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WorldShare Collection Manager training

OCLC offers live and recorded instructor-led training sessions 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

How libraries use WorldShare Collection Manager

Watch a video

In this six-minute video, you will learn how libraries use Collection
Manager to output WorldCat records for their electronic and print
materials, as well as maintain their library holdings in WorldCat.

Collection Manager: What it is and why it matters

Register for live, online training
View a recorded session

This 60-minutes 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 ten-minute video, you will learn how to search WorldShare
Collection Manager and use filters to refine your search results.

 

WorldCat knowledge base collection

Fundamentals of WorldCat knowledge base collections

Register for live, online training
View a recorded session

This 60-minute course provides instruction on WorldCat
knowledge base collections, including searching for collections,
selecting or modifying collections, as well as adding new
collections using the WorldShare Collection Manager application.

Advanced editing of WorldCat knowledge base collections

Register for live, online training
View a recorded session

This 90-minute course provides instruction on using KBART
(Knowledge Base and Related Tools) files to modify or add
knowledge base collections. You will also be introduced to
maintaining knowledge base collections.

Select and modify WorldCat knowledge base collections

Watch a video

In this twenty-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 21-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: Getting started with
WorldCat cataloging partner collections

Watch a video

In this six-minute video, you will learn how libraries use Collection
Manager to output WorldCat records for their electronic and print
materials, as well as maintain their library holdings in WorldCat.

Login and set or reset your password: Getting
started with WorldCat cataloging partner collection

Watch a video

In this five-minute video, you will learn how libraries use Collection
Manager to output WorldCat records for their electronic and print
materials, as well as maintain their library holdings in WorldCat.

Set up your profile: Getting started with
WorldCat cataloging partner collections

Watch a video

In this 23-minute video, you will learn how libraries use Collection
Manager to output WorldCat records for their electronic and print
materials, as well as maintain their library holdings in WorldCat.

Create a WorldCat cataloging partner collection

Watch a video

In this seventeen-minute video, you will learn how libraries use
Collection Manager to output WorldCat records for their
electronic and print materials, as well as maintain their library
holdings in WorldCat.

Retrieve a file of records: Getting started with
WorldCat cataloging partner collection

Watch a video

In this eight-minute video, you will learn how libraries use
Collection Manager to output WorldCat records for their
electronic and print materials, as well as maintain their library
holdings in WorldCat.

 

WorldCat query collections

Create WorldCat query collections

Watch a video

In this fourteen-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 68-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 85-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

Customize WorldCat updates options for update records

Watch a video

In this eleven-minute video, you will learn how to define the criteria you want the system to use to determine when to deliver updated MARC records to your library.

See also: MARC records

 

WorldCat holdings

Maintain WorldCat holdings with WorldShare Collection Manager

Watch a video

In this four-minute video, you will learn how to enable the WorldCat Holdings feature in WorldShare Collection Manager to allow Collection Manager to maintain your library’s holdings in WorldCat for titles that match the titles in your library’s knowledge base and/or cataloging partner collections.

 

MARC records

MARC Record Delivery: Institution-level settings

Watch a video

In this 22-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.

MARC Record Delivery: Collection-level settings and overrides

Watch a video

In this eleven-minute video, you will learn how to enable MARC records, customize settings, and set overrides for a collection you wish to receive WorldCat records.

Retrieve your files of records

Watch a video

This eight-minute video will discuss the naming conventions of the files of records, as well as demonstrate where and how to download your files of records for WorldShare Collection Manager.

Access your reports for MARC record delivery

Watch a video

In this ten-minute video, you will learn how to sign up to receive WorldShare Collection Manager reports via email or access these reports in the OCLC Usage Statistics Portal, as well as discuss the types of reports that are available.


 

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