Collection Manager allows libraries with an OCLC Cataloging Subscription or CatExpress subscription to set holdings in WorldCat based on titles in their Collection Manager instance. Collection Manager will automatically maintain holdings in WorldCat as titles in dynamic collections are added, deleted, or updated.
By default, the WorldCat Holdings setting is disabled in institution settings. WorldCat Holdings settings are not applicable to query collections or to collection-level settings to create data sync collections in Collection Manager.
To enable holdings maintenance across all of your collections:
- Navigate to Institution Settings > WorldCat Holdings.
- Set Maintain holdings in WorldCat to Yes.
- Now that you have enabled WorldCat Holdings in the institution settings, the setting activates default settings across your collections. Review the list of default collection-level settings:
- Enabled for all collections you have selected or will select from the global WorldCat knowledge base and enabled for knowledge base collections you have created
- Disabled for open-access knowledge base collections
- Enabled for cataloging partner collections you have created or will create. The settings will take effect when you activate your cataloging partner collections. You have the option to use the collection-level setting in cataloging partner collections to delay setting holdings in WorldCat by up to 180 days
- Follow the instructions to change a collection-level WorldCat Holdings setting if needed.
To change a collection-level WorldCat Holdings setting:
- Search for the collection. See Search for collections in Collection Manager.
- Click on the name of the collection to open it and expand the collection-level Holdings accordion.
- Adjust the setting within the collection. The options are:
- Use institution setting (Enabled)
- Disable for this collection
Maintain WorldCat holdings with WorldShare Collection Manager (4:16)
This video demonstrates how to enable the WorldCat Holdings feature in WorldShare Collection Manager. Enabling this feature allows Collection Manager to maintain your library’s holdings in WorldCat for titles that matches the titles in your library’s knowledge base and/or cataloging partner collections.