WorldCat knowledge base documentation
Examine methods to build your knowledge base
OCLC Service Configuration interface vs. WorldShare interface
Please note: Some libraries have access to the WorldCat knowledge base in the OCLC Service Configuration interface as well as in the WorldShare interface. You may update your knowledge base information in either interface and your changes will be reflected in both. Some settings are only available in a single interface:
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:
- 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
- Add a new Standard Collection (including print serial collections)
- Create Standard Collections Using the WorldShare Interface
- Create Standard Collections Using File Upload
- Modify Your Collections Using File Download
Additional help for 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
Enable open access collections
- Choose methods for enabling open access collections
- For WorldCat Local “quick start” libraries: Enabling open access links
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.
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.
WorldCat Knowledge Base Settings
Set and maintain holdings in WorldCat
Synchronize titles in WorldCat so your holdings are always up-to-date. To ensure that resources appear as held by your library (and are in your level-one relevancy group if applicable):
- Go to your WorldShare interface and log in. Go to Metadata (or
Licenses) - Manage Collections.
- Go to Settings - Knowledge Base. Select the correct OCLC symbol.
- 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, use the search box within Manage Collections to find individual collections. From the each collection’s Properties dropdown, toggle the“Maintain WorldCat Holdings” radio button as needed.
NOTE: There is a delay of 7-10 days before holdings are set.
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
Service-specific settings: Use your knowledge base with OCLC services
WorldShare Metadata Collection Manager
Receive customized WorldCat MARC records from based on title/collection metadata in your WorldCat knowledge base.
See the WorldShare Metadata Collection Manager documentation page for more information.
WorldCat Local, WorldShare Management Services libraries
I want to quickly connect my patrons to full-text in the WorldCat Local interface. (WorldCat Local and WorldShare Management Services libraries)
Coming soon: Information for WorldCat Discovery libraries
WorldCat Resource Sharing, 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.
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 these settings if your library subscribes to 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.
Coming soon: See which collections libraries are loaning (List of collections available for interlibrary loan and some information about how libraries are managing license terms)
Other steps and information:
- Enable the Resource Sharing link in the First Search administrative module.
- If desired, enable Direct Request for articles. Update lending policies in the Policies Directory as needed. See how to deflect ILL requests for items set to "ILL allowed - No" in your WorldCat knowledge base.
- View instructions for ILLiad libraries.
- Visit the WorldShare ILL support and training pages 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.
These instructions and this templated spreadsheet 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
This file contains the linkscheme values that are supported by the WorldCat knowledge base. The linkscheme 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 linkscheme 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.