WEBVTT 1 "Crystal Rodriguez" (1111267584) 00:00:05.340 --> 00:00:25.340 Okay. So welcome to today's session WorldShare Collection Manager: What it is and how libraries use it. This session introduces WorldShare Collection Manager and the types of collections that are available to help libraries manage metadata for electronic and print resources. 2 "Crystal Rodriguez" (1111267584) 00:00:25.340 --> 00:00:40.110 It also guides libraries in selecting the appropriate collection types for their metadata management needs. My name is Crystal Rodriguez and I am a product trainer with OCLC member education. 3 "Crystal Rodriguez" (1111267584) 00:00:40.110 --> 00:00:56.910 And today we will be reviewing several points. So we're going to explain the purpose of WorldShare Collection Manager and identify the use for the different types of collections that are available in Collection Manager. 4 "Crystal Rodriguez" (1111267584) 00:00:56.910 --> 00:01:13.590 As well as a brief description on how to access and log on to the Collection Manager interface and how to navigate that interface. So let's start with just a quick little what is WorldShare? 5 "Crystal Rodriguez" (1111267584) 00:01:13.590 --> 00:01:30.810 WorldShare itself provides a complete set of library management applications and platform services that are built on an open cloud-based platform. It provides tools for cataloging, interlibrary loan, acquisitions, circulation, and more. 6 "Crystal Rodriguez" (1111267584) 00:01:30.810 --> 00:01:50.810 All integrated to support collaboration and efficiency. Now the various tools that a user will see within the WorldShare interface depend on the library subscriptions and the user's roles. And one of those tools is 7 "Crystal Rodriguez" (1111267584) 00:01:50.810 --> 00:02:09.240 WorldShare Collection Manager. This allows libraries to manage metadata for electronic and print materials at the collection level. Libraries can output roll cat records for these materials with options to customize record edits before they're delivered. 8 "Crystal Rodriguez" (1111267584) 00:02:09.240 --> 00:02:25.950 Choose the format and delivery frequency and opt to receive updated WorldCat records. Libraries can also maintain holdings in WorldCat for their electronic and print materials as long as they have cataloging subscriptions or subscriptions that allow that. 9 "Crystal Rodriguez" (1111267584) 00:02:30.570 --> 00:02:50.570 Now libraries use Collection Manager to organize, manage, and maintain their collections of electronic and physical resources. And I'm gonna kind of run through some of the different collection types that allow library staff to receive and edit the metadata that they need, saving time and helping users. 10 "Crystal Rodriguez" (1111267584) 00:02:50.570 --> 00:03:01.890 To discover and access resources through the library catalog. The first of these we see on our screen already is to improve resource discoverability with data sync collections. 11 "Crystal Rodriguez" (1111267584) 00:03:01.890 --> 00:03:21.890 Libraries can also enhance the quality of local catalogs by receiving and reviewing WorldCat records based on specific criteria with the query collections. You can also get new print materials into circulation faster and receive WorldCat 12 "Crystal Rodriguez" (1111267584) 00:03:21.890 --> 00:03:24.990 records for newly purchased print materials. 13 "Crystal Rodriguez" (1111267584) 00:03:24.990 --> 00:03:44.990 With cataloging partner collections and manage electronic resources by combining metadata about e-resource holdings with linking features through WorldCat knowledge base collections, and this ensures that patrons can easily discover and access the resources. 14 "Crystal Rodriguez" (1111267584) 00:03:44.990 --> 00:04:04.950 And lastly, save time maintaining collections by receiving updated records with WorldCat updates, allowing staff to focus on other tasks. After obtaining access to WorldShare Collection Manager. 15 "Crystal Rodriguez" (1111267584) 00:04:04.950 --> 00:04:21.930 The library begins by configuring institution settings, which affect all collections, and this includes confirming the correct OCLC symbol, enabling MARC record delivery, and WorldCat holdings for all applicable collections and subscribing to reports. 16 "Crystal Rodriguez" (1111267584) 00:04:21.930 --> 00:04:38.999 So we see that here, I apologize, I should have showed that sooner. So just running through that again, some of the configurations that the library would be able to manage within institution settings is to set the OCLC symbol, enable MARC records. 17 "Crystal Rodriguez" (1111267584) 00:04:38.999 --> 00:04:58.999 Enable WorldCat holdings and sign up for reports. And then based on those settings Collection Manager, well, before that their libraries are going to maintain the collections either themselves or there's cases where the provider is going to help maintain those and we'll review 18 "Crystal Rodriguez" (1111267584) 00:04:58.999 --> 00:05:02.219 those shortly. 19 "Crystal Rodriguez" (1111267584) 00:05:02.219 --> 00:05:22.219 And then after those collections are created or selected, the Collection Manager has an automated process where Collection Manager will automate the MARC record delivery, WorldCat holdings updates, and then reporting all enabled to stream. 20 "Crystal Rodriguez" (1111267584) 00:05:22.219 --> 00:05:34.079 Streamlined collection cataloging and collection management. 21 "Crystal Rodriguez" (1111267584) 00:05:34.079 --> 00:05:54.079 Now if your library is new to WorldShare Collection Manager, you will need to complete a request form found on the OCLC help site, and actually I meant to add this into our chat earlier, but I'm going to add a link to the learner guide for this course, and this is an dynamic. 22 "Crystal Rodriguez" (1111267584) 00:05:54.079 --> 00:06:11.669 That page that is used to accompany this course before and after. And so that request form that I just mentioned is within that learner guide, it's linked there. So you'll, if you're new to the WorldShare, you'll want to complete the request form. 23 "Crystal Rodriguez" (1111267584) 00:06:11.669 --> 00:06:31.669 And then within a few days, our Order Services team will reply with a welcome letter that's going to contain your credentials and additional getting started information. If you have a WorldShare account with Collection Manager access. 24 "Crystal Rodriguez" (1111267584) 00:06:31.669 --> 00:06:51.209 Access, you can use that account and if another staff member at your library has a WorldShare account with Collection Manager admin access, they can provide an account for you. See our documentation on user administration for assistance, and that is available in that learner guide as well. 25 "Crystal Rodriguez" (1111267584) 00:06:52.649 --> 00:07:12.479 Or for any other assistance with creating an account, you can contact OCLC support in your region. So let's go ahead and take a look at Collection Manager. Let me switch over to my Collection Manager's screen here. So here's my Collection Manager. I am about to go ahead and sign in with my username and password. 26 "Crystal Rodriguez" (1111267584) 00:07:14.999 --> 00:07:34.999 It'll take a moment. Now, I am using an internal account, so I may have access that you don't see, but with Collection Manager, you should at least see the metadata tab, and you most likely will also see the admin tab. The admin tab is where you're going to be. 27 "Crystal Rodriguez" (1111267584) 00:07:34.999 --> 00:07:39.269 Able to manage users if you have that admin role. 28 "Crystal Rodriguez" (1111267584) 00:07:39.269 --> 00:07:58.949 We won't be reviewing that today, but we do have that information within the documentation. So to access Collection Manager, we're gonna click on metadata, and then we'll click onCollection Manager. If your library has a cataloging subscription, you will most likely also see Record Manager. 29 "Crystal Rodriguez" (1111267584) 00:08:03.029 --> 00:08:23.029 So here in the Collection Manager accordion, this is where we'll see how you can search Collection Manager. You have various search types you can search by collection, title, provider, you also can search activity history for the last 90 days or if you're using data sync collections, you can search those specifically as well. 30 "Crystal Rodriguez" (1111267584) 00:08:23.029 --> 00:08:28.049 Under scope, you have the option of searching by my selected collections. 31 "Crystal Rodriguez" (1111267584) 00:08:28.049 --> 00:08:44.639 All collections within Collection Manager, or just simply just those that you have not yet selected. And then you'll enter a term under search terms, and you do have the option of including asterisks as a wild card. 32 "Crystal Rodriguez" (1111267584) 00:08:44.639 --> 00:09:02.009 Character. So if you want to see all collections in a specific scope, you can just leave search terms blank and click on search or enter and Collection Manager will return all of the collections that match your scope or. 33 "Crystal Rodriguez" (1111267584) 00:09:02.009 --> 00:09:22.009 E.g., I want to search for any collection that has the word JSTOR, so I can use asterisk JSTOR asterisk and I don't have to capitalize that by the way. And then I can click search, and I'm just going to, in this case, I'm looking specifically at my selected collections. So I just received two. 34 "Crystal Rodriguez" (1111267584) 00:09:22.009 --> 00:09:38.789 Collections. If I want to look at a different scope, I don't have to completely research, I can just change the scope and choose, e.g., all collections and click search, and then I'm going to get back all of the collections that match that. 35 "Crystal Rodriguez" (1111267584) 00:09:38.789 --> 00:09:54.149 We also have the option to filter our results by clicking on the filter by menu, and there's several different options, but let's say that I want to look specifically at OCLC cataloged collections. I would choose that. 36 "Crystal Rodriguez" (1111267584) 00:09:54.149 --> 00:10:12.479 And just click the filter button. If you want to add additional filters, you can use that green plus sign and just add a secondary filter. So maybe I wanna, this probably won't re return alt results, but I could also look at contains open access content. 37 "Crystal Rodriguez" (1111267584) 00:10:12.479 --> 00:10:30.629 I didn't think it would cause there I didn't figure there'd be two of those same things, but just so you can see that you can do that, and you can click on reset to re move that filter and I'm gonna go ahead and click clear to remove that search. 38 "Crystal Rodriguez" (1111267584) 00:10:30.629 --> 00:10:50.629 I can also click on close all tabs to close any previous searches. So, if I wanna look at activity history, I can change the data type to activity history, and here I can see my institution's history or all institutions history, and again I can leave the search term. 39 "Crystal Rodriguez" (1111267584) 00:10:50.629 --> 00:11:08.009 Just blank to see everything and I can see various activity over the last 90 days. And then I can also look at all institutions. That's helpful if you're trying to see, just like we see on the screen here if a collection was updated et cetera. 40 "Crystal Rodriguez" (1111267584) 00:11:13.229 --> 00:11:33.229 So I, on the metadata and then Collection Manager, if I click on home, that's gonna take me back to the Collection Manager home dashboard, which is what I automatically see when I 1st enter. And here in the center of the screen, we see the dashboard. 41 "Crystal Rodriguez" (1111267584) 00:11:33.229 --> 00:11:39.149 Where has two tabs. The 1st tab is the automatic holdings feed tab. 42 "Crystal Rodriguez" (1111267584) 00:11:39.149 --> 00:11:58.739 This is going to allow you to monitor data loads from providers that support automatic collection loading and maintenance. You can also click on add feed to enable an automatic holdings feed. And what those are is that OCLC works with specific providers. 43 "Crystal Rodriguez" (1111267584) 00:11:58.739 --> 00:12:16.679 To enable your collections to be automatically selected based on your subscriptions with those providers. And we'll talk more about that briefly in a, in a bit. So this is that dashboard where you're gonna do that. And then there is also the KB sync tab. 44 "Crystal Rodriguez" (1111267584) 00:12:16.679 --> 00:12:32.639 This allows you to sync your entire knowledge base from another service with the WorldCat knowledge base. This is also referred to as alternate knowledge base supplier holdings. And as I mentioned, we won't cover this section in detail today. 45 "Crystal Rodriguez" (1111267584) 00:12:32.639 --> 00:12:48.209 I, I will mention it briefly as we go on, but we won't go into great details, so you can find additional information in the learner guide on that. And then just below that dashboard. 46 "Crystal Rodriguez" (1111267584) 00:12:48.209 --> 00:13:04.469 We're going to see that there are some links to Collection Manager recordings, news, updates, and release notes. Note that clicking on one of these links will direct you away from the WorldShare interface, so you may want to right click and choose to open that in another tab. 47 "Crystal Rodriguez" (1111267584) 00:13:04.469 --> 00:13:24.469 The create a collection button is just what it says. You're gonna use that to create new collections, and there are four collection types that you'll see there that we will review further in the session. So I'm gonna go ahead and cancel that for now. You will use the title work list to. 48 "Crystal Rodriguez" (1111267584) 00:13:24.469 --> 00:13:43.379 Select or select titles within collections in bulk for one collection or multiple collections. So as you're selecting collections, if you're wanting to select a subset, you can have those sent to that title work list and then you'll be able to work straight from that. 49 "Crystal Rodriguez" (1111267584) 00:13:43.379 --> 00:14:00.089 And then you'll use institution settings button to customize Collection Manager and note that the set the settings here affect all of your collections. However, there are some settings options that are specific to. 50 "Crystal Rodriguez" (1111267584) 00:14:00.089 --> 00:14:19.769 Certain collection types, and so some of those settings can be overwritten within the collection using collection level settings. And then the my Files accordion is where you're going to go to download files for your records or if you're using data sync, you would upload files under upload uploads. 51 "Crystal Rodriguez" (1111267584) 00:14:24.569 --> 00:14:39.989 Alright, now while you're working in WorldShare, you can access several support resources through the help menu. 52 "Crystal Rodriguez" (1111267584) 00:14:39.989 --> 00:14:59.989 And that is found at the help and then general help. That general help will open the OCLC support page where you will find documentation, troubleshooting guides, training materials, and more. If you click on contact support, that's going to open a pre addressed email where you can. 53 "Crystal Rodriguez" (1111267584) 00:14:59.989 --> 00:15:16.409 You can fill out and send us some emails directly to our support team. And then under community center, you'll be directed to the OCLC community center where you can connect with your peers, share workflow and feedback, submit idea requests. 54 "Crystal Rodriguez" (1111267584) 00:15:16.409 --> 00:15:36.389 Find information on events and product news, as well as locate additional resources. You can also go directly to the community center at community.oclc.org. And please reach out to our support team if you need any help accessing Community Center. 55 "Crystal Rodriguez" (1111267584) 00:15:36.389 --> 00:15:51.779 Or have any questions with it. You, you should be your, you're accessing it with your same credentials as your WorldShare account. So let's jump back over to WorldShare real quick and look at that help menu. 56 "Crystal Rodriguez" (1111267584) 00:15:51.779 --> 00:16:11.249 So if I go to help and then click on General Help, it's going to take me to the OCLC support page. You can access that directly at help.oclc.org and I'll put that link in the chat for you. To get directly to Collection Manager documentation. 57 "Crystal Rodriguez" (1111267584) 00:16:11.249 --> 00:16:27.569 You're gonna click on Metadata Services, and then you'll choose WorldShare Collection Manager. And it's thinking. And we have several options. We have our getting started. Here you can find details on institution settings using activity history. 58 "Crystal Rodriguez" (1111267584) 00:16:27.569 --> 00:16:47.569 Specifically MARC records et cetera. What I want to take a quick look at is under the get started, if we click on choose your Collection Manager workflow, there is this really nice chart for you to help you know what type of collection you need to use or what workflow. 59 "Crystal Rodriguez" (1111267584) 00:16:47.569 --> 00:16:50.729 Would best meet your library's needs? 60 "Crystal Rodriguez" (1111267584) 00:16:50.729 --> 00:17:10.729 And this is also linked in the learner guide. So here you can see there's specific links that take you into information for each of the different collection types. And there's this really nice chart, that helps you determine based on what your library needs to do, which type of collection workflow you'll need to use. 61 "Crystal Rodriguez" (1111267584) 00:17:15.059 --> 00:17:32.999 And I'll go ahead and add that direct link into the chat as well, even though it is in the learner guide for you. Just in case you want to bookmark that for some reason. All right. 62 "Crystal Rodriguez" (1111267584) 00:17:32.999 --> 00:17:52.999 Oh, sorry, let me jump back real quick. So this is just showing how you can access the community center. So you'll go to that help choose community center, and then you'll select Collection Manager and choose whichever option you want there. So now let's review the types of. 63 "Crystal Rodriguez" (1111267584) 00:17:52.999 --> 00:17:54.059 Collections. 64 "Crystal Rodriguez" (1111267584) 00:17:54.059 --> 00:18:14.059 And how each can be used to manage your libraries electronic and print materials. Today's session is just an overview of each collection type, so for more in depth training materials for each of those collection types, please review the learner guide or the help site. And we do have two more sessions on collection management. 65 "Crystal Rodriguez" (1111267584) 00:18:14.059 --> 00:18:20.639 One next month and one in June. 66 "Crystal Rodriguez" (1111267584) 00:18:20.639 --> 00:18:38.939 So data sync collections synchronize records and holding data from a library's local catalog with WorldCat. The process automatically compares local records with WorldCat records to ensure the library's collection is accurately represented. 67 "Crystal Rodriguez" (1111267584) 00:18:38.939 --> 00:18:54.899 These collections help libraries maintain WorldCat holdings, including local holdings records or lhrs and local bibliographic data or lbds. They also support matching brief records from the library's local system. 68 "Crystal Rodriguez" (1111267584) 00:18:54.899 --> 00:19:10.439 Or in their ILS to full WorldCat records. Libraries use data sync collections in various ways, including adding all holdings to WorldCat when new to OCLC. 69 "Crystal Rodriguez" (1111267584) 00:19:10.439 --> 00:19:30.439 Matching outdated holdings in WorldCat, e.g., when holdings haven't been consistently added or removed during leading projects, adding holdings for bibliographic records obtained from external sources, also to regularly and efficiently delete holdings as part of ongoing leading projects. 70 "Crystal Rodriguez" (1111267584) 00:19:31.379 --> 00:19:51.119 To update local holdings records in WorldCat and to register Shared Print retention commitments in WorldCat as well both for individual libraries or groups. And here we're going to see a graphic showing the workflow of the data sync collection project. 71 "Crystal Rodriguez" (1111267584) 00:19:51.119 --> 00:20:07.259 From collection creation to report retrieval. So 1st, the library creates a data sync collection in WorldShare Collection Manager. Then the library is going to submit the data to OCLC within that created collection. 72 "Crystal Rodriguez" (1111267584) 00:20:07.259 --> 00:20:27.259 OCLC is going to review the collection and approve the collection for processing, and then we will process the submitted data and release the output of that data. And then the library will review the output files and report. 73 "Crystal Rodriguez" (1111267584) 00:20:27.839 --> 00:20:47.839 And then they can repeat the process with new data going forward The type of data sync collection is determined by the data that's being sent. There are four data sync collection types that can be. 74 "Crystal Rodriguez" (1111267584) 00:20:47.839 --> 00:20:48.869 Aden. 75 "Crystal Rodriguez" (1111267584) 00:20:48.869 --> 00:21:08.869 These are bibliographic, which allows you to set holdings on your MARC records. Local holdings records is 2nd type, and that is going to allow you to maintain your institution's LHR information. And then you also have the option of a delete WorldCat holdings collection or delete local holdings records collection. 76 "Crystal Rodriguez" (1111267584) 00:21:08.869 --> 00:21:24.749 So let's take a look at WorldShare to see where these collections are created. So I'm going to go back over to my WorldShare and I'm gonna click on Collection Manager and. 77 "Crystal Rodriguez" (1111267584) 00:21:24.749 --> 00:21:40.109 We're gonna click on the create a collection button and we'll 1st choose data sync from the collection type. And then we'll choose the data sync collection type that we want. So let's say I'm going to create a bibliographic record collection. 78 "Crystal Rodriguez" (1111267584) 00:21:40.109 --> 00:22:00.109 And I'll click on create. Now you're gonna see that I get this little note telling me that I already have a data sync collection. We do recommend that you generally have one type of data sync collection per data sync type. You can create a second one, but that's not really the recommendation, so you will get this note. 79 "Crystal Rodriguez" (1111267584) 00:22:00.109 --> 00:22:00.869 This. 80 "Crystal Rodriguez" (1111267584) 00:22:00.869 --> 00:22:20.869 If you're trying to create a secondary collection. So I'm gonna go ahead and click on create just so you can see that. And then you would complete the requested information for that collection and once you do that, you'll save the collection and then you'll follow the steps for updating. 81 "Crystal Rodriguez" (1111267584) 00:22:20.869 --> 00:22:31.109 Question we're not going This is just an overview today, but we do have training videos and documentation on the entire data sync process that can be found within that. 82 "Crystal Rodriguez" (1111267584) 00:22:31.109 --> 00:22:51.109 Learner guide. So I'm gonna jump back over to my PowerPoint. 2nd type of collection that I want to review is the WorldCat query collections. Libraries use these to retrieve. 83 "Crystal Rodriguez" (1111267584) 00:22:51.109 --> 00:23:09.389 Records, that enhance the quality of their local catalogs or support group catalog maintenance. Query collections contain a set of WorldCat records based on search criteria, which libraries can download either as a one-time file or on an ongoing basis. 84 "Crystal Rodriguez" (1111267584) 00:23:09.389 --> 00:23:24.509 Libraries commonly use query collections to obtain records for all of the libraries current holdings in WorldCat or records for titles from a specific provider or subject area. 85 "Crystal Rodriguez" (1111267584) 00:23:24.509 --> 00:23:39.719 They also can be helpful for obtaining records for all print serials in the library's collection or records for newly added titles in open access collections. And lastly, sometimes they're used for obtaining records. 86 "Crystal Rodriguez" (1111267584) 00:23:39.719 --> 00:23:58.019 Across multiple OCLC symbols. For help with indexes, to help you create a query collection, use the searching WorldCat indexes documentation found in the learner guide. 87 "Crystal Rodriguez" (1111267584) 00:23:58.019 --> 00:24:13.589 And here we're going to see the workflow for WorldCat query collections. The library creates a query collection and defines the selection criteria using WorldCat search indexes. 88 "Crystal Rodriguez" (1111267584) 00:24:13.589 --> 00:24:32.309 And then Collection Manager is going to search WorldCat to find and retrieve records based on that selection criteria and then deliver the WorldCat records. And then the library is going to retrieve the files of records either using my files or. 89 "Crystal Rodriguez" (1111267584) 00:24:32.309 --> 00:24:51.869 Or using secure file transfer protocol or SFTP. And then the library has the option to load these records into its local catalog or a shared catalog. Of course, at times query collections are used solely for. 90 "Crystal Rodriguez" (1111267584) 00:24:51.869 --> 00:25:07.139 Other reporting needs. So in that case you would most likely not need to load those records into a local system. So let's jump back over to WorldShare and look at query collections. 1st I'm gonna go ahead and close my previous. 91 "Crystal Rodriguez" (1111267584) 00:25:07.139 --> 00:25:22.769 Collection and again we're gonna click on create a collection, and this time we'll choose query collection, and we'll click on create and you'll add a query name, the collection ID is automatic, and here under our world cat selection criteria. 92 "Crystal Rodriguez" (1111267584) 00:25:22.769 --> 00:25:42.769 Is where you're going to add your criteria. An example would be if you wanted all of your library holdings, you would use the li colon index and input your library symbol into the criteria. You have the option of one time or ongoing, and then there are other areas that you would. 93 "Crystal Rodriguez" (1111267584) 00:25:42.769 --> 00:25:49.109 Complete before creating. 94 "Crystal Rodriguez" (1111267584) 00:25:49.109 --> 00:26:07.139 So actually let me go ahead and just do that real quick. Again, I'll enter in that and then you do have the option of using filters. You would want to make sure that you're going to choose to enable MARC record delivery or else you won't get the records. 95 "Crystal Rodriguez" (1111267584) 00:26:07.139 --> 00:26:25.679 And then you do have that option. Once you've created a collection, you'll see collection history as well. Alright, so I'm gonna go ahead and close out of that. Again, we do have videos and documentation on that query collection process. 96 "Crystal Rodriguez" (1111267584) 00:26:28.349 --> 00:26:45.959 And it goes into a lot more in depth step by step how to create those. Now the 3rd option is WorldCat cataloging partner collections or sometimes referred to as WCP. 97 "Crystal Rodriguez" (1111267584) 00:26:45.959 --> 00:27:05.959 For these collections, libraries partner with OCLC and material providers or vendors to streamline the cataloging of print materials and get them into circulation faster. These collections are designed to improve cataloging efficiency and speed up access to. 98 "Crystal Rodriguez" (1111267584) 00:27:05.959 --> 00:27:08.129 The new physical items. 99 "Crystal Rodriguez" (1111267584) 00:27:08.129 --> 00:27:28.129 Ordered through participating providers. They also help automatically add library holdings to WorldCat, making new items visible on the web sooner, and staff, they save staff time for tasks that require specialized expertise such as original cataloging instead of. 100 "Crystal Rodriguez" (1111267584) 00:27:28.129 --> 00:27:30.209 Having to work with these. 101 "Crystal Rodriguez" (1111267584) 00:27:30.209 --> 00:27:50.209 Collections. Again, we have a graphic of showing how WorldCat cataloging partners collections work in Collection Manager. This one's a little more step by step or comp has few more extra steps to it. So in this case the process. 102 "Crystal Rodriguez" (1111267584) 00:27:50.209 --> 00:28:08.699 Starts when the library orders materials or sets up an approval plan with a material provider. The vendor sends an electronic list of titles to OCLC, and then OCLC is going to find matching records in WorldCat. 103 "Crystal Rodriguez" (1111267584) 00:28:08.699 --> 00:28:27.449 And set the library's holdings based on your preferences in the settings of the collection. OCLC is going to create a file of these records and deliver it to WorldShare Collection Manager, where the library can download and import. 104 "Crystal Rodriguez" (1111267584) 00:28:27.449 --> 00:28:42.959 That file into your local system, and additionally reports are provided based on your profile settings. And then the vendor is going to deliver your library materials to you. 105 "Crystal Rodriguez" (1111267584) 00:28:42.959 --> 00:29:02.959 And optionally labels can be delivered to your library or to the vendor if you receive shelf- ready materials from your vendor. So again, let's hop over to WorldShare and see this collection. So again, we'll start at create a collection and we'll use the dropdown to choose cataloging 106 "Crystal Rodriguez" (1111267584) 00:29:02.959 --> 00:29:21.719 partner collection, and we'll click on create, and it's thinking. And again, we would fill out the properties for that collection. You'll here is where you'll provide the vendor as well. And then you have options for. 107 "Crystal Rodriguez" (1111267584) 00:29:21.719 --> 00:29:37.199 Configuring WorldCat holdings if you want those, how you want those maintained, see and then under MARC records you would want to decide if to select MARC records are enabled in order to receive those. 108 "Crystal Rodriguez" (1111267584) 00:29:37.199 --> 00:29:55.469 And here's where labels are and if you're using doy call numbers, you'll configure those here as well. And then lastly, we do have a collection history tab so you can review that once you are working within that collection. And once again, there are. 109 "Crystal Rodriguez" (1111267584) 00:29:55.469 --> 00:30:12.149 Extensive videos and documentation available for that type of collection. Alright, I'm just gonna pause for a moment to see if there's any questions before we go on to the next collection type. 110 "Crystal Rodriguez" (1111267584) 00:30:12.149 --> 00:30:30.119 Not seeing anything, but as always you can add that into chat. I do see a question just came in, good timing. I am a catalogger and I would like to see how other libraries cataloged a physical item usually a book. Am I able to perform that type of search in Collection Manager? 111 "Crystal Rodriguez" (1111267584) 00:30:30.119 --> 00:30:47.159 That would be done within Record Manager. You if you're using Collection Manager, I guess you could, you could search the title and you would be able to click to visually see the the record, I believe. 112 "Crystal Rodriguez" (1111267584) 00:30:47.159 --> 00:31:03.389 Let's take a quick look. I believe that is the case. So, it might be difficult for me though because I do have cataloging showing, but I think you should be able to see it. So you would click on, you'd search the collection, click on a collection name. 113 "Crystal Rodriguez" (1111267584) 00:31:03.389 --> 00:31:20.549 And then you do see the, you should be able to link here to the MARC record just to visually see it. There we go. So in my case it takes me out to just worldcat.org because I looks like this actually doesn't have that cataloging subscription. 114 "Crystal Rodriguez" (1111267584) 00:31:20.549 --> 00:31:37.469 So to answer your question, I think yes, you'd be able to see at least some MARC data, but I don't think you'd be able to, you may not see it as a MARC record if you don't have Record Manager, I believe that's the case. 115 "Crystal Rodriguez" (1111267584) 00:31:37.469 --> 00:31:57.179 I'm having issues with WorldCat and I'm trying to find alternative. Yeah, so Joy I am sorry to hear that you're having issues. What I would recommend is, our support team can definitely give you some details on that and if you're having issues with certain, functionality within OCLC services, they can definitely help you figure that out. 116 "Crystal Rodriguez" (1111267584) 00:31:57.179 --> 00:32:17.179 And if they can't, they can escalate it to our product teams as well to help with that. Thank you for that question. Alright, I'm gonna jump over to our next type of collection. So Worldcat knowledge base collections combined data about your libraries electronic. 117 "Crystal Rodriguez" (1111267584) 00:32:17.179 --> 00:32:37.139 Resources to make your collections easier to find, share, manage, and use. These collections enable libraries to provide easy access to electronic resources in WorldCat Discovery search results. Share electronic resources efficiently with other libraries via WorldShare ILL. 118 "Crystal Rodriguez" (1111267584) 00:32:37.139 --> 00:32:54.749 Manage budgeting, ordering, and acquisition through WorldShare Acquisitions, control access rights and link resolution using License Manager. And lastly, develop custom solutions by integrating with the WorldCat knowledge base. 119 "Crystal Rodriguez" (1111267584) 00:32:54.749 --> 00:33:12.719 API. So let's review the general workflow for knowledge base collections. 1st the library is going to select or create knowledge base collections to represent its electronic resources. 120 "Crystal Rodriguez" (1111267584) 00:33:12.719 --> 00:33:32.459 This selection can be manual, it can be in bulk using a KBART file or title work list and or automated through automatic holding speeds or KB sync. 121 "Crystal Rodriguez" (1111267584) 00:33:32.459 --> 00:33:52.459 And then Collection Manager is going to maintain WorldCat holdings for titles in these collections and deliver MARC records depending on your settings, which the library can then load into its local catalog, and the knowledge base data can be used in. 122 "Crystal Rodriguez" (1111267584) 00:33:52.459 --> 00:34:12.059 Other applications such as WorldCat Discovery, Google Scholar or custom built solutions. So again, let's hop over to see this in WorldShare. We'll click on create a collection, and we'll choose knowledge base collection. 123 "Crystal Rodriguez" (1111267584) 00:34:12.059 --> 00:34:28.109 I do want to point out that you do also here have the option of a database only collection and note just like the note says here that database only collections do not have titles. It's just indicating in discovery that you have access to that database. 124 "Crystal Rodriguez" (1111267584) 00:34:28.109 --> 00:34:43.109 So if your library needs to use those, please review documentation and reach out to support if needed. So I'll click on create. And we have a lot of the same options here, so we'll fill out the properties. 125 "Crystal Rodriguez" (1111267584) 00:34:43.109 --> 00:34:59.339 One difference here is you do have a linking tab, so if this is used if you need to add a link scheme, most of those are gonna be automatic for like our global knowledge base collections, and I would recommend reviewing documentation. 126 "Crystal Rodriguez" (1111267584) 00:34:59.339 --> 00:35:15.089 For that before making any changes there. And then under holdings and MARC records, this is where you're going to indicate if you do want to maintain holdings and or receive MARC record delivery and how you want those configured. 127 "Crystal Rodriguez" (1111267584) 00:35:15.089 --> 00:35:33.119 Again, we have collection history and then an additional here we have a title history. You won't see anything in those unless you're, you know, unless you've created that collection and you're working within it. And both of those are 90 days history. Okay. 128 "Crystal Rodriguez" (1111267584) 00:35:33.119 --> 00:35:52.409 Now the 5th thing that I want to talk about, it's not really a collection per se, but it is a feature that's available within Collection Manager. So libraries use WorldCat updates to save time maintaining metadata for electronic and print materials. 129 "Crystal Rodriguez" (1111267584) 00:35:52.409 --> 00:36:07.949 By keeping MARC records up to date and to ensure users can easily find and access content. So for an example, a library uses a cataloging partner collection to receive less than full records. 130 "Crystal Rodriguez" (1111267584) 00:36:07.949 --> 00:36:27.949 And then they set up WorldCat updates to automatically deliver full level records when they become available. Another example to use WorldCat updates would be if a library has selected or created knowledge base collections, and then when titles are added, changed or removed, WorldCat updates. 131 "Crystal Rodriguez" (1111267584) 00:36:27.949 --> 00:36:31.619 Can deliver updated records to reflect those changes. 132 "Crystal Rodriguez" (1111267584) 00:36:31.619 --> 00:36:49.409 Oops, I need I'm just gonna do the whole graphic here because I my animation's a little off there. So to receive WorldCat updates, the library is going to set WorldCat updates criteria in Collection Manager. 133 "Crystal Rodriguez" (1111267584) 00:36:49.409 --> 00:37:05.969 So e.g., it can choose to receive updates only for specific collection types or you can select none to opt out of receiving updated records. When changes to the WorldCat records meet the library's update criteria. 134 "Crystal Rodriguez" (1111267584) 00:37:05.969 --> 00:37:25.969 The system delivers updated records and applies any configured customizations. And then the library can download the updated record files and load them into its local system. And I am gonna go back over to Collection Manager and show you, so this is in a different. 135 "Crystal Rodriguez" (1111267584) 00:37:25.969 --> 00:37:29.549 Place like I mentioned since that's not in collections. 136 "Crystal Rodriguez" (1111267584) 00:37:29.549 --> 00:37:49.549 It's not a collection I should say. So to set up your WorldCat updates, you actually need to do that within the collection itself. I think let me actually I apologize, it's in the institution settings under MARC records and then we have a WorldCat updates. 137 "Crystal Rodriguez" (1111267584) 00:37:49.549 --> 00:38:08.819 Tab, so that's where you're going to configure that. And again, there is actually a training video specifically on enabling and using WorldCat updates. And it walks you through the setup for include, exclude et cetera. So I would recommend if you want to configure those to take a look at that video. 138 "Crystal Rodriguez" (1111267584) 00:38:16.080 --> 00:38:31.320 So, as I mentioned earlier, Collection Manager enables libraries to receive MARC records for selected or created collections and maintain their holdings in WorldCat. However depending on the types of collections. 139 "Crystal Rodriguez" (1111267584) 00:38:31.320 --> 00:38:51.320 Library should consider how MARC record settings may affect the records they receive and also keep in mind that some of these settings can be overwritten at the collection level. So let's look at where you'll find WorldCat holdings. So that is under institution settings. You'll click on the WorldCat holdings. 140 "Crystal Rodriguez" (1111267584) 00:38:51.320 --> 00:39:02.490 Tab, and the 1st thing you're gonna do is to select yes if you want to have WorldCat holdings maintained. A little caveat here, you do have to have a cataloging subscription. 141 "Crystal Rodriguez" (1111267584) 00:39:02.490 --> 00:39:22.490 In order to maintain those holdings. If you are a WMS user, a WorldShare Management Services sub subscriber, you will also see the holding audience level option, and you'll want to select that, and then you'll also have the option to change the existing. 142 "Crystal Rodriguez" (1111267584) 00:39:22.490 --> 00:39:31.590 Testing people the graphic holdings audience level. Those two are just for WMS users. 143 "Crystal Rodriguez" (1111267584) 00:39:31.590 --> 00:39:51.270 Okay. And then to set your MARC records, you would go to institution settings and select MARC records. And again, you're going to select yes to enable MARC records for all collections. 144 "Crystal Rodriguez" (1111267584) 00:39:51.270 --> 00:40:11.270 And you also will see additional tabs. So under customized records, this is where you're going to configure your record settings across all your collections, and some options are available to configure within each collection. WorldCat updates, as I mentioned earlier, this is where you're going to configure to receive updated records. 145 "Crystal Rodriguez" (1111267584) 00:40:11.270 --> 00:40:31.670 Based on the changes to records within WorldCat. Record delivery is where you're going to configure your record delivery options, and some options are available to configure within each collection. And then you'll have the cataloging partner options. This is simply where you would configure additional set of. 146 "Crystal Rodriguez" (1111267584) 00:40:31.670 --> 00:40:35.310 Things just for those cataloging partner collections. 147 "Crystal Rodriguez" (1111267584) 00:40:35.310 --> 00:40:55.310 And then the last tab, which is actually a new feature, this is the TSV settings tab. If under record delivery, if you choose the file output format of TSV, you're gonna wanna come to this tab and configure which MARC fields will be included in the file. 148 "Crystal Rodriguez" (1111267584) 00:40:55.310 --> 00:40:57.240 There. 149 "Crystal Rodriguez" (1111267584) 00:40:57.240 --> 00:41:15.900 And again, note that many WorldCat holdings and MARC record settings can be overridden at the collection level, and I'm going to grab a link for you here in a moment for a newly created training course here. This enable MARC records for all collections. It previously was a video, but. 150 "Crystal Rodriguez" (1111267584) 00:41:15.900 --> 00:41:30.930 Just recently released this as a self-paced course and it reviews all of the MARC record collections or setting up MARC records for all of your collections. So bear with me just a moment as I go to grab that for you. 151 "Crystal Rodriguez" (1111267584) 00:41:30.930 --> 00:41:47.490 And I'm gonna add that into linking. It is also in the learner guide, but I want to make sure you have that since it is a newer course. So that can be found at the help site page that I've just added into the chat. 152 "Crystal Rodriguez" (1111267584) 00:41:47.490 --> 00:42:07.490 And because we have a little time left, I am gonna jump over and actually show you some of these institution settings. So I click on institution settings and go to WorldCat holdings. And again, this is where yes and no, we can decide whether we want to maintain holdings. And I do have a WMS. Sorry. 153 "Crystal Rodriguez" (1111267584) 00:42:07.490 --> 00:42:08.430 I see those? 154 "Crystal Rodriguez" (1111267584) 00:42:08.430 --> 00:42:28.430 Under MARC records, I want to say yes to enabling MARC records. If I say NO, well I'm not gonna do that right now because I get a notice asking me if I want to delete it anything. If you have not yet configured them, you won't see these options down below or if you do in fact change to say NO, I don't want MARC record delivery. 155 "Crystal Rodriguez" (1111267584) 00:42:28.430 --> 00:42:45.900 These will be grayed out. Customized records, this, as I mentioned, here is where you can configure what fields you want deleted or added into your delivered records. WorldCat updates, I showed that earlier. 156 "Crystal Rodriguez" (1111267584) 00:42:45.900 --> 00:43:01.980 Record delivery. This is that format that I mentioned. The new format is the TSV. So if you choose that, then you're gonna wanna go to the TSV holdings or settings option. And you can choose how often you want to have records delivered. 157 "Crystal Rodriguez" (1111267584) 00:43:01.980 --> 00:43:21.150 The options are daily, weekly, monthly or quarterly. I will tell you that we generally don't recommend monthly or quarterly primarily because a lot of changes can happen in that timeframe. If you are going to choose both of those, you're really gonna wanna understand the activity history options. 158 "Crystal Rodriguez" (1111267584) 00:43:21.150 --> 00:43:36.240 And then if you are using cataloging partner option collections, you would want to go to that tab. And then lastly, the TSV settings tab. This is, again, if you choose that format, here's where you can select which MARC fields will be exported. 159 "Crystal Rodriguez" (1111267584) 00:43:36.240 --> 00:43:53.970 Under that TSV, ok. And then as I meant, I I linked that course for you. All right. 160 "Crystal Rodriguez" (1111267584) 00:43:58.890 --> 00:44:18.000 And then, if you have any questions, please feel free to add those into the chat. But for further assistance after the session, you can visit help.OCLC.org to see documentation training and content information contact information for OCLC support in your region. 161 "Crystal Rodriguez" (1111267584) 00:44:18.000 --> 00:44:35.430 You also, as I mentioned earlier, can get there directly from WorldShare at the help menu. And again, I'm not rushing I, we've got plenty of time left, kind of got through that a lot quicker than I thought we would today. So that because of that if since we do have some time, if there's something that. 162 "Crystal Rodriguez" (1111267584) 00:44:35.430 --> 00:44:53.700 I kind of zipped through that you want me to show you before we even before I end actually go ahead and add that into the chat or if you want me to re show something because we do have a pretty good amount of time left. So I'll pause for a moment to see if there is anything else that. 163 "Crystal Rodriguez" (1111267584) 00:44:53.700 --> 00:45:13.700 You want me to maybe go over again? I I don't because we only have about 15 min I don't want to go too far in depth, and as I said, we do have all those training videos for each of these individual sessions or collections, I mean. While I'm waiting I will take this time to say. 164 "Crystal Rodriguez" (1111267584) 00:45:13.700 --> 00:45:31.950 Thank you. Oh, these are off. I made some changes to this PowerPoint and looks like I didn't time there very well. I do see the question about query collection. Yes, I will actually show you that in a moment. So for additional training, again, you can go to our OCLC support site. 165 "Crystal Rodriguez" (1111267584) 00:45:31.950 --> 00:45:51.950 We do have two more sessions on Collection Nanager. The next one goes into selecting collections in the interface, and then the 3rd one goes into using KBART. You can register for those either at our support site or in the Community Center. If you did register for this session in the Community Center, you should receive a badge. 166 "Crystal Rodriguez" (1111267584) 00:45:51.950 --> 00:46:10.620 For this class, those do sometimes take a little while to get to you, but if you need that or if you did not register that way, you can request it at the link I'm adding to the chat now. And then if you have any questions about the training after the fact, please reach out to us at training@oclc.org. 167 "Crystal Rodriguez" (1111267584) 00:46:10.620 --> 00:46:30.620 And let me answer your question before I touch on that last note. So yes, there is training specifically on query collections, and that was also recently updated. Let me since we have a little time, I'll go over into where our training can be found. So if you, I'll back up and show you how to get there. If you go to help.oclc.org 168 "Crystal Rodriguez" (1111267584) 00:46:30.620 --> 00:46:48.660 and then you click on Librarian's toolbox, and go to OCLC training. Then these are located under the self paced training for each product. I do see we have another question. I'll grab that in a minute. 169 "Crystal Rodriguez" (1111267584) 00:46:48.660 --> 00:47:08.660 So go to WorldShare Collection Manager self-paced, and then each of the different collection type trainings are available. So click on WorldCat query collections and there is a short video on that. And this video gives some really nice tips and even some examples of queries that you might use. 170 "Crystal Rodriguez" (1111267584) 00:47:08.660 --> 00:47:12.810 Those examples I gave earlier, this video actually gives you the. 171 "Crystal Rodriguez" (1111267584) 00:47:12.810 --> 00:47:31.890 The search criteria that you would enter. Ok, so the next question was, is there a simple explanation to help me wrap my head around WorldCat knowledge base versus our own knowledge base? Boy I wish. Now I'm kidding. Yes. I mean I would just say essentially WorldCat knowledge base. 172 "Crystal Rodriguez" (1111267584) 00:47:31.890 --> 00:47:51.890 It's, it's got a lot of global, so there's a cooperative, a global aspect to it. So WorldCat knowledge base, you're gonna have find collections that are being added by providers, other libraries being maintained as well by providers and other libraries. WorldCat knowledge base allows you to, allows. 173 "Crystal Rodriguez" (1111267584) 00:47:51.890 --> 00:48:10.320 Libraries using it to edit, submit global changes and local changes. The other thing is honestly just the name WorldCat. So you're gonna get access to items that are available in WorldCat itself, and you're gonna be able to access that data. I hope. 174 "Crystal Rodriguez" (1111267584) 00:48:10.320 --> 00:48:25.590 Does that help answer the question for you? I guess just to kind of piggyback on, on that, your, your, your own knowledge base, my assumption would be that it's just the items that are available at your library. 175 "Crystal Rodriguez" (1111267584) 00:48:25.590 --> 00:48:41.130 And that you would most likely have to maintain that or maybe work with providers for that. I really appreciate that question though, cause I, it's one that I always have to try to find the right words to explain. 176 "Crystal Rodriguez" (1111267584) 00:48:41.130 --> 00:48:59.190 Yeah knowledge base plus our holdings. Yeah, so when you say your holdings, do you mean like your cataloged holdings as well? Your bibliographic holdings? Yeah, so with WorldCat knowledge base. 177 "Crystal Rodriguez" (1111267584) 00:48:59.190 --> 00:49:18.870 As I said, if you are a cataloging subscriber, you can have maintain those holdings in WorldCat as well. So it's going to let you and other libraries know what items are held. That's really, really helpful if you're also using Discovery and or interlibrary loan, other OCLC services. 178 "Crystal Rodriguez" (1111267584) 00:49:18.870 --> 00:49:34.950 So, in WorldShare Collection Manager, as long as you're maintaining holdings, when you have a title selected, that's essentially saying we also, that's you holding that item as well. 179 "Crystal Rodriguez" (1111267584) 00:49:34.950 --> 00:49:53.640 And there is an option for print collections in Collection Manager as well. If there's only a few circumstances I think where libraries would typically use that and that might actually be in this chart here. If it's not, I would say look through our documentation on that. 180 "Crystal Rodriguez" (1111267584) 00:49:53.640 --> 00:50:10.440 But it is an option to have a print holdings collection within Collection Manager. Yeah, thank you. All right. Any other questions or anything you guys want me to look through? I. 181 "Crystal Rodriguez" (1111267584) 00:50:10.440 --> 00:50:30.440 I really did not expect to get done that quickly. Last time I did this class, it took me an hour. So I guess that means I'm, I don't know if that means a good or a bad thing I'm not sure you know what I'll do while we have a little bit of extra time on. 182 "Crystal Rodriguez" (1111267584) 00:50:30.440 --> 00:50:40.800 They will actually go ahead and do a quick search and show you a little more of a collection. How's that? I think that would be very helpful. I'll do knowledge base collection since that's, I think the the most. 183 "Crystal Rodriguez" (1111267584) 00:50:40.800 --> 00:51:00.800 Bang for your buck, so to speak, so I did show earlier to search for knowledge base collection. I'm gonna choose data type collection. I'm gonna show you all collections, and then I showed it earlier looking for JSTOR. How about if I do EBSCO? This time I'm gonna say EBSCO with an asterisk afterwards. So. 184 "Crystal Rodriguez" (1111267584) 00:51:00.800 --> 00:51:02.880 That I can see collections that have. 185 "Crystal Rodriguez" (1111267584) 00:51:02.880 --> 00:51:22.880 Anything following the name, the word EBSCO, and I'll click on search, and so here we can see the collection name. We'll see the type and attributes, this indicates what type of collection it is, who the provider is, when that collection was last. 186 "Crystal Rodriguez" (1111267584) 00:51:22.880 --> 00:51:40.650 Updated, whether or not my library has selected any titles from that collection and how many out of the available titles, if I'm sharing that collection or if it's being shared with me. And then there are some action options as well if, e.g., if I'm using license manager or things like that. 187 "Crystal Rodriguez" (1111267584) 00:51:40.650 --> 00:52:00.650 I can click on the name of the collection to open that collection. So let's look at one that I have selected. I'll click on that. When you click on the name of a collection, it automatically opens to the titles accordion, and so here's where I can see different titles. 188 "Crystal Rodriguez" (1111267584) 00:52:00.650 --> 00:52:01.170 Was. 189 "Crystal Rodriguez" (1111267584) 00:52:01.170 --> 00:52:21.170 I can search for titles within a collection. I can also filter by coverage, if a title has a pencil sign, a pencil icon, that means that it can be edited. If you click on this pencil, it's actually going to edit it in Record Manager. But if I click on the title. 190 "Crystal Rodriguez" (1111267584) 00:52:21.170 --> 00:52:28.470 Itself that's going to open it in Collection Manager and knowledge base for me to make edits there. 191 "Crystal Rodriguez" (1111267584) 00:52:28.470 --> 00:52:47.880 As I mentioned, there are the option of global versus local, and we do have documentation that specifies which you should use. In general, if it can't be changed globally, it's gonna be grayed out. And then let me go back here. I can click on these tabs to go back. 192 "Crystal Rodriguez" (1111267584) 00:52:47.880 --> 00:53:07.880 So I'm gonna go ahead and go back to the collection and we see the different as I mentioned there, you see the coverage. Let me perform that search again. I want to show as well using, I did show the filter earlier. Actually I remember doing that. So filter by, let's say I want to look specifically for collections that I've created, and I'm gonna remove that. 193 "Crystal Rodriguez" (1111267584) 00:53:07.880 --> 00:53:11.850 I'm just gonna leave it blank because I want to see all collections I've created. 194 "Crystal Rodriguez" (1111267584) 00:53:11.850 --> 00:53:29.040 So I'll start from the beginning and choose all collections and I'll leave my search terms blank, and this is all of the collections that are available for my library within Collection Manager. And so I can filter two collections that I created, and this is where I can add an additional filter. 195 "Crystal Rodriguez" (1111267584) 00:53:29.040 --> 00:53:47.310 And maybe I want to choose a collection type. I want to say I just want to see query collections and click filter, and I'll see my query collection that I've created. And again, I can choose a different type of collection, so I can choose here I've got two types of collections chosen. 196 "Crystal Rodriguez" (1111267584) 00:53:47.310 --> 00:54:04.080 And I would see both of those. Or again, I could just uncheck the query collection and run that filter again. And then the other thing I'll do with the next few minutes cause I do think this is also helpful to understand, when we do activity history. 197 "Crystal Rodriguez" (1111267584) 00:54:04.080 --> 00:54:21.870 Again I showed earlier you can look at all institutions history. If I click on search, I can see I'll see the name of the collection and it indicates what type of collection it is, who changed it, and I'll see things if I click on. 198 "Crystal Rodriguez" (1111267584) 00:54:21.870 --> 00:54:41.280 The link here, it'll take me to the history specifically for that collection and I can see what was updated, well I can see when it was updated actually, and I'll go back to that as well because I wanted to see, let's see. 199 "Crystal Rodriguez" (1111267584) 00:54:41.280 --> 00:55:00.120 The other thing if your library is using automatic holdings feeds, when I did that search earlier, I saw provider data load, so that's, you'll want to look for that if you're doing automatic feeds. You'll look for. 200 "Crystal Rodriguez" (1111267584) 00:55:00.120 --> 00:55:20.120 Anything that says provider data load or provider data feed, I believe is the other one, so we'll find that in a minute. Cause yes yes, loads and feeds. So we'll look for provider data load or automatic holdings feed. And just a little bit more about that automatic holdings. 201 "Crystal Rodriguez" (1111267584) 00:55:20.120 --> 00:55:39.870 Feeds that that's a really good tool if you are receiving records from a specific provider that does automatic holdings. If we go back into our documentation, we can see, I'm actually just gonna do a quick search for automatic holdings feeds. 202 "Crystal Rodriguez" (1111267584) 00:55:39.870 --> 00:55:58.680 But I don't want to do that in the Get started. I want to do it up at the top here, and that will take me to documentation on that specific item. If I click on the 1st one, I actually see the direct information on that. 203 "Crystal Rodriguez" (1111267584) 00:55:58.680 --> 00:56:18.680 And information about it. If I go to about automatic holdings fees, I can see a list of providers that do offer that and some additional information on that. So, with that, I appreciate y'all hanging out with me for additional information. I hope that proved useful, and. 204 "Crystal Rodriguez" (1111267584) 00:56:18.680 --> 00:56:22.200 And with that, I'm gonna come over and just. 205 "Crystal Rodriguez" (1111267584) 00:56:22.200 --> 00:56:42.200 At the end of the session, once I close out here or once you, you leave here, you will be redirected to a survey for this class and I would appreciate you filling that out. I already have one tip for myself. I think I need to, either shorten the class the time or we can probably add some extra things in there. I, you know, this was intended. 206 "Crystal Rodriguez" (1111267584) 00:56:42.200 --> 00:56:51.300 As an overview, but we might be able to provide a little bit more detail. So any feedback you have, that would be very helpful. 207 "Crystal Rodriguez" (1111267584) 00:56:51.300 --> 00:57:06.780 And with that, I hope to see many of you next month. I can't recall off the top of my head what date that is. I think it might be the 8th, but it is in our schedule there. Alright, I'm gonna go ahead and stop the recording.