Enter the collection name of your choice. Collection names can include special characters. However, note that searching for names with special characters might not work since some special characters are reserved for commands.
The Collection ID will be assigned by the system by default.
Optional. Use this field to add a basic description of the collection for internal reference.
Enter WorldCat Selection Criteria to search WorldCat. Examples of typical queries:
am:blackwellreference AND yr:2011 AND mt:elc
se=early american imprints AND yr:1777 AND au:backus
Note:
Boolean operators must be entered in capital letters.
For example: AND, OR, NOT
If you need to use a "range of year" please use two dots ".." rather than a dash.
For example: yr:2000..2013
For more information, see Boolean operators. See Searching WorldCat Indexes for a complete list of indexes available for use in WorldShare.
Not all indexes are currently supported. For additional help, see available bibliographic record indexes by index name.
How to build a query for your library's holdings in WorldCat
Use the holding library symbol "li:" and follow the index label and colon with your OCLC symbol. For example:
li:[OCLC Symbol]
How to build a query for a specific format (serials)
See Searching WorldCat Indexes and create a query that corresponds to a material type. Use mt: for material type. To return serials, use ser. For example:
mt:ser
To return serials that have a URL present in the 856 field, use the search string:
mt:ser AND mt:url
To search for titles with your holding symbol, add the holding library symbol label "li:" to your query and follow the holding library symbol and colon with your OCLC symbol.
mt:ser AND mt:url AND li:[OCLC Symbol]
How to build a query for all print serials
Here is an example of a query created by a library who wanted records for all print serials on which they have an OCLC symbol (replace [OCLC Symbol] with your OCLC symbol):
li:[OCLC Symbol] AND mt:ser NOT mt:elc NOT mt:mic NOT mt:map NOT mt:rec
How to build a query for all e-journals
Here is an example of a query created by a library who wanted records for all electronic journals on which they have an OCLC symbol (replace [OCLC Symbol] with your OCLC symbol):
li:[OCLC symbol] AND mt:ser AND x4:digital
How to build a query for all ebooks
Here is an example of a query created by a library who wanted records for all ebooks on which they have an OCLC symbol (replace [OCLC Symbol] with your OCLC symbol):
li:[OCLC Symbol] AND mt:elc AND mt:bks
How to build a query for titles added to WorldCat with WorldCat Digital Collection Gateway or CONTENTdm
If you have added collections of digitized titles to WorldCat via the WorldCat Digital Collection Gateway or CONTENTdm, you can extract records by creating a query collection.
Use DGCNT for Digital Collection Gateway or CNTNT for CONTENTdm and add your OCLC symbol after cs= to create a query like one of the following (replace [OCLC Symbol] with your OCLC symbol).
on:DGCNT AND cs=[OCLC Symbol]
on:CNTNT AND cs=[OCLC Symbol]
Choose a Collection Type for the delivery of records.
Choose One-time delivery to receive a file of records for a WorldCat query collection once.
Choose Ongoing delivery to receive records on an ongoing basis at the frequency you choose (Daily, Weekly, Monthly, or Quarterly). You will receive:
Enter a Collection note if you mapped the Collection Level Data, Public Note value to your records in Institution Settings > MARC Records > Customize Records. Enter a Staff note if you want to save a note in the WorldShare interface and not expose it to patrons.
This setting operates as a filter to limit the record output of a query collection based on specific criteria. The filtering options include: Filter by Process, Filter by Date Holdings Set, Filter by Date Bib Records Created, and Filter by Date Bib Records Updated. The filters allow you to limit by the process(es) that initially set holdings in WorldCat, the date range holdings were set, the date range the bibliographic record was created, and the date range the bibliographic record was updated.
Note: Once a query collection is confirmed and saved, MARC Delivery Filter selections cannot be modified.
This filter limits the output of a query collection by specifying the process ID that initially set holdings in WorldCat. For example: You could limit record output to only those holdings set by Record Manager and Connexion to automatically receive records from online cataloging activities.
To enable the filter, check "Deliver records for holdings set by the following process(es) for these OCLC symbols" and choose one or more processes by which holdings were set. Your selections will change color to show they have been selected.
Process(es):
Next, enter the OCLC symbol(s). Separate each OCLC Symbol with a space.
This filter limits the results of a query collection by specifying a set date range of when holdings initially were set on the bibliographic records.
To enable the filter, check "Deliver bibliographic records based on date or date range holdings were set." Select the Start Date and End Date for the date range to return in the Query results. Next, Enter the OCLC Symbol(s). Separate each OCLC symbol with a space.
This filter limits the results of a query collection by specifying the date range of when the bibliographic records were created.
To enable the filter, check "Deliver bibliographic records based on date or date range records were created." Select the Start Date and End Date for the date range to return in the Query results.
This filter limits the results of a query collection by specifying the date range of when the bibliographic records were previously updated.
To enable the filter, check "Deliver bibliographic records based on date or date range records were updated." Select the Start Date and End Date for the date range to return in the Query results.
After you enable record delivery in the institution settings in Institution Settings > MARC Records, you must enable record delivery in your collection. Collection-level MARC record options will not be available until record delivery is enabled in the institution settings.
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:
Customize the information included in the output of MARC records for an individual collection.
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.
See Collection History in Query Collections for more information.