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Introduction to WorldShare Collection Manager for WMS users

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Discover key information, resources and workflows that will help you get started with WorldShare Collection Manager.

Overview

This page serves as an introductory resource for WorldShare Collection Manager, providing essential documentation and training materials. It is intended for users who are:

  • New to using Collection Manager
  • Returning to Collection Manager and looking to review key workflows and functions

This resource is designed to help you get started and build a solid foundation for using Collection Manager effectively. On this page, you will find

  • Information about roles assigned to Collection Manager users
  • Additional resources to help you explore advanced features when ready

Collection Manager interface

Visit About WorldShare Collection Manager for a detailed overview of the interface. Find information about the full functionality and advanced features of the module.

Roles

The roles assigned to your WorldShare account determine your access level and the actions you can take. The main product roles are described below.

For library admin: To manage roles, see WorldShare Admin > User Management.

For library staff: If you are unsure which roles are assigned to your account, ask an admin user at your library. If your institution does not have an admin user, please contact OCLC Support.

To view full descriptions and comparisons of all roles, refer to WorldShare Collection Manager roles.

Collection Manager roles

Action Roles
Collection Manager Admin Collection Manager Staff Collection Manager Supervisor
Access OCLC Service Configuration x    
Access your institution’s holdings. x x x
Activate a vendor for use within both Acquisitions and Licenses. x   x
Assign roles to other users. Create a user that automatically has the Everyone role assigned. x    
Create users, regardless of module (Circ, Acq, etc.) x    
Create a data sync collection. x    
Create a vendor. x   x
Delete users. x    
Edit a data sync collection. x    
Edit vendor data for your library only. x x x
Enables visibility of the Metadata tab and its components (Manage Records, Manage Collections, My Apps) x x x
Upload and Download files from My Files. x x x
Find a vendor. x x x
Modify your institution’s configuration settings. x   x
Modify your institution’s holdings. x   x
Perform all operations, including assigning roles to users. x    
Publish a vendor to all libraries. x   x
Read information about users, regardless of module (Circ, Acq, etc.) x    
Read information about self via WorldCat Local/Discovery. x    
Remove a vendor from your list of active partners (in Acquisitions or License Manager). x   x
Retrieve and view users. x    
The security context contains all the information about a given user (especially what actions they can perform). This permission allows the user to perform actions on behalf of another user (patron). x    
Update information about other users, regardless of module (Circ, Acq, etc.) x    
Update information about self via WorldCat Local/Discovery. x    
Update institution configuration information relating to authentication and authorization. x    
Use the Forgot Password feature to get a new password. x    
View data sync collections.      
View information about a user’s accounts. In some circumstances, this may include identifying information about accounts external to OCLC (e.g. where OCLC receives periodic patron updates from an external system, or where authentication is managed by an external system). x  
View My Library and export data. x x x
View a vendor. x x x
Manage WSKeys  at the OCLC Developer Network. x    

Zoeken

Collection Manager provides a variety of methods to search and browse. For detailed instructions on searching, refer to Search in Collection Manager.

Reports

WorldShare Acquisitions offers a variety of reports to monitor your institution's activity in WorldShare. Visit Available WMS reports to find available reports and their locations.

Community Center

Current WorldShare Collection Manager product users are encouraged to join the OCLC Community Center to connect with peers and OCLC staff on product workflows, attend webinars, and provide feedback on the product. For more information, see OCLC Community Center: WorldShare Collection Manager community.

Training

OCLC offers recorded classes and videos on WorldShare Collection Manager. See WorldShare Collection Manager training.

Next steps

Choose your Collection Manager workflow to determine which collection type best suits your needs in WorldShare Collection Manager.

  • Knowledge base collections - Use Knowledge base collections to 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 - 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, obtain book spine labels, and receive WorldCat MARC records that include your provider data.
  • Use Collection Manager for content from a specific provider - 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.
    • Material providers for cataloging partner collections
      • Cataloging partner collections are used in agreement with your material provider and OCLC to set holdings, deliver WorldCat MARC records, and deliver spine labels for the titles you ordered. Your provider will send OCLC your electronic order information at your request.
    • Providers and contacts for Automatic Holdings Feeds
      • OCLC works with some providers to automatically add and maintain your library-specific collection data to knowledge base collections in WorldShare Collection Manager.