Australia and New Zealand

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How it works

The WorldCat Digital Collection Gateway offers collection and repository managers with a self-service tool for uploading the metadata of your digital content to WorldCat. The Gateway is available at no charge to all libraries, archives, museums and other cultural heritage organizations.

With the Gateway, you create a profile of each of your digital collections using its three main components:

  • WorldCat Record Processing
  • The Metadata Map
  • The Sync Schedule

WorldCat Record Processing: Selecting "replace all" or "add new only"

With the Gateway's WorldCat Record Processing, you choose whether to "replace all" your metadata or to add only the new metadata using the "add new only" option.

If you choose "replace all," then each time you upload your metadata to WorldCat all changes and additions to your local metadata are updated and added to WorldCat. If you choose "add new only," then only the new items added to your local metadata are uploaded to WorldCat. These options give you the control to fit the Gateway into a variety of metadata workflows.

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The Metadata Map: A preview of your metadata in a WorldCat display

Through the Metadata Map, the Gateway gives you the control to put your collection in the best possible light in WorldCat for better visibility and discovery. The Metadata Map is a graphical user interface that enables you to adjust the display of your source metadata in a WorldCat.org display. It also enables you to change your metadata map at any time and those changes will be picked up in your next metadata harvest.

Then you can adjust the location of each of the metadata elements from your source metadata in the WorldCat.org display. Using the Metadata Map, you can preview each item's metadata or just a sampling of the entire collection. Changes to the mapping are applied to the entire collection so you can quickly create a map and save it with the Profile for this collection.

If you do not like the options you initially see for mapping your metadata, you can expand the view with a special overlay template to "Show more mappable fields." This feature shows you more options for where you can move your metadata in the WorldCat.org display.

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The Metadata Map also includes two other views of your metadata, the Search View and the MARC View, so you can further refine your mapping. The WorldCat Search View lets you preview how your metadata will appear in a search result in WorldCat, while the MARC View lets you preview the MARC record "behind the scenes" in the discovery system.

Sync Scheduler: Fits your local workflow

With the Gateway's Sync Scheduler, you can add updates to WorldCat based on your local workflow for building and maintaining each of your digital collections. When you have approved the Metadata Map for a collection, the Sync Scheduler immediately starts the first synchronization of your collection with WorldCat.

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The Sync Scheduler also automatically sets up a regular sync of your collection each quarter. With the Sync Scheduler, you can adjust the initial settings to allow a sync to occur either monthly, quarterly, semi-annually or annually.

Additionally, if there are new records in your collection that you would like to make visible right now the Sync Scheduler has a "Sync with WorldCat Now" option that enables you to upload the latest updates to WorldCat outside of the regularly scheduled sync times you have already set. It is a great way to get that special information into WorldCat for that demonstration to your Director or Board.

An optional, extended workflow is to add these newly created MARC records to your local catalog or OPAC. More specifically, each time you upload metadata to WorldCat, you receive a detailed report including the list of records created and their OCLC numbers. Using this report and the OCLC Connexion client, these MARC records then can be downloaded to your library's local catalog or OPAC. Additionally, CONTENTdm  users can use the WorldCat Sync feature in CONTENTdm Administration to read this report and automatically embed OCLC numbers into their digital content metadata.

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