WorldShare Collection Manager Release Notes September, 2025
Release Date: September 12, 2025
Introduction
This release of WorldShare Collection Manager provides a new Collection Manager home page view that allows you to conveniently monitor the status of your automatic holdings feeds and KB sync processes, as well as leverage new self-service features.
- Conviently Monitor the status of Automatic Holdings Feeds and KB sync processes and leverage self-service features
- Automatic Holdings Feed Visibility
- Leverage self- service features
- KB sync visibility
- Updated Settings for Knowledge Base Data Sources
- Improved Activity History
- Request Language of Cataloging preferences
These enhancements are the direct result of your feedback.
New features and enhancements
Conviently Monitor the status of Automatic Holdings Feeds and KB sync processes and leverage self-service processes
Automatic Holdings Feed Visibility
Libraries will now have greater visibility into their automatic holdings feeds, making it easier to monitor which feeds are set up and identify those that need review for subscription changes or other adjustments.
Users can now see all of their selected Automatic Holdings Feeds along with each feed's current status. The Collection Manager home page displays this information in an easy-to-read format, allowing for efficient feed management.
Visit About WorldShare Collection Manager for additional information and workflows.
Feed Status and Their Meanings:
| Status | Description |
|---|---|
| Pending | Feed request has been submitted and is waiting for its initial provider update. |
| Manual only | Feed is set to be updated manually only and is not receiving provider updates. This setting can be changed at the Institution level. |
| Paused | Feed has been paused and is not receiving provider updates. Users can resume the feed using the Actions menu in the Automatic Holdings Feed view on the Collection Manager home page. |
| Active | Feed is functioning normally and receiving updates. |
| Updating | Feed is currently processing an update. This status typically appears briefly during the update process. |
Leverage self-service features
Ability to request a new feed
Users will be able to request a new automatic holdings feed directly from the new Collection Manager home page. This will allow libraries to request a feed without the added step of contacting OCLC Support. Each provider's specific requirements are built into the request form to ensure all the necessary pieces of data are submitted to setup a new feed successfully.
Options to Edit, Pause or Resume a feed
The action column of the Automatic holdings feed table will give users the option to Edit, Pause or Resume a specific feed. This will allow users to edit or pause a feed. When the library is ready to restart a feed, the only step needed is to go back to the Action column and choose Resume.
Visit About Automatic Holdings Feeds for additional information and workflows.
KB sync visibility
Libraries are now able to see in the KB sync table providers set up for Alternative Knowledge Base Supplier Holdings. This terminology has been simplified for ease of use and better visibility.
Visit Alternative Knowledge Base Supplier Holdings for additional information and workflows.
Updated Settings for Knowledge Base Data Sources
Institution Settings
The Institution Settings > Knowledge Base Data has been updated so that users are able to easily see providers set up for automatic holdings feeds and third-party holdings file uploads. Provider names have been updated to user friendly language instead of previously displayed short codes.
Collection Settings
The Collection Settings > Holdings and MARC records > Data Sources has been updated so that users are able to easily see providers set up for automatic holdings feeds and third-party holdings file uploads. Provider names have been updated to user friendly language instead of previously displayed short codes.
Visit Data Sources for additional information and workflows.
Improved Activity History
Ability to view updates to Automatic Holdings Feeds settings, by using the provider link available in the Collection Manager home page or going directly to Activity History to see feed actions.
Previously you could not track feed-related activities in the Activity History, making it difficult to monitor when feeds were added, modified, or removed. But now you can see comprehensive feed activity tracking with detailed status information directly in the Activity History.
There are a few different paths to detailed Activity History information.
Option 1: Navigate to the Collection Manager home page and click on a provider in the Automatic Holdings Feed Tab. For more detailed information on a specific activity, click on the change record or provider.
Option 2: Navigate to the Collection Manager home page and click on a provider in the KB sync tab. For more detailed information click on the change record.
Option 3: Access Activity History from WorldShare > Metadata > Collection Manager > Activity History
- Use the new "Settings - Automatic Holdings Feed" filter to view feed-specific activities
- Filter by specific actions:
- Feed added
- Feed edited
- Feed removed
- Feed paused
- Feed resumed
- Filter by specific actions:
Request Language of Cataloging preferences
Collection Manager now supports collection-level language of cataloging preferences for libraries that catalog in languages other than English. This new functionality provides greater flexibility in managing bibliographic record connections:
- Default behavior: Every knowledge base title is matched to a WorldCat bibliographic record, with brief English records created when English matches are unavailable
- New preference setting: Libraries can now set a preferred cataloging language at the collection level to maintain links between knowledge base titles and non-English WorldCat records
- Flexible options: Libraries can link to existing non-English records when available or create new records in their preferred cataloging language as needed
- Persistent connections: Language preferences are preserved as WorldCat evolves, ensuring consistent record linking over time
- The Language of Cataloging is determined by the language specified in the 040 $b field of the MARC record.
Note: This feature must be enabled by contacting OCLC Support.
Support website(s)
Support information for this product and related products can be found at: