2. Data requirements for non-MARC numeric search key collections

Find the data requirements for a non-MARC numeric search key collection in WorldShare Collection Manager.

Data requirements

Data must be sent as a .CSV file, consisting of a spreadsheet such as Excel, containing two columns. It must be saved as CSV UTF-8 (Comma delimited) and encoded as Unicode (UTF-8).

Download the Numeric search key template.
 Note:

Encode a .CSV Excel file to Unicode (UTF-8)

 Note: UTF-8 encoding a .CSV in Excel is not available for Mac.

Encode a .CSV Excel file as Unicode (UTF-8)

  1. Click the File tab.
  2. Click Save As.
  3. Enter your file name and update your file path as needed.
    • Include the collection ID as the first element of the file name followed by the OCLC institution symbol as the second element. A date and/or description can follow the symbol to help identify the file. Periods should be used between each data element., e.g. 1011111.OCL.20200301.NSK
  4. Select CSV UTF-8 (Comma delimited) from the Save as type drop-down list.
  5. Click More Options and select Web Options from the drop-down list.
  6. Click the Encoding tab.
  7. Select Unicode (UTF-8) from the Save this document as drop-down list.
  8. Click OK.
  9. Click Save.