1. Create a Collection
Before you create a new collection, search to ensure your institution has not created a data sync collection. Once a data sync collection is created, it cannot be deleted.
Click the Create a Collection button to create a new data sync collection. You will be prompted to select the type of collection (Data Sync Collection) you would like to create in Collection Manager and the type of data sync collection you would like to create.
2. Save button and Collection Actions menu
The Save button allows you to save the collection to gather more information or clarification as needed before it is submitted.
The Collection Actions drop-down menu contains the following options:
- Clone Collection: Allows you to create a new data sync collection by cloning an existing data sync collection.
- Make Default Collection: Allows you to set the collection as the default. Files will be processed by default for this collection if no collection is provided.
This button will only be enabled if you have multiple collections. If you only have one collection, it is automatically the default collection.
- Submit Collection to OCLC: Allows you to send the completed collection to OCLC for file processing.
Each data sync collection will contain the Properties, Comments, and Contact Information accordions. Other accordions (Bibliographic Records Information, Local Bibliographic Data, Local Holdings Records Information, and MARC Record Output) vary depending on collection type.
|Data Sync Collection|
|Accordion||Bibliographic||Local Holdings Records||Bibliographic and Local Holdings Records||Delete WorldCat Holdings||Delete Local Holdings Records|
|Bibliographic Record Information||x||x||x|
|Local Bibliographic Data Information||x||x|
|Local Holdings Records Information||x||x||x|
|MARC Record Output Information||x||x|
x = Show after OCLC staff displays the item information tab to end users.