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Workflow for data sync collections

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The data sync collection workflow provides an overview of the data sync collection process, from collection creation to report retrieval.

Introduction

Data synchronization is an automated process that compares records from your local catalog against records in WorldCat and manages holdings on those matching records. These holdings may be at the institution-level, such as your OCLC symbol, or at the local-level, such as local holdings records (LHRs). This process also facilitates adding new records to WorldCat.

The learning paths below provide an overview of the data sync collection process for each type of collection, from collection creation to report retrieval.

Data sync workflow

Create data sync collection

 Note: If you have questions while creating your data sync collection, please contact OCLC Support.

Bibliographic

Ongoing bibliographic collection learning path
This learning path guides you through the process of ordering an ongoing bibliographic data sync collection, from collection creation to report retrieval.
Pages: 9

Delete local holdings records

Ongoing delete local holdings records collection learning path
This learning path guides you through the process of ordering an ongoing bibliographic data sync collection, from collection creation to report retrieval.
Pages: 9

Delete WorldCat holdings

Ongoing delete WorldCat holdings collection
This learning path guides you through the process of ordering an ongoing delete WorldCat holdings collection, from collection creation to report retrieval.
Pages: 9

Local holdings records

Ongoing local holdings records collection
This learning path guides you through the process of ordering an ongoing local holdings collection, from collection creation to report retrieval.
Pages: 10

Non-MARC numeric search key

Ongoing non-MARC numeric search key collection learning path
This learning path guides you through the process of ordering an ongoing non-MARC numeric search key data sync collection, from collection creation to report retrieval.
Pages: 8

Non-MARC patterned data (bibliographic or local holdings records)

Ongoing non-MARC patterned data collection learning path
This learning path guides you through the process of ordering an ongoing bibliographic or LHR non-MARC patterned data collection, from collection creation to report retrieval.
Pages: 10

Create data sync collection for a Reclamation

 Note: There is a fee associated with a reclamation.

If you are new to data sync collections, or if it has been a while since your holdings have been consistently maintained, we recommend starting with a Reclamation and then continuing with an Ongoing collection to ensure your holdings remain up to date.

Bibliographic collection for a Reclamation
This learning path guides you through the process of ordering a bibliographic collection for a Reclamation, from collection creation to report retrieval.
Pages: 9