Knowledge Base Data

Find information about Knowledge Base Data settings for Knowledge base collections in WorldShare Collection Manager.

Applies to: Knowledge base collections.

Data Sources

About

This setting affects library-specific automated collection feeds and third-party holdings file uploads to your WorldCat knowledge base. It does not affect regular knowledge base updates.

Select from the following options for Data Sources in both the institution settings and in the collection-level settings:

  • Selected data sources only 
    • When selected, data sources appear for selection or deselection. 
    • Selections made here will also be reflected on the Collection Manager home page. Refer to About WorldShare Collection Manager. 
  • Manual upload only

In most situations, OCLC recommends that you leave the default settings selected. Altering the Data Sources settings can interfere with updates from DDA partners and other holdings providers. Libraries typically alter Data Sources settings only when discontinuing particular loading services.

Collection-level Data Sources settings

 Note: Data Sources settings are not available within locally created collections. Likewise, some shared collections with automated holdings feeds might not have Data Sources settings because, depending on how OCLC set up the automated feed, some shared consortial collections behave like locally created collections.

Use collection-level Data Sources settings to discontinue a feed in one or more collections.

Follow these steps:

  1. Use the search box within Collection Manager to search for and navigate to the collection. 
  2. Open the collection and expand Holdings and MARC records. 
  3. For Data Sources, change the setting depending on your desired action:
    • If multiple data sources are populating a collection and you want to disable one or more while preserving others, deselect the appropriate data sources from the list. 
    • If you want to prevent any data source from populating a collection, choose Manual upload only. 

 Caution: Do not deselect the collections. A collection must be in place for this setting to work, even if it has 0 titles. Thus, before removing the collection in its entirety by deselecting it, you must use the Data Sources setting to ensure the feed and the metadata moving through OCLC's system do not populate the collection. You can deselect the collection at a later time.

Institution Data Sources settings

This setting affects library-specific automated collection feeds and third-party holdings file uploads to your WorldCat knowledge base. It does not affect regular knowledge base updates. Data sources can be made more restrictive or disabled in an individual collection's settings.

Libraries rarely change institution Data Sources settings; Use the collection-level Data Sources settings to discontinue automated holdings feeds per collection.

Follow these steps:

  1. Navigate to Institution Settings > Knowledge Base Data > Data Sources.
  2. The default institution setting is All approved data sources. Change the setting to Manual Uploads Only if you want to prevent all data sources from any of your collections.

The Automatic holdings feeds information on the Collection Manager Home screen will update to reflect your collections as manual uploads only. Refer to About WorldShare Collection Manager for more information. 

KB sync

Upload a complete set of knowledge base titles from a third-party knowledge base.

To upload your data to your knowledge base in Collection Manager:

  1. Before you export your data from a third-party service, note the format requirements for uploading your file in WorldShare Collection Manager. The requirements might influence the options you choose in your third-party administrative interface when you export your data.
    See Upload titles from an alternate knowledge base supplier holdings file from Alma, EBSCO, Serials Solutions, or SFX.
  2. To upload your data, use the settings in Institution Settings > Knowledge Base Data > KB sync. FTP/sFTP options are also available.
    See Upload titles from an alternate knowledge base supplier holdings file, Upload your file for more information.

 Caution: To upload titles for a single collection, navigate to the collection and upload your file in the collection's titles accordion. Within a single collection, you have the options to download and upload files to reflect your subscription. See Collection-level settings in knowledge base collections, Titles.