Options for libraries with a CatExpress subscription

1. Create a Collection Manager account

If you need access to Collection Manager (the Metadata tab in the WorldShare interface), follow the steps to Create a Collection Manager account.

2. Explore your options

See how the options below relate to your CatExpress subscription. Follow the links to find instructions.

 Note: Enabling record delivery and enabling WorldCat holdings require separate actions in Collection Manager and each action can be performed independently. This behavior differs from that of the CatExpress application where one action sets a holding in WorldCat and initiates record delivery.

OCLC cataloged collections

MARC records delivered for OCLC cataloged collections will not count against your CatExpress total record budget.

OCLC cataloged collections are knowledge base collections cataloged by OCLC staff and are made available through Collection Manager by the provider. See the how to find OCLC cataloged collections in the WorldShare interface and find a list of providers with OCLC cataloged collections. Click on your provider for instructions:

• OCLC cataloged collections

Query collections

Records for query collections in Collection Manager will not count against your CatExpress total record budget. You can output records for your collection one-time or on an on-going basis. Note: You cannot set WorldCat holdings on query collections.

For additional information and instructions, see:

• Query collections

WorldCat update records

WorldCat update records from Collection Manager will not count against your CatExpress total record budget.

For additional information and instructions, see:

• WorldCat updates

Options that count against your record budget

Knowledge base collections

New records for other knowledge base collections (collections contributed by the provider and not cataloged by OCLC staff) within Collection Manager will count against your CatExpress total record budget.

Only new records count against your total record budget. For additional information and instructions, see:

• Knowledge base collections
• Criteria for new, update and delete records

Cataloging partner collections

Records for cataloging partner collections within Collection Manager will count against your CatExpress total record budget.

For additional information and instructions, see:

• Cataloging partner collections

Data sync collections

Records for titles in data sync collections in Collection Manager will count against your CatExpress total record budget. If you have questions about a reclamation project or an OCLC symbol merge, please contact libservices@oclc.org.

For additional information and instructions, see:

• Data sync collections