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Choose your Collection Manager workflow

Choose how you will use Collection Manager. See the descriptions of the five collection types and choose one to see how to create a collection.
Unsure of which workflow you need?
I ... Use a ...
Need to register my shared print retention commitments as an agent/group coordinator Shared print collection profile
Need to register my shared print retention commitments for individual non-WMS libraries Shared print collection profile
Need to register my shared print retention commitments for individual WMS libraries Shared print collection profile
Need to synchronize my holdings in WorldCat with my local catalog Data sync collection
Need to synchronize or update my holdings in WorldCat with my local catalog using a third-party provider or consortial partner/head. Data sync collection
Need to synchronize or update holdings in WorldCat for a library's local catalog on behalf of a library Data sync collection
Need to update my current holdings in WorldCat Data sync collection
Purchased an ebook/ejournal package and I need MARC records Knowledge base collection
Purchased an ebook/ejournal package and I want to set my holdings in WorldCat Knowledge base collection
Receive shelf-ready titles from my vendor and I want to set holdings for those materials in WorldCat (and/or receive MARC records) Cataloging partner collection
Want OCLC MARC records for my holdings Query collection
Want to automatically receive updated records when the cooperative enriches records in WorldCat WorldCat updates
Want to receive a file of MARC records based on a search query that I performed in WorldCat Query collection
Work with a vendor that says I can get an automated holdings feed from Collection Manager Knowledge base collection
Work with a vendor that says I can get MARC records and spine label files from WorldShare Collection Manager Cataloging partner collection

 

 Learn more in a training course: Collection Manager: What it is and why it matters

 

 

 

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