PINES Documentation

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====== Creating New Records in OCLC ======


It is PINES policy that all original records are created in OCLC’s WorldCat and imported into the PINES database via the Z39.50 interface in Evergreen. See [[cat:original_cataloging_policies|Original Cataloging Policies]] for more information. If you are uncertain whether or not you need to create an original record for your manifestation, review the [[cat:copy_cataloging_procedures|PINES matching requirements]] and see [[https://www.oclc.org/bibformats/en/input.html| When to Input a New Record]]

**Resources to assist you in navigating the OCLC Connexion Client for original cataloging:** 


{{ :cat:searchworldcatquickreference.pdf |OCLC Connexion: Searching WorldCat Quick Reference}}

{{ :cat:connexion-browser-find-bib-records.pdf |OCLC Connexion Browser Guides: Find Bibliographic Records}}

[[https://help.oclc.org/@api/deki/files/5164/connexion-client-create-bib-records.pdf|Cataloging: Create Bibliographic Records]]

{{:cat:connexion-client-quick-ref.pdf |OCLC Connexion Client Cataloging Quick Reference}}

[[https://www.youtube.com/watch?v=RsPOWJxcBFY|Connexion Client: Create Original Bibliographic Records.]] (YouTube video automatically starts)

[[https://help.oclc.org/Metadata_Services/WebDewey/WebDewey_training|WebDewey Training]]

You can create a new record either by using work forms embedded in the Connexion client or deriving from an existing master record in WorldCat. Save your work to either the local or online file. 

**Open a work form:**

<wrap indent>Cataloging--Create--Single Record--Books</wrap>\\


**Derive from an existing record:**

<wrap indent>Display a near-match record</wrap>\\
<wrap indent>Edit—Derive—New Master Record</wrap>\\

**Saving/retrieving records in process:**

<wrap indent>**Local File**</wrap>\\

<wrap indent>Saved to your local drive. Only you can access.</wrap>\\
<wrap indent>Save Record: Action--Save Records to Local File</wrap>\\
<wrap indent>Retrieve Records from Local File: Cataloging--Searching--Local Save File</wrap>\\

<wrap indent>**Online File**</wrap>\\

<wrap indent>Saved to online file accessible to anyone with your OCLC authorization</wrap>\\
<wrap indent>Save record: Action – Save to online file</wrap>\\
<wrap indent>Retrieve Records from online file: Cataloging--Searching--Online Save File</wrap>\\


<note important>Save your record often, particularly before you switch to another task or leave your workstation. Connexion client does time out and you can lose your work. 
</note>

<note tip>Press “Ctrl D” to create a sub-field delimiter “ǂ”.
</note>

**Make sure you:**

  * Personalize timeout in Options to increase the default timeout
  * Search WorldCat thoroughly for a match: don’t depend on just an ISBN search.
  * Assign a Dewey Decimal Classification call number (Use WebDewey to build a call number. From the Connexion Client: Tools-Launch WebDewey)
  * Perform authority checking and control headings to link authorized access points within the OCLC WorldCat database to the authority file record.
  * Review for errors and typos, validate for coding errors.
  * Search one last time before you update holdings and create the new record.