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Search for collections in Collection Manager

Use the search field to find collections that you have already created of any collection-type. Alternatively, find collections and providers that are in the global WorldCat knowledge base.

Search for collections

Use the Collection Manager search box to search for:

  • Knowledge base collections (collections available in the global WorldCat knowledge base and/or knowledge base collections you have already selected or created)
  • Query collections you have already created
  • Cataloging partner collections you have already created
  • Data sync collections that you have already created

Watch a video

Search for collections (9:48)

This video demonstrates how to search in WorldShare® Collection Manager and use filters to refine your search results.

 

Search for knowledge base, query, and cataloging partner collections

  1. Navigate to the WorldShare interface > Metadata tab > Collection Manager.
  2. Select a Scope from the drop-down list.

    Collection Manager search scopes

  3. Decide if you will limit your search:
    • Leave My Selected Collections selected to search across your library-specific collections that you have created or selected
    • Deselect My Selected Collections to search across items that are available in the global collections available in the WorldCat knowledge base. For example, deselect My Selected Collections to search for collections to add to your knowledge base
      Collection Manager My Selected Collections
  4. In the Search Term(s) field, enter your terms or leave the field empty.
  5. Click Search.

Search for a data sync collection

  1. Navigate to the WorldShare interface > Metadata tab > Collection Manager. Select Data Sync Collection from the drop-down list.
  2. In the Search Term(s) field, enter the collection name or leave the field empty.
  3. Click Search.

    Collection Manager data sync collection search

Watch a video

Search for WorldCat data sync collections (3:42)

This video explains how to search for WorldCat data sync collections within WorldShare Collection Manager.

Tips for searching

Leave the search box empty to return all collections
If you plan to filter your search results by collection type, record status delivery type, or by some other characteristic, first perform a search by leaving the search box empty.
  • If My Selected Collections is selected, performing a search with the search box empty will return your library-specific collections
  • If My Selected Collections is not selected, performing a search with the search box empty will return all of the collections available in the WorldCat knowledge base
Use a truncation operator
To search with a truncation operator, use an asterisk (*). For example:
  • nature* returns all items starting with "nature"
  • LHR* returns all items containing "LHR" in the Collection Name or Collection Type fields
Search by OCLC number, ISBN, or ISSN
To search by OCLC number, ISBN, or ISSN:
  • Choose Title from the drop-down list, enter the number, and click Search
Search by Provider if searching by Collection is unsuccessful
A knowledge base collection, for example, might be available but by a slightly different collection name than you expect.
  • If searching by Collection does not return what you expect, try searching by Provider

Filter your search results

Perform a search and then filter your search results or return all collections and then filter your results. To return all collections and then filter your search results:

  1. Leave the Search Term(s) field empty.
  2. The My Selected Collections limiter is selected by default. Change the selection based on whether or not you want to search across all of your library-specific collections or across your library-specific collections and all items that are available in the global collections available in the WorldCat knowledge base.
  3. Click Search.
  4. After search results are returned, expand Filter by at the top of the search results.
  5. Select from the drop-down list an option to filter your search results.

    Filter

Filter for cataloging partner collections and perform a bulk collection action

Search for cataloging partner collections that you have already created:

  1. Navigate to the search box in Collection Manager. Leave My Selected Collections selected.
  2. Click Search. The search will return all of the collections your library has selected or created.
  3. Select Cataloging Partner Collections from the Filter by drop-down list.

Once you have used the filter so retrieve your cataloging partner collection, you have the option to select a group of collections and perform an action on several collections at one time. This is called a bulk collection action.

Activate multiple cataloging partner collections at one time:

  1. Navigate to the search box in Collection Manager. Leave My Selected Collections selected. Click Search. The search will return all of the collections your library has selected or created.
  2. Select Cataloging Partner Collections from the Filter by drop-down list.
  3. Click the box next to each collection you need to activate or click the box at the top of the results list to select all of the collections.
  4. At the top of the screen, expand Collection Actions and select Cataloging Partner Collection Activation.
  5. Select Make Selected Activate.

Filter for data sync collections

After you perform a search for a data sync collection, you can filter your search results to find exactly what you want.

  1. Select a search scope from the Filter by drop-down list.

    Depending on your selection, you will need to do one of the following:

    • Collection Name - In the search field, enter a collection name.
    • Collection ID - In the search field, enter a collection ID.
    • Collection Type - From the second drop-down list, select a collection type.
    • Collection Status - From the second drop-down list, select a collection status.
      • In Progress (default) - Collection has been created but not yet submitted
      • Submitted - Collection has been submitted for processing of files
      • Being Reviewed - Collection has been received and is being reviewed
      • Accepted - Collection has passed review and file processing begins
         Note: Once your initial collection has been accepted, this status remains for all subsequent file submissions.
    • Translation Table Status - From the second drop-down list, select a translation table status.
  1. (Optional) If you want to add another filter to your search, click the add button (Add button). Select a Boolean operator and an additional filter.

    Collection Manager data sync add additional filters

    Note: You can remove additional filter(s) by clicking the delete button (Delete button).

  2. Click Filter.

Filter for OCLC cataloged collections

To filter by OCLC cataloged collections in the Collection Manager interface, perform a search in Collection Manager and use the filter for OCLC cataloged collections. For more information about OCLC cataloged collections, see MARC record delivery with a CatExpress subscription.

To filter for OCLC cataloged collections
  1. In the WorldShare interface, navigate to Metadata > Collection Manager.
  2. Leave the search box empty and deselect My Selected Collections. Click Search.
  3. To filter the search results, choose OCLC Cataloged Collections from the drop-down list.

cm-oclc-cataloged.png

Search results

Items in your search results will be marked with a collection type and other details. Some of the possible collection types and details are listed below.

Type/Attributes of collections

Knowledge base collection

  • Customizable
  • Non-Customizable
  • License(s) Available
  • Locally Created
  • OCLC Cataloged
  • Demand Driven Acquisitions
  • Discontinued
  • Document Delivery
  • Open Access
  • Private

Query collection

  • One-time Delivery
  • Ongoing Delivery

Cataloging partner collection

  • Active
  • Inactive
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