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Collection History in Knowledge base collections

Find information about using the Collection History and Title History in Knowledge base collections.

Access the Collection History

To view the Collection History for Knowledge base collections:

  1. Navigate to the WorldShare interface > Metadata tab > Collection Manager.
  2. Select a Data Type from the drop-down list.
  3. Select My Selected Collections as the Scope to search across your library-specific collections that you have created or selected.
  4. In the Search Term(s) field, enter your terms or leave the field empty.
  5. Click Search.
  6. From the search results, use the Filter by drop-down to select Knowledge Base Collections.
  7. Open the desired collection.
  8. Select the Collection History accordion to view the activity history for the specific collection.

Collection History

Global collection

Search the Collection History for a global collection.

From the Collection History screen, you can filter by the following options:

  • Activity Date
  • Collection Deselected
  • Collection Selected
  • Collection Updated
    • Secondary filter opens:
      • Google Scholar Disabled
      • Google Scholar Enabled
      • MARC Record Delivery Disabled
      • MARC Record Delivery Enabled
      • WorldCat Holdings Disabled
      • WorldCat Holdings Enabled
  • Local Collection Promoted to Global Knowledge Base [Filter appears but is not relevant to global collections]
  • Sharing Activity

The Collection History screen includes the following columns: 

Activity Date [Sortable] Change Global/Local Source
[Date][Time]
  • Collection Deselected
-

One of the following:

  • Provider Name
  • Your Institution Name (or Staff Name, if enabled)
  • Other Institution Name
  • OCLC, Online Computer Library Center (or OCLC Staff Name)
[Date][Time]
  • Collection Selected
- [One of the above]
[Date][Time]

One of the following:

  • Collection Updated [Setting changes are specified]
    • Google Scholar Enabled
    • Google Scholar Disabled
    • MARC Delivery Enabled
    • MARC Delivery Disabled
    • WorldCat Holdings Enabled
    • WorldCat Holdings Disabled
  • Collection Updated 
    •  Note: The Collection Updated activity is triggered by any collection-level or title-level edit made in the UI and applied locally by you or globally by you or another library. The title or collection change is not specified.

  • Collection updated via KBART 
    •  Note: Other Load & Feed events such as a Provider Data Load or a Provider Holding Load does not generate a collection-level event.​​​​ 

One of the following depending on if the edit in the global collection was globally applied or locally applied:

  • Global
  • Local 
[One of the above]
[Date][Time]

Sharing Activity

  • Share Accepted By [Institution Name]
  • Shared By My Library To [Institution Name]
  • Shared To My Library From [Institution Name] 
    •  Note: The offer to share shows up until you select the collection

-

Your Institution Name (or Staff Name, if enabled)

 

Local collection

Local collections can be deleted. Once deleted, the change will show in the Activity History. A Global/Local column is not included in the Collection History accordion in local knowledge base collections.

From the Collection History screen, you can filter by the following options:

  • Activity Date
  • Collection Updated
    • Secondary filter opens:
      • Google Scholar Disabled
      • Google Scholar Enabled
      • MARC Record Delivery Disabled
      • MARC Record Delivery Enabled
      • WorldCat Holdings Disabled
      • WorldCat Holdings Enabled
  • Local Collection Created
  • Local Collection Promoted to Global Knowledge Base [Only applies until the collection is accepted.]
  • Sharing Activity

The Collection History screen includes the following columns: 

Activity Date [Sortable] Change Source
[Date][Time]

One of the following:

  • Collection Created
  • Collection Updated [Setting changes are specified]
    • Google Scholar Enabled
    • Google Scholar Disabled
    • MARC Delivery Enabled
    • MARC Delivery Disabled
    • WorldCat Holdings Enabled
    • WorldCat Holdings Disabled
  • Collection Updated*
  • Collection updated via KBART
  • Local Collection Submitted for Promotion to Global Cooperative: Accepted; Withdrawn, etc.**
  • Sharing Activity
    • Share Accepted By [Institution Name]
    • Shared By My Library To [Institution Name]
    • Shared To My Library From [Institution Name]
  • Your Institution Name (or Staff Name, if enabled)

 Notes

* The "Collection Updated" activity is triggered by any collection-level or title-level edit made in the UI. The title or collection change is not specified.

** Once your local collection is approved for promotion, it will become a global collection and the Collection ID will change (global.xxx). The local version of your collection will no longer be available. However, activity associated with the Collection ID from your local collection (customer.xxx) will be retained and will show when your local collection was approved for promotion. It will show to your institution only. Other libraries will see the date the collection was created, when they select the collection, and so forth.

Title History

Global title

You can search the Title History.

From the Title History screen, you can filter by the following options:

  • Activity Date
  • Edits - Global
  • Edits - Local
  • Invalid Titles
  • Title Added
  • Title Deselected
  • Title Selected
  • Title Updated

The TitleHistory screen includes the following columns: 

Change Field Updated Data Previous Data Global/Local Date [Sortable] Source
Title Updated

One or more of the following:

  • Author (eBook/Non-Serial)
  • Date (eBook/Non-Serial)
  • Grouped OCLC Numbers
  • Online identifier: eISSN, Other ISBNs
  • OCLC Number
  • Print identifier: ISSN, ISBN
  • Publisher
  • Title Name
  • Title ID (Linking Key)
[Updated value/s] [Previous value/s]

One of the following depending on if the edit in the global collection was globally applied or locally applied:

  • Global
  • Local 
[Date][Time]

One of the following:

  • Provider Name
  • Your Institution Name (or Staff Name, if enabled)
  • Other Institution Name
  • OCLC, Online Computer Library Center (or OCLC Staff Name)
Title Updated
  • Journal start & end dates, embargo
  • Journal volume & issue numbers
  • Title URL
  • Notes
[Updated value/s] [Previous value/s] Local [Date][Time] Your Institution Name (or Staff Name, if enabled)
Title Added Global [Date][Time]

[One of the above]

Title Selected - [Date][Time]

[One of the above]

Title Deselected - [Date][Time]

[One of the above]

Local title

You can search the Title History.

From the Title History screen, you can filter by the following options:

  • Activity Date
  • Edits - Local
  • Invalid Titles
  • Title Added
  • Title Updated

The Title History screen includes the following columns: 

Change Field Updated Data Previous Data Global/Local Date [Sortable] Source
Title Updated

One or more of the following:

  • Author (eBook/Non-Serial)
  • Coverage Depth
  • Date (eBook/Non-Serial)
  • Grouped OCLC Numbers
  • Journal start & end dates, embargo
  • Journal volume & issue numbers
  • Notes
  • OCLC Number
  • Online identifier: eISSN, Other ISBNs
  • Print identifier: ISSN, ISBN
  • Publisher
  • Title ID (Linking Key)
  • Title Name
  • Title URL
[Updated value/s] [Previous value/s] Local [Date][Time]

Your Institution Name (or Staff Name, if enabled)

Title Added - [Date][Time] Your Institution Name (or Staff Name, if enabled)
Title Deleted - [Date][Time] Your Institution Name (or Staff Name, if enabled)