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Create a Collection Manager Fundamentals account

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Find instructions to create a Collection Manager Fundamentals account and to manage additional staff accounts.

 Note: If you are a WMS library or using full WorldShare Collection Manager, please see Create a Collection Manager account. 

Follow the below steps to create a WorldShare Collection Manager Fundamentals account (the Metadata tab in the WorldShare interface). If you need help, contact OCLC Support.

1. Create an account

Complete the request form

Complete the request form only if you need to. If no one at your institution has previously submitted the request form:

  • Complete the WorldShare Collection Manager request form so that OCLC will provision your institution for Collection Manager (the Metadata tab). You will receive notification from OCLC Order Services when your institution has been provisioned. After you receive notification, proceed to the next step.

If someone at your institution has access to Collection Manager or has previously submitted the request form:

  • Your institution has already been provisioned. Please proceed to the next step to create your individual credentials.

2. Create, edit, or delete additional staff accounts

To create additional staff accounts:

  • Navigate to the WorldShare interface > Admin tab. See the documentation on User management for more information.

To edit or delete an account:

  1. Navigate to the WorldShare interface > Admin tab.
  2. See the documentation on User management for more information.