Leap Copy Cataloging: Adding Records from Another Source

Before copying a record from another source, be certain to first check the ODIN Polaris database to assure the material is not already in our local catalog. After doing so, you can search WorldCat or the ODIN Academic libraries to check for record availability.

 

1. After logging into Leap, search using the FIND tool. Select Bibliographic Record (Remote) as the index being searched. Click the databases icon to select to select the OCLC-WorldCat database.

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Screenshot Find Tool remote search

Select the OCLC-WorldCat database and click Apply.

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Screenshot remote search settings

You can save these search setting in the Find Tool by clicking the star icon. The next time you use the Bibliographic Record (Remote Databases) search the criteria will default to your preferred settings.

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Screenshot saved search criteria

2. Next, search for the bibliographic record that matches the item you need to catalog. Remember, an ISBN search will typically give you the best and most accurate results. Once you’ve located a matching record, either click the Open button or double-click the title to open it in Leap.

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Screenshot remote search by ISBN

**Note: additional records may be available at the bottom of the Find Tool depending on the number of search results. Click ‘Add Pending Results’ to load the additional records.

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Screenshot of pending search results

 3. Once the bib is selected and displayed on the screen, it’s important to verify that the record matches the item you have in hand. Check for obvious matching fields – such as author, title, publisher, ISBN – but also look at the physical description field (for example to ensure you are viewing a physical book record and not an e-book record). Once you’ve determined this is the record you wish to copy, click the Save button to save the record in the Polaris database.  The record will undergo several validation checks. Click 'Continue' on these boxes to continue saving the record.   

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Screenshot of a new bib record

 

4. Once the record is saved, a control number is assigned. At this point, you can to add the item record to the bib. Please see the ‘Leap: Adding Items’ workflow for those instructions.

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Screenshot of a saved new record

 

(Updated 01/10/2025)