If you need access to Collection Manager (the Metadata tab in the WorldShare interface), follow the steps to Create a Collection Manager account. The instructions will tell you to complete a Request WorldShare Collection Manager form.
An OCLC Cataloging and Metadata Subscription is required for record delivery from the collections listed below. If your library does not have a subscription, see Options for libraries without a cataloging subscription.
If your institution has manually selected a collection in full, OCLC will not overwrite your selections. Before the initial load of holdings from your provider, we recommend that you verify that the collection has not been manually selected.
Before the initial load of your collections, please:
Note: Once the holdings feed is set up, OCLC will select all applicable collections according to the data received from the vendor.
Please create my library-specific government document collections in Collection Manager: My WorldCat registry ID is: [number] My GPO depository number is: [number]
It can take up to one month before your government document collections are active and viewable in the WorldShare interface.
There are many collections in the global WorldCat knowledge base. Use the collection information to help you find the relevant collections. When you search in Collection Manager, try entering a root word and an asterisk (*) as a truncation operator. For example: U.S. Government*
The below collections are available for automatic collection loading:
Collection name(s) | Collection ID(s) | Demand-driven acquisition collections? | Frequency provider sends OCLC data | Notes about the collection |
---|---|---|---|---|
U.S. Government Documents - Electronic | govdocs.govdocse | No | Monthly | Please verify that your collections have not been manually selected before you proceed to request collection loading. |
U.S. Government Documents - Non-electronic | govdocs.govdocsp | No | Monthly | Please verify that your collections have not been manually selected before you proceed to request collection loading. |
OCLC has divided your titles into two collections: Electronic titles and non-electronic titles. This division allows you to make choices in your settings and customizations per format. For example, you can choose to have MARC records for your electronic collection and for your non-electronic titles output in unique, separate files. Likewise, you could add unique public notes for display in WorldCat Discovery in each collection.
Caution: Once your collection has loaded, do not add, delete, or update any of the titles within the collection. If there is an issue with the titles selected or missing from your collection, please contact OCLC Support with examples.
We recommend that you wait until your collection is available before you proceed so that all of the settings will be available in Collection Manager.
The amount of time it takes for your titles to be available depends on the timing of your request, how often your provider sends data, when OCLC loads the data, and the place of your institution's data in a queue. The time for the initial loading process varies from about one week to one month.
Caution: Once you have requested to have your collections selected automatically, do not add, delete, or update any of the titles within the collection. If there is an issue with the titles selected or missing from your collection, please contact OCLC Support with examples.
To see if your collection has loaded in the WorldShare interface:
OCLC Symbol
Use the OCLC Symbol setting to verify that your institution's OCLC symbol is selected. Collection Manager uses the symbol displayed here to maintain WorldCat holdings and to output records.
Proxy and Authentication
Collection Manager helps you manage patron access to materials by directing off-campus patrons through your proxy server. Collection Manager will prepend your proxy information to catalog links. Both on-campus and off-campus patrons will be given proxy links. Consult the documentation for your proxy server to determine how to configure your proxy settings to ignore on-campus patrons so they do not have to sign in.
You can override proxy information for a single collection within a collection's collection-level settings. See Collection-level settings in knowledge base collections.
Caution: Do not include a space after the Base URL.
(Optional) Enter your Username and Password. Providing username and password information is used by OCLC for de-bugging purposes only.
Determine whether to allow for proxy use in open access collections. Once this setting is set to Yes, open access collections will allow users to enable proxy settings at the collection level. This gives libraries the option to surface open access content with proxy information in mixed collections.
The default setting is No.
Note: It is possible to update the collection-level proxy settings before enabling this setting. Once set to Yes, the settings will be recognized and applied. The proxy settings will be visible, but not applied if the setting is No. This can be verified in the Sample Title Link.
(Optional) Select to Temporarily disable for WorldCat Discovery and WorldCat.org.
Reports (WorldCat holdings reports and/or Records reports)
If you enable reports in Institution Settings > Reports, reports will be available via email around the time when files of records have been output and/or after there are changes to your holdings in WorldCat. When your first report is available, you will get an email from Usage_Statistics@oclc.org with the subject field: "The report [name of report] you requested for [YYYYMMDD]."
You will not receive an email on days when there is no activity. Reports are also available in the OCLC Usage Statistics Portal and they are identical to the reports that come by email. See how to access reports in the OCLC Usage Statistics Portal.
To receive emailed reports:
There is not a way to select only certain reports per email. The email address(es) entered will receive all selected reports.
Many libraries that have collections that output records on an ongoing basis select the Updated Records report. The report will notify you of critical changes like OCLC number merges and the reason you received an updated record even if you have not enabled WorldCat updates.
Collection Manager will output new, update, and delete records as they become available based on your GPO class selection holdings. To enable your institution for MARC record delivery:
You have the option to have your file of records delivered in a separate file from other collections.
You have the option to forgo receiving new records for those titles you have already set holdings on in WorldCat. In other words, you can choose to only receive new records for those titles that you do not yet hold in WorldCat.
By default, the Record Output setting "Include records already held in WorldCat" is selected. You must change the setting to forgo receiving new records for those titles you have already set holdings on in WorldCat.
Download your files of records from the WorldShare interface, Metadata tab.
Find information to Understand emailed reports and Understand record processing.
Collection Manager provides the convenience of automatically maintaining your holdings in WorldCat as titles are added, deleted or updated in your collections.
Display full-text links, elevate links from a specific provider, and more.
Find additional information: