manager_release_notes_January_2024" class="mt-section" id="section_1"><span id="Introduction"></span><h2 class="editable">Introduction</h2> <p>This release of WorldShare Record Manager provides two new features and enhancements in addition to one bug fix. These features will help you manage more complex workflows, including:</p> <ul> <li> <p dir="auto" style="margin-bottom:0px; margin-left:0px; margin-right:0px; margin-top:10px; text-decoration-thickness:initial">The ability to search WorldCat Entities and insert linked data identifiers in bibliographic records within your cataloging workflow</p> </li> <li> <p dir="auto" style="margin-bottom:0px; margin-left:0px; margin-right:0px; margin-top:10px; text-decoration-thickness:initial">The maximum number of records that can be added to a single export list was increased to 500</p> </li> <li>Bug fixes <ul> <li>User preferences for Exclude Bibliographic Data did not work for all fields/subfields</li> </ul> </li> </ul> <p>Many of these enhancements are the direct result of your feedback.</p> </div><div mt-section-origin="Metadata_Services/WorldShare_Record_Manager/Release_notes_and_known_issues/2024_release_notes/100WorldShare_Record_Manager_release_notes_January_2024" class="mt-section" id="section_2"><span id="New_features_and_enhancements"></span><h2 class="editable">New features and enhancements</h2> <div mt-section-origin="Metadata_Services/WorldShare_Record_Manager/Release_notes_and_known_issues/2024_release_notes/100WorldShare_Record_Manager_release_notes_January_2024" class="mt-section" id="section_3"><span id="Insert_WorldCat_Entities_identifiers_in_bibliographic_fields"></span><h3 class="editable">Insert WorldCat Entities identifiers in bibliographic fields</h3> <p>As of December 2023, OCLC has started adding WorldCat Entities identifiers (URIs = Uniform Resource Identifiers) to WorldCat records as $1 links in 100, 600, 647, 651, 700 and 758 MARC fields in order to establish a bridge between MARC data and linked data.</p> <p>You can reference these identifiers by exploring more than 150 million WorldCat Entities at <a href="https://nam12.safelinks.protection.outlook.com/?url=https%3A%2F%2Fentities.oclc.org%2F&data=05%7C02%7CPetra.Loeffel%40oclc.org%7C5d2a1abc31c34b442ed208dc01b8fbc8%7C516a75d7dc984163a03ff918d2a2bc9a%7C0%7C0%7C638387141223576464%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=ZcfXSs2JbClnUstHTvmAP9oXe3fjEdJWI6yyjJUfw7c%3D&reserved=0" target="_blank" rel="external noopener nofollow" class="link-https">entities.oclc.org</a>.  </p> <p>For bibliographic records that don't have an identifier in a 100, 600, 647, 651, 700 or 758 field, this new functionality allows you to look up and - if available - insert a $1 with an identifier referencing WorldCat Entities.</p> <p><span class="mt-icon-info2"> </span>Note:<b> </b>To be able to use the new feature "Insert WorldCat Entity" you have to be logged in to Record Manager with one of these roles:</p> <ul> <li>Cataloging Admin</li> <li>Cataloging Full</li> <li>Cataloging Limited</li> <li>Cataloging Agent</li> </ul> <div mt-section-origin="Metadata_Services/WorldShare_Record_Manager/Release_notes_and_known_issues/2024_release_notes/100WorldShare_Record_Manager_release_notes_January_2024" class="mt-section" id="section_4"><span id="Insert_WorldCat_Entity_under_the_Edit_menu_or_the_right-click_menu"></span><h4 class="editable">Insert WorldCat Entity under the Edit menu or the right-click menu</h4> <p>When your cursor is in a 100, 600, 647, 651, 700 or 758 field and you either expand the Edit menu or open the right-click menu options in the MARC21 bibliographic editor, you will see the option to "Insert WorldCat Entity" in the dropdown menu.  This option is disabled if your cursor is in any other field than the ones mentioned before.</p> <p>Edit menu with the new "Insert WorldCat Entity" option:</p> <p><img alt="InsertEntityEditMenu.png" class="internal default" style="width: 634px; height: 780px;" width="634px" height="780px" loading="lazy" src="https://help.oclc.org/@api/deki/files/15907/InsertEntityEditMenu.png?revision=1&size=bestfit&width=634&height=780" /></p> <p>Right-click menu if the cursor focus is in one of the above listed fields:</p> <p><img alt="InsertEntity.png" class="internal default" style="width: 804px; height: 508px;" width="804px" height="508px" loading="lazy" src="https://help.oclc.org/@api/deki/files/15906/InsertEntity.png?revision=1&size=bestfit&width=804&height=508" /></p> </div><div mt-section-origin="Metadata_Services/WorldShare_Record_Manager/Release_notes_and_known_issues/2024_release_notes/100WorldShare_Record_Manager_release_notes_January_2024" class="mt-section" id="section_5"><span id="Insert_WorldCat_Entity_dialog"></span><h4 class="editable">Insert WorldCat Entity dialog</h4> <p>As soon as you click the "Insert WorldCat Entity" option a dialog window opens. The text of the field you were coming from (e.g. the author name) is automatically carried over into the search term box and the search for that search term is completed in WorldCat Entities. </p> <p>In the example below the name has a typo which makes the search fail and returns a "No results" message.</p> <p><img alt="InsertEntityNoResults.png" class="internal default" style="width: 1028px; height: 550px;" width="1028px" height="550px" loading="lazy" src="https://help.oclc.org/@api/deki/files/15911/InsertEntityNoResults.png?revision=1&size=bestfit&width=1028&height=550" /></p> <p>You can now either manually correct the typo in the search box and submit the search again by clicking on the "Search" button or close the dialog by clicking on "Cancel" and correct the typo in the bibliographic editor and then try again. </p> <p>If the typo was corrected and the search found a result in WorldCat Entities, the entity label and a description that helps disambiguating results (in the case that multiple results were found) is displayed.</p> <p>You can now click on "Select Entity" if you want to insert the identifier for the entity into your bibliographic record.</p> <p><img alt="InsertEntityResults.png" class="internal default" style="width: 1030px; height: 490px;" width="1030px" height="490px" loading="lazy" src="https://help.oclc.org/@api/deki/files/15912/InsertEntityResults.png?revision=1&size=bestfit&width=1030&height=490" /></p> </div><div mt-section-origin="Metadata_Services/WorldShare_Record_Manager/Release_notes_and_known_issues/2024_release_notes/100WorldShare_Record_Manager_release_notes_January_2024" class="mt-section" id="section_6"><span id="Add_a_WorldCat_Entity_identifier_to_a_bibliographic_record"></span><h4 class="editable">Add a WorldCat Entity identifier to a bibliographic record</h4> <p>After selecting an entity from the result list in the "Insert WorldCat Entity" dialog by clicking on the "Select Entity" button as seen above, the identifier (URI) of that entity is inserted into the bibliographic record.</p> <p>It can be added to a field that is either controlled to an authority file or uncontrolled.</p> <p><img alt="InsertEntitySelected.png" class="internal default" style="width: 1042px; height: 157px;" width="1042px" height="157px" loading="lazy" src="https://help.oclc.org/@api/deki/files/15913/InsertEntitySelected.png?revision=1&size=bestfit&width=1042&height=157" /></p> </div><div mt-section-origin="Metadata_Services/WorldShare_Record_Manager/Release_notes_and_known_issues/2024_release_notes/100WorldShare_Record_Manager_release_notes_January_2024" class="mt-section" id="section_7"><span id="Add_a_WorldCat_Entity_identifier_to_a_controlled_field"></span><h4 class="editable">Add a WorldCat Entity identifier to a controlled field</h4> <p>If you want to add a WorldCat Entity identifier to a field that is already controlled, you can expand the field by clicking on the little arrow before the field (between the indicator field and the field content) to expand the field.</p> <p>In the below example, the author's name is already controlled to the LC authority file.  By expanding the controlled field, you will now see an additional subfield $1 in the list of subfields in the dropdown.</p> <p><img alt="InsertEntityExpandControlledField.png" class="internal default" style="width: 1047px; height: 285px;" width="1047px" height="285px" loading="lazy" src="https://help.oclc.org/@api/deki/files/15908/InsertEntityExpandControlledField.png?revision=1&size=bestfit&width=1047&height=285" /></p> <p>Copy or type in the identifier (URI) you found for this person in WorldCat Entities and click on "Done".</p> </div><div mt-section-origin="Metadata_Services/WorldShare_Record_Manager/Release_notes_and_known_issues/2024_release_notes/100WorldShare_Record_Manager_release_notes_January_2024" class="mt-section" id="section_8"><span id=""></span><h4 class="editable"><img alt="InsertEntityExpandControlledFieldAdd$1.png" class="internal default" style="width: 1055px; height: 246px;" width="1055px" height="246px" loading="lazy" src="https://help.oclc.org/@api/deki/files/15909/InsertEntityExpandControlledFieldAdd%25241.png?revision=1&size=bestfit&width=1055&height=246" /></h4> </div><div mt-section-origin="Metadata_Services/WorldShare_Record_Manager/Release_notes_and_known_issues/2024_release_notes/100WorldShare_Record_Manager_release_notes_January_2024" class="mt-section" id="section_9"><span id="WorldCat_Entity_identifiers_display_as_clickable_links"></span><h4 class="editable">WorldCat Entity identifiers display as clickable links</h4> <p>WorldCat Entity identifiers display in the $1 field as clickable links that will open in a new browser tab and take you directly to WorldCat Entities. <a title="Sign in to WorldCat Entities" href="https://help.oclc.org/Metadata_Services/WorldCat_Entities/Get_started/Sign_in_to_WorldCat_Entities" rel="internal">Sign in</a> to WorldCat Entities to <a aria-label="Link view entity details" rel="noreferrer noopener" target="_blank" title="https://help.oclc.org/metadata_services/worldcat_entities/search_view_and_access_entities/view_entity_details" href="/Metadata_Services/WorldCat_Entities/Search_view_and_access_entities/View_entity_details">view the entity details</a>.</p> </div></div><div mt-section-origin="Metadata_Services/WorldShare_Record_Manager/Release_notes_and_known_issues/2024_release_notes/100WorldShare_Record_Manager_release_notes_January_2024" class="mt-section" id="section_10"><span id="_2"></span><h3 class="editable"><img alt="InsertEntityExpandControlledFieldAdded$1.png" class="internal default" style="width: 1057px; height: 106px;" width="1057px" height="106px" loading="lazy" src="https://help.oclc.org/@api/deki/files/15910/InsertEntityExpandControlledFieldAdded%25241.png?revision=1&size=bestfit&width=1057&height=106" /></h3> </div><div mt-section-origin="Metadata_Services/WorldShare_Record_Manager/Release_notes_and_known_issues/2024_release_notes/100WorldShare_Record_Manager_release_notes_January_2024" class="mt-section" id="section_11"><span id="The_maximum_number_of_records_that_can_be_added_to_a_single_export_list_was_increased_to_500"></span><h3 class="editable">The maximum number of records that can be added to a single export list was increased to 500</h3> <p>The maximum number of records that can be added to a single export list has been increased to 500. Previously you were only able to add a maximum of 120 records to a single export list.</p> </div></div><div mt-section-origin="Metadata_Services/WorldShare_Record_Manager/Release_notes_and_known_issues/2024_release_notes/100WorldShare_Record_Manager_release_notes_January_2024" class="mt-section" id="section_12"><span id="Bug_fixes"></span><h2 class="editable">Bug fixes</h2> <div mt-section-origin="Metadata_Services/WorldShare_Record_Manager/Release_notes_and_known_issues/2024_release_notes/100WorldShare_Record_Manager_release_notes_January_2024" class="mt-section" id="section_13"><span id="User_preferences_for_Exclude_Bibliographic_Data_did_not_work_for_all_fields.2Fsubfields"></span><h4 class="editable">User preferences for Exclude Bibliographic Data did not work for all fields/subfields</h4> <p>The user preferences for Exclude Bibliographic Data did not work for all fields/subfields and were ignored for e.g. the 650 fields with indicators 6 and 7. This has been corrected now and all fields that you've added to the list to be excluded will no longer be exported.</p> </div></div><div mt-section-origin="Metadata_Services/WorldShare_Record_Manager/Release_notes_and_known_issues/2024_release_notes/100WorldShare_Record_Manager_release_notes_January_2024" class="mt-section" id="section_14"><span id="Known_issues"></span><h2 class="editable">Known issues</h2> <div mt-section-origin="Metadata_Services/WorldShare_Record_Manager/Release_notes_and_known_issues/2024_release_notes/100WorldShare_Record_Manager_release_notes_January_2024" class="mt-section" id="section_15"><span id="758_field_Insert_WorldCat_Entity_behavior"></span><h4 class="editable">758 field Insert WorldCat Entity behavior</h4> <p>Currently, when attempting to use the Insert WorldCat Entity option in a 758 field, only the subfield $1 is added to the field. This will be updated in a future release to add additional subfields. </p> </div></div><div mt-section-origin="Metadata_Services/WorldShare_Record_Manager/Release_notes_and_known_issues/2024_release_notes/100WorldShare_Record_Manager_release_notes_January_2024" class="mt-section" id="section_16"><span id="Important_links"></span><h2 class="editable">Important links</h2> <div mt-section-origin="Metadata_Services/WorldShare_Record_Manager/Release_notes_and_known_issues/2024_release_notes/100WorldShare_Record_Manager_release_notes_January_2024" class="mt-section" id="section_17"><span id="Post-release_sessions"></span><h3 class="editable">Post-release sessions</h3> <p>To help you become familiar with the new features, the following pre-recorded video is available: <a title="https://vimeo.com/906396975/1bfc079d3a" href="https://vimeo.com/906396975/1bfc079d3a" target="_blank" rel="external noopener nofollow" class="link-https">Record Manager Release Overview Session, 29 January 2024</a>. It's also available in the <u><u><a href="https://community.oclc.org/t5/worldshare-record-manager/tkb-p/record-manager-recordings" rel="external noopener nofollow" target="_blank" title="https://community.oclc.org/t5/worldshare-record-manager/tkb-p/record-manager-recordings">Community Center</a></u></u>.</p> </div><div mt-section-origin="Metadata_Services/WorldShare_Record_Manager/Release_notes_and_known_issues/2024_release_notes/100WorldShare_Record_Manager_release_notes_January_2024" class="mt-section" id="section_18"><span id="WorldCat_Validation_release_notes"></span><h3 class="editable">WorldCat Validation release notes</h3> <p><u><u><u><a title="Metadata_Services/WorldShare_Record_Manager/WorldCat_Validation_release_notes_and_known_issues" href="https://help.oclc.org/Metadata_Services/WorldShare_Record_Manager/WorldCat_Validation_release_notes_and_known_issues" rel="internal">WorldCat Validation release notes</a></u></u></u> provide current OCLC-MARC updates; changes to tagging conventions and coding practices for Bibliographic, Authority, and Holdings records; and new MARC codes. </p> </div><div mt-section-origin="Metadata_Services/WorldShare_Record_Manager/Release_notes_and_known_issues/2024_release_notes/100WorldShare_Record_Manager_release_notes_January_2024" class="mt-section" id="section_19"><span id="Virtual_AskQC_office_hours"></span><h3 class="editable">Virtual AskQC office hours</h3> <p>Join OCLC Metadata Quality staff to discuss WorldCat quality issues and cataloging questions. Visit <u><u><u><a title="AskQC" href="https://help.oclc.org/WorldCat/Metadata_Quality/AskQC" rel="internal">AskQC</a></u></u></u> for information about upcoming office hours, previous office hour recordings, and supporting materials.</p> </div><div mt-section-origin="Metadata_Services/WorldShare_Record_Manager/Release_notes_and_known_issues/2024_release_notes/100WorldShare_Record_Manager_release_notes_January_2024" class="mt-section" id="section_20"><span id="OCLC_cataloging_community_meeting"></span><h3 class="editable">OCLC cataloging community meeting</h3> <p>This virtual OCLC community event provides an opportunity to hear about important work by community members and learn about OCLC cataloging and metadata services. Visit the OCLC cataloging community <u><a href="https://www.oclc.org/go/en/events/cataloging-community-meeting.html" rel="external noopener nofollow" target="_blank" title="https://www.oclc.org/go/en/events/cataloging-community-meeting.html">event page</a></u> for information on upcoming meetings and to access materials from past meetings.</p> </div><div mt-section-origin="Metadata_Services/WorldShare_Record_Manager/Release_notes_and_known_issues/2024_release_notes/100WorldShare_Record_Manager_release_notes_January_2024" class="mt-section" id="section_21"><span id="Support_websites"></span><h3 class="editable">Support websites</h3> <p>Support information for this product and related products can be found at:</p> <ul> <li><u><u><u><a title="WorldShare Record Manager" href="https://help.oclc.org/Metadata_Services/WorldShare_Record_Manager" rel="internal">WorldShare Record Manager</a></u></u></u></li> <li><u><u><u><a title="Contact OCLC Support in your region" href="https://help.oclc.org/Librarian_Toolbox/Contact_OCLC_Support/Contact_OCLC_Support_in_your_region" rel="internal">Contact OCLC Support</a></u></u></u></li> <li><u><u><a href="https://community.oclc.org/" rel="external noopener nofollow" target="_blank" title="https://community.oclc.org/">OCLC Community Center</a></u></u></li> <li><u><u><u><a title="Browser compatibility chart" href="https://help.oclc.org/Librarian_Toolbox/Browser" rel="internal">Browser compatibility chart</a></u></u></u></li> </ul> </div></div></div> </div> </div> <div class="mt-content-footer"> <p> </p> </div> <ol class="grape-meta-data grape-meta-article-navigation"> <li class="grape-back-to-top"><a class="mt-icon-back-to-top" href="#title" id="mt-back-to-top" title="Jump back to top of this article">Back to top</a></li> <li class="grape-article-pagination"><ul class="mt-article-pagination"> <li class="mt-pagination-previous"> <a class="mt-icon-previous-article" 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