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The quality and accuracy of machine translation can vary significantly from one text to another. Read the page in original English <a onclick="goToLanguage('en')">here</a>.</div> <script type="text/javascript">/*<![CDATA[*/ // Determine if machine translation message should be shown function displayMachineTranslationMessage() { // Show if Italian, excluding certain pages if (thisSiteLanguage == 'it' && !document.querySelector('.columbia-page-home')) { document.querySelector('#machine-translation-message').style.display = null; } } displayMachineTranslationMessage();/*]]>*/</script> </div> <div class="mt-content-side"></div> <div id="mt-toc-container" data-title="Table of contents" data-collapsed="true"> <button class="mt-toggle mt-summary-toggle ui-button-icon mt-toggle-expand">Table of contents</button> <div class="mt-toc-content mt-collapsible-section mt-toc-hide"> <ol><li><a href="#Properties" rel="internal">Properties</a><ol><li><a href="#Local_.2F_Global_Toggle" rel="internal">Local / Global Toggle</a></li><li><a href="#Collection_Name" rel="internal">Collection Name</a></li><li><a href="#Collection_ID" rel="internal">Collection ID</a></li><li><a href="#Provider" rel="internal">Provider</a></li><li><a href="#Description" rel="internal">Description</a></li><li><a href="#Data_Version" rel="internal">Data Version</a></li><li><a href="#Created" rel="internal">Created</a></li><li><a href="#Selected" rel="internal">Selected</a></li><li><a href="#Last_Updated" rel="internal">Last Updated</a></li><li><a href="#Notes" rel="internal">Notes</a></li><li><a href="#Attributes" rel="internal">Attributes</a></li></ol></li><li><a href="#Linking" rel="internal">Linking</a><ol><li><a href="#Collection_URL_Formula_(Collection_URL)" rel="internal">Collection URL Formula (Collection URL)</a></li><li><a href="#Calculated_Collection_Link_(Calculated_Link)" rel="internal">Calculated Collection Link (Calculated Link)</a></li><li><a href="#Title_Link_Formula_(Link_Formula)" rel="internal">Title Link Formula (Link Formula)</a></li><li><a href="#Sample_Title_Link_(Calculated_Link)" rel="internal">Sample Title Link (Calculated Link)</a></li><li><a href="#Database_Linking_Key" rel="internal">Database Linking Key</a></li><li><a href="#Link_Scheme" rel="internal">Link Scheme</a></li><li><a href="#Provider_setting_or_linking_ID" rel="internal">Provider setting or linking ID</a></li><li><a href="#Use_Proxy" rel="internal">Use Proxy</a></li><li><a href="#OPAC_Linking" rel="internal">OPAC Linking</a></li></ol></li><li><a href="#Holdings_and_MARC_Records" rel="internal">Holdings and MARC Records</a><ol><li><a href="#Maintain_WorldCat_Holdings" rel="internal">Maintain WorldCat Holdings</a></li><li><a href="#Data_Sources" rel="internal">Data Sources</a><ol><li><a href="#About" rel="internal">About</a></li><li><a href="#Collection-level_Data_Sources_settings" rel="internal">Collection-level Data Sources settings</a></li><li><a href="#Institution_Data_Sources_settings" rel="internal">Institution Data Sources settings</a></li></ol></li><li><a href="#ILL_allowed_.26_Instructions" rel="internal">ILL allowed & Instructions</a></li><li><a href="#Export_to_Google_Scholar" rel="internal">Export to Google Scholar</a></li><li><a href="#Enable_MARC_Record_Delivery" rel="internal">Enable MARC Record Delivery</a><ol><li><a href="#Customize_Records" rel="internal">Customize Records</a><ol><li><a href="#Local_Bibliographic_Data" rel="internal">Local Bibliographic Data</a></li><li><a href="#Local_Holdings_Records" rel="internal">Local Holdings Records</a></li><li><a href="#OCLC_Symbols_(for_LHRs_and_local_bibliographic_data)" rel="internal">OCLC Symbols (for LHRs and local bibliographic data)</a></li><li><a href="#MARC_Custom_Text" rel="internal">MARC Custom Text</a></li></ol></li><li><a href="#Record_Delivery" rel="internal">Record Delivery</a><ol><li><a href="#Delivery_Frequency" rel="internal">Delivery Frequency</a></li><li><a href="#Subsequent_Record_Output" rel="internal">Subsequent Record Output</a></li><li><a href="#Delivery_File_Output" rel="internal">Delivery File Output</a><ol><li><a href="#Deliver_records_for_this_collection_in_a_separate_file" rel="internal">Deliver records for this collection in a separate file</a></li></ol></li><li><a href="#WorldCat_Holdings" rel="internal">WorldCat Holdings</a></li></ol></li></ol></li></ol></li><li><a href="#Sharing" rel="internal">Sharing</a></li><li><a href="#Titles" rel="internal">Titles</a><ol><li><a href="#Add_a_Global_Title" rel="internal">Add a Global Title</a></li><li><a href="#Add_a_Local_Title" rel="internal">Add a Local Title</a><ol><li><a href="#Create_a_Title" rel="internal">Create a Title</a></li><li><a href="#Create_Using_OCLC_Number_to_Pre-fill" rel="internal">Create Using OCLC Number to Pre-fill</a></li></ol></li><li><a href="#Auto_Select_Titles" rel="internal">Auto Select Titles</a></li></ol></li><li><a href="#Collection_History" rel="internal">Collection History</a></li><li><a href="#Title_History" rel="internal">Title History</a></li><li><a href="#Collection_Actions" rel="internal">Collection Actions</a><ol><li><a href="#Deselect_Collection" rel="internal">Deselect Collection</a></li><li><a href="#Delete_Collection" rel="internal">Delete Collection</a></li><li><a href="#Promote_Collection_to_Global_Knowledge_Base" rel="internal">Promote Collection to Global Knowledge Base</a></li><li><a href="#Download_Titles_in_This_Collection" rel="internal">Download Titles in This Collection</a><ol><li><a href="#Choose_a_download_Scope" rel="internal">Choose a download Scope</a><ol><li><a href="#Open_your_.txt_file_as_a_KBART_spreadsheet" rel="internal">Open your .txt file as a KBART spreadsheet</a></li></ol></li><li><a href="#Save_your_file" rel="internal">Save your file</a></li></ol></li><li><a href="#Upload_Titles_to_This_Collection" rel="internal">Upload Titles to This Collection</a><ol><li><a href="#Choose_an_upload_Scope" rel="internal">Choose an upload Scope</a></li></ol></li></ol></li></ol> </div> </div> <div id="page-top"> <div id="topic"> <div id="pageText"> <div class="mt-page-summary"><div class="mt-page-overview">Find a list and descriptions of the collection-level settings you will see when you create a knowledge base collection.</div></div> <div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_1"><span id="Properties"></span><h2 class="editable"><a id="KBProperties" name="KBProperties"></a>Properties</h2> <div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_2"><span id="Local_.2F_Global_Toggle"></span><h3 class="editable">Local / Global Toggle</h3> <p>These buttons toggle the view between the user’s local copy of the collection and the global version of the collection. The local view shows any changes from the global collection that users have made. The global view shows the state of the collection as maintained by the knowledge base or the parent institution (in the case of shared collections). The global view is non-editable.</p> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_3"><span id="Collection_Name"></span><h3 class="editable">Collection Name</h3> <p>This is a required field. The corresponding column in the KBART file is "oclc_collection_name." Collection names may include special characters; however, users should keep in mind that searching for names with special characters might not work since some special characters in the search field are reserved for commands.</p> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_4"><span id="Collection_ID"></span><h3 class="editable">Collection ID</h3> <p>This is a required field and must contain a unique value. The corresponding KBART file column is "oclc_collection_id."</p> <p>When you create a knowledge base collection, the system automatically suggests the next consecutive, unique value. However, you can edit the value to one that has not been used before. You can reuse a Collection ID, but only if it is no longer being used for a collection.</p> <p>All locally created/private collections must have a Collection ID that:</p> <ul> <li>Starts with the word "customer"</li> <li>Follows the format: customer.[regid].[unique value]. For example: customer.91475.1</li> </ul> <p>The Collection ID for every collection must be unique to you even if you share/accept a shared collection. If you accept a shared collection with a specific Collection ID, for example, <b>ebl.ebooks</b>, you cannot also have a local collection with that ID. Thus, consortia often create collections they wish to share as local/private collections and use the format in the example above for the Collection ID.</p> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_5"><span id="Provider"></span><h3 class="editable">Provider</h3> <p>The provider, publisher, or aggregator of the collection.</p> <p>When you create a knowledge base collection, you have the option to complete the Provider field. If your provider is not already in the WorldCat knowledge base, you can create a custom provider so that the provider will be available in your local knowledge base. Your custom provider (for example, "My University") will be searchable content in Collection Manager. You will be able to sort this provider among the other WorldCat knowledge base providers when you elevate links from a specific provider for WorldCat Discovery.</p> <p><span class="mt-icon-info2"> </span>Note: Create local collections per provider for linking consistency. Including titles from multiple providers in a single locally created collection is not recommended. </p> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_6"><span id="Description"></span><h3 class="editable">Description</h3> <p>Use this field to add a basic description of the collection. It will display at the collection level in the A-Z list.</p> <p>A collection-level Public note will also display in the A-Z list. For titles within the collection, the collection-level Public note will display in the WorldCat Discovery interface but the Description will not.</p> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_7"><span id="Data_Version"></span><h3 class="editable">Data Version</h3> <p>This field shows the data release number corresponding to the most recent global <a title="WorldCat knowledge base data updates" href="https://help.oclc.org/Metadata_Services/WorldShare_Collection_Manager/WorldCat_knowledge_base_data_updates" rel="internal">WorldCat knowledge base data updates</a>.</p> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_8"><span id="Created"></span><h3 class="editable">Created</h3> <p>This field shows a time stamp indicating when the collection was created.</p> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_9"><span id="Selected"></span><h3 class="editable">Selected</h3> <p>This field shows a time stamp indicating when the collection was selected.<a id="KnowledgeBaseNotes" name="KnowledgeBaseNotes"></a></p> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_10"><span id="Last_Updated"></span><h3 class="editable">Last Updated</h3> <p>This field shows a time stamp indicating when either the user or the global data update last updated the collection in any way. In the local view, the time stamp will reflect changes made by users. In the global view, the time stamp will reflect the last time OCLC loaded data to that collection.</p> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_11"><span id="Notes"></span><h3 class="editable">Notes</h3> <p>You can add a collection-level note in Collection Manager for public display and/or for display only in the collection when viewed in the WorldShare interface for staff.</p> <p><span class="mt-icon-info2"> </span>Note: Public and staff collection-level notes have a 1024 character limit.</p> <p><strong>Collection Note</strong>:</p> <p>Use this field to create notes you want exposed to patrons.</p> <ul> <li value="1">The collection-level Public note will be displayed in your WorldCat Discovery A-Z list. For titles within the collection, the collection-level Public note will display in the WorldCat Discovery interface along with the title-level notes.</li> <li value="2">OCLC's OpenURL <b>link resolver</b> application references this field.</li> <li value="3">You have the option in Collection Manager to output records and to customize the records to include your collection-level note in the 740$a or in any field/subfield you desire. To map the collection-level note to your records, map the value Collection Level Data - Public Note in the <a title="MARC Records Institution Settings" href="https://help.oclc.org/Metadata_Services/WorldShare_Collection_Manager/MARC_Records/010MARC_Records_Institution_Settings#MARCRecordsCustomizeRecords" rel="internal">Customize Records</a> tab.</li> <li>License Manager libraries can <a title="Display public notes in WorldCat Discovery about a resource's terms of use" href="https://help.oclc.org/Library_Management/WorldShare_License_Manager/Represent_your_eresources/Display_Terms_of_Use_in_WorldCat_Discovery" rel="internal">create a template to manage collection-level notes in an automated way</a>.</li> </ul> <p><strong>Staff Note</strong>:</p> <p>Use this field for private notes that you want to be restricted to staff responsible for managing your collections. These notes will not be visible publicly and will only display in the Collection Manager interface.</p> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_12"><span id="Attributes"></span><h3 class="editable">Attributes</h3> <p>These are settings used to define the type of collection and are sometimes used by the system for filtering.</p> <ul> <li value="1"><b>Demand Driven Acquisition:</b></li> </ul> <p>This collection type indicates that 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. See the <a title="Providers and contacts for automatic collection loading" href="https://help.oclc.org/Metadata_Services/WorldShare_Collection_Manager/Use_Collection_Manager_for_content_from_a_specific_provider/Providers_and_contacts_for_automatic_collection_loading" rel="internal">Providers and contacts for automatic collection loading</a> to initiate automatic loading page for more information. You may also use this setting to describe local collections you create.</p> <ul> <li value="1"><b>Discontinued:</b></li> </ul> <p>This collection type indicates that the collection is no longer being actively maintained or updated by knowledge base data updates. Collections are discontinued for a number of reasons, most often because the provider has indicated that the collection is no longer being updated or made available to users in the form described by the knowledge base collection. Some examples of this include when a platform change occurs or when duplicate collections exist because of other provider changes.</p> <ul> <li value="1"><b>Document Delivery:</b></li> </ul> <p>This demarcation indicates whether the collection is available for use with your library’s document delivery program. You can select this demarcation to describe locally made custom collections.</p> <ul> <li value="1"><b>Open Access:<a id="KnowledgeBaseLinking" name="KnowledgeBaseLinking"></a></b></li> </ul> <p>This collection type defines whether or not the collection is an open-access collection. This is a type that users may use to describe locally made, custom collections (that are not part of the global WorldCat knowledge base).</p> <p>For more information on how to add open access collections see <a title="Add open access content" href="https://help.oclc.org/Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/Choose_a_method_to_add_or_create_a_knowledge_base_collection/Add_open_access_content" rel="internal">Add open access content</a>.</p> </div></div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_13"><span id="Linking"></span><h2 class="editable">Linking</h2> <div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_14"><span id="Collection_URL_Formula_(Collection_URL)"></span><h3 class="editable">Collection URL Formula (Collection URL)</h3> <p>This field represents a link to a representation of the collection from the vendor. It is also a calculated field that adds proxy information to your proxy configuration. For more information, see <a title="Proxy and Authentication" href="https://help.oclc.org/Metadata_Services/WorldShare_Collection_Manager/Institution_settings/050Proxy_and_Authentication" rel="internal">Proxy and Authentication</a>.</p> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_15"><span id="Calculated_Collection_Link_(Calculated_Link)"></span><h3 class="editable">Calculated Collection Link (Calculated Link)</h3> <p>This field displays the collection URL calculated using the collection URL formula and information from your proxy configuration.</p> <p>See the <a title="Proxy and Authentication" href="https://help.oclc.org/Metadata_Services/WorldShare_Collection_Manager/Institution_settings/050Proxy_and_Authentication" rel="internal">Proxy and Authentication</a> for more information.</p> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_16"><span id="Title_Link_Formula_(Link_Formula)"></span><h3 class="editable">Title Link Formula (Link Formula)</h3> <p>This field is used to construct title-level links when a provider does not provide direct title links in their KB data or if the provider requires a provider or library-specific setting in their URL.</p> <p>This field may pull information from other KB settings such as proxy configuration, provider-specific settings, link scheme, database linking keys, linking keys, journal linking keys, or override fields. </p> <p>Title Link Formula placeholders:</p> <ul> <li>[[localstem]]: proxy prefix (if enabled)</li> <li>[[url]]: Title URL from individual Title listing, pull link directly from Title_URL field in KBART</li> <li>[[jKey]]: Journal Linking Key from individual Title listing</li> <li>[[bKey]]: Book Linking Key from individual Title listing</li> <li>[[ISSN]]: ISSN from individual Title listing</li> <li>[[eISSN]]: eISSN from individual Title listing</li> <li>[[ISBN]]: ISBN from individual Title listing</li> <li>[[Title]]: Title from individual Title listing</li> <li>[[dbKey]]: Database Linking Key from Linking section</li> <li>The provider-specific settings from<a title="Provider Settings" href="https://help.oclc.org/Metadata_Services/WorldShare_Collection_Manager/Institution_settings/060Provider_Settings" rel="internal"> Institutional Settings > Provider Settings</a>.</li> </ul> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_17"><span id="Sample_Title_Link_(Calculated_Link)"></span><h3 class="editable">Sample Title Link (Calculated Link)</h3> <p>This field displays a sample title URL calculated using the title link formula including information from other setting fields.<a id="KBLinkScheme" name="KBLinkScheme"></a></p> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_18"><span id="Database_Linking_Key"></span><h3 class="editable">Database Linking Key</h3> <p>This field is used to include a database identifier (given to a user by the provider) in links, when the provider requires that a link indicate which collection a library has turned on. This key may be used in title-level links and/or article-level links.</p> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_19"><span id="Link_Scheme"></span><h3 class="editable">Link Scheme</h3> <p>This value instructs how the application creates article links for a particular record or set of records. It corresponds to the oclc_linkscheme column in the KBART file.</p> <p>The link scheme value is represented in collection-level settings.</p> <p>Libraries can override the link scheme value in the title-level settings. For detailed instructions see <a title="https://oclc-prod.mindtouch.us/WorldShare_Collection_Manager/Choose_your_Collection_Manager_workflow/Knowledge_base_collections/Collection_and_title-level_settings_in_knowledge_base_collections/Link_scheme_values_and_overrides" href="https://help.oclc.org/Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/Maintain_your_knowledge_base_collections/Link_scheme_values_and_overrides" rel="internal">Link scheme values and overrides</a>.</p> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_20"><span id="Provider_setting_or_linking_ID"></span><h3 class="editable">Provider setting or linking ID</h3> <p>This field is only visible in collections from providers that require linking IDs. In other words, it only appears in collections from providers listed in <strong>Institution </strong><strong>Settings > Provider Settings</strong>. The field in your collection uses the name your provider uses for the ID. It will be called a Library ID, Customer ID, or something else.<br /> <br /> Collections from certain providers require library-specific linking IDs assigned by the provider in order for links to resolve to full-text. If, for a specific collection from a provider, you need to override the linking ID you have at the institutional level, enter it in this field.</p> <p>Find more information about <a title="Provider Settings" href="https://help.oclc.org/Metadata_Services/WorldShare_Collection_Manager/Institution_settings/060Provider_Settings" rel="internal">Institutional Settings > Provider Settings</a>.</p> <p><strong>Example situation for entering an override ID is this field:</strong></p> <p>A library has access both to a library-specific collection and to a consortial version of a collection that is shared with their knowledge base. They are using their library-specific linking ID in <strong>Institution </strong><strong>Settings > Provider Settings</strong>. Within the consortial collection, they have overridden that ID by entering the ID for the consortial collection within the collection-level settings. Links from items from either collection will resolve correctly:</p> <p class="mt-indent-1">Example 1:</p> <p class="mt-indent-2">http://[<span class="mt-bgcolor-ffffcc">ID from Provider Settings</span>].provider.com/patron/FullRecord.aspx?p=[12345]</p> <p class="mt-indent-2">http://[<span class="mt-bgcolor-ffffcc">Override ID from collection-level settings</span>].provider.com/patron/FullRecord.aspx?p=[12345]<a id="KBUseProxy" name="KBUseProxy"></a></p> <p class="mt-indent-1">Example 2:</p> <p class="mt-indent-2">https://eboookcentral.proquest.com/lib/[<span class="mt-bgcolor-ffffcc">ID from Provider Settings</span>].detail.action?docID=[6789]</p> <p class="mt-indent-2">https://eboookcentral.proquest.com/lib/[<span class="mt-bgcolor-ffffcc">Override ID from collection-level settings</span>].detail.action?docID=[6789]</p> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_21"><span id="Use_Proxy"></span><h3 class="editable">Use Proxy</h3> <p>By default, collections will use the proxy information you have included at the institution level. If you need to override the proxy settings for a specific collection, use the settings under Use Proxy.</p> <p><strong>Leave the default setting or select an alternative setting:</strong></p> <table class="mt-responsive-table"> <tbody> <tr> <td class="mt-noheading mt-column-width-20">Use institutional setting (default)</td> <td class="mt-noheading mt-column-width-75"> <p>If this setting is selected, you will see your current institutional setting listed (Proxy is set for EZproxy, Proxy is set for III WAM proxy, or No proxy is set) along with a link to the settings in <strong>Institution</strong> <strong>Settings > Proxy and Authentication</strong>:<a id="KBOPACLinking" name="KBOPACLinking"></a></p> </td> </tr> <tr> <td class="mt-noheading mt-column-width-20">Override for this collection</td> <td class="mt-noheading mt-column-width-75"> <p>Choose this setting if you wish to override the institution setting for this collection. Select your proxy service and enter your information.</p> <p class="mt-indent-1">EZproxy users:</p> <ul> <li class="mt-indent-1">Enter your <strong>Base </strong><strong>URL</strong>. Example of a EZproxy base URL: http://ezproxy.oclc.org/login?url=</li> </ul> <p class="mt-indent-1">III WAM Proxy users:</p> <ul> <li class="mt-indent-1">Enter the <strong>Hostname</strong>. Example of a III WAM Proxy hostname: sys.lib.proxy.edu</li> </ul> <p><span class="mt-icon-warning"> Caution: Do not include a space after the Base URL.</span></p> </td> </tr> <tr> <td class="mt-noheading mt-column-width-20">No proxy needed</td> <td class="mt-noheading mt-column-width-75">Choose this setting within a collection if you want the system to generate links for your discovery interface and/or for MARC records without your proxy information.</td> </tr> </tbody> </table> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_22"><span id="OPAC_Linking"></span><h3 class="editable">OPAC Linking</h3> <p>This setting is available only in locally created collections (custom collections that you create). It allows you to choose how you want to enter links for your print serials.</p> <ul> <li>Manual (default) - Choosing Manual will allow you to enter a URL for each title in your knowledge base. By default this is set to Manual for local collections</li> <li>From WorldCat Registry - Choosing From WorldCat registry will automatically create URLs based on the Online Public Access Catalog (OPAC) information entered for your library in OCLC Service Configuration, WorldCat Registry > Online Catalog</li> </ul> <p>If you are going to promote your local collection to a global collection so that it can be cooperatively managed, leave "Manual" selected. Once the collection becomes a global collection, the setting will no longer be available. If "From WorldCat Registry" is selected at that time, libraries that select the global collection will be unable to change it to "Manual."</p> </div></div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_23"><span id="Holdings_and_MARC_Records"></span><h2 class="editable">Holdings and MARC Records</h2> <div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_24"><span id="Maintain_WorldCat_Holdings"></span><h3 class="editable">Maintain WorldCat Holdings</h3> <p>WorldCat holdings must be enabled in the institution settings in order for the collection-level setting to maintain WorldCat holdings to appear. For information on how to enable holdings at the institution level, see <a title="WorldCat Holdings" href="https://help.oclc.org/Metadata_Services/WorldShare_Collection_Manager/Institution_settings/040WorldCat_Holdings" rel="internal">WorldCat Holdings</a>.</p> <p>Options:</p> <ul> <li>Use institution setting (default)*</li> <li>Disable or delete for this collection</li> </ul> <p>*Open-access collections are disabled by default.</p> <p>Select the default audience level for knowledge base collections. From the <strong><strong>Holding Audience Level</strong></strong> drop-down, select one of the following options:</p> <ul> <li><strong>Use institution setting</strong> (default): Refer to <a title="WorldCat Holdings" href="https://help.oclc.org/Metadata_Services/WorldShare_Collection_Manager/Institution_settings/040WorldCat_Holdings" rel="internal">WorldCat Holdings</a> for information about the institution setting.</li> <li><strong>Override</strong>: Select from one of the following for the collection. <ul> <li><strong><strong>All Users</strong></strong>: Display to everyone using WorldCat.</li> <li><strong><strong>My Library Users</strong></strong>: Display to everyone within my instance of WorldCat Discovery</li> <li><strong><strong>My Authenticated Users</strong></strong>: Display to library staff and users who have logged in with their WorldCat Discovery credentials or are recognized by IP address</li> <li><strong><strong>My Library staff</strong></strong>: Display to library staff in the WorldShare user interface and when authenticated as staff in WorldCat Discovery</li> </ul> </li> </ul> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_25"><span id="Data_Sources"></span><h3 class="editable">Data Sources</h3> <div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_26"><span id="About"></span><h4 class="editable">About</h4> <p>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.</p> <p>You have the following options for Data Sources in both the institution settings and in the collection-level settings:</p> <ul> <li value="1"><strong>All approved data sources </strong>(default)</li> <li value="3"><strong>Manual upload only</strong></li> </ul> <p>In the collection-level settings, you have the additional option of <strong>Selected data sources only</strong>.  If you select this option, data sources appear so you can select or deselect them.</p> <div class="highlight-box"> <p>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.</p> </div> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_27"><span id="Collection-level_Data_Sources_settings"></span><h4 class="editable">Collection-level Data Sources settings</h4> <p><span class="mt-icon-info2"> </span>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.</p> <ul> </ul> <p>Use collection-level Data Sources settings to discontinue a feed in one or more collections.</p> <p>Follow these steps:</p> <p><strong>I. Make sure the default setting is selected in the institution settings:</strong></p> <ol start="1" style="list-style-type: decimal;"> <li>Navigate to <strong>Institution </strong><b>Settings > Knowledge Base Data > Data Sources</b>.</li> <li>Make sure the default institution setting, <strong>All approved data sources</strong>, is selected.</li> </ol> <p><strong>II. Configure collection-level settings:</strong></p> <ol start="3"> <li>Use the search box within Collection Manager to search for and navigate to the collection.</li> <li>Open the collection and expand <strong>Holdings and MARC records</strong>.</li> <li>For <strong>Data Sources</strong>, the default collection-level setting is <b>All approved data sources</b>. Change the setting depending on your desired action: <ul> <li>If multiple data sources are populating a collection and you want to disable one or more while preserving others, choose <b>Selected data sources only</b>. A list of data sources will appear. Uncheck the options you do not want to populate the collection.</li> <li>If you want to prevent any data source from populating a collection, choose <b>Manual upload only</b>.</li> </ul> </li> </ol> <div class="highlight-box"> <p><span class="mt-icon-warning"> Caution:</span> 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 does not populate the collection. You can deselect the collection at a later time.</p> </div> <p><strong>III. Notify OCLC Support:</strong></p> <ol start="6"> <li>If you are discontinuing a feed, contact <a class="internal" href="https://help.oclc.org/Librarian_Toolbox/Contact_OCLC_Support/Contact_OCLC_Support_in_your_region" rel="internal">OCLC Support</a> to let us know you do not what the automated feed. For example:</li> </ol> <p class="mt-indent-1">OCLC Support,</p> <p class="mt-indent-1">Please stop the automated holdings feed for my knowledge base collection in Collection Manager.</p> <ul> <li class="mt-indent-1">Collection Name and/or Collection ID:</li> <li class="mt-indent-1">My institution's registry ID or WorldShare URL:</li> </ul> <p class="mt-indent-1">Thank you.</p> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_28"><span id="Institution_Data_Sources_settings"></span><h4 class="editable">Institution Data Sources settings</h4> <p>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.</p> <p>Libraries rarely change institution Data Sources settings; Use the collection-level Data Sources settings to discontinue automated holdings feeds.</p> <p>Follow these steps:</p> <ol> <li value="1">Navigate to <strong>Institution </strong><strong>Settings > Knowledge Base Data > Data Sources</strong>.<a id="KnowledgeBaseILLAllowed%26Instructions" name="KnowledgeBaseILLAllowed%26Instructions"></a></li> <li value="2">The default institution setting is <b>All approved data sources</b>. Change the default setting to <strong>Manual Uploads Only</strong> if you want to prevent all data sources from any of your collections.</li> <li>If you are discontinuing a feed, contact <a class="internal" href="https://help.oclc.org/Librarian_Toolbox/Contact_OCLC_Support/Contact_OCLC_Support_in_your_region" rel="internal">OCLC Support</a> to let us know you do not want the automated feed.</li> </ol> </div></div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_29"><span id="ILL_allowed_.26_Instructions"></span><h3 class="editable">ILL allowed & Instructions</h3> <p>For use by WorldShare Interlibrary Loan (WSILL) libraries without a License Manager subscription.</p> <p>You have the following options for Ill allowed:</p> <ul> <li>Yes</li> <li>No (default)</li> </ul> <p>If you select yes, choose lending instructions from the instructions drop-down list.</p> <p>If you select no, see <a title="How to deflect lending requests (knowledge base collections)" href="https://help.oclc.org/Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/Use_collection_data_with_other_services/How_to_deflect_lending_requests_knowledge_base_collections" rel="internal">How to deflect lending requests (knowledge base collections)</a> for details on setting up a deflection policy based on this setting.</p> <p class="sl_swap" id="cm_kb_collection_level_settings1"><img alt="Ill allowed" class="internal default" style="" loading="lazy" src="https://help.oclc.org/@api/deki/files/1575/knowledge-base-ill-allowed-yes.png?revision=3" /></p> <p>This feature is only visible to Collection Manager users without access to WorldShare License Manager.</p> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_30"><span id="Export_to_Google_Scholar"></span><h3 class="editable">Export to Google Scholar</h3> <p>See our <a title="Proxy and Authentication" href="https://help.oclc.org/Metadata_Services/WorldShare_Collection_Manager/Institution_settings/050Proxy_and_Authentication#CMGoogleScholar" rel="internal">Google Scholar</a> page for information related to both institution and collection-level settings.</p> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_31"><span id="Enable_MARC_Record_Delivery"></span><h3 class="editable">Enable MARC Record Delivery</h3> <p><span class="mt-icon-warning"> Caution:</span> The collection-level MARC record delivery options will not be available until you enable MARC record delivery in the institution settings.</p> <ul> <li>Use institution setting: Your institution settings will be displayed here</li> <li>Disable for this collection (default)</li> </ul> <p>After you enable record delivery in the collection, you will see the following tabs of settings:</p> <ul> <li>Customize Records</li> <li>Record Delivery</li> </ul> <div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_32"><span id="Customize_Records"></span><h4 class="editable">Customize Records</h4> <p>Customize the information included in the output of MARC records for an individual collection.</p> <div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_33"><span id="Local_Bibliographic_Data"></span><h5 class="editable">Local Bibliographic Data</h5> <p>Leave the default setting or override institution settings for LBD. Settings:</p> <ul> <li>Use institution setting (default)</li> <li>Disable for this collection</li> </ul> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_34"><span id="Local_Holdings_Records"></span><h5 class="editable">Local Holdings Records</h5> <p>Leave the default setting or override institution settings for LHRs. Settings:</p> <ul> <li>Use institution setting (default)</li> <li>Disable for this collection</li> </ul> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_35"><span id="OCLC_Symbols_(for_LHRs_and_local_bibliographic_data)"></span><h5 class="editable">OCLC Symbols (for LHRs and local bibliographic data)<a id="KBMARCCustomText" name="KBMARCCustomText"></a></h5> <p>Leave the default setting or override the OCLC symbols you included at the institution level for LHRs and/or Local Bibliographic Data. Settings:</p> <ul> <li>Use institution setting (default)</li> <li>Use these OCLC symbols for LHRs and local bibliographic data</li> </ul> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_36"><span id="MARC_Custom_Text"></span><h5 class="editable">MARC Custom Text</h5> <p>If you mapped custom text to your records in the Customize Records tab, add collection-level text in the corresponding field(s).</p> <p class="sl_swap" id="cm_kb_collection_level_settings2"><img class="internal default" style="" alt="collection-manager-custom-text.png" loading="lazy" src="https://help.oclc.org/@api/deki/files/1339/collection-manager-custom-text.png?revision=4" /></p> <p>If desired, use the <strong>Define Custom Text Labels</strong> button to change the text label from "Custom Text 1" to something more meaningful. See <a title="Collection Custom Text" href="https://help.oclc.org/Metadata_Services/WorldShare_Collection_Manager/MARC_Records/Collection_Custom_Text" rel="internal">Collection Custom Text</a> for more information.</p> </div></div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_37"><span id="Record_Delivery"></span><h4 class="editable">Record Delivery</h4> <div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_38"><span id="Delivery_Frequency"></span><h5 class="editable">Delivery Frequency</h5> <p>Leave the default setting or override the institution setting for Delivery Frequency. Settings:</p> <ul> <li>Use institution setting (default)</li> <li>Specify delivery frequency for this collection. Settings:  <ul> <li>Daily (default)</li> <li>Weekly</li> <li>Monthly</li> <li>Quarterly</li> </ul> </li> </ul> <p>If the same item/OCLC number is in multiple collections and the collections are set to different delivery frequencies, you could get the same record multiple times.</p> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_39"><span id="Subsequent_Record_Output"></span><h5 class="editable">Subsequent Record Output</h5> <p>Change the default setting if you want a complete set of records with every delivery. Settings:</p> <ul> <li value="1">Include only records with changes (updated, added or deleted) after initial delivery (default) <ul> <li>This setting is selected by default. After your first delivery of records, you will receive new, updated, and delete records that reflect changes to titles and collection data.</li> </ul> </li> <li value="2">Include a complete set of records with every delivery <ul> <li>This setting is available for libraries that would like to receive both records with changes and records for titles that have not changed each time records are delivered. <ul> <li><a id="KBDeliveryFileOutput" name="KBDeliveryFileOutput"></a>Records will be received in New, Updates, and Deletes files.  Records for titles/OCLC numbers that have previously been delivered will appear in an Updates file with each delivery, even if there were no changes to the records. A separate file of new records will include titles added to collections that have not previously been delivered via WorldShare Collection Manager. Additionally, a separate file of deleted records may also be delivered for titles to which you no longer have access. <ul> <li>Please see the <a title="Criteria for new, update and delete records" href="https://help.oclc.org/Metadata_Services/WorldShare_Collection_Manager/Understand_record_processing/Criteria_for_new_update_delete_and_merged_records" rel="internal">Criteria for new, update, and delete records</a> for additional information.</li> </ul> </li> </ul> </li> </ul> </li> </ul> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_40"><span id="Delivery_File_Output"></span><h5 class="editable">Delivery File Output</h5> <p>Set delivery options based on a specified file name across one or multiple collections using the Record Delivery Templates dialog.  </p> <p>Under Delivery File Output, select the <strong>Change </strong>button to deliver records for this collection in a separate file.  From the resulting Record Delivery Templates screen, select one of the following options</p> <ul> <li value="1">Deliver records for this collection in the same file as other collections (default) <ul> <li>All records for this collection will be output in the same files (New, Updates, and Deletes files) along with records from other collections.</li> </ul> </li> <li value="2">Deliver records for this collection in a separate file</li> </ul> <div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_41"><span id="Deliver_records_for_this_collection_in_a_separate_file"></span><h6 class="editable">Deliver records for this collection in a separate file</h6> <p>If you select <strong>Deliver records for this collection in a separate file</strong>, you will be able to specify a file name that already exists or enter a new file name in which to deliver records using the Record Delivery Template. </p> <ul> <li>Collection Manager will output the records from the collection in a separate file and include the file name you entered between the time stamp and the file extension. <a id="KnowledgeBaseGroupRecordsMultipleCollections" name="KnowledgeBaseGroupRecordsMultipleCollections"></a>Example where [<strong>XXX</strong>] represents your library symbol:</li> <li class="mt-indent-1">metacoll.[<strong>XXX</strong>].new.D20160214.T210512.[<b>YourFileName</b>].1.mrc</li> </ul> <p><span class="mt-icon-info2"> </span>Note: If your library has a large number of file names, it will take some additional time for the template table to load.</p> <p class="sl_swap" id="cm_kb_collection_level_settings3"><img class="internal default" alt="collection_manager_record_deliver_templates.png" loading="lazy" src="https://help.oclc.org/@api/deki/files/16994/collection_manager_record_deliver_templates.png?revision=1" /></p> <p><strong>Template options:</strong></p> <table class="mt-responsive-table"> <thead> <tr> <th class="mt-column-width-20" scope="col">Column</th> <th class="mt-column-width-80" scope="col">Description</th> </tr> </thead> <tbody> <tr> <td class="mt-column-width-20" data-th="Column"><strong>File name</strong></td> <td class="mt-column-width-80" data-th="Description"> <p>Enter the file name for delivery. This can be shared between multiple collections. </p> <ul> <li>Limit of 25 alphanumeric characters.</li> </ul> <p>You have the option to group records from more than one collection in the same file by selecting the same file name for each collection.</p> <ul> <li>For example, if you have a DDA collection and a purchased collection, you could select the file name "DDAandPurchased" within both collections resulting in records from those two collections output together in the same files. <ul> <li>You will get a single file separate from files for your other collections. The file will contain records from both collections. Records/titles within the file will be distinguishable by collection name, collection ID, and collection notes or custom text (if you choose to map notes or custom text to your records).</li> </ul> </li> </ul> </td> </tr> <tr> <td class="mt-column-width-20" data-th="Column"><strong>Isolated</strong></td> <td class="mt-column-width-80" data-th="Description"> <p>Files with this selected 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. Titles in non-isolated files will include information from all collections using non-isolated files, regardless of the file name. </p> <p>By default, <strong>Isolated</strong> is not selected.</p> <p>Isolating the collection is beneficial if one of the following statements is true for you. </p> <ul> <li value="1">Your ILS requires that records for electronic resources contain a single URL even when a title is available in multiple collections. In other words, select the option to isolate the collection if you want records to only contain the URL from their collection even though you might have the title in multiple knowledge base collections in Collection Manager.</li> <li value="2">You are using query collections in Collection Manager to output records for multiple libraries with unique WorldCat holding symbols. If you are from a consortia with multiple query collections set up to output records based on holdings for each institution, you can select the option to isolate your collections so that when a single library adds or deletes a holding in WorldCat, a New or Delete record will be delivered based on the activity of a single collection.</li> <li>You are running multiple query collections on your institution's holdings and do not want to receive multiple MARC record files from your collection delivery.</li> </ul> <p>The option is available in knowledge base collections in Collection Manager and in query collections with ongoing delivery in Collection Manager.</p> <p>With this setting unselected:</p> <ul> <li>Collection Manager will deliver multiple URLs in a single record for a knowledge base title.</li> <li>When an item’s holding is removed from within a collection, Collection Manager will deliver an Update record if the item’s holding is still set in other collections. Collection Manager will deliver a Delete record only when an item’s holding is removed and no other holdings are set on the item.</li> </ul> <dl class="expand-list"> </dl> </td> </tr> <tr> <td class="mt-column-width-20" data-th="Column"><strong>Format</strong></td> <td class="mt-column-width-80" data-th="Description">Users are now able to select a file format based on the 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.</td> </tr> <tr> <td class="mt-column-width-20" data-th="Column"><strong>Collections</strong></td> <td class="mt-column-width-80" data-th="Description">All collections with a specific file name will be listed in this column. Note, WorldCat Cataloging Partners will be delivered separately regardless of the specified file name and their settings will remain the same for file delivery.</td> </tr> <tr> <td class="mt-column-width-20" data-th="Column"><strong>Actions</strong></td> <td class="mt-column-width-80" data-th="Description"> <p>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.</p> <p>Use the plus or minus option to add or delete a file name. </p> </td> </tr> </tbody> </table> </div></div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_42"><span id="WorldCat_Holdings"></span><h5 class="editable">WorldCat Holdings</h5> <p>This setting acts as a filter to filter out from record delivery titles that you have set holdings on through some process outside of Collection Manager.</p> <p>By default you will receive a <b>full set of records</b> for the titles in the collection. Your initial batch of records will have a record for every title. The default setting is:</p> <ul> <li>Include new records already held in WorldCat (default)</li> </ul> <p>If you do <b>not</b> want records for items you already have holdings on in WorldCat, you can choose to have those titles withheld from record delivery. Change the setting to <b>Do not include records already held in WorldCat</b> and you will only receive records that do not already have your holding attached in WorldCat.<a id="CMKBTitles" name="CMKBTitles"></a></p> <p><span class="mt-icon-info2"> Note: </span>If you choose not to have records output for titles you already hold in WorldCat, we recommend that you change this setting back to "Include new records already held in WorldCat" after you receive your first delivery.</p> </div></div></div></div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_43"><span id="Sharing"></span><h2 class="editable">Sharing</h2> <p>See instructions on how to <a title="Share knowledge base collections" href="https://help.oclc.org/Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/Choose_a_method_to_add_or_create_a_knowledge_base_collection/Share_knowledge_base_collections" rel="internal">Share knowledge base collections</a> with other libraries.</p> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_44"><span id="Titles"></span><h2 class="editable">Titles</h2> <p>This accordion displays a list of titles within the collection that users have selected. To find the list of title-level settings, please see <a title="Title-level settings in knowledge base collections" href="https://help.oclc.org/Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Title-level_settings_in_knowledge_base_collections" rel="internal">Title-level settings in knowledge base collections</a> and/or the documentation on how to <a title="Modify a collection to select your subset of titles" href="https://help.oclc.org/Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/Choose_a_method_to_add_or_create_a_knowledge_base_collection/Modify_a_collection_to_select_your_subset_of_titles" rel="internal">Modify a collection to select your subset of titles </a>for more information.</p> <div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_45"><span id="Add_a_Global_Title"></span><h3 class="editable">Add a Global Title</h3> <p>When viewing a global collection, use the <strong>Add a Global Title</strong> drop-down and select <strong>Create a Title</strong> to add a knowledge base title. See <a title="How to add a new title to an existing collection" href="https://help.oclc.org/Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/Cooperative_management/Update_title_information_in_existing_collections/How_to_add_a_new_title_to_an_existing_collection" rel="internal">How to add a new title to an existing collection</a> for more information.</p> <p class="sl_swap" id="cm_kb_collection_level_settings4"><img class="internal default" alt="kb_add_global_title.png" loading="lazy" src="https://help.oclc.org/@api/deki/files/12851/kb_add_global_title.png?revision=1" /></p> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_46"><span id="Add_a_Local_Title"></span><h3 class="editable">Add a Local Title<a id="AddTitle" name="AddTitle"></a></h3> <p>When viewing a local collection, use the <strong>Add a Local Title</strong> drop-down to select how you will add a knowledge base title to your local collection. Select either <strong>Create a Title</strong> or <strong>Create Using OCLC Number to Pre-fill</strong>.</p> <p class="sl_swap" id="cm_kb_collection_level_settings5"><img class="internal default" alt="kb_add_local_title.png" loading="lazy" src="https://help.oclc.org/@api/deki/files/12850/kb_add_local_title.png?revision=1" /></p> <div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_47"><span id="Create_a_Title"></span><h4 class="editable">Create a Title</h4> <p>Select this option to add new titles by manually typing in the information. To add title data manually:</p> <ol> <li>From the <strong>Add a Local Title</strong> drop-down list, select <strong>Create a TItle</strong>.</li> <li>Enter a <strong>Title Name</strong>.</li> <li>Select the <strong>Coverage Depth</strong>. Options include: <ul> <li>Audio</li> <li>Ebook</li> <li>Image</li> <li>Journal - Abstracts</li> <li>Journal - Full Text</li> <li>Journal - Indexed</li> <li>Journal - Selected Full Text</li> <li>Journal - Print</li> <li>Video</li> <li>Other</li> </ul> </li> <li>Enter required fields. The required fields differ depending on the Coverage Depth: <ul> <li>If creating an e-resource collection, enter a <strong>Title URL</strong> that resolves to a homepage for each title</li> <li>If creating a print journal collection, select <strong>Journal – Print</strong> under Coverage Depth and then select <strong>Add Coverage</strong> under Coverage and enter coverage details for each title. See <a title="Title-level settings in knowledge base collections" href="https://help.oclc.org/Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Title-level_settings_in_knowledge_base_collections#Coverage" rel="internal">Coverage</a> for details.</li> <li>Use the correct date format (YYYY-MM-DD). See <a title="KBART values and formatting" href="https://help.oclc.org/Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/Maintain_your_knowledge_base_collections/KBART_values_and_formatting" rel="internal">KBART values and formatting</a> for details<a id="UseOCLCNumberPreFill" name="UseOCLCNumberPreFill"></a></li> </ul> </li> <li>Enter the appropriate Linking information. See <a title="Title-level settings in knowledge base collections" href="https://help.oclc.org/Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Title-level_settings_in_knowledge_base_collections#LinkOverrides" rel="internal">Title level settings in knowledge base collections, Linking</a>. </li> <li>Click <strong>Save</strong>.</li> <li>Repeat the steps to add each title until you have added all of the titles for the collection.</li> </ol> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_48"><span id="Create_Using_OCLC_Number_to_Pre-fill"></span><h4 class="editable"><strong>Create Using OCLC Number to Pre-fill</strong></h4> <p>Select this option to have the system fill in title data automatically. To add a title automatically:</p> <ol> <li>From the <strong>Add a Local Title</strong> drop-down list, select <strong>Create Using OCLC Number to Pre-fill</strong>.</li> <li>Enter the OCLC number in the box that appears and click <strong>Continue</strong>. The system will find the WorldCat record and automatically fill in the available information such as: <ul> <li>Title, OCLC number, Coverage Depth, and so forth</li> </ul> </li> <li>We recommend that you check the Coverage Depth for accuracy.<a id="KBAutoSelectTitles" name="KBAutoSelectTitles"></a></li> <li>If needed, populate: <ol> <li>Your coverage information</li> <li>Title URLs</li> </ol> </li> </ol> </div></div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_49"><span id="Auto_Select_Titles"></span><h3 class="editable">Auto Select Titles</h3> <p>The <strong><strong>Auto Select Titles</strong></strong> setting in global knowledge base collections enables functionality to automatically select titles as they are added from OCLC data updates. You can enable or disable the setting regardless of whether you have selected a collection in full or have selected a subset of titles.</p> <p>The default setting depends on if you selected all or a subset of titles in a collection:</p> <ul> <li>All titles in a collection are selected - Enabled by default</li> <li>A subset of titles in a collection are selected - Disabled by default</li> </ul> <p>You can enable or disable the setting at any time. For example, if you have all titles in a collection selected except for a few that are regionally restricted, the setting will be disabled by default. Enable <strong><strong>Auto Select Titles</strong></strong> if you want newly added titles to be automatically selected. Enabling the setting will not change your current title selections. Rather, titles added in future data updates will be automatically selected.</p> <p><span class="mt-icon-info2"> </span>Note: When a collection is being updated by an automated holdings feed, you should not select the option to Auto Select Titles in the Titles accordion of the collection's settings. Refer to <a title="Providers and contacts for automatic collection loading" href="https://help.oclc.org/Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/Choose_a_method_to_add_or_create_a_knowledge_base_collection/Providers_and_contacts_for_automatic_collection_loading" rel="internal">Providers and contacts for automatic collection loading</a> for more information.<a id="KBCollectionActions" name="KBCollectionActions"></a></p> </div></div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_50"><span id="Collection_History"></span><h2 class="editable">Collection History</h2> <p>The collection level history accumulates events from the <b>Activity History</b> that pertain to the active collection. Refer to <a title="Collection History in Knowledge base collections" href="https://help.oclc.org/Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/Knowledge_base_collection_Activity_History/Collection_History_in_Knowledge_base_collections" rel="internal">Collection History in Knowledge base collections</a> for more information.</p> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_51"><span id="Title_History"></span><h2 class="editable">Title History</h2> <p>The Title History accumulates events from the Activity History that pertain to title-level changes in addition to the title history view under each title. Refer to <a title="Title History in Knowledge base collections" href="https://help.oclc.org/Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/Knowledge_base_collection_Activity_History/Title_History_in_Knowledge_base_collections" rel="internal">Title History in Knowledge base collections</a> for more information.</p> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_52"><span id="Collection_Actions"></span><h2 class="editable">Collection Actions</h2> <p>Both global and local collections have the option to <strong>Download Titles in This Collection</strong> and <strong>Upload Titles to This Collection</strong>. Local collections include the option to Delete Collection and Promote Collection to Global Knowledge Base whereas global collections allow you to Deselect Collection.</p> <dl class="expand-list"> <dt>Global Collection Actions- Image</dt> <dd><p class="sl_swap" id="cm_kb_collection_level_settings6"><img class="internal default" alt="kb_global_collection_actions.png" loading="lazy" src="https://help.oclc.org/@api/deki/files/12853/kb_global_collection_actions.png?revision=1" /></p></dd> <dt>Local Collection Actions- Image</dt> <dd><p class="sl_swap" id="cm_kb_collection_level_settings7"><img class="internal default" alt="kb_local_collection_actions.png" loading="lazy" src="https://help.oclc.org/@api/deki/files/12852/kb_local_collection_actions.png?revision=1" /></p></dd> </dl> <div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_53"><span id="Deselect_Collection"></span><h3 class="editable">Deselect Collection</h3> <p>For global Knowledge base collections, use the <strong>Collection Actions</strong> > <strong>Deselect Collection</strong> to deselect the collection from your knowledge base.</p> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_54"><span id="Delete_Collection"></span><h3 class="editable">Delete Collection</h3> <p>For local Knowledge base collections, use the <strong>Collection Actions</strong> > <strong>Delete Collection</strong> to delete the collection from your knowledge base.</p> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_55"><span id="Promote_Collection_to_Global_Knowledge_Base"></span><h3 class="editable">Promote Collection to Global Knowledge Base</h3> <p>For local Knowledge base collections, you have the option to promote the collection to the global knowledge base to be used by all other libraries. For more information, see <a title="How to add a new cooperative collection" href="https://help.oclc.org/Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/Cooperative_management/Promote_collections_to_the_global_knowledge_base/How_to_add_a_new_cooperative_collection" rel="internal">Promote a collection to the global knowledge base</a>.</p> </div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_56"><span id="Download_Titles_in_This_Collection"></span><h3 class="editable">Download Titles in This Collection</h3> <p>Expand the Collection Actions drop-list to select <strong>Download Titles in This Collection</strong> to download a KBART file.</p> <div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_57"><span id="Choose_a_download_Scope"></span><h4 class="editable">Choose a download Scope</h4> <ol> <li>In the Download Collection File box, choose the <strong>Scope </strong>of your file: <ul> <li><strong>Available titles in collection</strong><br /> If you have not selected any titles in the collection, the scope "Available titles in collection" will be the only option displayed. If you choose the "Available titles in collection" scope, your file will contain the complete title data from the global knowledge base collection and can be used to select the desired titles for your library's local holdings.  <ul class="mt-indent-1"> <li>Choose this option if you want to download title data for all of the titles available in the collection.</li> </ul> </li> <li><strong>My Selected Titles</strong><br /> If you have selected titles in the collection, you will see the scope "My Selected Titles". Selecting this scope means your file will contain only your selected and/or modified titles.  <ul class="mt-indent-1"> <li>Choose this option if you are downloading title data for a subset of titles you have already selected. <ul> <li>The file will be generated. The user is asked to return to the collection and select the <strong>Download it here</strong> link when the file is ready.</li> </ul> </li> </ul> </li> </ul> </li> <li>Click <strong>Download</strong>.</li> <li>The file you download will be a .txt file. To edit the file, open it in Microsoft Excel or in an equivalent spreadsheet editing application.  </li> </ol> <div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_58"><span id="Open_your_.txt_file_as_a_KBART_spreadsheet"></span><h5 class="editable">Open your .txt file as a KBART spreadsheet</h5> <p>Open the .txt file you downloaded from the WorldShare interface in a spreadsheet editing application:</p> <ol> <li>Open the .txt file in Notepad or TextEdit.</li> <li>Navigate to <strong>Edit > Select All</strong> and copy the entire selection.</li> <li>Open Office, Microsoft Excel, or your preferred spreadsheet editing application.</li> <li>Click in the first cell of the spreadsheet and then right click and paste. The content of the .txt file will populate the spreadsheet in KBART format.</li> <li>Sometimes tab delimited text files get corrupted in the process of opening them. Check to make sure that the columns are not reformatted and correct the formatting if needed. For example, the below columns may more frequently need correcting: <ul> <li>Date columns</li> <li>ISSN or ISBN (print_identifier)</li> <li>eISSN or eISBN (online_identifier)</li> <li>OCLC Entry ID (oclc_entry_id)</li> </ul> </li> </ol> <p><span class="mt-icon-warning"> </span><strong>Caution</strong>: If you wish to download the titles from a very large collection such as a HathiTrust collection or an Internet Archive collection, it will download but will truncate your titles.  See <a title="Download large files for Internet Archive and HathiTrust collections and for My Selected Titles (KBART)" href="https://help.oclc.org/Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/Maintain_your_knowledge_base_collections/Download_large_files_for_Internet_Archive_and_HathiTrust_collections_and_for_My_Selected_Titles_KBART" rel="internal">Download large files for Internet Archive and HathiTrust collections and for My Selected Titles (KBART)</a> for more information.</p> </div></div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_59"><span id="Save_your_file"></span><h4 class="editable">Save your file</h4> <p>Before you upload your file to the WorldShare interface, save your spreadsheet as Text (Tab delimited) (.txt).</p> <p><span class="mt-icon-info2"> </span>Note: If the file includes diacritics, including Non-Latin/Non-Roman characters, save it as Unicode Text (.txt). When you upload the file in the WorldShare interface, use the <strong>File encoding</strong> drop-down list to change the default selection to <strong>UTF-16LE (Unicode Text/Excel)</strong>.</p> </div></div><div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_60"><span id="Upload_Titles_to_This_Collection"></span><h3 class="editable">Upload Titles to This Collection</h3> <p>Expand the Collection Actions drop-list to select <strong>Upload Titles to this Collection</strong> to upload a KBART file.</p> <div mt-section-origin="Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/Collection-level_settings_in_knowledge_base_collections" class="mt-section" id="section_61"><span id="Choose_an_upload_Scope"></span><h4 class="editable">Choose an upload Scope</h4> <ol> <li>In the Upload Collection File box, choose the <strong>Scope </strong>of your file: <ul> <li><strong>Update changes only (default)</strong><br /> Choosing "Update changes only" causes the system to look only for changes in the file and to use the specified ACTION value to determine how to process the changes. Choose this option if: <ul class="mt-indent-1"> <li>You are creating a collection for the first time</li> <li>You have made changes to title data and are using the "overlay" or "covoverlay" ACTION value</li> </ul> </li> <li><strong>Replace all titles in </strong><strong>collection</strong><br /> Choosing "Replace all titles in collection" will cause the system to delete or deselect any existing title selections in the collection and replace them with the information in the new file you are uploading. Choose this option if: <ul class="mt-indent-1"> <li>You are using a file to delete or deselect titles from a collection</li> </ul> </li> </ul> </li> </ol> <p class="sl_swap" id="cm_kb_collection_level_settings8"><img class="internal default" alt="kb_upload_collection_file.png" loading="lazy" src="https://help.oclc.org/@api/deki/files/12854/kb_upload_collection_file.png?revision=1" /></p> <ol start="2"> <li>Choose an upload File encoding <ol> <li>Leave the default File encoding <strong>UTF-8</strong> unless you need to change it. If your collection data includes Non-Latin/Non-Roman characters, use the File encoding drop-down list to change the default selection to <strong>UTF-16LE (Unicode Text/Excel)</strong>.<br /> The following options are available: <ul> <li>UTF-8</li> <li>ISO-88591 (LATIN-1)</li> <li>UTF-16LE (Unicode Text/Excel)</li> </ul> </li> </ol> </li> <li>Browse for and select your <strong>.txt </strong>file and click <strong>Upload.</strong> </li> <li>When the upload has finished processing, preview the report and decide whether to approve the KBART upload or discard it and start again. <ul> <li>The upload preview will be available for 72 hours from the generation date.</li> </ul> </li> <li>The collection will then be <strong><strong><strong><strong>locked for re-indexing</strong></strong></strong></strong> until your changes have had time to process.</li> </ol> <p><span class="mt-icon-warning"> Caution: </span>Excel files (.xls) and (.xlsx) will NOT upload correctly. Your file should be saved as a (.txt) tab delimited text file, Unicode Text .txt.</p> </div></div></div></div> </div> </div> <div class="mt-content-footer"> <p> </p> </div> <ol class="grape-meta-data grape-meta-article-navigation"> <li class="grape-back-to-top"><a class="mt-icon-back-to-top" href="#title" id="mt-back-to-top" title="Jump back to top of this article">Back to top</a></li> <li class="grape-article-pagination"><ul class="mt-article-pagination"> <li class="mt-pagination-previous"> <a class="mt-icon-previous-article" href="https://help.oclc.org/Metadata_Services/WorldShare_Collection_Manager/Knowledge_base_collections/About_knowledge_base_collections_in_Collection_Manager/About_knowledge_base_collections" title="About knowledge base collections"><span>About knowledge base collections</span></a> </li> <li class="mt-pagination-next"> <a class="mt-icon-next-article" 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