Enter the collection name of your choice.
Select a provider from the drop-down list.
Enter an account number as defined by your material provider. Do not include spaces or white-space characters.
If you have more than one account number with a provider, you will need to create a collection for each account number you have.
Enter a collection ID. Do not include spaces or white-space characters.
If your library has more than one collection under a single account number, you will need to create a collection for each collection under that account number. You can use the same account number in multiple collections that you create in Collection Manager, but you must use a unique collection ID for every collection under the account.
The collection ID distinguishes one of your cataloging partner collections from another by fund code, shelf location, branch, or some other unique value. In the case of a single or a general collection, the collection ID is often the same as the account number.
OCLC processes cataloging partner collections by matching what you enter in Collection Manager with the electronic order information, or manifest, that your provider sends at your request. Specifically, Collection Manager uses the account number values and collection ID values to match the collection you create in Collection Manager with the electronic order information your material provider sends.
Collection Manager processes files from all providers in the same way. However, there may be differences per provider for how you choose collection ID values. To avoid potential errors, coordinate with your material provider to ensure that the collection ID value(s) in the manifest they send to OCLC and in the collection(s) you create in Collection Manager are the same.
Enter a description that will be useful for you or your staff in the future.
Use this setting to disable holdings for a specific collection after you have enabled the institution-level setting in Institution Settings > WorldCat Holdings.
To disable setting holdings:
Select the default audience level for knowledge base collections. From the Holding Audience Level drop-down, select one of the following options:
Use this setting to delay setting holdings in WorldCat. A delay is often set by libraries using shelf-ready options from their provider.
To delay settings holdings:
Options you defined in Collection Manager > Institution Settings apply across your collections. Some of the record customizations you made in your institution-level settings can be overridden per collection. If you need to review your settings, navigate to Metadata > Collection Manager > Institution Settings > MARC Records.
Note: Cataloging partner collections must be enabled for MARC record delivery to ensure files of records and labels are delivered.
Caution: The collection-level MARC record delivery options will not be available until you enable MARC record delivery in the institution settings.
After you enable record delivery in the collection, you will see the following tabs of settings:
Note: To enable MARC record delivery for multiple cataloging collections at one time, see Enable MARC record delivery for multiple collections.
If you configured your record settings in the Customize Records tab to include call numbers (by adding the "Copy Call Numbers" value), you can override the call number to meet the needs of a specific collection. Values will be overridden only if the specified tag is currently mapped in your institution settings. In other words, use the same tag as you used in Customize Records.
See Guidelines for call number selection when there are multiples of the same call number in the record for the order of call number selection for cataloging partner collection labels.
If you mapped custom text to your records in the Customize Records tab, add collection-level text in the corresponding field(s).
If desired, use the Define Custom Text Labels button to change the text label from "Custom Text 1" to something more meaningful. See Collection Custom Text for more information.
Configure the settings that determine if records for this collection are output in a separate file.
Deliver records in the default provider files (default)
Customize delivery
Example: metacoll.XXX.wcp.FIRM.provider.D20160214.T210512.1.mrc
Example: metacoll.XXX.wcp.APPR.provider.D20160214.T210512.1.mrc
Example: metacoll.XXX.wcp.provider.D20160214.T210512.YourFileName.1.mrc
For more information on file names, see Files of records and file names.
Limiting your output by Encoding Level(s) and/or by Cataloging Source(s) will allow you to choose acceptable sources for record delivery.
If the Collection Manager match for the title is not an acceptable cataloging source per the criteria you selected, it will result in one of the following:
Labels will be delivered whether the item is delivered or not, if you enable label functionality within a collection's label settings.
Choose which encoding level(s) are acceptable to deliver as a match. This option can be used in conjunction with the Cataloging Source(s) option or used alone.
To find more details on encoding levels with full explanations, see Bibliographic Formats & Standards > ELvl: Encoding Level.
Choose which cataloging source(s) are acceptable to deliver as a match.
Once enabled, the drop-down list displays the following selections:
LC (Library of Congress)
040 $a contains DLC either alone or in combination with another symbol (e.g., DGPO/DLC, DLC/followed by another symbol, DLC followed by anything else, or /DLC at the end of subfield $a)
040 $c contains DLC
Cataloging Source (Srce) is c
042 $a contains lcderive, lccopycat, lccopycat-nm, lcode, lcnccp, premarc,lcac, lc, lcd, msc, nsdp or nst
NLM (National Library of Medicine)
040 $a contains NLM
UKM (British Library)
Other (member and national libraries)
All valid codes in Srce 040 or 042 that do not fall under the above definitions of DLC, NLM or UKM
To find more details on cataloging sources with full explanations, see Bibliographic Formats & Standards > Srce: Cataloging Source.
Use these label settings to enable and customize spine labels or pocket labels to deliver spine labels to you or to your provider at the time records are delivered to your library. If you do not need labels, please proceed to the next set of settings.
Because label options are available in each cataloging partner collection you create, you can select a specific type of call number for each collection. For example, you can select the NAL call number for your agricultural campus's collection and provide specific location text for the collection. You can have different requirements for labels for items from other collections.
Collection Manager can create labels for cataloging partner collections. To enable label output, choose Yes from the options:
Label processing varies by provider. You can choose to have the file of labels delivered to your library along with your records. OCLC can supply labels directly to your library as a service included with your cataloging subscription. Alternatively, you can choose to have the file delivered to your provider.
Libraries who use shelf-ready options with a provider typically choose to have labels delivered to their provider. Choose from the options:
Choose a format for printing labels:
Choose one:
Once you select the class, configure the following options that are relevant to you:
Location Options
Enter up to three lines of location text. Eight characters per line is the maximum length.
Select from the options to:
Customize LC Label
Select from the options to:
If you select an option above, the following actions appear: Add workmark, add period, and add (space)
Location Options
Enter up to three lines of location text. Eight characters per line is the maximum length.
Select from the options to:
If you select a class scheme and it is NOT in the WorldCat record, an LC call number will be delivered, including the LC location options. Therefore, please complete the LC formatting. For example, if you select NLM as the class scheme and there is no NLM call number in the WorldCat record, OCLC will deliver the LC/050 label formatted as you have defined.
Location Options
Enter up to three lines of location text. Eight characters per line is the maximum length.
Select from the options to:
Select from the options to:
If you select an option above, the following actions appear:
About title truncation for pocket labels
For pocket labels, the printed line limit for the title is 2 lines of 28-characters each. The system uses the following process to determine where to split the title into 2 lines:
Placeholder labels
If Collection Manager cannot create a label, a placeholder label with the text "No Label" is created. You can receive a placeholder label when:
Record and label retrieval
If you chose to have labels output for titles in a cataloging partner collection, you will receive a file of labels if you also chose to have the files come to you rather than to your provider. Follow the process to download your records from the WorldShare interface, Metadata tab, My Files area. See Download files in My Files for more information.
Follow the process to download your records from the WorldShare interface, Metadata tab, My Files area. See Download files in My Files for more information.
Configure the options within each collection for adding Dewey numbers, if desired. Configuring Dewey Call Number options is not required. The need to include Dewey numbers depends on how you order with your provider. To enable the functionality, simply configure the settings.
Choose one of the following. You can add another row by using the add button (+) in the interface.
You can add a single category or six categories for a single collection. If you enable all six Dewey number types when you create a collection, you will get only a single Dewey number type in each record because a single WorldCat record would not include multiple types of Dewey numbers.
Create a collection for each cataloging partner collection and add a Dewey category to each collection.
You have one account from a provider with the following needs:
You have six accounts and six collection IDs where each of the accounts/collection IDs is for a specific type of Dewey item:
Create a collection and add a multiple Dewey categories in that single collection.
You have one collection from a provider that needs to include six categories under that single collection ID.
Depending on the category you chose, you will have some of the options below. Choose from the relevant options:
Choose the portion of a Dewey classification number used in a local call number:
Choose the Dewey Cutter type you use for your local call number.
The text Cutter is the first 1-15 characters of the first significant word of the main entry (or for biographies, the first word of the first 600 field). The OCLC label formats support up to 8 characters per line. Customize the text Cutter using the options listed:
Number of characters:
Include punctuation: You can profile to include punctuation or not include punctuation in your text cutter.
Capitalization: You can also choose the case of the text cutter:
Numerals: Choose to use numerals or spell out the numerals into an English word (e.g., "2" or "Two").
Choose to add a title workmark to your Dewey call number. The first letter of the title in the 245 field is added to the call number at the end of the cutter. Choose the case:
Select from the options:
Collection Manager defines Juvenile materials as follows:
Select from the options:
If the 082 field in the matched MARC record contains E, place an E in the 092 field instead of the Juvenile Fiction text for titles that are coded as Juvenile Fiction.
Edit the call number text.
See Collection History in Cataloging partner collections for more information.