How do I link an Institutional Zone (IZ) record with the NZ using "Share with Network"?

Answer

Thing to keep in mind prior to linking IZ records to the NZ:

  • Review the IZ only bib record:
    1. Make sure it has an OCLC # in 035 $$a using the following pattern: (OCoLC)##########
    2. Delete any local record (non-OCLC) numbers in 035 $$a
    3. Create local fields you want to retain (Editing Actions>Add Local Extension)

View the Share with Network LibGuide for more information: https://sunyolis.libguides.com/c.php?g=986218&p=8019533


“Share with Network” Workflow in the MD Editor:

Click to view the "Share with Network" workflow recording

  1. Open the bib record in the MD Editor 
  2. Make sure that there is an OCLC# in MARC field 035 $$a before proceeding
    1. To add MARC field 035 with the OCLC#:
    2. Click Editing Actions>Add Field
    3. Type in 035 _ _ $$a (OCoLC)#############
    4. Click the Save icon
  3. Click Record Actions>Share with Network
  4. The IZ bibliographic record will be added to the NZ if no matching bibliographic record exists in the NZ 
    1. If the following message pops-up to step 5 otherwise the workflow is complete                                                                                                          
  5.  Click Yes
    1. DO NOT click No. No will add the bib record to the NZ and it will create a duplicate OCLC record in the NZ.
  6. Click View to make sure it is the correct NZ record                                                                                         
  7. Click Back to Results after verifying it is the correct bib record                                                                    
  8. Click Link                                                                                                                                                   
  9.  Click Save>Save and Release Record (Ctrl+Alt+R)
    1. It will Save and Release the NZ bibliographic record on the right-side of the split screen editor that the IZ record has been linked to                                  
  • Last Updated Jul 20, 2023
  • Views 658
  • Answered By Margaret McGee

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