WorldShare Collection Manager Fundamentals
Discover features and details about WorldShare Collection Manager Fundamentals.
Note: If you are a WMS library or using full WorldShare Collection Manager, see WorldShare Collection Manager.
- Get started (Fundamentals)
- Get started with Collection Manager Fundamentals.
- Collection Manager Fundamentals institution settings
- Find descriptions of all the institution settings in Collection Manager Fundamentals. Institution settings apply across all of your collections.
- Knowledge base collections Fundamentals
- Use Collection Manager Fundamentals to manage your electronic resources. Use your collection data with other OCLC services, display full-text links, and get WorldCat records for OCLC Cataloged Collections.
- About knowledge base collections in Collection Manager Fundamentals
- Choose a method to add or create a knowledge base collection (Fundamentals)
- Configure institution settings (Fundamentals)
- Get WorldCat MARC records for knowledge base collections (Fundamentals)
- Use collection data with other services (Fundamentals)
- Maintain your knowledge base collections (Fundamentals)
- Cooperative management (Fundamentals)
- Knowledge base collection Activity History (Fundamentals)
- Use Collection Manager Fundamentals for content from a specific provider
- See a list of providers and provider-specific workflows in Collection Manager Fundamentals.
- Data sync collections (Fundamentals)
- Use Collection Manager to synchronize your catalog with WorldCat. Create a data sync collection to maintain your holdings, local bibliographic data, and local holdings records in WorldCat. Match brief records in your local system to current WorldCat records to get a more complete representation of your holdings.
- About data sync collections in Collection Manager (Fundamentals)
- Prepare your data (Fundamentals)
- Create a bibliographic collection for a reclamation (Fundamentals)
- Create an ongoing data sync collection (Fundamentals)
- Third-party provider and consortial partner/head guidelines for data sync (Fundamentals)
- Reference (Fundamentals)
- MARC Records (Fundamentals)
- Find help for Collection Manager Fundamentals MARC Records settings that apply across all of your OCLC Cataloged collections. Collection-level settings and overrides allow you to get customized records with a single configuration of MARC Records settings for your institution.
- Upload and download files (Fundamentals)
- Find instructions and an overview of upload and download locations in Collection Manager Fundamentals.
- Understand record processing (Fundamentals)
- Find information about default values in MARC records, files of records and file names, matching to records in WorldCat, data sync processing, and more.
- 856 field processing in records (Fundamentals)
- Criteria for new, update, delete and merged records (Fundamentals)
- Data sync processing (Fundamentals)
- Default values in records (Fundamentals)
- Field deletes and additions in records (Fundamentals)
- Files of records and file names (Fundamentals)
- Matching to records in WorldCat (Fundamentals)
- Record output and timing (Fundamentals)
- Understand reports (Fundamentals)
- Understand reports about records and files output from Collection Manager Fundamentals.
- WorldShare Collection Manager Fundamentals training
- Find training on WorldShare Collection Manager Fundamentals here.