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Migration information for OCLC WorldShare Metadata

Current migrations

Please see the information below if your library currently uses one of the following services:

WorldCat knowledge base transition to the WorldShare interface

In order to serve our users better, the WorldCat knowledge base is transitioning all users from the WorldCat knowledge base module in OCLC Service Configuration to the WorldShare interface, Metadata tab. For instructions you might need for the transition, see the Transition to the WorldShare interface page.


OCLC Bibliographic Record Notification (BibNote)

OCLC Bibliographic Record Notification service (BibNote) functionality was incorporated with a new service, OCLC WorldShare Metadata Collection Manager. The new service offers you all of the options for updated MARC records that you had with the BibNote service, but also offers a number of enhancements developed based on your feedback. For example, Collection Manager offers additional profiling options that allow you to receive updated records:

  • Based on any change to a variable field in the WorldCat master record.
  • When the record has been upgraded to RDA cataloging rules ("rda" is denoted in the 040 $e).

The steps to migrate are listed below as are resources for exploring your enhanced options. There was no need to return to your profile for the BibNote service. The service was disabled on November 1, 2013. You may complete the migration steps below at any time.

Recorded Training:
Moving Beyond Bibliographic Record Notification

Streaming  Download

Recorded on August 21, 2013
30 Minutes


Getting started - Establish your account

  1. Complete the registration form.
    Note: If your library already has access to Metadata in the WorldShare interface, you may begin your steps to migrate; there is no need to fill out the request form. If you need an additional staff account, please contact orders@oclc.org.
  2. After you receive your account information from OCLC Order Services, go to your library’s URL and set your password.
    Logging in for the first time: Set a password (PDF).

Steps to migrate

  1. Configure update records for your WorldCat Holdings Collection (PDF). Enable MARC record delivery and customize your settings to get updated records based on changes to the WorldCat master records for your holdings in WorldCat.
  2. Define delivery options for the output of MARC records (PDF) including customizing the frequency with which your records are output.
  3. Sign up to have reports delivered to you by email. See MARC record delivery: Reports (PDF) for detailed instructions.
  4. After a waiting period, retrieve your library’s MARC records via FTP (PDF) to the OCLC Data Exchange Server.
    For more information about when your records will be available on the server, see OCLC’s system schedule: Timing and schedule of output (PDF).
  5. After you have completed steps 1 - 4, your migration is complete. There was no need to return to the OCLC Bibliographic Record Notification service. OCLC disabled all BibNote accounts on November 1, 2013.

Explore your expanded options for getting MARC records with Collection Manager

Now that the functionality to get update records for your WorldCat Holdings Collections is integrated with Collection Manager, you have extended options for getting MARC records. See the Collection Manager product pages and support pages for more information.

The account information you received from OCLC Order Services gives you access to the all of the accounts you’ll need to use OCLC WorldShare Metadata Collection Manager and the WorldCat knowledge base. For documentation and training on adding collections to your knowledge base, see the WorldCat knowledge base support area.


eSerials Holdings service

Libraries currently using the eSerials Holdings service should review the information below to maintain their electronic resource holdings in WorldCat. The complete management of WorldCat holdings for electronic materials and delivery of MARC records is now available with the WorldCat knowledge base through OCLC WorldShare Metadata Collection Manager. As a result, OCLC will discontinue the eSerials Holdings service in its current form as of March 1, 2014.

About the WorldCat knowledge base

The WorldCat knowledge base offers similar benefits to those of your current service but includes expanded functionality you can use now or in the future. It combines data about your library's electronic resources and linking features to enable access to all of your electronic resources enabling you to maintain this information in a single place. It includes title-level information as well as coverage representation. The WorldCat knowledge base exists within OCLC WorldShare Metadata Collection Manager. Not only can you automatically manage WorldCat holdings, but you also have the option to receive MARC records for these titles with ongoing updates. This provides your users with seamless access to e-books and other electronic materials via your catalog and other discovery tools.

After your library builds your knowledge base instance once by selecting your specific collections from the global knowledge base:

  • Your holdings are maintained in WorldCat and any other applications using this data are kept up to date via automated processes.
  • At no additional charge, your library has the option to receive WorldCat MARC records. You have numerous options to customize your records with your library-specific information such as URLs and proxy information.
  • You can synchronize your holdings with third-party systems you use to track your electronic resources and you can manage your electronic holdings in a single interface.

Getting started

  • Attend the recorded training session linked on this page.
  • Please submit the request form if your library does not currently use WorldShare Metadata/the WorldCat knowledge base in the WorldShare interface. The service is included in your Cataloging Subscription.
    OCLC Order Services will then send you a URL and credentials so you can establish a password for the WorldShare interface.

Training: What’s Next for the eSerials Holdings Service?

Streaming  Download

Recorded on September 12, 2013
7 minutes

Transition steps

Gather any information about your collections you might need to prepare to begin Step 1. See the WorldCat knowledge base Monthly Updates page for a list of Collections in the WorldCat knowledge base. Proceed with the following steps:

  • Step 2: Configure your settings including setting holdings in WorldCat as desired. See the Set and maintain holdings in WorldCat and the Configure knowledge base settings sections of the WorldCat knowledge base support area.
  • Step 3: When you are ready to discontinue using the eSerials Holdings service:
    • Notify OCLC to discontinue your eSerials Holdings service via an email to support@oclc.org. Please include your OCLC Symbol and Registry ID if you know it.
    • Then, notify your other knowledge base vendor to stop your eSerials Holdings feeds to OCLC.

      You may discontinue at any point in the process, however, please note that the eSerials Holdings service will be discontinued in its current form as of March 1, 2014.

Explore your expanded options with the WorldCat knowledge base/OCLC WorldShare Metadata Collection Manager

For more documentation and short recorded training videos on adding collections to your knowledge base, see the WorldCat knowledge base support area. Included in the support area are details for visiting our live Office Hours. For more information on your options for getting MARC records, see the WorldShare Metadata Collection Manager support area.

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