Note: If you are a WMS library or using full WorldShare Collection Manager, please see 1. Configure institution settings for local holdings records collections.
Institution settings apply across all your collections. Use caution when changing existing settings as the changes might impact other collections. Please remember to click Save after you select settings. If your session times out, you could lose your work.
Navigate to the institution settings:
Use the OCLC Symbol setting to verify that your institution's OCLC symbol is selected. Collection Manager Fundamentals uses the symbol displayed here to maintain WorldCat holdings and to output records.
If you enable reports in Institution Settings > Reports, reports will be available via email around the time when files of records have been output and/or after there are changes to your holdings in WorldCat. When your first report is available, you will get an email from Usage_Statistics@oclc.org with the subject field: "The report [name of report] you requested for [YYYYMMDD]."
You will not receive an email on days when there is no activity. Reports are also available in the OCLC Usage Statistics Portal and they are identical to the reports that come by email. See how to access reports in the OCLC Usage Statistics Portal.
To receive emailed reports:
There is no way to select only certain reports per email. The email address(es) entered will receive all selected reports.
Many libraries that have collections that output records on an ongoing basis select the Updated Records report. The report will notify you of critical changes like OCLC number merges and the reason you received an updated record even if you have not enabled WorldCat updates.
For a complete list and details about institution settings, see Collection Manager Institution settings.
Note: MARC record settings apply to data sync bibliographic collections.
Use the MARC Records setting to enable record delivery. Note that collection-level record delivery settings will remain disabled. You will need to enable record delivery within your collections before records will be delivered.
To enable record delivery in the institution settings:
Once you enable record delivery, tabs of settings to customize your records will appear. The settings in these tabs apply across all collections and records you output from Collection Manager Fundamentals. To customize your records, complete the settings in each tab, Customize Records and Record Delivery.
This video demonstrates how to enable and configure the MARC Records profile for all collections in WorldShare Collection Manager Fundamentals.
Use the Add fields area of the Customize Records tab to map data elements to your records. Map all data elements you need in records from any of your collections in this single profile area. Record customizations apply across all records you receive from Collection Manager Fundamentals. See the default values in records from Collection Manager Fundamentals.
To add fields:
Recommended values for data sync collections:
You have the option to have Local Holdings Records (LHRs) interleaved with your records and/or to have Local Bibliographic Data (LBD) embedded in or interleaved with your records.
Caution: When including local holdings records (LHRs) to records, you must select MARC 21 with MARC-8, MARC-21 with UTF-8 Unicode, or MARCXML with UTF-8 Unicode in the Record Delivery tab.
To include LHRs:
To include LBD:
Format
If desired, change the default record format. Available formats:
Note: You must select MARC 21 with MARC-8, MARC 21 with UTF-8 Unicode, or MARCXML with UTF-8 Unicode, if you choose to add LHRs to your records.
If you specify record customizations in the Customize Records tab, you must enter MARC 21 fields. For more information about record formats, see MARC 21, Dublin Core, and MARC XML and MODS.
Delivery Frequency
Does not apply: This setting only applies to records delivered on an ongoing basis.
File Output
Does not apply: This setting does not apply to data sync collections. It does apply to WorldCat updates for your WorldCat holdings.
Uniform Resource Identifiers (URIs)
Links in records make resources more integrated with the Web and more discoverable for end users. If you select URI settings, linked data URIs will be embedded in your MARC records for 1XX, 6XX, 7XX and 8XX fields and will be included in the $0 subfield. $0 is a valid field for linked data URIs even if your ILS currently does not use the linked data information.
If you would like to download records with linked data URIs, select the identity service(s) from which you would like to retain links. If you select more than one identity service, multiple $0s will be appended to the appropriate tags with the appropriate URIs. The order of $0s will follow the order listed in the interface.
By default, none are selected:
Name Headings Identity Services
Subject Headings Identity Services
For more information about Authorities, see Authorities: Formats and indexes.