WorldShare Collection Manager training
OCLC offers live and recorded instructor-led training sessions and shorter videos on WorldShare Collection Manager.
Training questions? Please visit OCLC Training FAQ.
For WorldShare Collection Manager training in Spanish, please click Formación en español.
For WorldShare Collection Manager training in French, please click Formation en français.
Introduction to Collection Manager
Collection Manager: What it is and how libraries use it
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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
In this seven-minute video, you will learn how to search WorldShare Collection Manager and use filters to refine your search results.
WorldCat knowledge base collections
Edit WorldCat knowledge base collections with user interface
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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 an upcoming 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.
Select and edit WorldCat knowledge base collections
In this ten-minute video, you will learn how to use the WorldShare Collection Manager interface to select and edit WorldCat knowledge base collections, as well as edit these collections using the KBART file method.
Create WorldCat knowledge base collections
In this twelve-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.
Use the VLOOKUP function with KBART files
In this eleven-minute video, you will learn how to use the VLOOKUP function in Microsoft Excel to reconcile a KBART file from WorldShare Collection Manager with a list of your titles for your e-journal or e-book collection.
See also: MARC records
WorldCat cataloging partner collections
Introduction to WorldCat cataloging partner collections
This four-minute video introduces new users to WorldCat cataloging partner collections in WorldShare Collection Manager, emphasizing their purpose and benefits.
Set up your profile for WorldCat cataloging partner collections
In this fourteen-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
In this fifteen-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 a WorldCat query collections
In this ten-minute video, you will learn how to use WorldShare Collection Manager to create a WorldCat query collection, to enable the collection to get WorldCat records, and to customize the record options for the collection.
See also: MARC records
Data sync collections
Introduction to WorldCat data sync collections
This five-minute video will provide a brief introduction to data sync collections in WorldShare Collection Manager.
Create a WorldCat data sync collection
In this nine-minute video, you will learn how to create a WorldCat data sync collection. The video reviews each panel of an ongoing bibliographic collection.
WorldCat data sync collections: Name files to upload
In this three-minute video, you will learn how to name files to upload for data sync processing.
Exchange files with OCLC
In this six-minute video, you will learn how to exchange files with OCLC through WorldShare and through a file exchange server.
WorldCat data sync collections: Post-processing
In this eleven-minute video, you will learn about three bibliographic reports generated after files are processed through WorldCat data sync collections. You will also learn about unresolved records and how to process them
Request a Streamlined Holdings Update Project
This video reviews the OCLC Streamlined WorldCat holdings update project and how to request this project for your library.
See also: Streamlined holdings update FAQ
WorldCat updates
Enable and set options for WorldCat updates
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
Providers
Working with OCLC Cataloged collections
This ten-minute video demonstrates how to search for and select your desired OCLC Cataloged collections in WorldShare Collection Manager, as well as demonstrates where and how to download your files of records for your selected collections.
MARC records
MARC records for all collections
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
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.