Skip to main content
OCLC Support

Collection Manager rollout plan

Find a checklist of tasks necessary to perform in order to implement WorldShare Collection Manager.

☐ Submit mapping file for Alternative Service Provider mapping (Serial Solutions, SFX, EBSCO A-to-Z) (Optional).

  • If you are currently using a knowledge base to manage e-resources, you can have your old knowledge base mapped into the WorldCat knowledge base.

☐ Evaluate collections currently purchased/subscribed against what is available in the global knowledge base.

☐ Setup direct holdings feeds for applicable collections.

  • A number of providers support direct holdings feeds, meaning they will send OCLC the data for your library-specific holdings, and OCLC will load that data to reflect those holdings in your local knowledge base.

☐ Select applicable standard kb collections in full.

  • For non-customizable collections to which your library subscribes in their entirety.

☐ Select applicable standard kb collections in part.

  • For customizable collections to which your library does not subscribe in their entirety.

☐ Create custom collections for collections/titles not represented in the global knowledge base.

☐ Configure institution-level settings.

  • See settings checklist.

Turn on links in Service Configuration.

☐ Enable MARC record delivery for collections (Optional).

  • Record delivery must be enabled both at the institution-level as well as within each collection for which records are required.

☐ Set ILL deflection policies  (Optional).

  • Set up your ILL policies so that you do not receive requests for items you do not lend via ILL.

Pick up records/access FTP (Optional).

☐ Understand the A-to-Z list (Optional).