Shared Print

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OCLC’s Shared Print Registration service streamlines the process of registering shared print group retention commitments.

Overview

OCLC’s Shared Print Registration service streamlines the process of registering shared print group retention commitments which adds information to the WorldCat database for other libraries and archiving programs to see. The registration service requires a WorldShare Collection Manager account with data sync access.

There are two processing types available to register your retention commitments:

Processing type	Description
CSV	If you choose to register your retention commitments using CSV processing, you will need: A CSV file of OCLC numbers which represent the bibliographic records your library is committing to retain. A collection profile that will set and apply the values for your retention statement from your list. Multiple data columns exist within the CSV file template to allow the data applied from the profile to be overridden or added to on a record-by-record basis. Once the file is submitted, retention statements for each record will be included in a local holdings record (LHR) which will be created or replaced. The service also allows for an agent or group coordinator to submit your data and register on your behalf.
MARC	If you choose to register your retention commitments using MARC processing, you will need: A MARC data file containing the MFHD records for the bibliographic records your library is committing to retain. A collection profile that will set and apply the values for your retention statement from your list. Once the file is submitted, retention statements for each record will be included in a local holdings record (LHR) which will be created or replaced.

Processing type

Description

CSV

If you choose to register your retention commitments using CSV processing, you will need:

A CSV file of OCLC numbers which represent the bibliographic records your library is committing to retain.
A collection profile that will set and apply the values for your retention statement from your list.

Multiple data columns exist within the CSV file template to allow the data applied from the profile to be overridden or added to on a record-by-record basis.

Once the file is submitted, retention statements for each record will be included in a local holdings record (LHR) which will be created or replaced.

The service also allows for an agent or group coordinator to submit your data and register on your behalf.

MARC

If you choose to register your retention commitments using MARC processing, you will need:

A MARC data file containing the MFHD records for the bibliographic records your library is committing to retain.
A collection profile that will set and apply the values for your retention statement from your list.

Once the file is submitted, retention statements for each record will be included in a local holdings record (LHR) which will be created or replaced.

Once registered, commitments can be discovered in Connexion, WorldShare Record Manager, WorldShare Collection Manager, FirstSearch, and the WorldCat Metadata API.

Note: WorldShare Record Manager users can add a shared print retention commitment to a small number of records using the LHR editor.

Shared print registration workflows

The following workflows are available for registering shared print retention commitments.

CSV processing

I am an institution participating in a shared print program and I need to create a collection profile. I intend to submit my own data in a CSV file.

If you would like OCLC to create a collection profile for you, send the required information in the Collection profile template to support@oclc.org with this request. If you would like to create a collection profile yourself:

WMS libraries: Follow the steps detailed in Register shared print retention commitments for individual WMS libraries.
Non-WMS libraries: Follow the steps detailed in Register shared print retention commitments for individual non-WMS libraries.

I am an institution participating in a shared print program and I need to create a collection profile. I will authorize an agent/group coordinator to submit my data in a CSV file.

WMS libraries: Follow the steps detailed under Register shared print retention commitments for individual WMS libraries.
Non-WMS libraries: Follow the steps detailed under Register shared print retention commitments for individual non-WMS libraries.

Once your collection profile has been created:

Add a comment in the Comments accordion that states the agent/group coordinator which has permission to submit your data (i.e., CRL, group admin, etc.)
Communicate your collection ID to the agent/group coordinator who will be submitting your data

I am an agent/group coordinator and need to create a profile to submit commitments on behalf of libraries participating in my program.

If you would like OCLC to create an agent/group coordinator profile on your behalf, email support@oclc.org with the required information in the Group collection profile template.
If you would like to create a collection profile yourself, follow the steps detailed in Register shared print retention commitments as an agent/group coordinator.

I am an agent/group coordinator with a profile and need to submit commitments on behalf of libraries participating in my program.: Follow the steps detailed under Submit records for multiple institutions in one CSV data file.

MARC processing

I am an institution participating in a shared print program and I need to create a collection profile. I intend to submit my own data using MARC processing for shared print.

If you would like to create a collection profile yourself, follow the steps detailed in Register shared print retention commitments with MARC processing for shared print.

Register shared print retention commitments
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Learn how to register shared print retention commitments as an agent/group coordinator, individual non-WMS library, or individual WMS library.
View shared print retention commitments
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Learn how to view shared print commitments in Connexion, FirstSearch, WorldCat Discovery, WorldShare Collection Manager, WorldShare Record Manager, and via the WorldCat Metadata API.
Detailed metadata guidelines
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Find detailed metadata guidelines for submitting shared print registration commitments.
Remove shared print retention commitments
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Learn how to remove shared print retention commitments using WorldShare Collection Manager or WorldShare Record Manager.
Shared Print Registration service training
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Find all training on the Shared Print Registration service.
Troubleshooting
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Find frequently asked questions (FAQ) and troubleshooting steps (Troubleshooting).