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WorldShare Collection Manager training

OCLC offers live and recorded instructor-led training sessions and shorter videos on WorldShare Collection Manager.

Browse a list of upcoming instructor-led training sessions from the Live classes page, or find all live and recorded training options on the course pages in this guide.

Training questions? Please visit OCLC Training FAQ.


For WorldShare Collection Manager training in French, please click Formation en français.

Introduction to Collection Manager

Collection Manager: What it is and and how libraries use it

Register for live, online training
View a recorded session

This 60-minute course introduces the WorldShare Collection Manager interface and an overview of the different types of collections available.

Search for collections

Watch a video

In this nine-minute video, you will learn how to search WorldShare Collection Manager and use filters to refine your search results.

WorldCat knowledge base collection

Edit WorldCat knowledge base collections with user interface

Register for live, online training
View a recorded session

This 90-minute course provides instruction on WorldCat knowledge base collections, including search for collections, select and edit existing collections, as well as create local collections.

Use KBART files to edit WorldCat knowledge base collections

Register for live, online training
View a recorded session

This 60-minute course provides instruction on using KBART (Knowledge Base and Related Tools) files to select and edit existing WorldCat knowledge base collections, create local collections, and promote local collections to the global WorldCat knowledge base.

Working with WorldCat knowledge base collections

Watch a video

This eight-minute video demonstrates using WorldShare Collection Manager to search, to select, to edit, as well as to create WorldCat knowledge base collections.

Select and modify WorldCat knowledge base collections

Watch a video

In this thirteen-minute video, you will learn how to use the WorldShare Collection Manager interface to select and modify WorldCat knowledge base collections, as well as modifying these collections using the KBART file method.

Create WorldCat knowledge base collections

Watch a video

In this eleven-minute video, you will learn how to use the WorldShare Collection Manager interface, as well as KBART files, to create knowledge base collections to add your e-journal collections, e-book collections or print serial collections not found in the global WorldCat knowledge base.

See also: MARC records

WorldCat cataloging partner collections

Introduction and overview to WorldCat cataloging partner collections

Watch a video

This nine-minute video introduces new users to WorldCat cataloging partner collections in WorldShare Collection Manager.

Set up your profile for WorldCat cataloging partner collections

Watch a video

In this 19-minute video, you will learn how set up your profile for your institution in WorldShare Collection Manager to output WorldCat records for your WorldCat cataloging partner collections, as well as maintain WorldCat holdings for these collections.

Create a WorldCat cataloging partner collection

Watch a video

In this seventeen-minute video, you will learn how to create a WorldCat cataloging partner collection in WorldShare Collection Manager.

See also: Download your records in My Files

WorldCat query collections

Create WorldCat query collections

Watch a video

In this eleven-minute video, you will learn how to use WorldShare Collection Manager to create a WorldCat query collection, as well as enable and configure collection-level MARC record options.

See also: MARC records

WorldCat data sync collections

WorldCat data sync collections: Processing paths for optimal outcomes

View a recorded session

This 90-minute recorded session provides an overview of data sync collections through workflow scenarios that describe the data sync process, data types accepted and output options.

WorldCat data sync collections mechanics: Create collections, upload files, and review output

View a recorded session

This 90-minute recorded session reviews how to create a data sync collection in WorldShare Collection Manager, upload files for processing, review post-processing output files and reports and resolve records in WorldCat staging (a temporary location for unresolved records that result from processing).

Get started with WorldCat data sync collections

Watch a video

This six-minute video will provide a brief introduction to data sync collections in WorldShare Collection Manager.

Create a WorldCat data sync collection: Properties and contacts

Watch a video

In this five-minute video, you will learn how to complete the Properties and Contacts panels in a WorldCat data sync collection.

Create a WorldCat data sync collection: Bibliographic record information

Watch a video

In this seven-minute video, you will learn how to complete the Bibliographic Record Information panel in a bibliographic WorldCat data sync collection.

Create a WorldCat data sync collection: MARC record output and submit a collection

Watch a video

In this six-minute video, you will learn how to complete the MARC record output panel and submit the WorldCat data sync collection.

WorldCat data sync collections: Name files to upload

Watch a video

In this four-minute video, you will learn how to name files to upload for data sync processing.

Exchange files with OCLC

Watch a video

In this eight-minute video, you will learn how to exchange files with OCLC through WorldShare and through a file exchange server.

WorldCat data sync collections: an introduction to post-processing reports and files

Watch a video

This presents an introduction to several reports and files generated from processing in WorldCat data sync collections.

WorldCat data sync collections: Bibliographic post-processing reports

Watch a video

This video describes three bibliographic reports generated after files are processed through WorldCat data sync collections.

WorldCat updates

Enable and set options for WorldCat updates

Watch a video

This eleven-minute video will step through the process of enabling and setting options to receive updated records using WorldCat updates in Collection Manager.

See also: MARC records

MARC records

MARC records for all collections

Watch a video

In this fourteen-minute video, you will learn how to enable MARC record delivery in WorldShare Collection Manager for all collection for which you wish to receive WorldCat records.

Download your records in My Files

Watch a video

This eight-minute video demonstrates where and how to download your files of MARC records, as well as discusses file naming conventions and retentions in My Files.