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WorldShare Collection Manager self-paced training

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Find WorldShare Collection Manager training recordings and videos.

 Register for an upcoming WorldShare Collection Manager training course here.

 

Introduction to Collection Manager

 

Title and description Length  
Collection Manager: What it is and and how libraries use it

This course introduces WorldShare Collection Manager, including the types of collections to help libraries manage the metadata for their libraries' electronic and print resources.

Topics covered include:
  • Purpose and features of Collection Manager
  • Overview of Collection Manager interface
  • Examples of how different types of collections are used
After this training, learners will gain foundational knowledge of the collection types in Collection Manager. They will be able to determine the types of collections to use to manage the metadata for their libraries' electronic and print materials.
 

Intended audience: This course is intended for staff at member libraries with access to WorldShare Collection Manager to build an awareness of the service and its benefits or learn how to get started.

 1:03:00 View a recorded session

 Note: This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. Chapter names and transcripts are only available when viewing the recording from your computer.

Transcript

Presentation slides

Learner guide

Checklist for Collection Manager: What it is and how libraries use it
Search for collections

This video demonstrates how to search in WorldShare Collection Manager, including how to limit a search query and use filters to refine a set of search results.		 11:08

 

 

WorldCat knowledge base collections

 

Title and description Length  
Edit WorldCat knowledge base collections with user interface

This course provides instruction on WorldCat knowledge base collections, including search for collections, select and edit existing collections, as well as create local collections using the WorldShare Collection Manager interface.a

Topics covered include:
  • Search for knowledge base collections using Collection Manager interface
  • Select and edit knowledge base collections using Collection Manager interface
  • Create local knowledge base collections using Collection Manager interface
At the end of this session, learners will gain the foundational knowledge to search and perform basic actions on knowledge base collections.
 

Intended audience: This course is intended for staff at member libraries who are working with electronic resources materials and will be editing or adding their electronic collections to the WorldCat knowledge base using the WorldShare Collection Manager application. The learner should know what WorldShare Collection Manager and the WorldCat knowledge base are and why the learner’s library will build its collections in the WorldCat knowledge base in order to get the most out of this course.

 1:17:00 View a recorded session

 Note: This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. Chapter names and transcripts are only available when viewing the recording from your computer.

Transcript

Presentation slides

Learner guide
Use KBART files to edit WorldCat knowledge base collections

This course provides instruction on using KBART (Knowledge Base and Related Tools) files to select and edit existing WorldCat knowledge base collections, create local collections, and promote local collections to the global WorldCat knowledge base.

Topics covered include:
  • Edit collections using KBART files
  • Add titles to new collections using KBART files
  • Promote a local collection to global WorldCat knowledge base
After this session, learners will be able to create and use KBART files to edit or create knowledge base collections in WorldShare Collection Manager.
 

Intended audience: This course is intended for staff at member libraries who are working with electronic resources materials and will be editing or adding their electronic collections to the WorldCat knowledge base using the WorldShare Collection Manager application. The learner should know what WorldShare Collection Manager and the WorldCat knowledge base are and why the learner’s library will build its collections in the WorldCat knowledge base in order to get the most out of this course.

   View a recorded session

 Note: This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. Chapter names and transcripts are only available when viewing the recording from your computer.

Transcript

Presentation slides

Learner guide
Working with WorldCat knowledge base collections

This video demonstrates using WorldShare Collection Manager to search, to select, to edit, as well as to create WorldCat knowledge base collections.		 8:40

 
Select and edit WorldCat knowledge base collections

This video demonstrates how to use the WorldShare Collection Manager interface to select and edit WorldCat knowledge base collections, as well as edit these collections using KBART files.		 12:47

 
Create WorldCat knowledge base collections

This video demonstrates using WorldShare Collection Manager, as well as KBART files, to create knowledge base collections to add your e-journal, e-book collections or print serial collections not found in the global WorldCat knowledge base.		 13:26

 
Use the VLOOKUP function with KBART files

This video demonstrates how to use the VLOOKUP function in Microsoft Excel to reconcile a KBART file from WorldShare Collection Manager with a list of your titles for your e-journal or e-book collection.		 10:56

 

 

WorldCat cataloging partner collections

 

Title and description Length  
Introduction and overview to WorldCat cataloging partner collections

This video is a brief introduction and overview for new users of WorldCat cataloging partner collections in WorldShare Collection Manager.		 9:45

 

 
Set up your profile for WorldCat cataloging partner collections

This video shows how to set up your profile for your institution in WorldShare Collection Manager for WorldCat cataloging partner collections.		 19:15

 
Create a WorldCat cataloging partner collection

This video shows how to create a WorldCat cataloging partner collection in WorldShare Collection Manager.		 16:39

 

 

WorldCat query collections

 

Title and description Length  
Create WorldCat query collections

This video demonstrates using WorldShare Collection Manager to create a WorldCat Query Collection, as well as enable and configure collection-level MARC record options for a query collection.		 11:35

 

 

WorldCat data sync collections

 

Title and description Length  
Introduction to WorldCat data sync collections

This video provides a brief introduction to data sync collections in WorldShare Collection Manager.		 4:41

 
Create a WorldCat data sync collection

This video explains how to create a WorldCat data sync collection.  Timestamps provide easy access to the information for each panel of the collection.		 8:01

 
WorldCat data sync collections: Name files to upload

This video reviews how to name files to upload for data sync processing.		 2:41

 
Exchange files with OCLC

This video describes how to exchange files of data with OCLC. It includes information about uploading files and retrieving reports for data sync collections, using filters to find specific file types and the process of downloading files and reports.		 6:25

 
WorldCat data sync collections: Post-processing

This video describes bibliographic reports generated after files are processed through WorldCat data sync collections. You will also learn about unresolved records and how to process them. Timestamps allow you to jump to a specific section of the video.		 11:30

 
Request a Streamlined Holdings Update Project

This video reviews the OCLC Streamlined WorldCat holdings update project and how to request this project for your library.		 4:02

 

 

WorldCat updates

 

Title and description Length  
Enable and set options for WorldCat updates

This video will step through the process of enabling and setting options to receive updated records using WorldCat updates in Collection Manager.		 11:18

 

 

Providers

 

Title and description Length  
Working with OCLC Cataloged collections

In this video, you will learn how to search for and select OCLC cataloged collections in WorldShare Collection Manager, as well as demonstrates where and how to download your files of records for your selected collections.		 11:01

 

 

MARC records

 

Title and description Length  
MARC records for all collections

This video demonstrates how to enable and configure the MARC Records profile for all collection in WorldShare Collection Manager.		 13:46

 

 
Download your records in My Files

This video demonstrates where and how to download your files of MARC records, as well as discusses file naming conventions and retentions in My Files.		 8:26