⚙️Set up

Settings for using Worldshare Record Manager

Preferences - Export Settings - Text strings

When making any changes to your preferences, always click Save at the top of the page

Preferences

Once logged in, you can access your settings by going to Metadata > Record manager > User preferences:

Screenshot showing where to find Metadata, Record Manager and User Preferences buttons

Under Working with records you can set your preferences for default record view, format and controlled headings:

Screenshot showing the Working with Records section of User Preferences

You can also change your settings for searching if required.

Export settings

In order to export records to Sierra, certain settings need to be in place. In User preferences > Exporting - Bibliographic Records > General set Format to MARC-21 with UTF-8 Unicode

Screenshot showing General Export Preferences under Exporting - Bibliographic records and highlighting where to find Format

In Exporting - Bibliographic Recrods > TCP/IP enter the Host Name libsys.wellcomelibrary.org and Port Number 5500:

Screenshot showing TCP/IP section under Exporting - Bibliographic Records

For exporting from Worldshare Record Manager to work, your Sierra password must be over 10 characters

Text strings

Worldshare Record Manager uses text strings to overlay records when exporting to Sierra. These text strings are added at an institution-leve, so just check they are appearing in your settings under Record Manager > Toolbox > String:

Screenshot showing Strings section of Toolbox

You can add other field or text strings that you might find useful.