Automatic collection loading source
Autoload Only collections
- GPO- U.S. Government Publishing Office
- Ovid
- ProQuest Ebook Central
- The R2 Library/Rittenhouse Book Distributors, Inc.
- Teton Data Systems
Autoload and OCLC cataloged collections
- EBSCO
- Elsevier Knovel
- Elsevier ScienceDirect
- JSTOR
- Odilo
- Springer Nature
- Taylor & Francis (coming soon)
Get started - autoload and OCLC cataloged
If you need access to Collection Manager (the Metadata tab in the WorldShare interface), follow the steps to Create a Collection Manager account.
OCLC cataloged collections. If your library does not have a cataloging subscription, see Options for libraries without a cataloging subscription. Use the instructions below for information specific to our provider.
This provider hasGet started - autoload only
If you need access to Collection Manager (the Metadata tab in the WorldShare interface), follow the steps to Create a Collection Manager account.
An OCLC Cataloging and Metadata Subscription is required for record delivery from the collections listed below. If your library does not have a subscription, see Options for libraries without a cataloging subscription.
Verify your collections have not been manually selected
If your institution has manually selected a collection in full, OCLC will not overwrite your selections. Before the initial load of holdings from your provider, we recommend that you verify that the collection has not been manually selected.
Note: Once the holdings feed is set up, OCLC will select all applicable collections according to the data received from the vendor.
Request collection loading
Individual per Provider.
See if your collection loaded
We recommend that you wait until your collection is available before you proceed so that all of the settings will be available in Collection Manager.
The amount of time it takes for your titles to be available depends on the timing of your request, how often your provider sends data, when OCLC loads the data, and the place of your institution's data in a queue. The time for the initial loading process varies from about one week to one month.
OCLC Support with examples.
Caution: Once you have requested to have your collections selected automatically, do not add, delete, or update any of the titles within the collection. If there is an issue with the titles selected or missing from your collection, please contactTo see if your collection has loaded in the WorldShare interface:
- Sign in to the WorldShare interface at your library's WorldShare URL (https://yourlibrary.share.worldcat.org/wms [Replace yourlibrary with your library's identifier]).
- Navigate to Metadata > Collection Manager. Do one of the following:
- Navigate to the Activity History and look at the history for your provider. See Collection Manager Activity History for help
- Search for the collection
Configure institution settings
Institution settings apply across all your collections. Use caution as changes might impact other collections. For complete instructions, see Institution Settings.
Navigate to the institution settings:
- Sign in to the WorldShare interface at your library's WorldShare URL. Replace yourlibrary with your library's identifier: https://yourlibrary.share.worldcat.org/wms
- Navigate to Metadata > Collection Manager > Institution Settings.
OCLC Symbol
Proxy and Authentication
Reports
Provider Settings (If required)
Provider Settings
Choose the instructions that apply to your needs - autoload and OCLC cataloged
Get WorldCat MARC records
Record delivery is available both to libraries with and to libraries without an OCLC Cataloging and Metadata Subscription.
Enable MARC record delivery in the institution settings
- Navigate to Settings > MARC Records.
- Select Yes for Enable MARC Record Delivery.
Once you enable record delivery, tabs of settings will appear: Customize Records, WorldCat Updates, Record Delivery, Cataloging Partner Options. You can leave the default settings or customize your records. By default, the following will be included in your records:
Customize your record profile (optional)
Define customizations that will apply across your collections in the Customize Records tab. For additional information, see Configure institution MARC Records settings for knowledge base collections.
Enable collection-level record setting
-
Search for the collection and open it. Expand the Holdings and MARC Records accordion.
- Choose Use institution setting: [Your institution settings will be displayed here].
After you enable record delivery in the collection, you will see the following tabs of settings: Customize Records, Record Delivery. You can leave the default settings or configure collection-level settings.
Configure collection-level settings (optional)
Define collection-level settings if desired. Listed below are some frequently used settings. For additional information, see Enable record delivery within your collection.
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Manage WorldCat holdings
WorldCat holdings maintenance is available only to libraries with an OCLC Cataloging and Metadata Subscription.
- Navigate to Institution Settings > WorldCat Holdings.
- Set Maintain holdings in WorldCat to Yes.
The collection-level setting for knowledge base collections will be enabled by default. For complete instructions, see Institution Settings, WorldCat holdings.
Download files
Download your files and records using My Files, located under the Metadata tab in the WorldShare interface. You do not need additional credentials to download records from the WorldShare interface.
See Download files in My Files for complete instructions or follow these basic steps:
- Sign in to the WorldShare interface and navigate to Metadata > My Files.
- Click Downloads.
- Use the options to filter the file list. Click Download to download your file.
Additionally, see Download files with FTP for FTP/sFTP options for downloading files and records.
Use collection data with other services
- Display full-text links and elevate links from a specific provider in WorldCat Discovery
- Deflect lending requests (knowledge base collections)
- Surface your materials in Google Scholar
For more information, see Use collection data with other services.
Choose the instructions that apply to your needs - autoload only
Get WorldCat MARC records
Enable MARC record delivery in the institution settings
- Navigate to Settings > MARC Records.
- Select Yes for Enable MARC Record Delivery.
Once you enable record delivery, tabs of settings will appear: Customize Records, WorldCat Updates, Record Delivery, Cataloging Partner Options. You can leave the default settings or customize your records. By default, the following will be included in your records:
Customize your record profile (optional)
Define customizations that will apply across your collections in the Customize Records tab. For additional information, see Configure institution MARC Records settings for knowledge base collections.
Enable collection-level record setting
-
Search for the collection and open it. Expand the Holdings and MARC Records accordion.
- Choose Use institution setting: [Your institution settings will be displayed here].
After you enable record delivery in the collection, you will see the following tabs of settings: Customize Records, Record Delivery. You can leave the default settings or configure collection-level settings.
Configure collection-level settings (optional)
Define collection-level settings if desired. Listed below are some frequently used settings. For additional information, see Enable record delivery within your collection.
Manage WorldCat holdings
- Navigate to Institution Settings > WorldCat Holdings.
- Set Maintain holdings in WorldCat to Yes.
The collection-level setting for knowledge base collections will be enabled by default. For complete instructions, see Institution Settings, WorldCat holdings.
Download files
Download your files and records using My Files, located under the Metadata tab in the WorldShare interface. You do not need additional credentials to download records from the WorldShare interface.
See Download files in My Files for complete instructions or follow these basic steps:
- Sign in to the WorldShare interface and navigate to Metadata > My Files.
- Click Downloads.
- Use the options to filter the file list. Click Download to download your file.
Additionally, see Download files with FTP for FTP/sFTP options for downloading files and records.
Use collection data with other services
- Display full-text links and elevate links from a specific provider in WorldCat Discovery
- Deflect lending requests (knowledge base collections)
- Surface your materials in Google Scholar
For more information, see Use collection data with other services.
Find additional support materials
Find additional information: