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Search for collections in Collection Manager Fundamentals

Use the search field to find collections that you have created or collections and providers that are in the global WorldCat knowledge base.

 Note: If you are a WMS library or using full WorldShare Collection Manager, please see Search for collections in Collection Manager

About

Follow these instructions to search Collection Manager Fundamentals for Knowledge base collections (collections available in the global WorldCat knowledge base and/or knowledge base collections you have already selected or created).

See Search for data sync collections for instructions to search for data sync collections that you have created.

Search for a collection

  1. Navigate to the WorldShare interface > Metadata tab > Collection Manager Fundamentals.
  2. Select a Data Type from the drop-down list.
  3. Depending on the Data Type selected above, select a scope to limit your search. Options include:
    • My Selected Collections: Search across your library-specific collections that you have created or selected.
    • All Collections: Search across items that are available in the global collections available in the WorldCat knowledge base and collections you have created.
    • Not Selected Collections: Search for collections to add to your knowledge base that are not currently selected.
    • See Activity History for information about the available scopes for the Activity History Data Type.
  4. In the Search Term(s) field, enter your terms or leave the field empty.
  5. Click Search.
  6. After search results are returned, you can filter your results by using the Filter by drop-down list at the top of the search results:
    • Collection Type - From the second drop-down list, select a collection type.
      • Cataloging Partner Collections
      • Databases (Contains No Titles)
      • Knowledge Base Collections
      • Query Collections
    • Collections I Created
    • Contains Open Access Content
    • Demand Driven Acquisitions Collections
    • Discontinued 
    • Document Delivery Collections
    • Google Scholar - From the second drop-down list, select enabled or disabled.
    • Maintain WorldCat Holdings - From the second drop-down list, select enabled or disabled.
    • MARC Record Delivery - From the second drop-down list, select enabled or disabled.
    • OCLC Cataloged Collections
    • Sharing - From the second drop-down list, select an option.
      • Collections Shared By My Library
      • Collections Shared To My Library
    • Use Proxy
      • Enabled
      • Disabled
  7. (Optional) Add addtional filters by using the green plus add icon (collection-manager-add-icon.png). 
  8. Click Filter to filter the results based on your specifications.

Collection search results

Items in your search results will be marked with a collection type and other details.

Collection search results in Collection Manager Fundamentals - table
Collection type Column Description
Knowledge base collections Collection Click a collection name to view or edit the collection.

The Collection ID can be used in lieu of a collection name when discontinuing a feed.

Type / Attributes
 
Attribute Description
Demand Driven Acquisitions The collection is part of a Demand Driven Acquisitions program where OCLC is working with a feed from the provider to automatically update the collection metadata.
Discontinued The collection is no longer being actively maintained or updated by knowledge base data updates.
Document Delivery The collection is available for user with your library’s document delivery program.
Google Scholar Disabled The titles in the collection are not submitted to Google to create links in Google Scholar.  See Google Scholar for more information.
Google Scholar Enabled The titles in the collection are submitted to Google to create links in Google Scholar.  See Google Scholar for more information.
License(s) Available The collection has licenses available. Click License(s) Available to see the status of the license (current, expired, etc.). For more information, see Edit, renew, or terminate a license.
Locally Created The collection is a custom collection created by your institution.
OCLC Cataloged The collection is cataloged by OCLC staff and made available through Collection Manager by the provider.
Open Access The collection is an open-access collection.
 
Provider The vendor or content provider who supplies the collection. Click a provider name to view all collections supplied by the provider.
Updated The date and time the collection was last updated.
Selections

Indicates whether the collection has been selected and, if it has, how many titles from the collection are currently selected.

 

Sharing Indicates whether you have shared the collection with another institution.

To view the libraries you shared the collection with, click the collection's name. Once you are in the collection, click the Sharing accordion.

Search for a title

  1. Navigate to the WorldShare interface > Metadata tab > Collection Manager Fundamentals.
  2. Select Title as the Data Type from the drop-down list.
  3. Select a scope to limit your search. Options include:
    • My Selected Collections: Search across your library-specific collections that you have created or selected.
    • All Collections: Search across items that are available in the global collections available in the WorldCat knowledge base and collections you have created.
    • Not Selected Collections: Search for collections to add to your knowledge base that are not currently selected.
  4. Change the Title Index to one of the below options:
    • Keyword
    • Title
    • ISBN
    • ISSN
    • OCLC Number

       Note: Searching by the OCLC Number Title Index without search terms will fail to return results.

  5. In the Search Term(s) field, enter your terms or leave the field empty.
  6. Click Search.
  7. After search results are returned, you can filter your results by using the Filter by drop-down list at the top of the search results:
    • Coverage - Date - Format date as YYYY-MM-DD, YYYY-MM, or YYYY.
    • Coverage - Enumeration - Enter a volume and issue number.
    • Coverage Depth -  From the second drop-down list, select a coverage depth.
    • Provider - From the second drop-down lists, select or search for a specific provider.
  8. (Optional) Add addtional filters by using the green plus add icon (collection-manager-add-icon.png). 
  9. Click Filter to filter the results based on your specifications.

Search for a title within a collection

You can also search for a title directly from within a collection.

  1. Search for a collection and click on the collection name in the results to open your desired collection.
  2. In the collection details, click on Titles to expand the accordion. 
  3. In the Search Title field, enter your terms.
  4. You can filter your results by expanding the Filter by drop-down beside the Search Title field. Options include:
    • Coverage - Date - Format date as YYYY-MM-DD, YYYY-MM, or YYYY.
    • Coverage - Enumeration - Enter a volume and issue number.
    • Coverage Depth -  From the second drop-down list, select a coverage depth.
  5. (Optional) Add addtional filters by using the green plus add icon (collection-manager-add-icon.png). 
  6. Click Filter to filter the results based on your specifications.

Title search results

Items in your search results will be marked with a title and other details.

Title search results in Collection Manager Fundamentals - Table
Column Title
Title Click on a title to view or edit the title.
Collection Click a collection name to view or edit the collection.

The Collection ID can be used in lieu of a collection name when discontinuing a feed.

Coverage Depth

Indicates one of the following:

  • Audio
  • Ebook
  • Image
  • Journal - Abstracts
  • Journal - Full Text
  • Journal - Indexed
  • Journal - Print
  • Journal - Selected Full Text
  • Other
  • Video
Coverage

Any coverage selections available for the title. Options include:

  • Date
  • Volume
  • Issue
Identifiers

Indicates the provided identifiers associated with the title. Options include:

  • OCLC Number
  • ISBN
  • Website

Click on the pencil button (wms-pencil-button.png) to edit the title.

Selections

Indicates whether the title has been added to your holdings.

To remove a title from your holdings, click Deselect Title.

Action

Click Add to... to:

  • Create a new order (click Add to... > Order)
  • Add the title to a purchase request without leaving Collection Manager (click Add to... > Purchase Request)

Search for a provider

  1. Navigate to the WorldShare interface > Metadata tab > Collection Manager Fundamentals.
  2. Select Provider as the Data Type from the drop-down list.
  3. Select a scope to limit your search. Options include:
    • My Selected Collections: Search across your library-specific collections that you have created or selected.
    • All Collections: Search across items that are available in the global collections available in the WorldCat knowledge base and collections you have created.
    • Not Selected Collections: Search for collections to add to your knowledge base that are not currently selected.
  4. In the Search Term(s) field, enter your terms or leave the field empty.
  5. Click Search.

Provider search results

Items in your search results will be marked with a provider and other details.

Provider search results in Collection Manager Fundamentals - Table
Column Title
Provider The vendor or content provider who supplies the collection. Click a provider name to view all collections supplied by the provider.
Attributes
Shared by my library Indicates that your library shared the collection.
Shared to my library Click on the name of the provider who shared the collection with your library to view their profile.
Locally Created Indicates that the collection was created locally.
Selections

Indicates how many collections the provider has, along with how many are selected. Click on a number to view all collections supplied by the provider or all selected collections.

Actions

Click Local Provider Actions to:

  • Delete Provider
  • Edit Provider

Tips for using the search field

Leave the search box empty to return all collections
If you plan to filter your search results, first perform a search by leaving the search box empty. Note that if:
  • My Selected Collections is selected, an empty search will return your library-specific collections.
  • All Selected Collections is selected, an empty search will return collections in the WorldCat knowledge base.
  • Not Selected Collections is selected, an empty search will return all collections not selected by your library.
Use a truncation operator
To search with a truncation operator, use an asterisk (*). For example:
  • nature* returns all items starting with "nature"
  • LHR* returns all items containing "LHR" in the Collection Name or Collection Type fields
Search by OCLC number, ISBN, or ISSN
To search by OCLC number, ISBN, or ISSN, choose Title from the drop-down list, enter the number, and click Search.
Search by Provider if searching by Collection is unsuccessful
A knowledge base collection might be available but by a slightly different collection name than you expect. If searching by Collection does not return what you expect, try searching by Provider.

Use filters

Perform a search and then filter your search results or return all collections and then filter your results. To return all collections and then filter your search results:

See Activity History for information about searching and using filters for the activity history.

Watch a video

Search for collections (9:16)

This video demonstrates how to search in WorldShare Collection Manager Fundamentals, including limiting a search query, as well as use filters to refine a search result.

 

Search the Activity History

The Activity History in WorldShare Collection Manager Fundamentals applies to knowledge base collections. It does not include information about data sync collections.

 Note: Activities are tracked for 90 days.

Search results will be ordered with the most recent activity first.

Search for OCLC cataloged collections

To find additional information about this collection type, see OCLC cataloged collections.

Filter for OCLC cataloged collections

  1. Leave the Search Term(s) field empty.
  2. Change the Scope to one of the below options:
    • My Selected Collections: Search across your library-specific collections that you have created or selected.
    • All Collections: Search across items that are available in the global collections available in the WorldCat knowledge base and collections you have created.
    • Not Selected Collections: Search for collections to add to your knowledge base that are not currently selected. 
  3. Click Search.
  4. After search results are returned, expand Filter by at the top of the search results.
  5. Select from the drop-down list an option to filter your search results:
    • Collections I Created
    • Collections Shared By My Library
    • Collections Shared To My Library
    • Contains Open Access Content
    • Databases (Contains No Titles)
    • Demand Driven Acquisitions Collections
    • Discontinued
    • Document Delivery Collections
    • Google Scholar
    • Knowledge Base Collections
    • Maintain WorldCat Holdings
    • MARC Record Delivery
    • OCLC Cataloged Collections
  6. Navigate to the Metadata tab > Collection Manager Fundamentals.
  7. Select Activity History from the Data Type drop-down menu.
  8. Select the Scope. Options include:
    • My Institution's History: Search across collections that relate to your library.
    • All Institution's History: Search across all institutions' history.
  9. In the Search Term(s) field, enter your terms or leave the field empty to return all Activity History.
  10. Click Search.
  11. In the WorldShare interface, navigate to Metadata > Collection Manager Fundamentals.
  12. Select Collection as the Data Type and All Collections as the Scope.
  13. Leave the search box empty and click Search.
  14. To filter the search results, choose OCLC Cataloged Collections from the drop-down list.