Note: If you are a WMS library or using full WorldShare Collection Manager, see Collection-level settings in knowledge base collections.
These buttons toggle the view between the user’s local copy of the collection and the global version of the collection. The local view shows any changes from the global collection that users have made. The global view shows the state of the collection as maintained by the knowledge base or the parent institution (in the case of shared collections). The global view is non-editable.
This is a required field. The corresponding column in the KBART file is "oclc_collection_name." Collection names may include special characters; however, users should keep in mind that searching for names with special characters might not work since some special characters in the search field are reserved for commands.
This is a required field and must contain a unique value. The corresponding KBART file column is "oclc_collection_id."
When you create a knowledge base collection, the system automatically suggests the next consecutive, unique value. However, you can edit the value to one that has not been used before. You can reuse a Collection ID, but only if it is no longer being used for a collection.
All locally created/private collections must have a Collection ID that:
The Collection ID for every collection must be unique to you even if you share/accept a shared collection. If you accept a shared collection with a specific Collection ID, for example, ebl.ebooks, you cannot also have a local collection with that ID. Thus, consortia often create collections they wish to share as local/private collections and use the format in the example above for the Collection ID.
The provider, publisher, or aggregator of the collection.
When you create a knowledge base collection, you have the option to complete the Provider field. If your provider is not already in the WorldCat knowledge base, you can create a custom provider so that the provider will be available in your local knowledge base. Your custom provider (for example, "My University") will be searchable content in Collection Manager Fundamentals. You will be able to sort this provider among the other WorldCat knowledge base providers when you elevate links from a specific provider for WorldCat Discovery.
Use this field to add a basic description of the collection. It will display at the collection level in the A-Z list.
A collection-level Public note will also display in the A-Z list. For titles within the collection, the collection-level Public note will display in the WorldCat Discovery interface but the Description will not.
This field shows the data release number corresponding to the most recent global WorldCat knowledge base data updates.
This field shows a time stamp indicating when the collection was created.
This field shows a time stamp indicating when the collection was selected.
This field shows a time stamp indicating when either the user or the global data update last updated the collection in any way. In the local view, the time stamp will reflect changes made by users. In the global view, the time stamp will reflect the last time OCLC loaded data to that collection.
You can add a collection-level note in Collection Manager Fundamentals for public display and/or for display only in the collection when viewed in the WorldShare interface for staff.
Note: Public and staff collection-level notes have a 1024 character limit.
Collection Note:
Use this field to create notes you want exposed to patrons.
Staff Note:
Use this field for private notes that you want to be restricted to staff responsible for managing your collections. These notes will not be visible publicly and will only display in the Collection Manager Fundamentals interface.
These are settings used to define the type of collection and are sometimes used by the system for filtering.
This collection type indicates that the collection is part of a Demand Driven Acquisitions program where OCLC is working with a feed from the provider to automatically update the collection metadata. See the Providers and contacts for automatic collection loading to initiate automatic loading page for more information. You may also use this setting to describe local collections you create.
This collection type indicates that the collection is no longer being actively maintained or updated by knowledge base data updates. Collections are discontinued for a number of reasons, most often because the provider has indicated that the collection is no longer being updated or made available to users in the form described by the knowledge base collection. Some examples of this include when a platform change occurs or when duplicate collections exist because of other provider changes.
This demarcation indicates whether the collection is available for use with your library’s document delivery program. You can select this demarcation to describe locally made custom collections.
This collection type defines whether or not the collection is an open-access collection. This is a type that users may use to describe locally made, custom collections (that are not part of the global WorldCat knowledge base).
For more information on how to add open access collections see Add open access content.
This field represents a link to a representation of the collection from the vendor. It is also a calculated field that adds proxy information to your proxy configuration. For more information, see Proxy and Authentication.
This field displays the collection URL calculated using the collection URL formula and information from your proxy configuration.
See the Proxy and Authentication for more information.
This field is used to construct title-level links when a provider does not provide direct title links in their KB data or if the provider requires a provider or library-specific setting in their URL.
This field may pull information from other KB settings such as proxy configuration, provider-specific settings, link scheme, database linking keys, linking keys, journal linking keys, or override fields.
Title Link Formula placeholders:
This field displays a sample title URL calculated using the title link formula including information from other setting fields.
This field is used to include a database identifier (given to a user by the provider) in links, when the provider requires that a link indicate which collection a library has turned on. This key may be used in title-level links and/or article-level links.
This value instructs how the application creates article links for a particular record or set of records. It corresponds to the oclc_linkscheme column in the KBART file.
The link scheme value is represented in collection-level settings.
Libraries can override the link scheme value in the title-level settings. For detailed instructions see Link scheme values and overrides.
This field is only visible in collections from providers that require linking IDs. In other words, it only appears in collections from providers listed in Institution Settings > Provider Settings. The field in your collection uses the name your provider uses for the ID. It will be called a Library ID, Customer ID, or something else.
Collections from certain providers require library-specific linking IDs assigned by the provider in order for links to resolve to full-text. If, for a specific collection from a provider, you need to override the linking ID you have at the institutional level, enter it in this field.
Find more information about Institutional Settings > Provider Settings.
Example situation for entering an override ID is this field:
A library has access both to a library-specific collection and to a consortial version of a collection that is shared with their knowledge base. They are using their library-specific linking ID in Institution Settings > Provider Settings. Within the consortial collection, they have overridden that ID by entering the ID for the consortial collection within the collection-level settings. Links from items from either collection will resolve correctly:
Example 1:
http://[ID from Provider Settings].provider.com/patron/FullRecord.aspx?p=[12345]
http://[Override ID from collection-level settings].provider.com/patron/FullRecord.aspx?p=[12345]
Example 2:
https://eboookcentral.proquest.com/lib/[ID from Provider Settings].detail.action?docID=[6789]
https://eboookcentral.proquest.com/lib/[Override ID from collection-level settings].detail.action?docID=[6789]
By default, collections will use the proxy information you have included at the institution level. If you need to override the proxy settings for a specific collection, use the settings under Use Proxy.
Leave the default setting or select an alternative setting:
Use institutional setting (default) |
If this setting is selected, you will see your current institutional setting listed (Proxy is set for EZproxy, Proxy is set for III WAM proxy, or No proxy is set) along with a link to the settings in Institution Settings > Proxy and Authentication: |
Override for this collection |
Choose this setting if you wish to override the institution setting for this collection. Select your proxy service and enter your information. EZproxy users:
III WAM Proxy users:
Caution: Do not include a space after the Base URL. |
No proxy needed | Choose this setting within a collection if you want the system to generate links for your discovery interface and/or for MARC records without your proxy information. |
This setting is available only in locally created collections (custom collections that you create). It allows you to choose how you want to enter links for your print serials.
If you are going to promote your local collection to a global collection so that it can be cooperatively managed, leave "Manual" selected. Once the collection becomes a global collection, the setting will no longer be available. If "From WorldCat Registry" is selected at that time, libraries that select the global collection will be unable to change it to "Manual."
WorldCat holdings must be enabled in the institution settings in order for the collection-level setting to maintain WorldCat holdings to appear. For information on how to enable holdings at the institution level, see WorldCat Holdings.
Options:
*Open-access collections are disabled by default.
This setting affects library-specific automated collection feeds and third-party holdings file uploads to your WorldCat knowledge base. It does not affect regular knowledge base updates.
You have the following options for Data Sources in both the institution settings and in the collection-level settings:
In the collection-level settings, you have the additional option of Selected data sources only. If you select this option, data sources appear so you can select or deselect them.
In most situations, OCLC recommends that you leave the default settings selected. Altering the Data Sources settings can interfere with updates from DDA partners and other holdings providers. Libraries typically alter Data Sources settings only when discontinuing particular loading services.
Note: Data Sources settings are not available within locally created collections. Likewise, some shared collections with automated holdings feeds might not have Data Sources settings because, depending on how OCLC set up the automated feed, some shared consortial collections behave like locally created collections.
Use collection-level Data Sources settings to discontinue a feed in one or more collections.
Follow these steps:
I. Make sure the default setting is selected in the institution settings:
II. Configure collection-level settings:
Caution: Do not deselect the collections. A collection must be in place for this setting to work, even if it has 0 titles. Thus, before removing the collection in its entirety by deselecting it, you must use the Data Sources setting to ensure the feed and the metadata moving through OCLC's system does not populate the collection. You can deselect the collection at a later time.
III. Notify OCLC Support:
OCLC Support,
Please stop the automated holdings feed for my knowledge base collection in Collection Manager Fundamentals.
Thank you.
This setting affects library-specific automated collection feeds and third-party holdings file uploads to your WorldCat knowledge base. It does not affect regular knowledge base updates. Data sources can be made more restrictive or disabled in an individual collection's settings.
Libraries rarely change institution Data Sources settings; Use the collection-level Data Sources settings to discontinue automated holdings feeds.
Follow these steps:
For use by WorldShare Interlibrary Loan (WSILL) libraries without a License Manager subscription.
You have the following options for Ill allowed:
If you select yes, choose lending instructions from the instructions drop-down list.
If you select no, see How to deflect lending requests (knowledge base collections) for details on setting up a deflection policy based on this setting.
This feature is only visible to Collection Manager Fundamentals users without access to WorldShare License Manager.
See our Google Scholar page for information related to both institution and collection-level settings.
Note: MARC Record Delivery is only available for OCLC Cataloged Collections.
Caution: The collection-level MARC record delivery options will not be available until you enable MARC record delivery in the institution settings.
After you enable record delivery in the collection, you will see the following tabs of settings:
Customize the information included in the output of MARC records for an individual collection.
Leave the default setting or override institution settings for LBD. Settings:
Leave the default setting or override institution settings for LHRs. Settings:
Leave the default setting or override the OCLC symbols you included at the institution level for LHRs and/or Local Bibliographic Data. Settings:
If you mapped custom text to your records in the Customize Records tab, add collection-level text in the corresponding field(s).
If desired, use the Define Custom Text Labels button to change the text label from "Custom Text 1" to something more meaningful. See Collection Custom Text for more information.
Leave the default setting or override the institution setting for Delivery Frequency. Settings:
If the same item/OCLC number is in multiple collections and the collections are set to different delivery frequencies, you could get the same record multiple times.
Change the default setting if you want a complete set of records with every delivery. Settings:
Set delivery options based on a specified file name across one or multiple collections using the Record Delivery Templates dialog.
Under Delivery File Output, select the Change button to deliver records for this collection in a separate file. From the resulting Record Delivery Templates screen, select one of the following options
If you select Deliver records for this collection in a separate file, you will be able to specify a file name that already exists or enter a new file name in which to deliver records using the Record Delivery Template.
Note: If your library has a large number of file names, it will take some additional time for the template table to load.
Template options:
Column | Description |
---|---|
File name |
Enter the file name for delivery. This can be shared between multiple collections.
You have the option to group records from more than one collection in the same file by selecting the same file name for each collection.
|
Isolated |
Files with this selected will be isolated from other files in Collection Manager Fundamentals. There will be one file produced for all the collections that use the same file name. Titles in non-isolated files will include information from all collections using non-isolated files, regardless of the file name. By default, Isolated is not selected. Isolating the collection is beneficial if one of the following statements is true for you.
The option is available in knowledge base collections in Collection Manager Fundamentals and in query collections with ongoing delivery in Collection Manager Fundamentals. With this setting unselected:
|
Format | Users are now able to select a file format based on the file name. Previously, only one record type could be delivered across all file types. Users are now able to choose a format based on a set of collections under a specific file name. |
Collections | All collections with a specific file name will be listed in this column. Note, WorldCat Cataloging Partners will be delivered separately regardless of the specified file name and their settings will remain the same for file delivery. |
Actions |
This column specifies whether or not the file name is in use. If it is not in use, there will be an option to delete the file name. The option to add a new file name also appears in this column, at the end of the collection list. Use the plus or minus option to add or delete a file name. |
This setting acts as a filter to filter out from record delivery titles that you have set holdings on through some process outside of Collection Manager Fundamentals.
By default you will receive a full set of records for the titles in the collection. Your initial batch of records will have a record for every title. The default setting is:
If you do not want records for items you already have holdings on in WorldCat, you can choose to have those titles withheld from record delivery. Change the setting to Do not include records already held in WorldCat and you will only receive records that do not already have your holding attached in WorldCat.
Note: If you choose not to have records output for titles you already hold in WorldCat, we recommend that you change this setting back to "Include records already held in WorldCat" after you receive your first delivery.
See instructions on how to Share knowledge base collections with other libraries.
This accordion displays a list of titles within the collection that users have selected. To find the list of title-level settings, please see Title-level settings in knowledge base collections and/or the documentation on how to Modify a collection to select your subset of titles for more information.
When viewing a global collection, use the Add a Global Title drop-down and select Create a Title to add a knowledge base title. See How to add a new title to an existing collection for more information.
When viewing a local collection, use the Add a Local Title drop-down to select how you will add a knowledge base title to your local collection. Select either Create a Title or Create Using OCLC Number to Pre-fill.
Select this option to add new titles by manually typing in the information. To add title data manually:
Select this option to have the system fill in title data automatically. To add a title automatically:
The Auto Select Titles setting in global knowledge base collections enables functionality to automatically select titles as they are added from OCLC data updates. You can enable or disable the setting regardless of whether you have selected a collection in full or have selected a subset of titles.
The default setting depends on if you selected all or a subset of titles in a collection:
You can enable or disable the setting at any time. For example, if you have all titles in a collection selected except for a few that are regionally restricted, the setting will be disabled by default. Enable Auto Select Titles if you want newly added titles to be automatically selected. Enabling the setting will not change your current title selections. Rather, titles added in future data updates will be automatically selected.
Note: When a collection is being updated by an automated holdings feed, you should not select the option to Auto Select Titles in the Titles accordion of the collection's settings. Refer to Providers and contacts for automatic collection loading for more information.
The collection level history accumulates events from the Activity History that pertain to the active collection. See Collection History in Knowledge base collections for more information.
The Title History accumulates events from the Activity History that pertain to title-level changes in addition to the title history view under each title. Refer to Title History in Knowledge base collections for more information.
Both global and local collections have the option to Download Titles in This Collection and Upload Titles to This Collection. Local collections include the option to Delete Collection and Promote Collection to Global Knowledge Base whereas global collections allow you to Deselect Collection.
For global Knowledge base collections, use the Collection Actions > Deselect Collection to deselect the collection from your knowledge base.
For local Knowledge base collections, use the Collection Actions > Delete Collection to delete the collection from your knowledge base.
For local Knowledge base collections, you have the option to promote the collection to the global knowledge base to be used by all other libraries. For more information, see Promote a collection to the global knowledge base.
Expand the Collection Actions drop-list to select Download Titles in This Collection to download a KBART file.
Open the .txt file you downloaded from the WorldShare interface in a spreadsheet editing application:
Caution: If you wish to download the titles from a very large collection such as a HathiTrust collection or an Internet Archive collection, it will download but will truncate your titles. See Download large files for Internet Archive and HathiTrust collections and for My Selected Titles (KBART) for more information.
Before you upload your file to the WorldShare interface, save your spreadsheet as Text (Tab delimited) (.txt).
Note: If the file includes diacritics, including Non-Latin/Non-Roman characters, save it as Unicode Text (.txt). When you upload the file in the WorldShare interface, use the File encoding drop-down list to change the default selection to UTF-16LE (Unicode Text/Excel).
Expand the Collection Actions drop-list to select Upload Titles to This Collection to upload a KBART file.
Caution: Excel files (.xls) and (.xlsx) will NOT upload correctly. Your file should be saved as a (.txt) tab delimited text file, Unicode Text .txt.