Edit WorldCat knowledge base collections with user interface Tuesday, May 13, 2025 | (UTC-04:00) Eastern Time (US & Canada) WEBVTT 1 Mindy Tran 00:02:19.090 --> 00:02:28.250 I'd like to welcome everyone to edit Worldcap knowledge based collections with user interface. My name is Mindy Tram and I will be leading the session today. 2 Mindy Tran 00:02:30.170 --> 00:02:40.890 This class is really meant to provide you with instruction on Worldcap knowledge base collections, including searching for collections, selecting. 3 Mindy Tran 00:02:42.170 --> 00:02:53.890 Titles or subsets of titles in the collection as well as adding local collections using the world chair collection Manager user interface. 4 Mindy Tran 00:03:00.890 --> 00:03:16.250 So our learning objectives for today, and I won't read everything here, but, after this session, we hope that you should be able to identify the different options that are available to you to select knowledge based collections and represent your. 5 Mindy Tran 00:03:18.050 --> 00:03:37.930 Resources in the Worldcap knowledge base. Search for select, add new knowledge base collections, edit existing titles or add new titles to the collection as well as search. The activity history and we'll be doing all of this within the user. 6 Mindy Tran 00:03:38.490 --> 00:03:58.730 Interface, ok? Now for those of you who are looking to, edit or add new knowledge base collections or add new titles using K part files, that is a topic that we will talk about and spend a session on, in our. 7 Mindy Tran 00:03:58.930 --> 00:04:05.210 Next class and I believe that will be available in the upcoming class will be a bit in June. 8 Mindy Tran 00:04:11.970 --> 00:04:30.170 So just a very quick review, leverage use Worldcap knowledge based collection to allow other OCLC services to say provide easy access to your electronic resources in search results in say school cap discovery. 9 Mindy Tran 00:04:32.210 --> 00:04:40.970 To easily share their your electronic resources with other libraries if you're using world share ILL or Topasa. 10 Mindy Tran 00:04:43.090 --> 00:04:52.010 To manage budgeting, ordering and acquisition of your e resources if your library is using world share acquisition. 11 Mindy Tran 00:04:55.250 --> 00:04:55.930 Who can access. 12 Mindy Tran 00:04:57.810 --> 00:05:17.410 Your e resources as well as linking to these resources if your library has license manager. Now if you're not using any of the OSLC services that I've just mentioned or haven't mentioned, you can develop custom solutions that will embed your knowledge base collection. 13 Mindy Tran 00:05:17.690 --> 00:05:21.610 Data with using the Worldcap knowledge base API. 14 Mindy Tran 00:05:26.730 --> 00:05:39.450 When we talk about knowledge based collections, you'll see that these collections have a provider, which are vendors like Epsco or ProQuest that put out these collections. 15 Mindy Tran 00:05:41.130 --> 00:05:51.770 The collections that you see contains titles that make up the collection and keep in mind that a title may appear in multiple collections that you see in. 16 Mindy Tran 00:05:53.530 --> 00:05:54.690 The world Cat knowledge base. 17 Mindy Tran 00:05:56.450 --> 00:06:16.170 The titles can be e journal, ebook titles or if your library is creating and adding your print serials, they maybe print journals journal titles in the collection. Contains coverage information as appropriate for e journals or. 18 Mindy Tran 00:06:16.650 --> 00:06:21.610 Print journals that your library add. And then of course linking. 19 Mindy Tran 00:06:25.850 --> 00:06:26.970 Instructions to let. 20 Mindy Tran 00:06:28.730 --> 00:06:41.250 The knowledge base know to link out for maybe full text access or whether your library allows the titles in the collection for inter library loan. 21 Mindy Tran 00:06:48.690 --> 00:07:08.490 Libraries can represent their collections in the Worldcap knowledge base by selecting and editing existing collections that are there for you to use or creating new collections if for reasons the collection doesn't exist or the the the collection is. 22 Mindy Tran 00:07:12.330 --> 00:07:16.450 You can't use the, the existing collection for some reason. 23 Mindy Tran 00:07:21.130 --> 00:07:32.370 Before we go out and take a look at collection manager, you'll need access to collection manager and you can do that through your library's unique worldchair URL. 24 Mindy Tran 00:07:34.090 --> 00:07:42.410 And when you access collection manager, we do recommend these web browsers, the latest versions of these browsers. 25 Mindy Tran 00:07:50.290 --> 00:08:08.570 In collection manager, you can search for knowledge based collections. You can search by collection name, you can search by the title within the collection, you can search by the provider of the collection. We'll talk about the activity history. 26 Mindy Tran 00:08:12.250 --> 00:08:13.650 Activities that have been performed. 27 Mindy Tran 00:08:15.570 --> 00:08:35.210 With various collections within your collection manager instance. There's also for libraries that use data sync collection. There is a separate data type that you can work that so that you can search for and work with data sync collection, which is not something that will be focusing on. 28 Mindy Tran 00:08:36.409 --> 00:08:37.050 In the session today. 29 Mindy Tran 00:08:39.289 --> 00:08:40.530 Since there are so many. 30 Mindy Tran 00:08:42.890 --> 00:09:00.410 Knowledge base collections in the global Worldcap knowledge base as well as collections that your library created in collection manager, you do that it is you can limit your search results by. 31 Mindy Tran 00:09:01.890 --> 00:09:15.210 Scope. Say you may not want to find, you may not want collection manager to return all of the collections, but only those collections that your library have either created or selected, for instance. 32 Mindy Tran 00:09:17.170 --> 00:09:30.930 Once you get the results, even for you can filter the search results even further so that you are looking specifically for say knowledge base collections only or specifically collections that. 33 Mindy Tran 00:09:32.650 --> 00:09:46.730 Do not have mark records enabled because now you've created the collection, you've customized the collection and you're ready to enable mark records to get Worldcap records as a an example of a filter that's available. 34 Mindy Tran 00:09:57.330 --> 00:10:06.930 So let's take a look at the collection manager interface here. Any questions so far before I change my screen here? 35 Mindy Tran 00:10:14.050 --> 00:10:30.890 Our demo today or session today, I am using Firefox to access collection manager. I've logged in and I've navigated to the metadata link where collection manager is under and I'll go ahead and just expand the options that are under here. 36 Mindy Tran 00:10:32.650 --> 00:10:42.610 And very quickly, just walk through what I just said earlier so we see the data type that you can select. The default is to search by collection. 37 Mindy Tran 00:10:45.090 --> 00:10:45.290 Scope. 38 Mindy Tran 00:10:47.370 --> 00:10:49.010 The default is my selected collection. 39 Mindy Tran 00:10:51.330 --> 00:11:01.330 Search term box where you type in the either the terms to search collection to search title, to search provider, et cetera. 40 Mindy Tran 00:11:03.250 --> 00:11:07.770 Create a collection. We will come back and visit this. This is where. 41 Mindy Tran 00:11:09.330 --> 00:11:29.370 You'll create a new knowledge base collection as needed. Title work list this is not something that will be talking about in this session or even the K part session, but it is where you can select and deselect multiple titles, say in a single collection or across multiple. 42 Mindy Tran 00:11:30.770 --> 00:11:49.810 Collection. It's really, you search for maybe you want to search for the title and instead of selecting or deselecting the title, then you can add it to this work list and then run, for example, run the deselection or run the selection across all of the titles that. 43 Mindy Tran 00:11:51.250 --> 00:11:53.170 This title work list. 44 Mindy Tran 00:11:55.170 --> 00:12:09.810 Institution settings is where you customize collection manager. It affects all collections, but some of the settings only pertain to knowledge based collections. For example, knowledge based data. 45 Mindy Tran 00:12:11.250 --> 00:12:20.490 This is where you customize settings for libraries specific automated collection feeds and say third party holding files to your. 46 Mindy Tran 00:12:22.810 --> 00:12:41.210 Knowledge base. Now, we recommend leaving the default settings selected. Libraries typically don't change the data source setting or it's only when you discontinue particular loading services. Otherwise, you wouldn't need to really worry about this. 47 Mindy Tran 00:12:43.210 --> 00:12:43.530 Very much. 48 Mindy Tran 00:12:45.170 --> 00:13:04.530 And Proxy, and authentication. Now, this is where you customize the proxy information to manage access to materials for off campus users. You can also create Google Scholar links by sending your journal titles to, Google. 49 Mindy Tran 00:13:07.810 --> 00:13:09.050 In the Google scholar tab. 50 Mindy Tran 00:13:10.970 --> 00:13:30.890 The other one that you may want to be looking at when customizing for knowledge base collection is provider settings. And this is where you can customize provider specific identifier links to resolve the full text for articles. So maybe you have I'm going to. 51 Mindy Tran 00:13:31.090 --> 00:13:34.930 Just choose one here at random. Let's say Epsco hosts. You may have. 52 Mindy Tran 00:13:36.210 --> 00:13:37.090 Collections that are. 53 Mindy Tran 00:13:39.410 --> 00:13:42.010 For full text access and maybe one of the. 54 Mindy Tran 00:13:44.050 --> 00:14:02.970 Requirements is that there is a very specific authentication type or, code that the provider requires you to have set up in order to link your users through to access the full text content for say an e journal title. 55 Mindy Tran 00:14:05.730 --> 00:14:13.370 And that's where you'll set this up. And of course, you can set up multiple depending on how many different providers. 56 Mindy Tran 00:14:17.290 --> 00:14:17.850 These settings. 57 Mindy Tran 00:14:29.530 --> 00:14:35.610 To help you find more information on working with knowledge based collections, you can also use the help feature. 58 Mindy Tran 00:14:37.130 --> 00:14:57.210 From within the world Share interface, so you don't really have to go out and search for the online help and you can do that from the top right here. If you click on the need help menu here, click on then select general help. It will take you out to the OCLC online support site. 59 Mindy Tran 00:14:58.610 --> 00:14:59.890 Click metadata services. 60 Mindy Tran 00:15:02.690 --> 00:15:09.010 World Share collection manager, and when you get here, this is all of the online. 61 Mindy Tran 00:15:13.170 --> 00:15:23.770 Helped that's available for world share collection manager, for specific, specific specifically for knowledge based collections, you can scroll down and find the. 62 Mindy Tran 00:15:27.090 --> 00:15:35.250 For the knowledge base collections or you can just click on choose your collection manager workflow here. 63 Mindy Tran 00:15:39.850 --> 00:15:40.170 And then. 64 Mindy Tran 00:15:48.330 --> 00:15:56.130 When you're here, you can just click on knowledge based collections as one of the workflow and it will aggregate and. 65 Mindy Tran 00:15:59.130 --> 00:16:12.170 Bring together all of the knowledge base collection documentation so that you have it here in one place instead of looking for it in different, areas under just collection manager. 66 Mindy Tran 00:16:16.370 --> 00:16:31.290 The questions about that? And of course, when you're done with the documentation, you can close out the tab or the window depending on your web browser and return to the collection manager interface. 67 Mindy Tran 00:16:37.330 --> 00:16:39.370 So let's talk about searching in. 68 Mindy Tran 00:16:41.890 --> 00:17:00.450 Collection manager. So I can choose to search by collection, which is the most common way to search in collection manager. I can choose the collection data type if it's not the one that's shown. 69 Mindy Tran 00:17:02.290 --> 00:17:11.329 And I'm saying return to me, all of the collections that my library selected in the global Worldcap knowledge base or. 70 Mindy Tran 00:17:13.410 --> 00:17:30.130 And excuse me, and any collections that my library created. So I will use the scope my selected collection. Leave the search term box blank and just click search to execute and I get twenty one collections, ok? 71 Mindy Tran 00:17:32.450 --> 00:17:49.450 From collection manager that contains collections that my library either selected all of the titles in the collection or a subset of titles in the collection like, one, two, one, two, three library and anesthesia here. 72 Mindy Tran 00:17:51.690 --> 00:17:56.450 Also, any collections that my library created shows that it's locally created. 73 Mindy Tran 00:17:59.010 --> 00:17:59.530 Will show up here. 74 Mindy Tran 00:18:02.730 --> 00:18:03.730 I can see. 75 Mindy Tran 00:18:07.250 --> 00:18:10.410 The collection name and the collection ID, ok? 76 Mindy Tran 00:18:13.010 --> 00:18:32.490 Now if I'm looking for a new collection and let's say I'm I'm looking for, all collections or collections that my library have not selected. So let's say it I want to say all collections, it doesn't, I want collection manager return all collection. 77 Mindy Tran 00:18:32.850 --> 00:18:45.250 In the collection, in the global Worldcap knowledge base as well as any collection that my library, created in collection manager, then you would use scope all collections. 78 Mindy Tran 00:18:46.850 --> 00:18:53.450 Regardless of whether your library has selected or not, and it will be a lot and depending on how big. 79 Mindy Tran 00:18:55.010 --> 00:19:01.890 Collection manager is at the time, it can take a while and you're, and for me, it may take a while, so now. 80 Mindy Tran 00:19:03.330 --> 00:19:07.650 There are over thirty one thousand collections, ok? 81 Mindy Tran 00:19:09.250 --> 00:19:24.850 And you'll see that interspersed is collections that I have at least one title selected collections that my library created collections that my library did not select all included here in the search. 82 Mindy Tran 00:19:33.330 --> 00:19:53.130 One of the things that you'll see if you search by collection, data type collection, you'll see the collection name, the attributes, meaning what type of collection it is. Excuse me, if it's a knowledge base collection or other types of collection that's available in collection manage. 83 Mindy Tran 00:19:54.010 --> 00:19:56.210 The attributes are, this is. 84 Mindy Tran 00:19:58.290 --> 00:20:18.090 The delivery collect for this collection has been disabled or if I scroll down a little bit more, this collection right here has a little bit more attribute. It's, a demand driven acquisitions collection. It's a document delivery collection. It's also an open access collec. 85 Mindy Tran 00:20:18.370 --> 00:20:29.330 Meaning that there are titles in this collection that are available as open access, not the it may not be every title in the collection, but there are titles in the collection. 86 Mindy Tran 00:20:31.250 --> 00:20:35.570 That, are open access. So these are the attributes that. 87 Mindy Tran 00:20:37.570 --> 00:20:46.450 The libraries that create the collection or that the collection is available in the global knowledge base with these attributes selected and applied to them. 88 Mindy Tran 00:20:50.410 --> 00:20:52.130 Excuse me here while I keep scrolling. 89 Mindy Tran 00:20:54.730 --> 00:21:13.690 Provider. Pretty self explanatory, the provider for the collection and its hyperlinks, so if you click on that provider, it will take you, it will do an additional search by that provider and return all of the collections that's currently in collection manager. 90 Mindy Tran 00:21:14.450 --> 00:21:15.330 With that provider. 91 Mindy Tran 00:21:18.570 --> 00:21:33.010 Update it, again, means exactly that. The last time the collection was updated or created in collection manager. Selection, we've already talked about that or. 92 Mindy Tran 00:21:35.050 --> 00:21:51.970 About whether you can see right away in this collection, in this search results, whether, there's the collection, any title in the collection have been selected or not. Sharing is really a quick way for you to see whether a collection. 93 Mindy Tran 00:21:53.890 --> 00:22:09.330 If your library has shared a collection that you've created with, with other institutions here that use a collection manager specifically knowledge based collections or if there are collections that have been shared to your library. Okay. 94 Mindy Tran 00:22:10.850 --> 00:22:31.090 Right now at least in this first page, we don't have any collections that are shared too or by us. The action field here, that is dependent on what your library purchased have access to in the, on the world share platform. So it is a way for. 95 Mindy Tran 00:22:31.970 --> 00:22:36.010 You to be able to add license if your library have license manager or. 96 Mindy Tran 00:22:38.530 --> 00:22:47.810 Add this to an order or a purchase request if your library also use world share acquisitions, for instance. So if you're searching for titles or collections here, you can. 97 Mindy Tran 00:22:49.210 --> 00:23:03.690 Use this dropdown, it will be available so that you can either create a license for the collection or put the titles or the collection into an order or purchase request. Okay, via world chair acquisition. 98 Mindy Tran 00:23:07.730 --> 00:23:28.090 Now since I have so many title, I have so many collections in this most recent search that I did here, that filter by that I spoke about earlier, I can click and I can see here that the filter bar is dynamic depending on the scope that you use to limit your search query. 99 Mindy Tran 00:23:28.610 --> 00:23:34.770 Then the scope for this search is all collections, you'll see that I can filter by collection type. 100 Mindy Tran 00:23:36.610 --> 00:23:56.970 So if I click on that, I can see, ok, I can filter by database collections that are databases only or knowledge base collections or I can filter by collections that contain open access content, maybe, because there are thirty one thousand and I'm not seeing it except. 101 Mindy Tran 00:23:57.250 --> 00:23:59.410 Maybe one, but there maybe more collections. 102 Mindy Tran 00:24:01.570 --> 00:24:13.490 Or, I might want to look for collections that have been, say, discontinued so that I can remove my selection from those and see which. 103 Mindy Tran 00:24:15.570 --> 00:24:19.770 Collections have been removed so that I know and be able to. 104 Mindy Tran 00:24:21.690 --> 00:24:29.530 Look for other collections in the knowledge base to select them, ok? Correct or. 105 Mindy Tran 00:24:30.930 --> 00:24:32.530 Look for collections that are. 106 Mindy Tran 00:24:34.170 --> 00:24:52.650 Shared to my library, ok? So these are collections because you're looking at all of the collections that's available. It's a combination of collections that your library is selected or not selected. So you don't really have a, so the options to filter by, is. 107 Mindy Tran 00:24:53.970 --> 00:25:00.730 Is pretty minimal. Now, if I'm gonna switch my screen so if I navigate now if I click on the left. 108 Mindy Tran 00:25:02.370 --> 00:25:17.970 Hand side here for the tab that says search collections with my selected collection, it changes the screen here, and if I click on filter by, I have a few more options to filter by. I can still filter by collection type. 109 Mindy Tran 00:25:19.650 --> 00:25:28.850 And there's a lot more query collections that my library created, cataloging partner collections that my library created or I can. 110 Mindy Tran 00:25:31.170 --> 00:25:32.530 You know what, filter only. 111 Mindy Tran 00:25:35.010 --> 00:25:47.730 By those collections that I created or my library created, so if I go ahead and click on filter, you'll see that from of the twenty one there are thirteen collections that my library created. 112 Mindy Tran 00:25:51.090 --> 00:25:53.650 So it filters out those collections that were selected. 113 Mindy Tran 00:25:56.130 --> 00:26:14.850 Or from here I say I want to look for collections that have been shared or look for collections to maintain holdings and mark records. So you'll notice that in order to filter by these options like mark records or maintain holdings, your library either has to select titles in the collection or. 114 Mindy Tran 00:26:16.610 --> 00:26:18.890 Created those collections. 115 Mindy Tran 00:26:24.210 --> 00:26:39.610 What is the great question. What is the difference between collections of library has selected and collections that are shared to my library? So collections that if you mark a collection that have been, that is selected, it means that your. 116 Mindy Tran 00:26:42.130 --> 00:27:02.370 That your library have said we now, we have access to the titles in this collection. A collection can be shared to your library so that you don't have to go in and create a collection, a brand new collection from, from the beginning. You can use the data that's there and select those titles. So. 117 Mindy Tran 00:27:02.690 --> 00:27:05.490 Just because a collection is shared to you, it just. 118 Mindy Tran 00:27:07.530 --> 00:27:27.490 It just enables you to be able to use that collection and not have to create a new collection. So those shared collection may not have been promoted to the globe, it's not available in the global knowledge base. So it could be that a consortia you might be put part of a consortium and one of the lib. 119 Mindy Tran 00:27:27.810 --> 00:27:28.850 In your consortium. 120 Mindy Tran 00:27:31.010 --> 00:27:38.490 Created this collection. But didn't add it or promote it to the global knowledge base because it's only for your consortium for. 121 Mindy Tran 00:27:39.890 --> 00:27:59.610 For instance. And so they may share it to the libraries in your consortium and then you can go in and select the, that collection to say that you now have access to without having to do the work the same amount of work. 122 Mindy Tran 00:28:00.370 --> 00:28:00.690 Does that. 123 Mindy Tran 00:28:02.490 --> 00:28:03.810 Make sense? Did I. 124 Mindy Tran 00:28:05.650 --> 00:28:05.970 That help? 125 Mindy Tran 00:28:09.250 --> 00:28:14.530 And in the same way, of course, you, if you were the one that created the collection first, you can share it. 126 Mindy Tran 00:28:16.210 --> 00:28:17.250 To the libraries. 127 Mindy Tran 00:28:21.650 --> 00:28:23.090 Great question. Any other questions? 128 Mindy Tran 00:28:32.890 --> 00:28:36.490 You may not always come in here and search for. 129 Mindy Tran 00:28:38.050 --> 00:28:57.850 A collection and say show me all of the selected collections. You might maybe because for maintenance in the future, you want to see all of the collections that your library selected so that maybe you no longer subscribe to that collection and can just deselect the collection for instance. Or, because. 130 Mindy Tran 00:28:58.450 --> 00:29:05.970 You're subscribing to a new collection and you or you may just want to see all of the available collection if you're just exploring. 131 Mindy Tran 00:29:08.690 --> 00:29:19.170 What's available in collection manager. But more often when you are searching by collection, you know, what collection you're searching for. So if I. 132 Mindy Tran 00:29:20.850 --> 00:29:26.410 I have a new collection that my library just subscribed to say ProQuest, European. 133 Mindy Tran 00:29:29.210 --> 00:29:49.570 I can just type in the search terms or term term or terms that I want to search. I want to search for this collection and I wanted to search for these terms in all collections, regardless of whether my library has selected or not. And if I execute this. 134 Mindy Tran 00:29:49.810 --> 00:30:05.850 Query, it went out and did a keyword search for this and the collection that I want is here, ok? So you can search for the specific collection and of course most of the time it will be, you know, which collection you've searched for. 135 Mindy Tran 00:30:09.570 --> 00:30:10.170 You can also. 136 Mindy Tran 00:30:12.370 --> 00:30:24.610 If you have a collection that you say Epsco America for instance, it's a long collection, it has a really long name. And so you can always use the asterisk. 137 Mindy Tran 00:30:26.450 --> 00:30:34.250 Start your search term and include an asterisk to say return anything that starts with Epsco America and. 138 Mindy Tran 00:30:36.410 --> 00:30:43.130 Any terms following that and there is only one Epsco America history and life with full text. 139 Mindy Tran 00:30:50.090 --> 00:30:57.410 Sometimes, probably not very often, but you may want to search specifically by title. 140 Mindy Tran 00:30:59.650 --> 00:31:08.450 In that case, you can also search for again, you can limit your scope in the same way as if you were limiting by collection. And. 141 Mindy Tran 00:31:10.290 --> 00:31:30.690 But there will then be an extra title index and you can just do a keyword search by default, just type in the search term and it'll do a keyword search, it will search for the terms to match anywhere in the collection name, title or anywhere else. Or you. 142 Mindy Tran 00:31:30.850 --> 00:31:38.410 Can be very specific and say, I want to search for in the title. And I want to search for this title. 143 Mindy Tran 00:31:42.450 --> 00:31:42.890 I'm. 144 Mindy Tran 00:31:52.090 --> 00:32:11.730 And I'm searching for specifically, for this title and I can see that here. Notice that it, this title exists in multiple collections. What it is coverage in terms of the date, the OCLC number associated with this, the or ISBN number associated with. 145 Mindy Tran 00:32:11.970 --> 00:32:16.730 And whether this title has been selected at all by my library. Okay. 146 Mindy Tran 00:32:22.850 --> 00:32:22.930 Now. 147 Mindy Tran 00:32:24.530 --> 00:32:43.490 You'll notice when I use the dropdown for the title index, if you know the ISBN number or IS OCLC number or ISSN number of the e journal, you can also search specifically by those numbers. So for instance, if I know the ISSN number. 148 Mindy Tran 00:32:46.090 --> 00:33:05.490 For this e journal that I want, I can go ahead and enter that in here. Now notice what happens if I entered ISSN and I just type in the number and if I click search, I get no results. The reason is that if you are searching by the ISSN number, you need to make. 149 Mindy Tran 00:33:05.690 --> 00:33:07.890 Sure that you include the hyphen. 150 Mindy Tran 00:33:11.370 --> 00:33:16.130 And so it's a different search result when you include the hyphen. 151 Mindy Tran 00:33:24.290 --> 00:33:36.570 One last thing about searching, so we set that if you have a provider and you usually if you search by collection, you, you would have the provider as one of the. 152 Mindy Tran 00:33:38.450 --> 00:33:52.730 Column. However, if you search by title, nowhere in here do you see the provider name? But you can always just search if you know that you're looking for a very specific provider. You can choose the data type provider. 153 Mindy Tran 00:33:54.850 --> 00:34:00.690 And type in if I'm looking for proquest, for instance, I'm gonna use the same provider. 154 Mindy Tran 00:34:03.210 --> 00:34:22.850 And search for that. You'll see that proquest by itself or proquest books or book ebook central, and you'll notice the provider name, but on the selections column, you'll notice that there are two numbers, what. 155 Mindy Tran 00:34:22.970 --> 00:34:36.210 What this means is that ProQuest has six hundred and fifty seven collection in collect collection manager currently and my library has zero collections selected. 156 Mindy Tran 00:34:38.290 --> 00:34:49.210 Same thing with ProQuest ebook central. There are a hundred and forty seven collections by proquest ebook central here, but my library haven't selected any collection. 157 Mindy Tran 00:34:51.290 --> 00:34:57.129 Same thing for proquest K through twelve, and of course I can always click in the. 158 Mindy Tran 00:34:58.970 --> 00:35:13.410 Second number here, which is four and bring back all of the collections that has the provider proquest K twelve, ok? So this is another a quick way to. 159 Mindy Tran 00:35:15.530 --> 00:35:26.130 Surface collections by a specific provider if you recently purchased a number of collections by them. Okay. 160 Mindy Tran 00:35:32.970 --> 00:35:33.490 Questions about this? 161 Mindy Tran 00:35:46.770 --> 00:35:56.130 Now let's talk about now that we know how to search for these collections, let's talk about how to react them to collection manager. 162 Mindy Tran 00:35:58.410 --> 00:36:17.770 So there are multiple options for you to add library specific knowledge base collections. You can have your electronic collections automatically sent from your providers to OCLC for loading into Worldcat knowledge base and we don't talk about that today. 163 Mindy Tran 00:36:18.410 --> 00:36:38.570 Because there are a number of providers that offer this and there are, there's information that's available depending on the provider and whether you're, you subscribed or purchased any collections from this provider. And it could also be that the provider may. 164 Mindy Tran 00:36:38.850 --> 00:36:58.810 Only offer this for some collections but not all. So you would have to look at each individual provider that your library purchase for subscribe, different collections, and then initiate a process to have this set up for that provider. 165 Mindy Tran 00:37:01.850 --> 00:37:14.250 You can also select or edit, knowledge based collections from existing collections in the global knowledge base. So we've searched for them. We'll look at how to select or. 166 Mindy Tran 00:37:15.770 --> 00:37:18.370 An entire collection or subset of collections or. 167 Mindy Tran 00:37:20.290 --> 00:37:29.170 Create a new collection if the collection that we see that you find in the global knowledge base doesn't work. For some reason. 168 Mindy Tran 00:37:37.050 --> 00:37:56.050 To select an entire collection, you log in to world chair, navigate to collection manager, you know the collection name, so you search for the collection. Once you locate the collection, review the collection content. Are these the titles? Is this the right collection? And if it is. 169 Mindy Tran 00:37:56.770 --> 00:38:07.570 You select the collection to indicate that your library have access to these titles and they are now available for your users to access. 170 Mindy Tran 00:38:14.970 --> 00:38:33.770 There are times where you don't purchase or subscribe to all of the titles in a collection, and so in this case, you would only be selecting a subset of titles. Maybe the collection has five hundred titles, but your library only purchased half of that. 171 Mindy Tran 00:38:35.610 --> 00:38:55.410 Again, you log in, you navigate to collection manager, and you search for the collection because you know, and then if since we're using the interface to do that, you can search for the titles that your library subscribed to. Review the title information and then select each title manually. 172 Mindy Tran 00:39:04.810 --> 00:39:05.290 Questions about that? 173 Mindy Tran 00:39:12.370 --> 00:39:14.170 So let me switch my screen back to. 174 Mindy Tran 00:39:16.090 --> 00:39:22.210 Collection manager here. So I'm gonna go ahead and close all the tabs here just so that we have a cleaner. 175 Mindy Tran 00:39:23.850 --> 00:39:38.810 Interface to look at. So my library, just purchased a couple of new collections and we need to go in and add our selections for, to our collection manager. 176 Mindy Tran 00:39:40.450 --> 00:39:53.250 So that it they are available to our users. One is an ebook collection called Economic Society monographs online by Cambridge and the other one is an e journal collection. 177 Mindy Tran 00:39:55.090 --> 00:39:58.170 By ProQuest, called ProQuest European business. 178 Mindy Tran 00:39:59.690 --> 00:40:10.730 Now since we know the collection name, it's, it's easy, so we'll go ahead and choose to search by collection, and I'll go ahead and leave the scope as all collections since. 179 Mindy Tran 00:40:12.490 --> 00:40:16.570 This is a new collection and I'll go ahead and search for econometric. 180 Mindy Tran 00:40:22.930 --> 00:40:24.810 And I find one collection. 181 Mindy Tran 00:40:26.650 --> 00:40:28.170 Now, from here. 182 Mindy Tran 00:40:31.050 --> 00:40:37.330 If I know that this is the right collection by and I know that there's forty six titles in the collection. 183 Mindy Tran 00:40:39.610 --> 00:40:46.650 Then it's ok. I can go ahead and just click on the search results screen here, click select all titles. 184 Mindy Tran 00:40:49.290 --> 00:40:50.170 And I'll be able to. 185 Mindy Tran 00:40:54.810 --> 00:40:57.130 And it will block for indexing. 186 Mindy Tran 00:40:59.290 --> 00:41:02.330 Depending on how big the collection is, it'll might take. 187 Mindy Tran 00:41:03.970 --> 00:41:10.370 A few seconds, a few minutes, ok? And once it's available, once it's been selected. 188 Mindy Tran 00:41:23.530 --> 00:41:24.530 Just gonna take a while. 189 Mindy Tran 00:41:26.450 --> 00:41:26.930 Once it's. 190 Mindy Tran 00:41:28.810 --> 00:41:34.210 Selected and then it'll show me that my library has selected all the titles in the collection. 191 Mindy Tran 00:41:37.050 --> 00:41:55.970 Or if I need to examine it further, let's just say, then I can click on the collection name and it will display all of the titles in the collection, and I can go through and check and make sure that these are the titles in the collection. And once I'm satisfi. 192 Mindy Tran 00:41:56.210 --> 00:42:04.010 With that, the collection actions menu, and I can click select collection to select them all. Okay. 193 Mindy Tran 00:42:05.690 --> 00:42:14.930 But since I've already done it, I won't ask do it again. We'll just have to wait for, the indexing to be complete. 194 Mindy Tran 00:42:18.450 --> 00:42:22.450 And it's going to take us a while here. The reason why. 195 Mindy Tran 00:42:35.770 --> 00:42:36.690 Well that is going on. 196 Mindy Tran 00:42:41.210 --> 00:42:41.490 I'm. 197 Mindy Tran 00:42:44.810 --> 00:42:56.530 Let's talk about the other collection. So ProQuest European business is the other collection that my library subscribed to. I'm gonna go ahead and search for that. 198 Mindy Tran 00:43:02.730 --> 00:43:16.410 And there is the collection here. And in this case I we didn't purchase the entire collection. We only purchased a subset of titles in this collection, so I won't be selecting all titles here in the search results screen. 199 Mindy Tran 00:43:18.090 --> 00:43:20.730 You want to open up the collection. 200 Mindy Tran 00:43:23.850 --> 00:43:28.650 And once you see the titles in the collection here, I can. 201 Mindy Tran 00:43:32.050 --> 00:43:50.050 At this point, if let's say that I, if I know the name of the collection, I can scroll down. There's a hundred and fifty seven titles in the collection. I have customized my results here to show a hundred rows of title at a time. I can browse until I find. 202 Mindy Tran 00:43:52.370 --> 00:44:12.170 Let's say the collection that the title that I want, that says British food Journal, and if this is I can click on the title itself to view the title in its own tab to review, the metadata that's here. 203 Mindy Tran 00:44:13.250 --> 00:44:23.210 This is the title, it's full text. This is the OCLC numbers that's associate that's associated with it. This is the ISSN number. 204 Mindy Tran 00:44:24.690 --> 00:44:27.050 If there's any linking data that you want to review. 205 Mindy Tran 00:44:28.570 --> 00:44:37.170 You can click on the linking accordion. If everything else looks good, I'll go ahead and I'll just close out this tab and go back to. 206 Mindy Tran 00:44:40.290 --> 00:44:52.770 The collection. Oh, excuse me, go back to the collection here and in this case for the British food journal, I'm gonna go ahead and say select title. 207 Mindy Tran 00:44:59.090 --> 00:45:00.130 And once I do. 208 Mindy Tran 00:45:10.610 --> 00:45:21.970 Probably still selecting behind the scenes. There it is. It now shows that my library that I've selected this title. Now, once I've selected this title. 209 Mindy Tran 00:45:23.490 --> 00:45:30.130 When I click on the British food journal, I will then be able to edit the metadata for this title. 210 Mindy Tran 00:45:31.810 --> 00:45:44.610 So when I do that, it looks a little bit different than when I clicked on it the very first time, there was I was not able to edit anything. Now I'm able to do that. And. 211 Mindy Tran 00:45:46.450 --> 00:46:06.770 The reason why I wanted to show you this also is because when there is a global tab as well as a local tab, when you look at the global tab, if you make an edit to say the title name field or say gov doc repository ID or the override o. 212 Mindy Tran 00:46:06.930 --> 00:46:18.090 C L C number, if I keep going or ISSM EISSN for instance, these are what we call global fields and if you make a change here. 213 Mindy Tran 00:46:19.810 --> 00:46:32.370 In this global tab for this title, the changes that you make will be applicable to other libraries that have used this title. 214 Mindy Tran 00:46:37.370 --> 00:46:41.810 However, if I make a change to, let's say. 215 Mindy Tran 00:46:43.450 --> 00:46:46.250 I'm gonna go ahead and just do this so you can see. 216 Mindy Tran 00:46:56.650 --> 00:47:15.730 If I click over to local, you'll notice that now I can I cannot edit the title name in the local tab. However, I can now edit the coverage in the local tab because coverage is a local change. So any change. 217 Mindy Tran 00:47:16.090 --> 00:47:31.090 That you make in the field in the local tab is only applicable to your library such as coverage, information, title, URL specifically to this title, maybe there are. 218 Mindy Tran 00:47:36.090 --> 00:47:49.170 Keys to access full text that's only applicable to your library, or notes that are only applicable to your library. It will not affect. 219 Mindy Tran 00:47:50.610 --> 00:47:51.930 The other library. 220 Mindy Tran 00:47:54.490 --> 00:48:08.170 The title for everyone, in this co for this title in the, in the collection for everyone else because it is a local change and a local edit. So if I make a change here to say. 221 Mindy Tran 00:48:10.050 --> 00:48:11.610 I click on the pencil and say. 222 Mindy Tran 00:48:13.050 --> 00:48:24.930 I actually are embargo, are acts is three hundred and sixty five days, but we actually have access since nineteen ninety, let's say. 223 Mindy Tran 00:48:27.450 --> 00:48:44.010 So if I make a change to the coverage here and I click apply, I see the coverage has changed for my library in the local tab, but if I navigate to the global tab here, the coverage still says nineteen ninety two for everyone else. 224 Mindy Tran 00:48:48.290 --> 00:49:08.050 Once i've made the changes to the metadata or edit the metadata, I can review and save appear and the system will let me look at this provide me with a summary so that I can review this again and decide, do I really want to make this change? 225 Mindy Tran 00:49:08.690 --> 00:49:18.090 It's saying that I making a coverage change, which is a local change won't affect anyone, but I'm making a title name change that will affect everyone. 226 Mindy Tran 00:49:19.690 --> 00:49:35.690 Do I want to do that? I'm gonna go ahead and say no because I truly don't have this title and it is a production environment and I don't want to do that. I'll go ahead and cancel it. I'll go back to the global tab and remove this change that I made. 227 Mindy Tran 00:49:37.610 --> 00:49:42.170 And when I review and save again, you'll notice that only the local change. 228 Mindy Tran 00:49:44.850 --> 00:49:48.610 Is showing. And from my library, that's ok, because. 229 Mindy Tran 00:49:51.050 --> 00:49:55.930 It's not going to affect anyone else. So the change is successful. 230 Mindy Tran 00:49:57.970 --> 00:49:58.650 For my library. 231 Mindy Tran 00:50:06.010 --> 00:50:13.610 Now the other thing that I can do, and notice that's already updated in at the collection level when I'm looking at this. 232 Mindy Tran 00:50:15.370 --> 00:50:35.730 So I can browse through all of, the titles, a hundred and fifty seven titles in this collection and look for the titles that my library subscribe to. Or I can use the search within here since I know the titles, I can use the search within here and say the other title that my li. 233 Mindy Tran 00:50:36.090 --> 00:50:55.970 Subscribes to is Harvard, International, review. I can just type it in here. I want to make sure that my selected title is unchecked though because you wanna search through all of the titles in the, in the collection, not just the titles that your library selected, and then either press enter or. 234 Mindy Tran 00:50:56.210 --> 00:50:56.810 Click filter. 235 Mindy Tran 00:51:01.250 --> 00:51:02.610 I spelled it wrong, sorry. 236 Mindy Tran 00:51:05.330 --> 00:51:09.010 International review, and there it is, and then now. 237 Mindy Tran 00:51:10.330 --> 00:51:22.850 I just look at the title and again if I click on the title to view that title, you'll notice that I can't edit anything right now because I have not selected the title yet. Okay. 238 Mindy Tran 00:51:25.730 --> 00:51:32.810 So from here I can select title and now I have another title that my library, selected. 239 Mindy Tran 00:51:52.610 --> 00:52:02.290 So when I filter this again, these are two titles that my library selected. Earlier since I left the search terms in the search title, it kept returning one. 240 Mindy Tran 00:52:11.250 --> 00:52:21.690 I wanna go back to the economic society monographs online collection that we selected in its entirety. So when I open this collection up. 241 Mindy Tran 00:52:23.570 --> 00:52:39.370 You will notice that if you select a collection in its entirety, there is an option for auto select title that's automatically selected here for you. And what this does is that. 242 Mindy Tran 00:52:42.570 --> 00:52:43.090 Excuse me. 243 Mindy Tran 00:52:45.970 --> 00:53:01.450 Is that if it is selected, what this option does is that it automates the selection of new titles for your library when the provider adds new titles to this collection, so let's say five or six months down the. 244 Mindy Tran 00:53:03.050 --> 00:53:14.930 Later Cambridge University press added five or six new titles to this collection and it's automatically part of the subscription or purchase that you've. 245 Mindy Tran 00:53:16.450 --> 00:53:36.490 Made for this collection Instead of you having to go back into collection manager and search for this collection and select those five or six titles collection manager will automatically add your selection will automatically select those titles for you once we receive information. 246 Mindy Tran 00:53:37.490 --> 00:53:56.850 From Cambridge University Press about these five new titles or six new titles, ok? Now, you can always uncheck it if you don't want, then that means that you have to go in and manually search return to this collection when you get the notice from the provider. 247 Mindy Tran 00:53:57.490 --> 00:54:04.370 And search for this collection and then select those five or six new titles that have been added. 248 Mindy Tran 00:54:08.210 --> 00:54:24.610 You'll also notice that once the collection has been selected, if you need to make changes to the metadata for the title, you will then be able to click on that on any title here and make those same changes that we discussed earlier. 249 Mindy Tran 00:54:30.210 --> 00:54:49.450 The other thing that you'll notice is that if you only select a subset of titles like and from the ProQuest European business collection, this auto select title is not automatically selected, ok? You usually don't want to do that. 250 Mindy Tran 00:54:50.090 --> 00:55:02.970 Because even if, let's say ProQuest add new titles to this collection, you may or may not have purchased those titles. So you don't want a collection manager to just automatically select those titles. 251 Mindy Tran 00:55:11.730 --> 00:55:29.930 One last thing I want to show you before, when working with existing knowledge base collections like these, whether you select the entire collection like the account of metrics society monographs, online, or whether you select only a subset of titles like ProQuest. 252 Mindy Tran 00:55:31.050 --> 00:55:33.290 There is an option to add a global title. 253 Mindy Tran 00:55:34.730 --> 00:55:35.050 So maybe. 254 Mindy Tran 00:55:36.850 --> 00:55:41.410 There are forty six titles that shown here, but for your. 255 Mindy Tran 00:55:43.210 --> 00:55:56.050 Subscription, there are actually forty seven or forty eight titles. You may have selected all forty six here, but there's a title or two missing. You can always go in and create a title. 256 Mindy Tran 00:55:58.410 --> 00:56:04.890 And I will not walk through the the final process, but I just want to walk through very quickly so maybe there is. 257 Mindy Tran 00:56:06.970 --> 00:56:07.810 A new global. 258 Mindy Tran 00:56:09.210 --> 00:56:10.570 Title for this collect. 259 Mindy Tran 00:56:21.330 --> 00:56:41.810 I add the new title, this is and from the coverage depth, I know that this is a full text journal, so that's what I am going to select, and once I do that, the rest of the title metadata will display and you can enter this information if there's a title URL you want. 260 Mindy Tran 00:56:42.010 --> 00:56:47.770 Put in here, the OC corresponding OCLC number, ISSN EISSN. 261 Mindy Tran 00:56:49.810 --> 00:56:59.730 The linking co and the link scheme if you know, you want to include the title ID. That is usually part of the title URL. 262 Mindy Tran 00:57:01.730 --> 00:57:21.770 Your title URL that you can put in here, if you have questions about where you can find the title ID for specific provider, you can contact OCLC support and one of our team member will be able to assist you depending on whether the collection is by. 263 Mindy Tran 00:57:22.170 --> 00:57:42.610 Proquest or by Cambridge university. They can assist you in identifying where that title ID is to put here. This will help when you're adding a new a global title because then when OCLC receives that data from the provider instead of overriding your title, it will just merge the. 264 Mindy Tran 00:57:42.690 --> 00:57:48.650 Data from the title from what you've added with information from the provider. 265 Mindy Tran 00:57:52.970 --> 00:58:13.290 And of course, I won't do this, but because it's a global title and I don't have this and when you are adding a global title to an existing knowledge based collection, it will, it will be available to everyone. So, I'm not going to do that, but the last step to this would be to click save to add. 266 Mindy Tran 00:58:13.370 --> 00:58:14.050 This global title. 267 Mindy Tran 00:58:16.770 --> 00:58:18.370 To the collection, ok? 268 Mindy Tran 00:58:24.250 --> 00:58:24.930 Questions about this? 269 Mindy Tran 00:58:39.690 --> 00:58:40.610 So we've talked about. 270 Mindy Tran 00:58:44.290 --> 00:58:58.170 Searching for and selecting and editing existing collections. What happens if you can't find the collection? Maybe it's a small or a custom niche collection that's only. 271 Mindy Tran 00:58:59.570 --> 00:59:11.250 Available and provided by your library. Or it maybe a print serial collection that you, you want to add and have it represented in the knowledge base. 272 Mindy Tran 00:59:14.370 --> 00:59:20.650 Or it could be that the ebook or e journal collection is not yet available in the knowledge base, your library. 273 Mindy Tran 00:59:22.930 --> 00:59:29.730 Have it first OCLC have not received the information just yet and you can and you don't want to wait. 274 Mindy Tran 00:59:31.530 --> 00:59:36.290 Or maybe you want to add a database only collection, like you want to add your database to the. 275 Mindy Tran 00:59:38.570 --> 00:59:46.610 Collection manager so it can show up in the A to Z list, but these are database and it has, it contains no title. 276 Mindy Tran 00:59:49.450 --> 00:59:54.050 That's when you can create a new collection in collection manager. 277 Mindy Tran 00:59:58.370 --> 01:00:16.850 Login, navigate to collection manager and we know you know that you've already done a search and this the the the collection doesn't exist. Or that you know that you're adding a database only collection. Once you've created the collection, then you can add title by title. 278 Mindy Tran 01:00:18.170 --> 01:00:19.010 Using the interface. 279 Mindy Tran 01:00:28.610 --> 01:00:48.650 When you're adding a new collection, one of the things you wanna think about is link scheme, but link schemes are only is optional really for most collections. OCLC recommends that libraries only attempt to add metadata to this field when it is truly necessary. 280 Mindy Tran 01:00:49.090 --> 01:01:09.290 So print books and many e book collections do not use linked schemes. The link scheme value instructs the knowledge base on how to create article links for particular, say for a particular record or a set of records. And the link scheme value is a represent. 281 Mindy Tran 01:01:09.530 --> 01:01:29.290 At the collection level. Of course, your library can override the link scheme value on a per title basis as needed. OCLC will try to, will try to create link schemes for your new knowledge base collection. So once you create the collection, add. 282 Mindy Tran 01:01:30.050 --> 01:01:50.250 The titles to the collection, you want to email OCLC support with the name of the provider, the collection name, the collection ID, and a sample search from that current provider that resolves the full text as well as a username and password that will allow oclc. 283 Mindy Tran 01:01:50.370 --> 01:01:54.770 To proxy through and make sure that links being works for the collection. 284 Mindy Tran 01:02:02.570 --> 01:02:22.130 So before we go out and take a look here, there is a question in chat. I want to make sure that I at least addressed. So that is not a replacement for adding removing titles for global collection by sending K Bart titles to customer support. I personally maintain a global. 285 Mindy Tran 01:02:22.330 --> 01:02:38.130 Collection for a database that the provider does not provide records for. The last time I sent a paybart file to customer support, the rep told me to add to use the add a global title option instead. 286 Mindy Tran 01:02:40.810 --> 01:02:52.570 It is. So if let's say you are maintaining a global collection, so if you've, what I'm talking about here is creating a local collection. So, oh. 287 Mindy Tran 01:02:55.290 --> 01:03:14.290 What I spoke previously is working with the existing collections though, so those are global collections that are available for other libraries to use and that was the reason why I did not save that title because it then will become available to everyone. If you are maintaining a global collection, so. 288 Mindy Tran 01:03:14.810 --> 01:03:24.050 Instead of sending a keyboard file to OCLC support, you can go in and add and edit existing global titles using. 289 Mindy Tran 01:03:25.890 --> 01:03:26.290 What I just. 290 Mindy Tran 01:03:27.770 --> 01:03:37.850 By using if it's new titles that you're adding, you can go in and use the add a global title to add those new titles. If you need to remove a title from. 291 Mindy Tran 01:03:39.490 --> 01:03:42.330 A global title, you will be able to do that also. 292 Mindy Tran 01:03:43.690 --> 01:03:55.130 In the global collection if you need to edit an existing global collection, global title, you can do that also. Make those changes all in the interface. 293 Mindy Tran 01:03:57.090 --> 01:03:58.690 Did that answer your question? 294 Mindy Tran 01:04:06.130 --> 01:04:25.010 So if I switch back to the interface here, if I, if you need, if you're managing this global collection, say economic society monograph or any other collection globally, you can go in and create a title and add global titles as needed. 295 Mindy Tran 01:04:28.650 --> 01:04:32.690 If you are deleting, because this is a global collection. 296 Mindy Tran 01:04:41.530 --> 01:04:47.130 You sent it to global collection already, you can deselect them. 297 Mindy Tran 01:04:50.370 --> 01:04:51.130 It may or may not. 298 Mindy Tran 01:04:56.770 --> 01:04:58.050 I don't want to. 299 Mindy Tran 01:05:07.690 --> 01:05:08.290 I'm gonna take. 300 Mindy Tran 01:05:11.930 --> 01:05:16.730 Offline in terms of deleting titles because one of the things if you. 301 Mindy Tran 01:05:20.850 --> 01:05:25.330 If you have made a collection, a global collection like this. 302 Mindy Tran 01:05:28.370 --> 01:05:34.130 If you, you can deselect the, the title. 303 Mindy Tran 01:05:35.650 --> 01:05:35.690 But. 304 Mindy Tran 01:05:39.090 --> 01:05:52.570 You don't have the option easily to remove the title completely from the collection because the title may still have been selected by other libraries because it's a global collection. 305 Mindy Tran 01:05:55.930 --> 01:05:58.770 But there is a way to do that. I'm gonna take that offline. 306 Mindy Tran 01:06:04.610 --> 01:06:06.610 Provide a an answer, offline. 307 Mindy Tran 01:06:22.010 --> 01:06:23.770 Let me close these tabs here. 308 Mindy Tran 01:06:26.210 --> 01:06:45.690 So if I need to create a new collection, it's, very easy to do, I know that I need to, so under collection manager, I can click create a collection and be able to go in and say, create a knowledge base collection. Now. 309 Mindy Tran 01:06:46.050 --> 01:06:53.330 If it's a database only collection that I need to create, if I can just select right off the option to. 310 Mindy Tran 01:06:55.250 --> 01:06:56.610 Create a database only collection. 311 Mindy Tran 01:06:59.450 --> 01:07:07.130 And when I click create, I come here and need to give it a name. So I'm gonna go ahead and very quickly. 312 Mindy Tran 01:07:18.650 --> 01:07:39.050 I can then click on here and start typing and it will give me suggestion to add a provider or if I don't, if the provider doesn't exist here, I can click create a provider to manage that provider by creating a new vendor. You can describe the collection here. You can. 313 Mindy Tran 01:07:39.170 --> 01:07:55.290 Add attributes if you recall when we looked, when we were searching for collection, there are attributes that have been assigned that this is an open access collection for instance, that the titles here are openly available to libraries. I can add that note. 314 Mindy Tran 01:07:57.730 --> 01:08:01.250 Collection note. I can under linking. 315 Mindy Tran 01:08:02.890 --> 01:08:09.930 If I know the collection URL, I'm just gonna select one here. 316 Mindy Tran 01:08:15.370 --> 01:08:33.970 Link scheme, we talked about that. If this is a new collection, a link scheme can be created and added here once you've provided the information to support. Okay, if there's any proxy, you can add all of that information here, and then just. 317 Mindy Tran 01:08:34.210 --> 01:08:34.650 Click Create. 318 Mindy Tran 01:08:37.330 --> 01:08:48.130 Now, there's nothing else for you to do. This is a database only. The only thing that's available is that it's a link out to the database for this collection. 319 Mindy Tran 01:08:50.330 --> 01:08:50.569 Okay. 320 Mindy Tran 01:08:52.490 --> 01:08:54.290 Now, if I have titles to add. 321 Mindy Tran 01:08:56.170 --> 01:09:00.130 I will create a collection, but don't select the database only. 322 Mindy Tran 01:09:02.049 --> 01:09:02.730 Click create again. 323 Mindy Tran 01:09:04.290 --> 01:09:04.569 And now. 324 Mindy Tran 01:09:18.970 --> 01:09:24.370 Customer ID, like previous, it's automatically assigned by the system, but I can always edit. 325 Mindy Tran 01:09:27.930 --> 01:09:38.490 The collection ID, just keep in mind that it needs to be unique, ok? Same thing, begin typing for a provider and it will give you suggestions to select. 326 Mindy Tran 01:09:40.290 --> 01:09:41.490 Provider or create a new one. 327 Mindy Tran 01:09:46.490 --> 01:09:46.970 I'm not going. 328 Mindy Tran 01:09:48.730 --> 01:09:50.089 To quickly do that here. 329 Mindy Tran 01:09:56.970 --> 01:09:57.210 Okay. 330 Mindy Tran 01:09:59.290 --> 01:10:19.050 And once I create this, it's a little bit different. Now I have the titles accordion where I can begin to add titles to this collection. Keep in mind that when you are creating a new collection in a collection man new knowledge based collection, it is a. 331 Mindy Tran 01:10:19.090 --> 01:10:23.370 Local collection, meaning that no one else has access to this collection. 332 Mindy Tran 01:10:24.930 --> 01:10:32.970 Unless you take an extra step to promote this collection to the global knowledge base for everyone to use. 333 Mindy Tran 01:10:34.650 --> 01:10:34.890 Okay. 334 Mindy Tran 01:10:36.730 --> 01:10:37.450 So this. 335 Mindy Tran 01:10:39.850 --> 01:10:56.370 Once I create the collection, I can go ahead now under add a crea local title and click to create a title, and this looks very similar to when you were creating a global, adding a global title. So you provide a name. 336 Mindy Tran 01:11:11.130 --> 01:11:15.850 Coverage depth for this, I know it's a journal and it'll be full text. 337 Mindy Tran 01:11:18.210 --> 01:11:29.410 Once I And then I want to add coverage information for this, there is no coverage, I'm adding a new local title, so I, the start date for this is in nineteen. 338 Mindy Tran 01:11:30.970 --> 01:11:31.410 Ninety five. 339 Mindy Tran 01:11:33.450 --> 01:11:40.850 January. If I need help I can hover my mouse over here and it'll tell me what format I need to use for dates. 340 Mindy Tran 01:11:42.530 --> 01:11:42.730 Okay. 341 Mindy Tran 01:11:45.090 --> 01:11:47.890 Actually for us, it starts in volume twenty. 342 Mindy Tran 01:11:54.250 --> 01:12:02.090 We don't have an end date, but if we do, let's say for this journal, you can put it here. We only have access until. 343 Mindy Tran 01:12:04.170 --> 01:12:05.170 December two thousand. 344 Mindy Tran 01:12:08.890 --> 01:12:22.370 Volume twenty five issue four for instance, so let's say if I put an end date to this. And then apply and now we see that title that coverage information here. Title URL for this. 345 Mindy Tran 01:12:23.930 --> 01:12:26.970 If there is one, I'm making this up here. 346 Mindy Tran 01:12:43.730 --> 01:12:58.330 And a lot more if you have, this titled URL from the provider, you can put that information here. If you know the OCLC number for this, I would strongly recommend that you provide that OCLC number. 347 Mindy Tran 01:12:59.810 --> 01:13:05.090 Especially if, you want to get worldcat records for this title. 348 Mindy Tran 01:13:07.530 --> 01:13:10.490 ISSM and EISSN for this. 349 Mindy Tran 01:13:12.130 --> 01:13:13.530 I'm just making this up so. 350 Mindy Tran 01:13:19.570 --> 01:13:28.450 And any other linking information if you have a link scheme for this or title ID, I don't have one, so I'm not gonna put one in here. 351 Mindy Tran 01:13:29.890 --> 01:13:30.650 And then save. 352 Mindy Tran 01:13:32.610 --> 01:13:34.570 To add this title to the collection. 353 Mindy Tran 01:13:37.770 --> 01:13:38.770 And we now see. 354 Mindy Tran 01:13:51.330 --> 01:13:51.930 Sorry about that. 355 Mindy Tran 01:13:54.850 --> 01:13:58.370 Positive by there it is. It just took a little while to show up. 356 Mindy Tran 01:14:00.010 --> 01:14:01.130 So that's one way. 357 Mindy Tran 01:14:02.690 --> 01:14:05.930 Another way is that you may have an OCLC number. 358 Mindy Tran 01:14:17.290 --> 01:14:22.730 Is if you have an OCLC number, you can provide that in here. 359 Mindy Tran 01:14:33.930 --> 01:14:53.370 And click continue. Collection manager will go out and search the world count database by the OCLC number and pre fill some of the metadata for the title here. Not everything, it will not extract coverage if it's a journal, it will not extract URL. 360 Mindy Tran 01:14:54.370 --> 01:15:14.650 Titled URL because everyone's titled URL will be different. And there may not be a titled URL in the Worldcap record. And then I can further edit and then if I know that this is an ebook, I would select the coverage depth for ebook and we'll see the. 361 Mindy Tran 01:15:14.810 --> 01:15:35.090 Rest of the information. The OCLC entry ID is the OCLC number that you put in, it's then used as the entry ID or title ID for this title. Notice the title URL is blank, so you would have to provide I'd have to provide that information. It knew the O ISPN, so. 362 Mindy Tran 01:15:35.250 --> 01:15:47.450 It extracted the ISPN, but it doesn't extract things like date or publisher or offer if you know that information, you can put that information in here and I, I don't remember the. 363 Mindy Tran 01:15:48.690 --> 01:15:49.850 The date for this. I'll just. 364 Mindy Tran 01:15:51.370 --> 01:15:53.090 Put one in here. 365 Mindy Tran 01:15:56.410 --> 01:15:56.650 I'll. 366 Mindy Tran 01:15:58.330 --> 01:15:58.530 I'll. 367 Mindy Tran 01:16:00.330 --> 01:16:00.570 I'll. 368 Mindy Tran 01:16:17.090 --> 01:16:21.050 Let's just add this for now. And now I have two titles. 369 Mindy Tran 01:16:22.730 --> 01:16:25.850 I'm, when it's becomes available. 370 Mindy Tran 01:16:39.970 --> 01:16:40.650 Yeah, final. 371 Mindy Tran 01:16:43.450 --> 01:17:02.770 So that is a, another, quicker way to if you have the OCLC number collection manager can extract certain information and fee field the title metadata and then you can go in and add the rest of the, additional metadata for that. 372 Mindy Tran 01:17:03.010 --> 01:17:03.370 Title. 373 Mindy Tran 01:17:05.890 --> 01:17:11.050 And keep in mind that we're just using the interface to, to do this, ok? 374 Mindy Tran 01:17:14.170 --> 01:17:32.290 One other questions we have, so maybe I am misunderstanding, but is the value of creating a local knowledge base collection versus just creating one in your local catalog that people can possibly discover in this in Worldcat and see you have it. 375 Mindy Tran 01:17:45.210 --> 01:17:45.450 I think. 376 Mindy Tran 01:17:47.410 --> 01:17:51.050 Ah, that's a question. I think is your library using. 377 Mindy Tran 01:17:53.530 --> 01:17:54.810 Worldcare Management Services. 378 Mindy Tran 01:17:59.410 --> 01:18:07.850 And because if your library is you yep, but if your library is using world chairman management services, then. 379 Mindy Tran 01:18:12.050 --> 01:18:12.410 The titles. 380 Mindy Tran 01:18:14.170 --> 01:18:14.650 That you see. 381 Mindy Tran 01:18:17.970 --> 01:18:21.410 World Worldcat is your local catalog. 382 Mindy Tran 01:18:27.410 --> 01:18:27.930 But it doesn't. 383 Mindy Tran 01:18:31.370 --> 01:18:41.290 It doesn't give your users, so these are advantageous for libraries that are not using WMS, but also. 384 Mindy Tran 01:18:43.090 --> 01:18:56.090 You probably in your case may not need to create a lot of these local collections because those titles are already in worldcap and if your library's already have. 385 Mindy Tran 01:18:58.450 --> 01:19:17.970 Holdings selected, then you may not need to create these. However, you may not be selecting individual titles or you may need these knowledge based collections for full text access for your users. So they may see it in the local catalog in worldcap dis. 386 Mindy Tran 01:19:18.730 --> 01:19:20.610 But in order to access. 387 Mindy Tran 01:19:22.730 --> 01:19:42.730 The full text of full text articles for some of these journals, it may need that link scheme to take the user out to access that content. That's not available just because it showed up in Worldcat to say your library owns this, but there's a layer behind. 388 Mindy Tran 01:19:42.930 --> 01:19:52.530 The scenes that will take the user into access the full text content for those journal that isn't in just the Worldcap record. 389 Mindy Tran 01:19:55.970 --> 01:19:57.210 That's, ok? 390 Mindy Tran 01:20:03.490 --> 01:20:06.610 Great questions, thank you for asking them. 391 Mindy Tran 01:20:09.730 --> 01:20:10.290 Questions about. 392 Mindy Tran 01:20:12.010 --> 01:20:13.690 Adding, a new collection. 393 Mindy Tran 01:20:15.090 --> 01:20:17.970 Adding a new, adding new titles to the collection. 394 Mindy Tran 01:20:23.010 --> 01:20:26.090 One last thing I want to show you, so we have been. 395 Mindy Tran 01:20:28.450 --> 01:20:30.970 Making changes to collections. 396 Mindy Tran 01:20:32.290 --> 01:20:47.370 In collection and knowledge based collection in collection manager or adding new collections. So maybe you may want to know what has been over time, what activities have been performed on the collections. 397 Mindy Tran 01:20:49.050 --> 01:21:08.690 One of the things that we talked or we saw in the beginning was the ability to search the activity history as one of the data type that's available. So you can select activity history. Let me close these tabs so it's a little bit clearer. 398 Mindy Tran 01:21:09.370 --> 01:21:27.530 When you do that, there's a couple of scope that you see here. One is my institution's history or all institutions history. By default, you just wanna see your library's history and not everyone else's. So when I do that, I can just. 399 Mindy Tran 01:21:29.410 --> 01:21:49.650 Leave the search term blank, and if I click on search, you'll notice that the activity history, one of the things that you need to keep in mind is that the activity history is only kept for the last ninety days. So if it's if you want to know activities beyond the ninety. 400 Mindy Tran 01:21:49.850 --> 01:22:09.930 Days, it's currently not available here. Okay, and I can, you can see that in the last ninety days, these were activities that have been performed on collections for my life, my libraries collection. Collection updated. This is. 401 Mindy Tran 01:22:10.890 --> 01:22:30.130 And if I go down just a little bit, you'll see right here collection was created. Collection was created, and it'll tell me what type of collection was created. It'll tell me, I selected a collection, I updated a collection. 402 Mindy Tran 01:22:30.690 --> 01:22:51.010 And, and I've updated a global collection and I can also see who did it. Now, if I'm looking for my library specific history only, I can go a little bit more granular in the settings in the institution settings. It can go a little bit. 403 Mindy Tran 01:22:51.290 --> 01:23:08.090 More granular and say, who at my library, which login made the change. But I didn't I left it at just at the institution level, so it's just someone at my library made the change, someone at my library created a new collection. 404 Mindy Tran 01:23:12.410 --> 01:23:16.250 And I can see here that there was a provider. 405 Mindy Tran 01:23:18.610 --> 01:23:35.290 Gale group made a provider load on the Gale General one file, ok? And I can scroll down here and see for these are collections that my library have selected and these are changes that have been made, and who made them. 406 Mindy Tran 01:23:36.650 --> 01:23:46.690 Gale Group EDP sciences, Epsco hosts, there was a load, a provider load for this collection, and it shows up here because my library has selected. 407 Mindy Tran 01:23:48.890 --> 01:23:50.650 This collection. Okay. 408 Mindy Tran 01:23:52.610 --> 01:24:03.250 Now if I have a lot of activity in the past, say, ninety days, I can always filter by activity date if I'm looking for a specific activity date. 409 Mindy Tran 01:24:05.450 --> 01:24:10.490 Maybe I'm looking for something between April one and April thirty. 410 Mindy Tran 01:24:13.650 --> 01:24:31.210 Oh, not May. April. Thirty. Or specifically by that or I can say I Not just buy activity date, but I can click to also between. 411 Mindy Tran 01:24:32.410 --> 01:24:37.370 April one first and April thirtieth. I also want to see. 412 Mindy Tran 01:24:40.930 --> 01:24:42.490 Provider, let's say. 413 Mindy Tran 01:24:47.810 --> 01:24:49.250 Gale Group, for instance. 414 Mindy Tran 01:24:51.170 --> 01:24:53.810 And I can look for specifically. 415 Mindy Tran 01:24:56.210 --> 01:25:15.690 Activities between those dates by one group. And of course if I want to filter even more or filter by not just gale, but, you know, another provider for instance, I can do that or maybe collect by collection type or by feeds or by. 416 Mindy Tran 01:25:15.730 --> 01:25:18.770 Settings, I can do that. Okay. 417 Mindy Tran 01:25:24.850 --> 01:25:35.450 And again, keep in mind that these activities are only there for ninety days, so if you are anything beyond ninety days, you won't be able to see them. Okay. 418 Mindy Tran 01:25:46.010 --> 01:25:49.410 Questions about that? I think this is some, this is pretty. 419 Mindy Tran 01:25:52.610 --> 01:26:01.610 Custom for libraries. I think not everyone will be looking for the same activity date or the same provider or the same. 420 Mindy Tran 01:26:03.330 --> 01:26:21.050 They might be looking for load fees if you are looking for K bart uploads or provider data uploads or automatic holding feeds. This might be a you might want to come back here and let's say you're looking for specific automatic feeds. 421 Mindy Tran 01:26:22.290 --> 01:26:25.250 By you just set up an automatic feed for. 422 Mindy Tran 01:26:26.850 --> 01:26:36.410 Oh let me make something up here by for Novelle and you need to see if the feeds have been added. You can go here and look. 423 Mindy Tran 01:26:37.690 --> 01:26:44.450 For the month of April or the month of May for instance, if there's been a lot of activity, ok? 424 Mindy Tran 01:26:50.290 --> 01:26:52.490 Any questions? Any other questions about this? 425 Mindy Tran 01:26:55.890 --> 01:27:13.490 One last thing I want to show you, I know that if you do have questions in the future, you can always like one was to access the online help or you can click to contact support if there's technical issues or you're running into problems, you can. 426 Mindy Tran 01:27:15.810 --> 01:27:25.650 Send an email to support right from within the interface here, or log into the community center with your username, with your. 427 Mindy Tran 01:27:30.810 --> 01:27:33.850 Worldchair account, excuse me. I just lost my train of thought. 428 Mindy Tran 01:27:36.010 --> 01:27:36.530 I'm. 429 Mindy Tran 01:27:43.890 --> 01:27:44.450 When you sign in. 430 Mindy Tran 01:27:55.850 --> 01:28:14.290 Picking a while. You'll, be able to access the community center here and for collection manager, if you go to the product menu and choose select worldchair collection manager, you'll be able to access discussion boards, any news, events. 431 Mindy Tran 01:28:15.770 --> 01:28:22.050 Recordings and so forth. And the community center here. Specific to collection manager. 432 Mindy Tran 01:28:28.770 --> 01:28:44.410 Of course, you can also contact OCLC support in your region if, at any time, at HTTPS help dot OCLC dot org and you can click on the contact us and be able to get support. 433 Mindy Tran 01:28:46.330 --> 01:28:47.810 Within your region, ok? 434 Mindy Tran 01:28:50.850 --> 01:28:56.490 I'm gonna pause here for another, and ask one last time if there are any other questions. 435 Mindy Tran 01:28:57.970 --> 01:28:59.570 About anything here. 436 Mindy Tran 01:29:04.050 --> 01:29:24.010 We are looking to purchase O Rex periodicals database. I do not see an existing collection so I would need to create a knowledge base database only collection. Did you say that I need to contact OCLC support to assist with creating a link scheme for the Orex resource? Not if it's a databa. 437 Mindy Tran 01:29:24.730 --> 01:29:34.730 Collection because when you create a database only collection, it will take your user to that database if you have. 438 Mindy Tran 01:29:36.410 --> 01:29:42.490 If you've set up proxy and authentication, behind the scenes, it will take your users there. 439 Mindy Tran 01:29:44.050 --> 01:29:45.210 And your users should be able to. 440 Mindy Tran 01:29:46.490 --> 01:29:58.650 Search over periodical database. You don't have to have a link scheme for a database only collections. It's only if, the collection has. 441 Mindy Tran 01:29:59.970 --> 01:30:04.170 Titles and, and it's mostly for full text. 442 Mindy Tran 01:30:06.330 --> 01:30:08.170 Links to full text for articles. 443 Mindy Tran 01:30:20.050 --> 01:30:21.050 Any other questions? 444 Mindy Tran 01:30:23.650 --> 01:30:23.930 Awesome. 445 Mindy Tran 01:30:25.690 --> 01:30:25.970 That's. 446 Mindy Tran 01:30:30.650 --> 01:30:35.010 Well, I do want to thank you for spending this time with me today. 447 Mindy Tran 01:30:36.450 --> 01:30:56.530 I'm at the conclusion of the session, we do have an evaluation for the class. I'll put it here in chat, but if you exit out of the session, it will redirect you to the evaluation for this class. I'd like to ask for another minute of your time to provide us with feedback for the session. 448 Mindy Tran 01:30:57.170 --> 01:31:00.210 We'd very much appreciate so that we can. 449 Mindy Tran 01:31:02.730 --> 01:31:03.290 See if we've hit. 450 Mindy Tran 01:31:05.490 --> 01:31:24.930 Provided the information that's needed to help you in working with knowledge based collections in collection manager. I'll be online for a few more minutes to answer any other questions that you have. If not, feel free to exit out and I. 451 Mindy Tran 01:31:25.010 --> 01:31:41.650 I want to thank you once again for spending this time. If you have questions specifically about the training, you can also contact me via training at OCLC dot org. I hope to see you in future OCLC training sessions.