Search in Collection Manager

About

Follow these instructions to search Collection Manager for:

• Knowledge base collections (collections available in the global WorldCat knowledge base and/or knowledge base collections you have already selected or created)
• Query collections you have already created
• Cataloging partner collections you have already created
• Providers

See Search for data sync collections for instructions to search for data sync collections that you have created.

Search for a collection

1. Navigate to the WorldShare interface > Metadata tab > Collection Manager.
2. Select Collection as the Data Type from the drop-down list.
3. Select a scope to limit your search. Options include:
   • My Selected Collections: Search across your library-specific collections that you have created or selected.
   • All Collections: Search across items that are available in the global collections available in the WorldCat knowledge base and collections you have created.
   • Not Selected Collections: Search for collections to add to your knowledge base that are not currently selected. 

     

4. In the Search Term(s) field, enter your terms or leave the field empty.
   • If no search criteria is entered in this search field, all items are returned in the search results.
   • Enter an asterisk (*) after a search term to view items that begin with that term.
5. Click Search.

   

6. After search results are returned, you can filter your results by using the Show filters option at the top of the search results:

    Note: Filter options will appear based on institution settings and your library's subscription level.

   • Collection Type - From the second drop-down list, select a collection type.
     • Cataloging partner collections
     • Database-only collections
     • Knowledge base collections
     • Query collections
   • Collections I Created
   • Contains Open Access content
   • Demand Driven Acquisitions collections
   • Discontinued 
   • Document delivery collections
   • Google Scholar
     • In the Value space, select Enabled or Disabled.
   • Maintain WorldCat holdings
     • In the Value space, select Enabled or Disabled.
   • MARC record delivery
     • In the Value space, select Enabled or Disabled.
   • OCLC cataloged collections
   • Sharing
     • In the Value space, select an option.
       • Collections shared to my library
       • Collections shared by my library
   • Use proxy
     • In the Value space, select Enabled or Disabled.
7. (Optional) Add additional filters by using the Add filter button.
8. (Optional) Remove filters by using the minus sign next to the filter row. Select the Remove all option to remove the filters.
9. The search results will update as the filter is applied.

Search for cataloging partner collections

Search for cataloging partner collections that you have already created:

1. Navigate to the search box in Collection Manager.
2. Select Collection as the Data Type and My Selected Collections as the Scope.
3. Click Search. The search will return all of the collections your library has selected or created.
4. Select Collection types from the filter list and select Cataloging partner collections as the Value.

Search for OCLC cataloged collections

To find additional information about this collection type, see OCLC cataloged collections.

Search for a title

 Note: Keyword searches with partial words and/or special characters, including wildcards, are not supported in Collection Manager Title Search.  For example, healt* is not a supported search term, but health is supported.

1. Navigate to the WorldShare interface > Metadata tab > Collection Manager.
2. Select Title as the Data Type from the drop-down list.
3. Select a scope to limit your search. Options include:
   • My Selected Collections: Search across your library-specific collections that you have created or selected.
   • All Collections: Search across items that are available in the global collections available in the WorldCat knowledge base and collections you have created.
   • Not Selected Collections: Search for collections to add to your knowledge base that are not currently selected.
4. Change the Title Index to one of the below options:
   • Keyword
   • Title
   • ISBN
   • ISSN
   • OCLC Number

     

5. In the Search Term(s) field, enter your terms or leave the field empty.

    Note: Searching by the OCLC Number Title Index without search terms will fail to return results.

   • If no search criteria is entered in this search field, all items are returned in the search results.
   • Enter an asterisk (*) after a search term to view items that begin with that term.
6. Click Search.

   

7. After search results are returned, you can filter your results by using the Show filter button at the top of the search results:
   • Coverage - Date: Format date as YYYY-MM-DD, YYYY-MM, or YYYY.
   • Coverage - Issue: Enter an issue number.
   • Coverage - Volume: Enter a volume number.
   • Coverage depth:  From the Value drop-down list, select a coverage depth.
   • Provider: From the Value drop-down lists, select or search for a specific provider.
8. (Optional) Add additional filters by using the Add filter button.
9. (Optional) Remove filters by using the minus sign next to the filter row. Select the Remove all option to remove the filters.
10. The search results will update as the filter is applied.

Search for a title within a collection

You can also search for a title directly from within a collection.

1. Search for a collection and click on the collection name in the results to open your desired collection.
2. In the collection details, click on Titles to expand the accordion. 
3. In the Search Title field, enter your terms.
4. You can filter your results by expanding the Filter by drop-down beside the Search Title field. Options include:
   • Coverage - Date: Format date as YYYY-MM-DD, YYYY-MM, or YYYY.
   • Coverage - Enumeration: Enter a volume and issue number.
   • Coverage Depth: From the second drop-down list, select a coverage depth.
5. (Optional) Add additional filters by using the green plus add icon (). 
6. Click Filter to filter the results based on your specifications.

Title search results

Items in your search results will be marked with a title and other details.

Title search results in Collection Manager - Table

Column	Title
Title	Click on a title to view or edit the title.
Title work list	Add or remove items for your work list. Refer to Title work list for more information. To add every title from the search results view, select Add page to list.  To remove titles from the search results view, select the Add page to list drop-down and click Remove page from list.
Collection	Click a collection name to view or edit the collection. The Collection ID can be used in lieu of a collection name when discontinuing a feed.
Coverage Depth	Indicates one of the following: Audio Ebook Image Journal - Abstracts Journal - Full Text Journal - Indexed Journal - Print Journal - Selected Full Text Other Video
Coverage	Any coverage selections available for the title. Options include: Date Volume Issue
Identifiers	Indicates the provided identifiers associated with the title. Options include: OCLC Number ISBN Website Click on the pencil button to edit the title.
Selections	Indicates whether the title has been added to your holdings. Use the Select or Deselect options to add or remove titles from your selection.
Action	Click Action to: Add the collection to a license (click Add to license) Create a new order (click Add to order) Add the collection to a purchase request without leaving Collection Manager (click Create purchase request)

Search for a provider

1. Navigate to the WorldShare interface > Metadata tab > Collection Manager.
2. Select Provider as the Data Type from the drop-down list.
3. Select a scope to limit your search. Options include:
   • My Selected Collections: Search across your library-specific collections that you have created or selected.
   • All Collections: Search across items that are available in the global collections available in the WorldCat knowledge base and collections you have created.
   • Not Selected Collections: Search for collections to add to your knowledge base that are not currently selected. 

     

4. In the Search Term(s) field, enter your terms or leave the field empty.
   • If no search criteria is entered in this search field, all items are returned in the search results.
   • Enter an asterisk (*) after a search term to view items that begin with that term.
5. Click Search.

Tips for using the search field

Leave the search box empty to return all collections

If you plan to filter your search results, first perform a search by leaving the search box empty. Note that if:

• My Selected Collections is selected, an empty search will return your library-specific collections.
• All Selected Collections is selected, an empty search will return collections in the WorldCat knowledge base.
• Not Selected Collections is selected, an empty search will return all collections not selected by your library.

Use a truncation operator

To search with a truncation operator, use an asterisk (*). For example:

• nature* returns all items starting with "nature"
• LHR* returns all items containing "LHR" in the Collection Name or Collection Type fields

Search by OCLC number, ISBN, or ISSN

To search by OCLC number, ISBN, or ISSN, choose Title from the drop-down list, choose the corresponding Title Index from the drop-down list, enter the number, and click Search.

Search by Provider if searching by Collection is unsuccessful

A knowledge base collection might be available but by a slightly different collection name than you expect. If searching by Collection does not return what you expect, try searching by Provider.

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