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OCLC Support

WorldShare Collection Manager Release Notes, August 2024

 

Release Date: August 19th, 2024

Introduction

This release of WorldShare Collection Manager provides an exciting new feature called Record Delivery Templates. This feature will help you manage workflows for how you get bibliographic records delivered to you via Collection Manager.

Record Delivery Templates make more settings configurable at the Collection (vs. Institution) level, such as file format. They also make it easier to apply these settings across multiple Collections.

This enhancement is the direct result of your feedback.

New feature

Record Delivery Templates

Set Collection-level settings for Collections with the same delivery file name

Users will now be able to set delivery options based on a specified file name across multiple collections.  Options included in this new functionality are: file name, format and isolate. The new Record Delivery Templates dialog also makes it easier to see which Collections are included in a given delivery file.  These options will be available on WorldCat knowledge base collections and query collections.

Template Options

  • File name
    • This can be shared between multiple collections.
  • Isolated
    • Files with this file name will be isolated from other files in Collection Manager.  There will be one file produced for all the collections that use the same file name.   Non-isolated files will include information from all other non-isolated collections.  This is the default setting.  See Delivery File Output for more information.
  • Format
    • Users are now able to select a file format based on file name.  Previously, only one record type could be delivered across all file types.  Users are now able to choose a format based on a set of collections under a specific file name.
  • Collections
    • All collections with a specific file name will be listed in this column.  Note, WorldCat Cataloging Partners will be delivered separately regardless of specified file name and their settings will remain the same for file delivery.
  • Actions
    • This column specifies whether or not the file name is in use.  If it is not in use, there will be an option to delete the file name.  The option to add a new file name also appears in this column, at the end of the collection list.

Note: If your library has a large number of file names, it will take some additional time for the template table to load.

 

Record Delivery Templates.png

Support website(s)

Support information for this product and related products can be found at: