Collection-level settings in knowledge base collections

Local / Global Toggle

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.

Collection Name

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.

Collection ID

This is a required field and must contain a unique value. The corresponding KBART file column is "oclc_collection_id."

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.

All locally created/private collections must have a Collection ID that:

• Starts with the word "customer"
• Follows the format: customer.[regid].[unique value]. For example: customer.91475.1

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, ebl.ebooks, 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.

提供者

The provider, publisher, or aggregator of the collection.

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.

 Note: Create local collections per provider for linking consistency. Including titles from multiple providers in a single locally created collection is not recommended. 

說明

Use this field to add a basic description of the collection. It will display at the collection level in the A-Z list.

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.

Data Version

This field shows the data release number corresponding to the most recent global WorldCat knowledge base data updates.

Created

This field shows a time stamp indicating when the collection was created.

Selected

This field shows a time stamp indicating when the collection was selected.

Last Updated

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.

備註

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.

 Note: Public and staff collection-level notes have a 1024 character limit.

Collection Note:

Use this field to create notes you want exposed to patrons.

• 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.
• OCLC's OpenURL link resolver application references this field.
• 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 Customize Records tab.
• License Manager libraries can create a template to manage collection-level notes in an automated way.

Staff Note:

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.

Attributes

These are settings used to define the type of collection and are sometimes used by the system for filtering.

• Demand Driven Acquisition:

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 Providers and contacts for Automatic Holdings Feeds to initiate automatic loading page for more information. You may also use this setting to describe local collections you create.

• Discontinued:

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.

• Document Delivery:

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.

• Open Access:

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).

For more information on how to add open access collections see Add open access content.

Collection URL Formula (Collection URL)

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 Proxy and Authentication.

Calculated Collection Link (Calculated Link)

This field displays the collection URL calculated using the collection URL formula and information from your proxy configuration.

See the Proxy and Authentication for more information.

Title Link Formula (Link Formula)

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.

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. 

Title Link Formula placeholders:

• [[localstem]]: proxy prefix (if enabled)
• [[url]]: Title URL from individual Title listing, pull link directly from Title_URL field in KBART
• [[jKey]]: Journal Linking Key from individual Title listing
• [[bKey]]: Book Linking Key from individual Title listing
• [[ISSN]]: ISSN from individual Title listing
• [[eISSN]]: eISSN from individual Title listing
• [[ISBN]]: ISBN from individual Title listing
• [[Title]]: Title from individual Title listing
• [[dbKey]]: Database Linking Key from Linking section
• The provider-specific settings from Institutional Settings > Provider Settings.

Sample Title Link (Calculated Link)

This field displays a sample title URL calculated using the title link formula including information from other setting fields.

Database Linking Key

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.

Link Scheme

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.

The link scheme value is represented in collection-level settings.

Libraries can override the link scheme value in the title-level settings. For detailed instructions see Link scheme values and overrides.

Provider setting or linking ID

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 Institution Settings > Provider Settings. 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.

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.

Find more information about Institutional Settings > Provider Settings.

Example situation for entering an override ID is this field:

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 Institution Settings > Provider Settings. 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:

Example 1:

http://[ID from Provider Settings].provider.com/patron/FullRecord.aspx?p=[12345]

http://[Override ID from collection-level settings].provider.com/patron/FullRecord.aspx?p=[12345]

Example 2:

https://eboookcentral.proquest.com/lib/[ID from Provider Settings].detail.action?docID=[6789]

https://eboookcentral.proquest.com/lib/[Override ID from collection-level settings].detail.action?docID=[6789]

使用 Proxy

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.

Leave the default setting or select an alternative setting:

OPAC Linking

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.

• 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
• 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

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."

Maintain WorldCat Holdings

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 WorldCat Holdings.

Options:

• Use institution setting (default)*
• Disable or delete for this collection

*Open-access collections are disabled by default.

Select the default audience level for knowledge base collections. From the Holding Audience Level drop-down, select one of the following options:

• Use institution setting (default): Refer to WorldCat Holdings for information about the institution setting.
• Override: Select from one of the following for the collection.
  • All Users: Display to everyone using WorldCat.
  • My Library Users: Display to everyone within my instance of WorldCat Discovery
  • My Authenticated Users: Display to library staff and users who have logged in with their WorldCat Discovery credentials or are recognized by IP address
  • My Library staff: Display to library staff in the WorldShare user interface and when authenticated as staff in WorldCat Discovery

Data Sources

ILL allowed & Instructions

For use by WorldShare Interlibrary Loan (WSILL) libraries without a License Manager subscription.

You have the following options for Ill allowed:

• 是
• No (default)

If you select yes, choose lending instructions from the instructions drop-down list. Options include:

• Print then mail or fax: The item will be printed off prior to mailing or faxing.
• Print then send secure electronic: The item is printed off and then sent electronically.
• Send electronic copy: The item is sent electronically. 
• Same country only: The item will only be lent within the same country.
• Non-Profit only: The item will only be lent to non-profit institutions.
• Record keeping required: A record of the lending must be kept. 
• Loansome doc required: Obsolete. Do not select.
• Interpret as silent: Treated as No for Interlibrary Loan and lending requests will be deflected. 
• eBook chapter lending only: Only eBook chapters will be lent from this Collection.

If you select no, see How to deflect lending requests (knowledge base collections) for details on setting up a deflection policy based on this setting.

This feature is only visible to Collection Manager users without access to WorldShare License Manager.

Export to Google Scholar

See our Google Scholar page for information related to both institution and collection-level settings.

Enable MARC Record Delivery

 Caution: The collection-level MARC record delivery options will not be available until you enable MARC record delivery in the institution settings.

• Use institution setting: Your institution settings will be displayed here
• Disable for this collection (default)

After you enable record delivery in the collection, you will see the following tabs of settings:

• Customize Records
• Record Delivery

Add a Global Title

When viewing a global collection, use the Add a Global Title drop-down and select Create a Title to add a knowledge base title. See How to add a new title to an existing collection for more information.

Add a Local Title

When viewing a local collection, use the Add a Local Title drop-down to select how you will add a knowledge base title to your local collection. Select either Create a Title or Create Using OCLC Number to Pre-fill.

Auto Select Titles

The Auto Select Titles 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.

The default setting depends on if you selected all or a subset of titles in a collection:

• All titles in a collection are selected - Enabled by default
• A subset of titles in a collection are selected - Disabled by default

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 Auto Select Titles 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.

 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 Providers and contacts for Automatic Holdings Feeds for more information.

Deselect Collection

For global Knowledge base collections, use the Collection Actions > Deselect Collection to deselect the collection from your knowledge base.

Delete Collection

For local Knowledge base collections, use the Collection Actions > Delete Collection to delete the collection from your knowledge base.

Promote Collection to Global Knowledge Base

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 Promote a collection to the global knowledge base.

Download Titles in This Collection

Expand the Collection Actions drop-list to select Download Titles in This Collection to download a KBART file.

Upload Titles to This Collection

Expand the Collection Actions drop-list to select Upload Titles to this Collection to upload a KBART file.