WorldShare Collection Manager
WorldShare Collection Manager helps you manage your library’s metadata for electronic and print resources on a collection level. Five collection types (knowledge base, query, cataloging partner, data sync, and WorldCat updates) allow you to receive and edit the information you need to save your staff time and help your users find and access resources through your catalog.
- Find instructions to Create a Collection Manager account.
- Choose your Collection Manager workflow. Determine which collection you need to use. Find step-by-step instructions for knowledge base collections, query collections, cataloging partner collections, data sync collections, WorldCat updates, and more.
- Get started
- Find the request form and instructions to manage your WorldShare Collection Manager account and view cataloging subscription requirement.
- Collection Manager institution settings
- Find descriptions of all the institution settings in Collection Manager. Institution settings apply across all of your collections. Use the documentation under a collection type to configure settings as part of a workflow.
- MARC Records
- Find help for Collection Manager MARC Records settings that apply across all of your collections. Collection-level settings and overrides allow you to get customized records with a single configuration of MARC Records settings for your institution.
- Collection Manager Activity History
- Find information about searching and using the Activity History in WorldShare Collection Manager.
- Knowledge base collections
- Use Collection Manager to manage your electronic resources and automatically maintain WorldCat holdings. Use your collection data with other OCLC services, display full-text links, and get WorldCat records.
- Title Work List
- Use the Title Work List to select and deselect Titles in bulk from one collection or multiple collections.
- Query collections
- Use Collection Manager to improve local catalog quality with a set of WorldCat MARC records. Create a query collection for electronic and print serials, new titles added with CONTENTdm, or to create a spreadsheet of your WorldCat holdings.
- Cataloging partner collections
- Use Collection Manager to get new print materials into circulation quickly. Ask your provider to send OCLC your electronic order information. Create a cataloging partner collection to set WorldCat holdings and get book spine labels and WorldCat MARC records that include your provider data.
- Data sync collections
- Use Collection Manager to synchronize your catalog with WorldCat. Create a data sync collection to maintain your holdings, local bibliographic data, and local holdings records in WorldCat. Match brief records in your local system to current WorldCat records to get a more complete representation of your holdings.
- WorldCat updates
- Use Collection Manager to keep your WorldCat MARC records up-to-date. Enable WorldCat updates to automatically receive updated MARC records for your holdings in WorldCat as WorldCat records are enhanced.
- Use Collection Manager with a CatExpress subscription or without a subscription
- Collection Manager is part of the value of your OCLC Cataloging and Metadata Subscription or your CatExpress subscription. Libraries without a cataloging subscription can get records for collections from selective providers.
- Use Collection Manager for content from a specific provider
- If your interest in content from a specific provider has lead you to Collection Manager, see a list of providers and provider-specific workflows. The instructions will guide you to get WorldCat records, holdings, and/or full-text links for content from your providers.
- Understand record processing
- Find information about default values in MARC records, files of records and file names, matching to records in WorldCat, data sync processing, and more.
- Understand reports
- Understand reports about records and files output from Collection Manager.
- WorldShare Collection Manager release notes and known issues
- Find WorldShare Collection Manager release notes and known issues. Release notes are documents that contain information about new product features and enhancements as installed in scheduled releases.
- WorldCat knowledge base data updates
- OCLC updates the WorldCat knowledge base every month. See which collections and providers were added or enhanced this month.
- WorldShare Collection Manager training
- Find training on WorldShare Collection Manager here.
- WorldShare Collection Manager learning paths
- Discover workflow best practices and introductory learning paths for WorldShare Collection Manager.
- Troubleshooting
- Find frequently asked questions (FAQ) and troubleshooting steps (Troubleshooting).
- After creating a collection for reclamation should I upload a file now or wait until the team contacts me?
- An old eBook collection is showing up as held by my library. How do I delete that collection?
- Are collections from Open Research Library aka Knowledge Unlatched available in Collection Manager?
- Are the OCLC numbers in a collection unique to that one item and format?
- Articles from some EBSCO databases are not returning in Discovery.
- OCLC Community Center: WorldShare Collection Manager community
- Find more information about the Community Center. Current WorldShare Collection Manager product users may join the OCLC Community Center to connect with peers and OCLC staff on product workflows, attend webinars, and provide feedback on the product.