WorldShare Collection Manager live and recorded classes

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Closed captioning is available in the US upon request with 5 business days' notice. To request closed captioning for a training session, please contact us at training@oclc.org.

Cancellation policy

In the event of low attendance, OCLC may cancel a training session. In this situation, registrants will be notified by email before the session.

Collection Manager: What it is and how libraries use it

This course introduces WorldShare Collection Manager, including the types of collections to help libraries manage the metadata for their libraries' electronic and print resources.

Topics covered include:

• Purpose and features of Collection Manager
• Overview of Collection Manager interface
• Examples of how different types of collections are used

This course is intended for staff at member libraries with access to WorldShare Collection Manager to build an awareness of the service and its benefits or learn how to get started.

After this training, learners will gain foundational knowledge of the collection types in Collection Manager. They will be able to determine the types of collections to use to manage the metadata for their libraries' electronic and print materials.

Edit WorldCat knowledge base collections with user interface

This course provides instruction on WorldCat knowledge base collections, including search for collections, select and edit existing collections, as well as create local collections using the WorldShare Collection Manager interface.

Topics covered include:

• Search for knowledge base collections using Collection Manager interface
• Select and edit knowledge base collections using Collection Manager interface
• Create local knowledge base collections using Collection Manager interface

This course is intended for staff at member libraries who are working with electronic resources materials and will be editing or adding their electronic collections to the WorldCat knowledge base using the WorldShare Collection Manager application. The learner should know what WorldShare Collection Manager and the WorldCat knowledge base are and why the learner’s library will build its collections in the WorldCat knowledge base in order to get the most out of this course.

At the end of this session, learners will gain the foundational knowledge to search and perform basic actions on knowledge base collections.

Use KBART files to edit WorldCat knowledge base collections

This course provides instruction on using KBART (Knowledge Base and Related Tools) files to select and edit existing WorldCat knowledge base collections, create local collections, and promote local collections to the global WorldCat knowledge base.

Topics covered include:

• Edit collections using KBART files
• Add titles to new collections using KBART files
• Promote a local collection to global WorldCat knowledge base

This course is intended for staff at member libraries who are working with electronic resources materials and will be editing or adding their electronic collections to the WorldCat knowledge base using the WorldShare Collection Manager application. The learner should know what WorldShare Collection Manager and the WorldCat knowledge base are and why the learner’s library will build its collections in the WorldCat knowledge base in order to get the most out of this course.

After this session, learners will be able to create and use KBART files to edit or create knowledge base collections in WorldShare Collection Manager.

WorldCat data sync collections: Processing paths for optimal outcomes

Data synchronization is an automated process that compares bibliographic or local holdings data sent from an institution against records in WorldCat and manages holdings on those matching records. This data may be from an institution's local catalog or from another source sent on the institution's behalf.  WorldCat^® data sync collections are set up in WorldShare Collection Manager at a custom Web address for your institution.

This course will help learners gain a better understanding of the data sync process and acceptable data types and will provide foundational knowledge to help them make appropriate decisions regarding their holdings maintenance goals.

This course is intended for staff who work in cataloging and/or systems and those who manage the institution's online catalog and perform holdings maintenance tasks. Other staff who want to learn more about data sync collections within WorldShare Collection Manager, the benefits of using this automated process, and possible outcomes will benefit as well.   

WorldCat data sync collections mechanics: Create collections, upload files, and review output

Data synchronization is an automated process that compares bibliographic or local holdings data sent from an institution against records in WorldCat and manages holdings on those matching records.  This data may be from an institution's local catalog or from another source sent on the institution's behalf.   WorldCat data sync collections are created in WorldShare Collection Manager, at an institution's custom Web address. This process ensures that the institution’s holdings are accurately represented in WorldCat to support services such as resource sharing and discovery.

This course will help learners gain a better understanding of how to create and submit a data sync collection, how to properly name files and upload them for processing, how to interpret output reports and files and how to review unresolved records from WorldCat Staging (a temporary location for unresolved records that result from processing).

This course is intended for staff who work in cataloging and/or systems to manage the online catalog and perform holdings maintenance activities. Other staff who want to learn more about how to get started with data sync collections will benefit as well.