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Search for collections in Collection Manager

Use the search field to find collections that you have already created of any collection-type. Alternatively, find collections and providers that are in the global WorldCat knowledge base.

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

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

Search for collections in Collection Manager

Search for a collection

  1. Navigate to the WorldShare interface > Metadata tab > Collection Manager.
  2. Select a Data Type from the drop-down list.

    Collection Manager search scopes

  3. Depending on the Data Type selected above, 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.
    • Not Selected Collections: Search for collections to add to your knowledge base that are not currently selected. This option is only available for the Collection Data Type.
    • See Activity History for information about the available scopes for the Activity History Data Type.
      Collection Manager My Selected Collections
  4. In the Search Term(s) field, enter your terms or leave the field empty.
  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, 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.

Use filters

Perform a search and then filter your search results or return all collections and then filter your results. To return all collections and then filter your search results:

  1. Leave the Search Term(s) field empty.
  2. Change the Scope to one of the below options:
    • 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.
    • Not Selected Collections: Search for collections to add to your knowledge base that are not currently selected. This option is only available for the Collection Data Type.
  3. Click Search.
    Filter
  4. After search results are returned, expand Filter by at the top of the search results.
  5. Select from the drop-down list an option to filter your search results:
    • Cataloging Partner Collections
    • Collections I Created
    • Collections Shared By My Library
    • Collections Shared To My Library
    • Contains Open Access Content
    • Databases (Contains No Titles)
    • Demand Driven Acquisitions Collections
    • Discontinued
    • Document Delivery Collections
    • Google Scholar
    • Knowledge Base Collections
    • Maintain WorldCat Holdings
    • MARC Record Delivery
    • OCLC Cataloged Collections
    • Query Collections

See Activity History for information about searching and using filters for the activity history.

Search results

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

Selected collection types and attributes - Table
Collection type Column Description
Cataloging partner collections, Knowledge base collections, and Query collections 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.

Type / Attributes

The type of collection.

Cataloging partner collection - Available attributes
Attribute Description
MARC Delivery Enabled The collection has the setting to Enable MARC Record Delivery enabled.
MARC Delivery Disabled The collection has the setting to Enable MARC Record Delivery disabled.
Knowledge base collection - Available attributes
Attribute Description
Demand Driven Acquisitions The collection is part of a Demand Driven Acquisitions program where OCLC is working with a feed from the provider to automatically update the collection metadata.
Discontinued The collection is no longer being actively maintained or updated by knowledge base data updates.
Document Delivery The collection is available for user with your library’s document delivery program.
Google Scholar Disabled The titles in the collection are not submitted to Google to create links in Google Scholar.  See Google Scholar for more information.
Google Scholar Enabled The titles in the collection are submitted to Google to create links in Google Scholar.  See Google Scholar for more information.
License(s) Available The collection has licenses available. Click License(s) Available to see the status of the license (current, expired, etc.). For more information, see Edit, renew, or terminate a license.
Locally Created The collection is a custom collection created by your institution.
OCLC Cataloged The collection is cataloged by OCLC staff and made available through Collection Manager by the provider.
Open Access The collection is an open-access collection.
Query collection - Available attributes
Attribute Description
One-time delivery You will receive a file of records for the WorldCat query collection once.
Ongoing delivery You will receive records on an ongoing basis.
Provider The vendor or content provider who supplies the collection. Click a provider name to view all collections supplied by the provider.
Updated The date and time the collection was last updated.
Selections

Indicates whether the collection has been added to your holdings and, if it has, how many titles from the collection are in your holdings.

To remove a cataloging partner collection and/or knowledge base collection from your holdings, click Deselect.

To remove a query collection from your holdings, click Delete.

Sharing Indicates whether you have shared the collection with another institution.

To view the libraries you shared the collection with, click the collection's name. Once you are in the collection, click the Sharing accordion.

Action

Click Add to... 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 Add to... > Purchase Request)

Watch a video

Search for collections (9:21)

This video demonstrates how to search in WorldShare® Collection Manager and use filters to refine your search results.

Search the Activity History

The Activity History in WorldShare Collection Manager applies to knowledge base collections, query collections, and cataloging partner collections. It does not include information about data sync collections.

 Note: Activities are tracked for 90 days.

collection-manager-search-activity-history.png

  1. Navigate to the Metadata tab > Collection Manager.
  2. Select Activity History from the Data Type drop-down menu.
  3. Select the Scope. Options include:
    • My Institution's History: Search across collections that relate to your library.
    • All Institution's History: Search across all institutions' history.
  4. In the Search Term(s) field, enter your terms or leave the field empty to return all Activity History.
  5. Click Search.

Search results will be ordered with the most recent activity first.

Filter Activity History search results

Filters in the Activity History are additive. You can combine filters and drop-down selections.

collection-manager-filter-activity-history.png

  1. Use the Filter by drop-down to select one of the available filter types.
  2. For each Filter by option, select one or more subfilters.
  3. Add a second filter row by using the green plus add icon collection-manager-add-icon.png.
  4. Click Filter to filter the results based on your specifications.

Available Activity History search filters

Find information about the available filters and subfilters and to which collections types they are applicable.

Expand to see all search filters and subfilters
Filter Subfilters Applies to knowledge base collections Applies to query collections Applies to cataloging partner collections More information
Activity Date From [Date] - To [Date]
Collection Activity Collection Created X (local collections only) X X  
Collection Updated X X X  
Collection Deleted X (local collections only) X X  
Collection Selected X (global collections only)      
Collection Deselected X (global collections only)      
Local Collection Promoted to Global Cooperative X (local collections only)     The institution that submits the collection will see activity when they submit a collection, they withdraw it, when OCLC accepts or is unable to accept. The local collection will no longer exist once the collection becomes global. An event will remain.
Collection Type Cataloging Partner Collection        
Knowledge Base - Global        
Knowledge Base - Local        
Query Collection        
Loads & Feeds KBART Upload X     See Knowledge base collection Activity History, KBART Upload 
Provider Data Load X (global collections only)     See Knowledge base collection Activity History, Provider Data Load 
Provider Holdings Feed X (global collections only)     See Knowledge base collection Activity History, Provider Holdings Feed
Alternate Knowledge Base Supplier Holdings File X (global collections only)     See Knowledge base collection Activity History, Alternate Knowledge Base Supplier 
Provider [Dropdown menu of Provider names] X   X  
Settings - Google Scholar Collection Settings - Google Scholar Enabled / Disabled X      
Institution Settings - Google Scholar Enabled / Disabled X      
Settings - MARC Records Collection Settings - MARC Records Enabled / Disabled X X X  
Institution Settings - MARC Records Enabled / Disabled X X X  
Settings - WorldCat Holdings Collection Settings - WorldCat Holdings Enabled / Disabled X   X  
Institution Settings - WorldCat Holdings Enabled / Disabled X   X  
Sharing Activity Share Accepted (by another Institution) X      
Shared By My Library (to another Institution) X      
Shared To My Library (from another Institution) X      

 

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 Cataloging Partner Collections from the Filter by drop-down list.

Search for OCLC cataloged collections

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

Filter for OCLC cataloged collections

  1. In the WorldShare interface, navigate to Metadata > Collection Manager.
  2. Select Collection as the Data Type and All Collections as the Scope.
  3. Leave the search box empty and click Search.
  4. To filter the search results, choose OCLC Cataloged Collections from the drop-down list.

cm-oclc-cataloged.png