Configure the following settings in the Holdings and MARC Records accordion.
WorldCat holdings must be enabled in the institution settings in order for the collection-level setting to maintain WorldCat holdings to appear. For information on how to enable holdings at the institution level, see WorldCat Holdings.
Options:
*Open-access collections are disabled by default.
Select the default audience level for knowledge base collections. From the Holding Audience Level drop-down, select one of the following options:
Caution: The collection-level MARC record delivery options will not be available until you enable MARC record delivery in the institution Settings.
After you enable record delivery in the collection, you will see the following tabs of settings:
Leave the default setting or override institution settings for LBD. Settings:
Leave the default setting or override institution settings for LHRs. Settings:
Leave the default setting or override the OCLC symbols you included at the institution level for LHRs and/or Local Bibliographic Data. Settings:
If you mapped custom text to your records in the Customize Records tab, add collection-level text in the corresponding field(s).
If desired, use the Define Custom Text Labels button to change the text label from "Custom Text 1" to something more meaningful. See Collection Custom Text for more information.
Leave the default setting or override the institution setting for Delivery Frequency. Settings:
If the same item/OCLC number is in multiple collections and the collections are set to different delivery frequencies, you could get the same record multiple times.
Change the default setting if you want a complete set of records with every delivery. Settings:
You have the option to have records output in a separate file. By default, all records will be output in the same files (New, Updates, and Deletes files) along with records from other collections. Settings:
Collection Manager will output the records from the collection in a separate file and include the file name you entered between the time stamp and the file extension. Example where [XXX] represents your library symbol:
metacoll.[XXX].new.D20160214.T210512.[YourFileName].1.mrc
You have the option to group records from more than one collection in the same file by entering the same file name in each collection.
For example, if you have a DDA collection and a purchased collection, you could enter the file name "DDAandPurchased" within both collections and records from those two collections would be output together in the same files.
Collections to be output in separate files | File name you enter when you name the separate file | Separate files and file names | |
---|---|---|---|
Collection 1 | DDA collection | DDAandPurchased | DDAandPurchased |
Collection 2 | Purchased collection | DDAandPurchased | |
Collection 3 | Science e-collection | VendorCollections | VendorCollections |
Collection 4 | Technology e-collection | VendorCollections | |
Collection 5 | Engineering e-collection | VendorCollections |
You will get a single file separate from files for your other collections. The file will contain records from both collections. Records/titles within the file will be distinguishable by collection name, collection ID, and collection notes or custom text (if you chose to map notes or custom text to your records).
The setting to isolate file output from other collections is associated with how Collection Manager processes data for a record in relation to record data in items from other collections. The option is available in knowledge base collections in Collection Manager and in query collections with ongoing delivery in Collection Manager.
Select the isolate file option if your ILS requires a separate record with a single URL for every instance of an electronic title. In other words, select the option to isolate the collection if you want records to only contain the URL from their collection even though you might have the title in multiple knowledge base collections in Collection Manager.
By default (with this setting unselected), Collection Manager will deliver multiple URLs in a single record for a knowledge base title.
To find the setting to isolate the file output:
Select the isolate file option if you are:
By default (with this setting unselected), when an item’s holding is removed from within a collection, Collection Manager will deliver an Update record if the item’s holding is still set in other collections. Collection Manager will deliver a Delete record only when an item’s holding is removed and no other holdings are set on the item.
By default (with this setting unselected), Collection Manager will deliver an Update record when a library deletes a holding if there are other collections for libraries have holdings set on the item. Collection Manager will deliver a Delete record only when a holding is removed from a library and no other libraries have holdings set on the item.
To find the setting to isolate the file output:
You have the option to Group records from multiple collections for output in a separate file by entering the same file name in the collections.
This setting acts as a filter to filter out from record delivery titles that you have set holdings on through some process outside of Collection Manager.
By default you will receive a full set of records for the titles in the collection. Your initial batch of records will have a record for every title. The default setting is:
If you do not want records for items you already have holdings on in WorldCat, you can choose to have those titles withheld from record delivery. Change the setting to Do not include records already held in WorldCat and you will only receive records that do not already have your holding attached in WorldCat.
Note: If you choose not to have records output for titles you already hold in WorldCat, we recommend that you change this setting back to "Include new records already held in WorldCat" after you receive your first delivery.
Note: For a complete list of settings, see Collection-level settings in knowledge base collections.