If you need access to Collection Manager (the Metadata tab in the WorldShare interface), follow the steps to Create a Collection Manager account.
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.
There are many additional Taylor & Francis collections in the global WorldCat knowledge base [500+]. Use the collection data in the table to help you find the relevant collections. If your collection is not returned when you search within Collection Manager, try entering a root word and an asterisk (*) as a truncation operator. For example: Taylor & Francis*
The below collection is available for automatic collection loading:
Collection name(s) | Collection ID(s) | Demand-driven acquisition collections? | Frequency provider sends OCLC data |
---|---|---|---|
Taylor & Francis All eBooks | informaworld.tandfebooks | NA | Weekly |
Please load my Taylor & Francis eBook titles. My Taylor & Francis CRN is [xxx]. My OCLC symbol is [xxx].
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:
Institution settings apply across all your collections. Use caution as changes might impact other collections. For complete instructions, see Institution Settings.
Navigate to the institution settings:
OCLC Symbol
Collection Manager uses the symbol displayed here to maintain WorldCat holdings and to output records. Verify that your OCLC symbol is selected:
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. Enter your proxy information:
Caution: Do not include a space after the Base URL.
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. Enable emailed reports:
For more information, see Reports.
Enable MARC record delivery in the institution settings
Once you enable record delivery, tabs of settings will appear: Customize Records, WorldCat Updates, Record Delivery, Cataloging Partner Options. You can leave the default settings or customize your records. By default, the following will be included in your records:
Customize your record profile (optional)
Define customizations that will apply across your collections in the Customize Records tab. For additional information, see Configure institution MARC Records settings for knowledge base collections.
By default, the following fields and data will be included in your records:
Frequently defined record customization:
Delete Fields:
Add Fields:
Knowledge Base Collection 856 Field:
Enable collection-level record setting
Search for the collection and open it. Expand the Holdings and MARC Records accordion.
After you enable record delivery in the collection, you will see the following tabs of settings: Customize Records, Record Delivery. You can leave the default settings or configure collection-level settings.
Configure collection-level settings (optional)
Define collection-level settings if desired. Listed below are some frequently used settings. For additional information, see Enable record delivery within your collection.
Many libraries choose to have their file of records delivered in a separate file. To configure separate file delivery:
This setting acts as a filter to filter out from record delivery titles that you have set holdings on through some process outside of Collection Manager.
By default you will receive a full set of records for the titles in the collection. Your initial batch of records will have a record for every title. The default setting is:
If you do not want records for items you already have holdings on in WorldCat, you can choose to have those titles withheld from record delivery. Change the setting to Do not include records already held in WorldCat and you will only receive records that do not already have your holding attached in WorldCat.
Note: If you choose not to have records output for titles you already hold in WorldCat, we recommend that you change this setting back to "Include new records already held in WorldCat" after you receive your first delivery.
The collection-level setting for knowledge base collections will be enabled by default. For complete instructions, see Institution Settings, WorldCat holdings.
Download your files and records using My Files, located under the Metadata tab in the WorldShare interface. You do not need additional credentials to download records from the WorldShare interface.
See Download files in My Files for complete instructions or follow these basic steps:
Additionally, see Download files with FTP for FTP/sFTP options for downloading files and records.
For more information, see Use collection data with other services.
Find additional information: