WorldCat knowledge base rollout plan

☐ Attend WorldCat knowledge base implementation sessions

☐ Review WorldShare Collection Manager training for WorldCat knowledge base

☐ Assign Collection Manager account roles

☐ Set up your knowledge base collections

• ☐ Review providers and contacts for Automatic Holdings Feeds and work with OCLC staff to set up your Automatic Holdings Feeds
• ☐ (Optional) Map titles from an alternate knowledge base supplier
• ☐ Request government document collections
• ☐ Select knowledge base collections in full
• ☐ Modify a collection to select your subset of titles for partially held knowledge base collections
• ☐ Create a knowledge base collection for content not represented in the knowledge base
• ☐ Consult a list of collections available in the WorldCat knowledge base

☐ Configure institution settings for knowledge base collections

• ☐ Enable WorldCat holdings maintenance across your collections
• ☐ Enter your proxy information
• ☐ Supply your provider-specific identifiers as needed
• ☐ (Optional) Configure and enable MARC record delivery

☐ Review Collection-level settings in knowledge base collections and modify these as appropriate

☐ Provide access to e-resources using knowledge base collections and metasearch content databases

☐ Deflect lending requests in WorldShare ILL and Tipasa with knowledge base collections

☐ (Optional) Surface your materials in Google Scholar

☐ Continue to maintain your knowledge base collections

☐ Join the discussion in the WorldShare Collection Manager Community Center

☐ Continue to review WorldShare Collection Manager release notes