Note: If you are a WMS library or using full WorldShare Collection Manager, see Use Collection Manager for content from a specific provider.
If you need access to Collection Manager Fundamentals (the Metadata tab in the WorldShare interface), follow the steps to Create a Collection Manager Fundamentals account.
Caution: If you change the password on your OVID account after initiating automated collection loading, contact OCLC Support to update your password in OCLC's configuration with OVID to ensure that your updates are not interrupted. OCLC Support will make any necessary changes to reflect the new password.
If your institution has manually selected a collection in full, OCLC will not overwrite your selections. Before the initial load of holdings from your provider, we recommend that you verify that the collection has not been manually selected.
Before the initial load of your collections, please:
Note: Once the holdings feed is set up, OCLC will select all applicable collections according to the data received from the vendor.
There are many collections in the global WorldCat knowledge base. Use the collection data in the table to help you find the relevant collections. If your collection is not returned when you search within Collection Manager, try entering a root word and an asterisk (*) as a truncation operator. For example: Books@*
The below collections are available for automatic collection loading:
Collection name(s) | Collection ID(s) | Demand-driven acquisition collections? | Frequency provider sends OCLC data |
---|---|---|---|
Journals@Ovid Books@Ovid (Individually Purchased Content) Books@Ovid (Subscribed Content) |
Ovid.journals Ovid.individualBooks Ovid.subscribedBooks |
Nee | Weekly |
Note: OpenAthens configured collections are not available for automatic collection loading. OpenAthens proxy libraries that wish to take advantage of automatic collection loading will need to make collection-level settings for OpenAthens integration to each of the above collections that are loaded.
Ovid Support,
I am setting up an automated holdings feed. Please provide me with my institution's OvidGroup, web username, and password. Please enable my institution's OvidGroup for the KBART API.
https://portal.ovid.com/Entitlements/api/Holdings/YourOvidGroup?UserName=web username&Password=password
OCLC Support,
Please enable my Ovid automated holdings feed. Here are my institution's details:
Caution: If you change the password on your OVID account after initiating automated collection loading, contact OCLC Support to update your password in OCLC's configuration with OVID to ensure that your updates are not interrupted. OCLC Support will make any necessary changes to reflect the new password.
We recommend that you wait until your collection is available before you proceed so that all of the settings will be available in Collection Manager Fundamentals.
The amount of time it takes for your titles to be available depends on the timing of your request, how often your provider sends data, when OCLC loads the data, and the place of your institution's data in a queue. The time for the initial loading process varies from about one week to one month.
Caution: Once you have requested to have your collections selected automatically, do not add, delete, or update any of the titles within the collection. If there is an issue with the titles selected or missing from your collection, please contact OCLC Support with examples.
To see if your collection has loaded in the WorldShare interface:
Institution settings apply across all your collections. Use caution as changes might impact other collections. For complete instructions, see Institution Settings.
Navigate to the institution settings:
OCLC Symbol
Collection Manager Fundamentals uses the symbol displayed here to maintain WorldCat holdings and to output records. Verify that your OCLC symbol is selected:
Proxy and Authentication
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. Enter your proxy information:
Caution: Do not include a space after the Base URL.
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. Enable emailed reports:
For more information, see Reports.
WorldCat holdings maintenance is available only to libraries with an OCLC Cataloging and Metadata Subscription.
The collection-level setting for knowledge base collections will be enabled by default. For complete instructions, see Institution Settings, WorldCat holdings.
Download your files using My Files, located under the Metadata tab in the WorldShare interface. You do not need additional credentials to download records from the WorldShare interface.
See Download files in My Files for complete instructions or follow these basic steps:
Additionally, see Download files with FTP for FTP/sFTP options for downloading files and records.
For more information, see Use collection data with other services.