About Automatic Holdings Feeds

Monitor data loads for providers with automatic collection loading and maintenance for their knowledge base collections.

OCLC works with some providers to automatically add and maintain your library-specific collection data to knowledge base collections in WorldShare Collection Manager.

Once the holdings feed is set up, OCLC will select all applicable collections according to the data received from the vendor.

Automatic holdings feeds 

On the Collection Manager Home screen, the Automatic holdings feeds tab shows all the holdings feeds that have ever been set up. The information provided for each Source includes:

Use the Actions column to Edit, Pause, or Remove existing holdings feeds. Selections made here will also be reflected within the Data Sources in the Institution Settings and Collection-level settings. 

Click on the link for the provider to be taken to that provider's activity history screen. 

Screenshot of the Automatic holdings feeds tab on the WorldShare Collection Manager homepage

Automatic holding feeds status

Status Description
Pending The feed request has been submitted and is waiting for its initial provider update.
Manual only The feed is set to be updated manually only and does not receive provider updates. This setting can be changed at the Institution level.
Paused The 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 The feed is functioning normally and receiving updates.
Updating The feed is currently processing an update. This status typically appears briefly during the update process.

Start an Automatic Holdings Feed

 Note: Allow for a full frequency cycle for the provider before the holdings feed will commence. 

  1. From the Collection Manager home page, select the Add feed button. 
  2. Select the desired source. 
  3. Enter the information requested from the specified provider.
  4. Each provider has different requirements. View the provider-specific page under Providers. 
  5. Click Submit.

The feed request status will update to Pending as it is waiting for its initial provider update. When the feed is functioning, the status will be Active.

Edit an Automatic Holdings Feed

  1. From the Collection Manager home page, locate the row for the desired Source.
  2. Select the Actions column and click on Edit.
  3. Edit the information for the specific provider. View the provider-specific information under Providers. 
  4. Click Submit. 

Pause or Resume an Automatic Holdings Feed

  1. From the Collection Manager home page, locate the row for the desired Source.
  2. Select the Actions column and click on Pause or Resume.
  3. Click Pause or Resume. 

The status will update to either Paused or Active depending on the action taken. 

Remove an Automatic Holdings Feed

 Caution: This will remove all configured settings and automatic holdings feed data from the provider. This action cannot be reversed. 

  1. From the Collection Manager home page, locate the row for the desired Source.
  2. Select the Actions column and click on Remove.
  3. Click Remove. 

 Note: 

Titles are not deselected when a feed is discontinued. Once the feed is discontinued, the library can deselect a subset of titles or the collection in full. Refer to Deselect a title or collection for more information. 

Providers

 Note:  When a collection is updated by an automated holdings feed, you should not select the option to Auto Select Titles in the Titles accordion of the collection's settings. Refer to Collection-level settings in knowledge base collections, Auto Select Titles for more information.