WorldShare Collection Manager Fundamentals training
OCLC offers shorter videos on Fundamentals.
Training questions? Please visit OCLC Training FAQ.
Note: If you are a WMS library or using full WorldShare Collection Manager, see WorldShare Collection Manager training.
WorldCat knowledge base collection
Search for collections
In this nine-minute video, you will learn how to search in WorldShare Collection Manager Fundamentals, including limiting a search query, as well as use filters to refine a search result.
Select and edit WorldCat knowledge base collections
In this twelve-minute video, you will learn how to use the WorldShare Collection Manager Fundamentals to select and edit WorldCat knowledge base collections, as well as edit these collections using the KBART files.
Create WorldCat knowledge base collections
In this fifteen-minute video, you will learn how to use WorldShare Collection Manager Fundamentals to create local knowledge base collections to add your e-journal, e-book, or print serial collections not found in the global WorldCat knowledge base.
Use the VLOOKUP function with KBART files
In this eleven-minute video, you learn how to use the VLOOKUP function in Microsoft Excel to reconcile a KBART file from WorldShare Collection Manager with a list of your titles for your e-journal or e-book collection.
MARC records
Enable MARC records for all collections in Institution Settings
In this eleven-minute video, you will learn how to enable and configure the MARC Records profile for all collections in WorldShare Collection Manager Fundamentals.
Enable MARC records for each collection
In this six-minute video, you will learn how to enable MARC records for each collection, as well as customize collection-level record options and record delivery options using WorldShare Collection Manager Fundamentals.
Download your records in My Files
In this six-minute video, you will learn where and how to download your files of MARC records, as well as discuss file naming conventions and retentions in My Files.