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OCLC Support

How do I select or deselect individual titles and make a collection customizable

Symptom
  • I selected a collection but all titles are selected and I can't choose just specific titles
Applies to
  • WorldShare Collection Manager
  • WorldCat knowledge base 
Resolution

There are two options for making this change, we suggest reading through both and choosing one option.

Option 1, make collection customizable, then delete (or add) titles after collection is made customizable

  • Download the existing collection (remember it must have a paper/pencil icon)
  • Do NOT deselect the existing collection at this time*
  • Open the collection in Excel
  • Make desired changes to titles listed in the downloaded file including adding or deleting titles, do NOT remove any columns or move any columns within this KBART file
  • Change the ACTION COLUMN to SELECT (for all titles remaining in the collection)
  • Save this KBART file as a tab delimited .txt file (this is a must)
  • Just before uploading the revised KBART file, deselect the existing collection*
  • Access the collection, choose More Actions and choose Upload File
  • Change Scope to "Replace holdings in collection"
  • Upload the revised KBART file

Revisions to the file will be applied when the file completes uploading.

The steps for this are covered in detail and with screenshots here Modify a collection to select your subset of titles.

*Do not deselect the existing collection at the time that you download that collection for revisions. The reason for this is if the existing collection is deselected when it is downloaded and it is a while before the revised file is uploaded, then the titles in that collection will not be available at all until the file is uploaded SO just before the revised file is uploaded, deselect the existing collection.

 

Option 2 – make collection customizable

  • Download the existing collection (remember it must have a paper/pencil icon)
  • Do NOT deselect the existing collection at this time*
  • Open the collection with Excel
  • Do not move or remove ANY columns within this KBART file
  • Change the ACTION column to SELECT for all titles remaining in the collection
  • Save this KBART file as a tab delimited .txt file (this is a must)
  • Just before uploading the revised KBART file, deselect the existing collection*
  • Access the collection, choose More Actions and Upload File
  • Change Scope to "Replace holdings in collection"
  • Upload the revised KBART file

Revision to the file will be applied when the file completes uploading.

After the file has uploaded

  • To find a title to deselect or to modify, you can use the Search Within search box to enter a title and search. This is especially helpful in large collections, but you can also scroll to the title.   
  • Open the collection and work through the titles, making desired changes as you go because then each title will have its own pencil/paper icon.
  •  Choose deselect to deselect any titles your institution does not have access to.

*Do not deselect the existing collection at the time that you download that collection for revisions. The reason for this is if the existing collection is deselected when it is downloaded and it is a while before the revised file is uploaded, then the titles in that collection will not be available at all until the file is uploaded SO just before the revised file is uploaded, deselect the existing collection.

 
Page ID
30984