Search for data sync collections (Fundamentals)

About

Follow these instructions to search Collection Manager for:

• Data sync collections that you have already created

See Search for collections in Collection Manager Fundamentals for instructions to search for knowledge base, query, and cataloging partner collections.

Search for a data sync collection

1. Navigate to the WorldShare interface > Metadata tab > Data Sync Collections.
2. From the Scope drop-down list, select a search scope. 
3. In the Term(s) field, enter your search terms.
4. Click Search.
    

Tips for using the search field

Leave the search box empty to return all collections

If you plan to filter your search results by collection type, record status delivery type, or by some other characteristic, first perform a search by leaving the search box empty.

Filter for data sync collections

After you perform a search for a data sync collection, you can filter your search results to find exactly what you want.

1. Select a search scope from the Filter by drop-down list.

   Depending on your selection, you will need to do one of the following:

   • Collection Name - In the search field, enter a collection name.
   • Collection ID - In the search field, enter a collection ID.
   • Collection Type - From the second drop-down list, select a collection type.
   • Collection Status - From the second drop-down list, select a collection status.
     • Saved In Progress (default) - Collection has been created but not yet submitted
     • Submitted - Collection has been submitted for processing of files
     • Being Reviewed - Collection has been received and is being reviewed
     • Awaiting Information from Institution - Collection has been received and is awaiting further information or corrections from the submitting institution
     • Accepted - Collection has passed review and file processing begins
        Note: Once your initial collection has been accepted, this status remains for all subsequent file submissions.
     • Collection in Queue - Collection has been received and is awaiting assignment to a database specialist
   • Data Type - From the second drop-down list, select a data type.
   • Translation Table Status - From the second drop-down list, select a translation table status.

2. (Optional) If you want to add another filter to your search, click the add button (). Select a Boolean operator and an additional filter.

   

   Note: You can remove additional filter(s) by clicking the delete button ().

3. Click Filter.