Skip to main content

Credo Reference

WHO Code
316 Stuart Street, Suite 301
Zip/Postal Code
Joanna Bartell
617.292.6106 (direct)
RDA Procedures


23 October 2021

Credo receives RDA records.

Credo aggregates standard print reference works in electronic form.…

Credo sends a spreadsheet with Short name, Title, Year, Publisher, print ISBN, Product type, Updated yes/no, number of enties/images/videos/audiofiles, and Credo ISBN (e-ISBN) to Matt and Pamela. They are searched by Matt and catalogued by Pamela. Matt and Pamela acknowledge receipt of the order and confirm the expected delivery date.

Matt uses "short name" without numbers to construct 856$u, in full for loading individual named files of records to Credo site.

Record product type in 090$f.

"Updated yes" indicates an existing record.

The number of entries/images/videos/audio files is given in curves following the unit name

Matt searches, machine edits, and sends records to cataloguer with e-ISBNs in 090$e.

The URL for item consultation is this: where xxxx is the short name of the book without numbers.

For directions on accessing items, see "Credite site" below.

Matt automates the following editorial changes:

LDR/18 = i

001 SLC RSN in SLC version, eISBN in exported version

003 CaBNVSL inhouse; Credo in exported version

005 <manually changed to date of release from spreadsheet name;
recorded in 263>

006 00 m 09 d

007 00 c 01 r 03 c 04 n (05-13 have fill character)

008 06 .r 07-10 Credo spreadsheet file name year, 11-14 year from 008 07-10,
23 o, 31 0, 39 d (otherwise as found)

020 $aeISBN$qelectronic
020 $zISBN$qprint
020 $zISBN$qpaperback

035 (Credo) <short name from spread sheet>

035 (CaBNVSL) SLC RSN in exported version.

040 $aCaBNVSL$beng$erda$cCaBNVSL$dCaBNVSL

050 ending eb
060 ending eb
070 ending eb

090 0 $a$bCredo$e<eISBN>$f<Product type>

093 $aCredo<date>

100/700/110/710 relator terms

After main and added entries, enter following final mark of punctuation $e(s), and one or more RDA terms. {recede and separate $e's with

250 $a[Enhanced Credo edition].

Field 250 is now repeating. Add after existing print edition statement.

263 Date from spreadsheet file name with hour/second added

264 Add after 264 1 $a$b$c original publisher:

264 31 $aBoston, Massachusetts :$bCredo Reference,$cyear.

[Note indicators 31 as current publisher rather than +2 for distributor.]

300 $a1 online resource (# entries) :$b# images, # videos, # audio files ;$cdigital files.

*336 $atext$2rdacontent
*336 $astill image$2rdacontent [remove if not applicable]
337 $aelectronic$2isbdmedia
*338 $aonline resource$2rdacarrier

Cataloguer adds as appropriate:

336 $atwo-dimensional moving image$2rdacontent
336 $aspoken word$2rdacontent

Cataloguer inserts 336 $aspoken word$2rdacontent if applicable (rare).

If 490 0 is present, change to 490 1

Copy content of 490 0 in 830, with 2nd indicator 0, or 2 for "A", 4 for "The". Conclude 830 with period.

504 Remove bibliography paging, "and index".

500 $aIncludes index. Remove if present.

505 For table of contents with section headings in addition to chapters, place
each section and its related chapters in its own 505 field.
NB. Only provide section and chapter headings, not smaller parts.
NB. For long table of contents with only chapter titles, break the
chapters evenly between multiple 505 fields as makes sense.
NB. For extremely long table of contents (over 80 chapters), the cataloguer
may use discretion and only transcribe the section titles.

506 $aAccess restricted to authorized users and institutions.

530 $aAlso available in print.
If not available in print, cataloguer will delete this field.

538 $aMode of access: World Wide Web.

588 $aDescription based on title page of print version.
If item was not released in print version cataloguer will change 588 field to :
588 $aTitle from title screen (viewed ...)

655 0 $aElectronic books.

710 2 $aCredo Reference (Firm),$edistributor.

776 08 $iPrint version:$w(DLC)<LCCN>$z<10 digit ISBN$z<13 digit
ISBN>$w(DLC)<LCCN>$h<original 300>
If print record was CIP add pagination and illustration information.
Cataloguer will remove 776 field if no print version exists.

856 40 $zClick here for electronic version:$u<URL>

The URL for the 856$u is this: where xxxx is the short name of the book without numbers.

Cataloguer creates any needed originals, and manually edits records:

Cataloguer adds if lacking 050 and 082, and if relevant, 060 with concluding "eb" for 050, 060.

245 $n $p -- We have been keeping the $n $p for the Credo record.

245 If there is a difference between the screen title and the print title,
put the screen title in the 246 1 $iScreen title [or Title online].

520 Summary from "About" tab

650 2 Cataloguer adds MeSH to materials if 050 is R when lacking

NB: Cataloguer adds AC subject headings (6XX second indicator 1) if the item is intended for juvenile audience, i.e., has
$vJuvenile literature following the regular LC subject headings.

990 Cataloguer initials

Cataloguer sends records to Matt.


For Credo and OCLC

Substitute 090$e (-eISBN) for SLC RSN in 001, with "s" before and "c" after.

Move 001 to 035 (CaBNVSL)

Substitute 263 date for 005

delete 090, 093, 263, 990

Matt uploads to OCLC (see detailed procedure below).

After receiving OCLC record numbers, Matt adds 035 (OCLC) and loads again to Credo site. They do not overwrite, so LDR/05 is not changed
to "c".

Credo site

Access has not yet been provided via, but the MARC records need to contain 856 links to the live site.

URLs for cataloguer access to the titles are included in the spreadsheet. Example:

username: user@pub.test2
password: credo1

Credo's MARC-record requirements


Credo Reference provides electronic reference to libraries. Each book on Credo needs two MARC records, MARC21 RDA and AACR2 compatible
records. Most of the "books" on Credo are equivalent to a print book. Some Credo "books" do not have an equivalent book.

We're expecting you to create MARC records for new and updated books as we release them. The records must meet OCLC's requirements. As
those requirements change, the records (old and new) should be changed to reflect the requirements.

You will be responsible for providing the MARC records, following the processes outlined above, to Credo (for our Library Admin module) and
to OCLC. You'll also be responsible for maintaining the MARC records, communicating with OCLC and answering questions from Credo's customers
about the MARC records that you have provided.

You will be provided with access to Credo's internal systems via Credo's URL.

Once a month, Credo will provide a list of books for which we need MARC records. You'll receive the list of books at least a week before
the scheduled release date; you'll also be given the release date so you can plan to release the books before that date and use that date
in the 005 tag of the MARC records.

The list normally consists of 5-100 books. It will contain the book's Title, Publisher, print publication year, ISBN of the equivalent print
book (when appropriate), the Credo ISBN for the electronic version of the book on the Credo platform, the short name of the book (used in
the 856 tag and in the file names of the records as described below), whether a book is new or an update to a book already on Credo, and
whether a book is in Credo's General Reference Collection (GR) or in its Publisher Collections (PC).

For example:

Title Publisher Pub. Year Equivalent Print ISBN Credo ISBN Short Name
Update? GR/PC A Dictionary of Sociolinguistics Edinburgh University
Press 2004 9780748616916 978-1-84972-429-6 edinburghds2004

GR The Cambridge Handbook of Age and Ageing Cambridge University Press
2005 9780521826327 978-1-84972-443-2 cupage2005

GR CIA World Factbook CIA 2009 n/a 978-1-84972-469-2 cia2009 Y GR
Mosby's Handbook of Herbs & Natural Supplements Elsevier Health
Sciences 2010 9780323057417 978-1-84972-500-2 ehsmosbyherbs2010

These books will be available to you in a test Credo system. You can access each by constructing a URL from the short name by removing the
numbers and adding it to this URL: For example, to access "A Dictionary of Sociolinguistics" you'd go to

When prompted to log in to Credo, use username =, password = marc.


Credo requires one MARC21 RDA compatible record for each title.

The file names should use the short name. For compatible files, the file name should include `aa' at the end.

Process for releasing MARC records to Library Admin and OCLC

1.) FTP the completed records to Credo:

The MARC records should be released to Credo before the day of the book release. The 005 tag in the MARC records must include the date
of release.

A note about dates: The date in the 005 tag should always remain the date on which the book was released. It should not change if the MARC
record needs to be changed.

The files should be ftped to Credo and put in the \incoming directory. An email should be sent to to let her know that the files are on their ftp site. username = slc password = h57t

2.) Post the MARC21 records for GR books only to OCLC:

sftp username = credo password = mJ5XeSPM put in this folder: wcp/in/matching

3.) Shortly after, OCLC will generate a report containing control numbers.

4.) Get the file from OCLC:

5.) Add the control numbers to the 035 tags in the corresponding MARC21 records. Note that OCLC sends control numbers corresponding to
the 001 in the MARC21 records, so you'll want to keep track of the 001s that correspond to the file names.

The control number goes into the 035 in this format without the leading zero: =035 \\$a(OCoLC)437303115

6.) Upload the MARC records to Credo's FTP server and email to let her know they're there. Please
include a list (CSV) of the books with each book's short name, 001 and 035 (if the title is a GR) in the email. Credo maintains a list of these
for customers who want to use them for downloading from OCLC.


Occasionally a change will need to be made to one or more MARC records due to errors found or new requirements from OCLC. The changes should be made and posted to Credo's ftp server (with an email notification to without changing the 005 date, as mentioned above.


The email you'll receive to notify you of book releases will indicate whether each book is new or an update. When a book is updated, its
previous edition is replaced in the Credo system. When you post the MARC records for an update, the prior edition's MARC records are
automatically removed. Therefore, you'll need to keep track of all of the MARC records (001 tags and file names) in Credo's Library Admin
and, when a record is removed because it was replaced with a newer edition, you'll need to inform OCLC that that record was removed.

The person to contact at OCLC is Cynthia Whitacre (


Credo often gets questions about our MARC records and how to load them into specific OPACs. While we cannot support the use of other
vendors' software, we would like to provide as much help as possible and would expect you to assist our support team in answering questions
about MARC records and process. Answering support questions needs to be done in a timely manner, within 48 hours of the emailed request.

Contacts at Credo Support:
Process/Delivery of Records:
Content/Structure of Records:

Send monthly invoices to <>


Charged Credo

$11.00 per MARC21 record
$1.00 AQCR2 compatible with RDA record
$2.00 each NLM/MeSH
$1.50 Record processing
$1;00 OCLC loading with OCLC number added $1.00


Originals: $8.00 per record
MARC upgrades $6.00 per record
Derives automatically generated: $3.00 per record
NLM/MeSH plus $2.00 each per record
OCLC uploads $1.00
Credo 035 reloads $1.00

Rich send invoices in USD by email to:

They do not require a hard copy of the invoices.