> For the complete documentation index, see [llms.txt](https://docs.wellcomecollection.org/library-cataloguing/9yMHsFGBXS9DDRGtdmSE/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.wellcomecollection.org/library-cataloguing/9yMHsFGBXS9DDRGtdmSE/systems-guidance/oclc-worldshare-record-manager/set-up.md).

# Set up

### [Preferences](#preferences) - [Export Settings](#export-settings) - [Text strings](#text-strings)

{% hint style="warning" %}
When making any changes to your preferences, always click **Save** at the top of the page
{% endhint %}

### Preferences

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

<figure><img src="/files/I2Yothp6jyIzZ95dqLQq" alt=""><figcaption><p>Screenshot showing where to find Metadata, Record Manager and User Preferences buttons</p></figcaption></figure>

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

<figure><img src="/files/yeVj2UShPsXM5qq7hdus" alt=""><figcaption><p>Screenshot showing the Working with Records section of User Preferences</p></figcaption></figure>

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**

<figure><img src="/files/pTJFJCwLuYUm0inB16LU" alt=""><figcaption><p>Screenshot showing General Export Preferences under Exporting - Bibliographic records and highlighting where to find Format</p></figcaption></figure>

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

<figure><img src="/files/h4P1RJ67bS4iYPZLFlOy" alt=""><figcaption><p>Screenshot showing TCP/IP section under Exporting - Bibliographic Records</p></figcaption></figure>

{% hint style="warning" %}
For exporting from Worldshare Record Manager to work, your Sierra password must be over 10 characters
{% endhint %}

### 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**:

<figure><img src="/files/GpeGN7WTzesazthiZSSg" alt=""><figcaption><p>Screenshot showing Strings section of Toolbox</p></figcaption></figure>

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