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WinIBW training sessions Feb. 6, Feb. 7, 2018

This information was provided by the ISNIQT.

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Call up a record in the client. It must be the same type (person or organization) as you want to create.
Right click in the record.
Select Copy to New Window.
Right click in the record again.
Select Tile Windows Vertically. There will now be two copies of the same record.
Click Insert at the bottom of one of the records. This creates a blank window labeled "New record."
Copy the following fields from the displayed record to the blank window: 002, 003
Add field 035 with your source code, e.g. 035 $l PCC (the subfield is a lower-case L)
Add field 700 or 710 with the name by which the person or organization is known. Include subfield $2 with your source code, e.g. 700 1 $a Smith, John Q. $2 PCC
Add other fields as necessary, including subfield $2 on each one.
Click Enter. If an index entry with a PPN appears, double click on it to see the new record.

If no record is displayed on the screen, enter the Insert command on the command line. It can be abbreviated 'ins'
If a record is displayed, click on the Insert command box at the bottom of the screen.
A blank window labeled "New record" will be displayed.
Copy one of the following templates into the window.

The minimum required fields are 002, 008, 035, and either 700 or 710.
ISNI does not read the values in field 008, so it doesn't matter if the field is copied from another record that doesn't exactly match this template.
ISNI ignores indicators in 4XX and 7XX fields, so it doesn't matter if they are included.
Adjust the source codes to the code that matches your login, if necessary.
ISNI inserts the symbol '@' before the first word to be filed on in field 910, i.e. it skips over initial articles. This symbol should not be inserted manually.
The subfield delimiter is '$' as found on the keyboard.
Code "r" in 671 $g indicates that the information has been reviewed. This is the default for PCC contributions. The field is not required.

Retrieve the record with the 77A field. If it has '$b P', that indicates a possible merge.
Enter '\dup' on the command line. The record will be displayed in edit mode beside the record with a PPN indicated by 77A $9.
If the records should be merged, click the Equal button. Otherwise, click Unequal or Unknown, as appropriate.

Retrieve the record that has a duplicate.
Right click in the record.
Select Copy to New Window.
Retrieve the other record that is a duplicate. This can be done by clicking the blue back arrow on the toolbar (or Ctrl+B) to return to the search history or by doing a new search.
When the other record is found, right click in the record.
Select Tile Windows Vertically.
Click the Update button under one of the records to enter edit mode. It doesn't matter which one.
Add field 77A to the record
- Person: 77A $aISNI#PERSON$bM$9[PPN of other record]
- Organization: 77A $aISNI#ORG$bM$9[PPN of other record]
Copy the PPN from field 000 of the other record.
Click Enter to save the record.