Note: If you are a WMS library or using full WorldShare Collection Manager, see How to update title information.
Caution: Before you begin making changes to collections, see the Best practices for cooperative edits.
Global collections and titles are available to all knowledge base users.
Edits to global fields will be applied for all libraries and edits to local fields will be visible only to your library.
Be cautious when editing global knowledge base collections. When you edit a global field, you will be prompted to review your changes. Once you save the changes, the system will automatically apply your edit globally. Choose to edit a global field if you believe it will benefit all libraries.
Title-level fields
See the table for details about the global and local title-level fields available for editing:
However, not all edits are appropriate to extend for all libraries. For example, library-specific URLs will not benefit other libraries. For more information, see Best practices for cooperative edits.
Location in the UI | Editable field in global titles | Global tab: Edits applied globally | Local tab: Edits applied locally | In KBART |
---|---|---|---|---|
Title Properties accordion | Title Name | X | publication_title | |
Journal: Coverage start & end dates | X | date_first_issue_online; date_last_issue_online | ||
eBook/Non-Serial: Date | X | date_first_issue_online; date_last_issue_online - year may be repeated |
||
Journal: Volume & issue numbers | X | num_first_vol_online; num_first_issue_online; num_last_vol_online; num_last_issue_online | ||
Journal: Embargo | X | embargo_info | ||
eBook/Non-Serial: Author | X | first_author | ||
eBook/Non-Serial: Provider | X | publisher_name | ||
GovDocs Repository ID | X | vendor_id | ||
Title URL | X | title_url | ||
OCLC Number | X | oclc_number | ||
Override OCLC Number | X | - | ||
Grouped OCLC Numbers | X | - | ||
Print identifier: ISSN or ISBN |
X | print_identifier | ||
Online identifier: eISSN or Other ISBNs |
X | online_identifier | ||
Notes: Title Note; Staff Note; Coverage Note; Location Note |
X | title_notes; staff_notes; coverage_notes; location_notes |
||
Title Linking accordion | Override Link Scheme | X | oclc_linkscheme | |
Title ID (Linking Key) | X | title_id |
To edit and submit individual records:
To add multiple titles to a Global knowledge base collection that already exists:
For more information about using KBART files, see KBART values and formatting.
After you have uploaded your KBART you will see an Upload Preview that allows you to review your edits and approve, discard, or cancel the upload. Once you apply your changes and select Approve Upload, edits will be available in the respective global and local fields.
Note: When editing collections via a KBART file, all of the column headers must be present and in a specific order. Use a file from the knowledge base as a template, not the order shown in the tables below.