WorldCat knowledge base documentation
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.
Examine methods to build your knowledge base
You will need to make a decision about the best way to add each of your electronic collections to your knowledge base. Start with this chart which shows the advantages of each method, and then proceed to expand the relevant sections:
Add collections to your knowledge base
Add ebook, serial, and other collections through the OCLC interface
Select an entire collection as represented in the global WorldCat knowledge base, or modify it to reflect your subset of titles and/or your coverage dates:
- Add or modify a Standard Collection
Search the Knowledge Base Using the WorldShare Interface
Select and Modify Your Collections Using the WorldShare Interface
Modify Your Collections Using File Download
Upload a special, niche collection that is NOT currently found in the global WorldCat knowledge base
View the tutorials on creating Standard Collections.
OCLC KBART template: Use this template to upload collections in the OCLC interface. Your spreadsheet must be saved as a .txt file before uploading.
Add serial collections through Pubget
Note: Pubget does NOT work with eBooks and some providers
Many of your collections can be added to the knowledge base through Pubget. Using Pubget is the easiest method for adding some of your collections and requires minimal maintenance:
- Gather the vendor-supplied administrative user names and passwords for the e-resource providers you want to include in the knowledge base
- Use the password given to you by OCLC to log in to Pubget https://www.pubget.com
- After you enter the credentials, Pubget and OCLC work together to add your holdings to the knowledge base, usually within 3 working days
Add open access collections
Add Demand Driven Acquisitions (DDA) collections
Demand Driven Acquisitions (DDA) programs allow libraries to make eBooks discoverable to their patrons prior to purchasing. A title is triggered for purchase via significant use by patrons as defined by the library. OCLC can help you implement your DDA program using your existing OCLC services and subscriptions.
Add U.S. government document collections
Libraries who want OCLC to add their government document collections/title metadata automatically must have access to WorldShare Metadata Collection Manager in the WorldShare interface and notify OCLC.
Please follow the instructions for getting started in the "Government document collections" web-based document.
Map a holdings file from SFX, EBSCO, or Serial Solutions to knowledge base collections
SFX, EBSCO and Serial Solutions allow us to map holdings files exported from their services. Using these files, OCLC will attempt to identify and select corresponding knowledge base collections.
Since there is no 1-to-1 parallel between knowledge base providers, this is an iterative process whereby OCLC will map, review, identify new indexes, and map again. Each time we map your holdings file, you will be sent a report of what from your alternative service provider we are able to match to WorldCat knowledge base collections. Please contact firstname.lastname@example.org when you have submitted your holdings file.
Share collections with libraries in your consortium
Participate in Cooperative Management
Learn about Cooperative Management
Several users have requested the ability to contribute data changes to global knowledge base collections. To that end, we are introducing cooperative management of global knowledge base data. These features will be implemented only in the WorldShare interface in three phases over the next three releases.
Approve / Deny Global Data Changes
Phase one of cooperative management of knowledge base data is to introduce an approval process for the data updates that the knowledge base currently makes.
Configure knowledge base settings
Understand and configure the settings for your WorldCat knowledge base at the institutional and collection levels.
Document: WorldCat Knowledge Base Settings
Set and maintain holdings in WorldCat
Synchronize titles in WorldCat so your holdings are always up-to-date and ensure that resources appear as held by your library (and are in your level-one relevancy group if applicable).
- Go to Library Holdings - Maintain Holdings in WorldCat. Select the “yes” radio button. All collections will now have holdings set in WorldCat (except open access collections).
- To turn off holdings for specific collections, expand the collection’s Holdings and MARC Records settings
NOTE: There is a delay of 7-10 days before holdings are set.
For detailed instructions, see the document: Maintain Holdings in WorldCat
Set up Google Scholar links
WorldCat knowledge base links and participation in Google Scholar's Library Links program
Libraries using OCLC's OpenURL link resolver (OCLC's integrated link resolution service) can complete settings in the WorldShare interface in order to include links from their WorldCat knowledge base collections in Google Scholar results.
Setting up Google Scholar links
Manage staff accounts for the WorldShare interface
To create additional WorldShare accounts, see Manage staff accounts for the WorldShare interface. This web resource includes descriptions of various authorizations for the WorldShare interface.
Service-specific settings: Use your knowledge base with OCLC services
WorldShare Metadata Collection Manager
Receive customized WorldCat MARC records based on title/collection metadata in your WorldCat knowledge base.
See the WorldShare Metadata Collection Manager documentation page for more information.
WorldCat Local, WorldCat Discovery, WorldShare Management Services libraries
I want to quickly connect my patrons to full-text in my discovery interface.
To enable full-text links in OCLC Service Configuration:
First, navigate to the My WorldCat.org - Full Text and Open Access Links screen.
Check "Links from the WorldCat knowledge base to full text content" under Detailed Record. This will automatically select the settings for links to appear on the detailed record and on the brief record on the search results page. If for some reason you do not want links in search results, adjust the Search Results setting.
Tutorial: Enable links to full text access
See the WorldCat Local support pages or the WorldShare Management Services User Support Center (password required) for more information.
Find more information on WorldCat Discovery settings, see the support pages.
WorldShare ILL, and ILLiad libraries
I want to efficiently lend e-resources and ensure that I am not borrowing e-resources to which our library subscribes. Visit the WorldShare ILL support and training pages for more information.
Steps in the WorldShare interface:
- Log in to the WorldShare interface. Navigate to the Metadata tab - Manage Collections.
- Using the search box, navigate to the collection you wish to loan.
- Expand the collection’s Holdings and MARC Records settings.
- Set ILL allowed to Yes (the default is No) and add lending instructions from the drop down.
Please note: This feature does not have corresponding institution-level settings.
You will NOT see the settings listed above if your library has access to WorldShare License Manager.
Note for libraries using Pubget: After you add a provider in Pubget, it may take up to 7 days for the collections to be reflected in your WorldCat knowledge base. Search for the collections and configure ILL settings at that time.
See which collections libraries are loaning. View the list of WorldCat knowledge base collections enabled for interlibrary loan.
Other steps and information:
Visit the WorldShare ILL support and training pages for more information.
If desired, enable Direct Request for articles. Update lending policies in the Policies Directory as needed.
Maximize user access to full-text collections through exposure of your WorldCat knowledge base holdings.
See the link resolution service page for more information.
OCLC WorldShare License Manager
I want to manage my licenses and vendor information in a single interface.
Note: OCLC WorldShare License Manager is a service that requires an additional subscription. It offers integrated link resolution in a full-featured license management solution.
OCLC number additions and corrections
The instructions for reporting OCLC number additions/corrections and this spreadsheet template for reporting OCLC numbers describe the information and formatting needed for OCLC to correct/add numbers to the knowledge base. Only the correct OCLC numbers are needed. Submit to email@example.com.
Link scheme values
The Link scheme values spreadsheet contains the values that are supported by the WorldCat knowledge base. The link scheme value instructs the WorldCat knowledge base how to create article links for a particular record or set of records. For libraries that wish to create one collection with content from multiple, different platforms, or if a library has an individual title that requires special handling, this value can be overridden on a per record basis. The value will be used when creating article links for a record instead of the collection-level link scheme value. Please Note: The field is optional and should only be used when it is truly necessary. OCLC Support can assist in picking the correct value to use.