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WorldCat Holdings (Fundamentals)

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Find information about the WorldCat Holdings setting in WorldShare Collection Manager Fundamentals Institution Settings.

 Note: If you are a WMS library or using full WorldShare Collection Manager, please see WorldCat Holdings. 

Collection Manager Fundamentals allows libraries to set holdings in WorldCat based on titles in their Collection Manager Fundamentals instance. Collection Manager Fundamentals will automatically maintain holdings in WorldCat as titles in dynamic collections are added, deleted, or updated.

By default, the WorldCat Holdings setting is disabled in institution settings. WorldCat Holdings settings are not applicable when creating data sync collections in Collection Manager Fundamentals.

To enable holdings maintenance across all of your collections:

  1. Navigate to Institution Settings > WorldCat Holdings.
  2. Set Maintain holdings in WorldCat to Yes.
  3. Now that you have enabled WorldCat Holdings in the institution settings, the setting activates default settings across your collections. Review the list of default collection-level settings:
    • Enabled for all collections you have selected or will select from the global WorldCat knowledge base and enabled for knowledge base collections you have created
    • Disabled for open-access knowledge base collections
  4. Follow the instructions to change a collection-level WorldCat Holdings setting if needed.

To change a collection-level WorldCat Holdings setting:

  1. Search for the collection. See Search for collections in Collection Manager Fundamentals.
  2. Click on the name of the collection to open it and expand the collection-level Holdings accordion.
  3.  Adjust the setting within the collection. The options are:
    • Use institution setting (Enabled)
    • Disable for this collection

 WorldShare Interlibrary Loan and Tipasa libraries: Make sure you have an appropriate deflection policy in place. See How to deflect lending requests (knowledge base collections) or, if you have a subscription to License Manager, see How to deflect lending requests (License Manager). Most libraries experience an immediate increase in lending requests after setting holdings in WorldCat.