Note: If you are a WMS library or using full WorldShare Collection Manager, see Configure institution settings for knowledge base 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:
Configure the following 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.
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 to collection-level settings to create data sync collections in Collection Manager.
To enable holdings maintenance across all of your collections:
Navigate to Institution Settings > WorldCat Holdings. Set Maintain holdings in WorldCat to Yes. 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:To change a collection-level WorldCat Holdings setting:
Search for the collection. See Search for collections in Collection Manager. Click on the name of the collection to open it and expand the collection-level Holdings accordion. Adjust the setting within the collection. The options are: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.
Collection Manager Fundamentals helps you manage patron access to materials by directing off-campus patrons through your proxy server. Collection Manager Fundamentals will prepend your proxy information to catalog links. Both on-campus and off-campus patrons will be given proxy links. Consult the documentation for your proxy server to determine how to configure your proxy settings to ignore on-campus patrons so they do not have to sign in.
You can override proxy information for a single collection within a collection's collection-level settings. See Collection-level settings in knowledge base collections.
Caution: Do not include a space after the Base URL.
(Optional) Enter your Username and Password. Providing username and password information is used by OCLC for de-bugging purposes only.
(Optional) Select to Temporarily disable for WorldCat Discovery and WorldCat.org.
Staff members can use this setting to temporarily disable proxy information for WorldCat Discovery and WorldCat.org link display without impacting MARC records. If there is a problem with the library's proxy service, this will allow library users to continue to access library resources within the library network.
Note: If you are a WMS library or using full WorldShare Collection Manager, please see Provider Settings.
Collections from certain providers require identifiers specific to the provider in order for links to resolve to full-text. The ID is often included in the URL you use to access the provider's platform. For example, if you have an ID "XXX" from a provider:
Note: In special situations, you might need to override a linking ID for a particular collection. For help, see Collection-level settings in knowledge base collections, Use Proxy.
Providers that require an ID | Setting is always required | Setting is only required when custom linking has been set up with the provider | Vendor Specific Linking ID |
---|---|---|---|
Askews and Holts | x | VLeBooks Organisation ID | |
CSA | x | Base URL | |
China National Knowledge Infrastructure (CNKI) | x | Base URL | |
EBSCO A-to-Z | x | Customer ID | |
EBSCOhost | x | Authentication Type | |
EBSCOhost EJS (EBSCOonline) | x |
EBSCOonline Customer Code
|
|
Elsevier | x |
Scopus Partner ID Expert Consult ID |
|
Factiva | x | Factiva XS-ID | |
Gale Cengage | x | Location ID | |
Get It Now |
WorldCat Discovery libraries configure Get It Now as an unmediated service which allows end users to purchase articles immediately. See How to configure Get It Now (unmediated service) for instructions. WorldShare ILL libraries configure Get it Now as a mediated service. See Purchasing articles from Get It Now for instructions. |
ILL Email Address Bill to Email Address Institute Order Source |
|
IRIS Education | x | IRIS Education Library ID | |
Infobase | x | Infobase Library ID | |
JSTOR | x | OpenAthens Domain Name | |
Kanopy | x | Kanopy Library ID | |
LOCKSS | x | Base URL | |
LexisNexis | x | LexisNexis MIP | |
MD Consult | x | ||
National Library of Medicine | x | Outside Tool User Name | |
Naxos Digital Services Ltd | x | Naxos Library ID | |
OCLC | x | ||
Odilo | x | Base URL | |
OverDrive | x | Base URL | |
Ovid | x | Base URL | |
ProQuest | x | ProQuest account ID | |
ProQuest Ebook Central | x | ProQuest ebook Library ID | |
ProQuest Safari | x |
ProQuest Safari UI Code O'Reilly Connection String for SAML SSO Access |
|
Psychotherapy.net | x | Psychotherapy.net Library ID | |
Recorded Books | x | Library ID | |
Skillsoft EZproxy Domain | x | EZproxy Server | |
Springer | x | Base URL | |
Swank Digital Campus | x | Swank Library ID | |
Teton Data Systems | x | Group Alias | |
The HistoryMakers | x | Site ID | |
VIP | x | Base URL | |
Vandeplas Publishing | x | Vandeplas Publishing Custom URL Path | |
Westlaw Campus | x | Westlaw Site ID | |
e-libro | x | e-libro ID-channel |
If your library wants WorldCat MARC records for titles in OCLC cataloged collections, we recommend that you finish configuring your institution settings and then follow the instructions to Configure institution MARC Records settings for knowledge base collections.
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.
Your library might be interested in institution settings not listed above. For a complete list and details about institution settings, see Collection Manager Institution settings. See Use collection data with other services for workflows and settings associated with specific products and services.