Choose your Collection Manager workflow

Find information about the available collection types in WorldShare Collection Manager and learn how to create a collection.

Choose how you will use Collection Manager

Learn more in a training course: Collection Manager: What it is and how libraries use it

Knowledge base collections
- Manage your electronic resources and automatically maintain WorldCat holdings. Use your collection data with other OCLC services, display full-text links, and get WorldCat records.
Query collections
- Improve local catalog quality with a set of WorldCat MARC records. Create a query collection for electronic and print serials, new titles added with CONTENTdm, or to create a spreadsheet of your WorldCat holdings.
Cataloging partner collections
- Get new print materials into circulation quickly. Ask your provider to send OCLC your electronic order information. Create a cataloging partner collection to set WorldCat holdings and get book spine labels and WorldCat MARC records that include your provider data.
Data sync collections
- Synchronize your catalog with WorldCat. Create a data sync collection to maintain your holdings, local bibliographic data, and local holdings records in WorldCat. Match brief records in your local system to current WorldCat records to get a more complete representation of your holdings.
WorldCat updates
- Keep your WorldCat MARC records up-to-date. Enable WorldCat updates to automatically receive updated MARC records for your holdings in WorldCat as WorldCat records are enhanced.
Use Collection Manager with or without a CatExpress subscription
- Collection Manager is part of the value of your OCLC Cataloging and Metadata Subscription or your CatExpress subscription. Libraries without a cataloging subscription can get records for collections from selective providers.
Use Collection Manager for content from a specific provider
- If your interest in content from a specific provider has lead you to Collection Manager, see a list of providers and provider-specific workflows. The instructions will guide you to get WorldCat records, holdings, and/or full-text links for content from your providers.

Unsure of which workflow you need?

I ...	Use a ...
Need to register my shared print retention commitments as an agent/group coordinator	Shared print collection profile
Need to register my shared print retention commitments for individual non-WMS libraries	Shared print collection profile
Need to register my shared print retention commitments for individual WMS libraries	Shared print collection profile
Need to synchronize my holdings in WorldCat with my local catalog	Data sync collection
Need to synchronize or update my holdings in WorldCat with my local catalog using a third-party provider or consortial partner/head.	Data sync collection
Need to synchronize or update holdings in WorldCat for a library's local catalog on behalf of a library	Data sync collection
Need to update my current holdings in WorldCat	Data sync collection
Purchased an ebook/ejournal package and I need MARC records	Knowledge base collection
Purchased an ebook/ejournal package and I want to set my holdings in WorldCat	Knowledge base collection
Receive shelf-ready titles from my vendor and I want to set holdings for those materials in WorldCat (and/or receive MARC records)	Cataloging partner collection
Want OCLC MARC records for my holdings	Query collection
Want to automatically receive updated records when the cooperative enriches records in WorldCat	WorldCat updates
Want to receive a file of MARC records based on a search query that I performed in WorldCat	Query collection
Work with a vendor that says I can get an automated holdings feed from Collection Manager	Knowledge base collection
Work with a vendor that says I can get MARC records and spine label files from WorldShare Collection Manager	Cataloging partner collection