WorldCat knowledge base documentation

Transition to the WorldShare interface

In order to serve our users better, the WorldCat knowledge base is transitioning all users from the WorldCat knowledge base module in OCLC Service Configuration to the WorldShare interface, Metadata tab.

For instructions you might need for the transition, see the Transition to the WorldShare interface page.

Examine methods to build your knowledge base

You will need to make a decision about the best way to add each of your electronic collections to your knowledge base. Start with this chart which shows the advantages of each method, and then proceed to expand the relevant sections:

Choose a method to add a collection to your WorldCat knowledge base


Add collections to your knowledge base

Add ebook, serial, and other collections through the OCLC interface

Select an entire collection as represented in the global WorldCat knowledge base, or modify it to reflect your subset of titles and/or your coverage dates: Add or modify a Standard Collection

Tutorials:
Search the Knowledge Base Using the WorldShare Interface

Select and Modify Your Collections Using the WorldShare Interface

Modify Your Collections Using File Download
Upload a special, niche collection that is NOT currently found in the global WorldCat knowledge base: Add a new Standard Collection (including print serial collections)

View the tutorials on creating Standard CollectionsOCLC KBART template: Use this template to upload collections in the OCLC interface. Your spreadsheet must be saved as a .txt file before uploading.

Add serial collections through Pubget

Many of your collections can be added to the knowledge base through Pubget. Using Pubget is the easiest method for adding some of your collections and requires minimal maintenance:

  • Gather the vendor-supplied administrative user names and passwords for the e-resource providers you want to include in the knowledge base
  • Use the password given to you by OCLC to log in to Pubget https://www.pubget.com
  • After you enter the credentials, Pubget and OCLC work together to add your holdings to the knowledge base, usually within 3 working days

Note: Pubget is limited to harvesting e-serials holdings from certain providers.  eBook holdings cannot be harvested. 

A list of e-serial providers currently available for harvesting can be found here.  

Find Help:

Automaticly add DDA collections and track purchases

We can help you implement your DDA program using your existing OCLC services and subscriptions.

OCLC works directly with some providers that can send us your library-specific DDA collection and when a purchase is triggered, the purchased title will automatically be moved into a purchased collection. Because we can automatically maintain a DDA and a purchased collection in two separate collections, you can easily track, mark, and customize MARC records per collection.

To get started: Follow the instructions to initiate auto-loading. Then, configure your settings.

Consortia and group members: You have specific considerations for sharing collections and for your initial set-up. Contact the OCLC implementation team for groups to guide you.

(See an overview of the DDA service: Options for implementing your DDA program)

Automatically add e-collections from EBL, ebrary, Elsevier, Ingram, and others

OCLC works directly with some providers to automatically add and maintain your library-specific collection metadata to your WorldShare Metadata instance.

See the providers we work with and the types of collections we can automatically load and maintain.  

To get started:

  • Follow the "Before you request" instructions to make sure your WorldShare account is ready.
  • Then, request the collections as described.
  • Once the collections are represented in WorldShare Metadata, configure the settings. You have options to display full-text links, output customized MARC records that include your URL, set and maintain holdings on the titles in WorldCat, and more.

Consortia and group members: You have specific considerations for sharing collections and for your initial set-up. Contact the OCLC implementation team for groups to guide you.

Add U.S. government document collections

FDLP libraries that want OCLC to add their government document collections/title metadata automatically must have access to WorldShare Metadata Collection Manager in the WorldShare interface and notify OCLC.

To request the autoload of your collections please follow the instructions for getting started in the "Government document collections" web-based document.

Once your collections have been loaded use this step-by-step guide to start receiving MARC records for your collections.

Map a holdings file from SFX, EBSCO, or Serial Solutions to knowledge base collections

SFX, EBSCO and Serial Solutions allow us to map holdings files exported from their services. Using these files, OCLC will attempt to identify and select corresponding knowledge base collections.

Since there is no 1-to-1 parallel between knowledge base providers, this is an iterative process whereby OCLC will map, review, identify new indexes, and map again. Each time we map your holdings file, you will be sent a report of what from your alternative service provider we are able to match to WorldCat knowledge base collections. Please contact support@oclc.org when you have submitted your holdings file.

Share collections with libraries in your consortium


Participate in Cooperative Management

Learn about cooperative management

Several users have requested the ability to contribute data changes to global knowledge base collections.  To that end, we are introducing cooperative management of global knowledge base data.  These features will be implemented only in the WorldShare interface in three phases over the next three releases.
 

Approve or deny global data changes

Phase one of cooperative management of knowledge base data is to introduce an approval process for the data updates that the knowledge base currently makes.
 

Contribute title changes to existing collections

Phase two of knowledge base cooperative data management allows users to contribute changes they have made to titles in their local version of a customizable global collection back to the global knowledge base collection so that other libraries may benefit from their work.
 


Configure Settings

Configure knowledge base settings

Understand and configure the settings for your WorldCat knowledge base at the institutional and collection levels.

Document: WorldCat Knowledge Base Settings

Set and maintain holdings in WorldCat

Synchronize titles in WorldCat so your holdings are always up-to-date and ensure that resources appear as held by your library (and are in your level-one relevancy group if applicable).

  • Go to Library Holdings - Maintain Holdings in WorldCat. Select the “yes” radio button. All collections will now have holdings set in WorldCat (except open access collections).
  • To turn off holdings for specific collections, expand the collection’s Holdings and MARC Records settings

NOTE: There is a delay of 7-10 days before holdings are set.

For detailed instructions, see the document: Maintain Holdings in WorldCat

Set up Google Scholar links

WorldCat knowledge base links and participation in Google Scholar's Library Links program
Libraries using OCLC's OpenURL link resolver (OCLC's integrated link resolution service) can complete settings in the WorldShare interface in order to include links from their WorldCat knowledge base collections in Google Scholar results.

Document:
Setting up Google Scholar links

Manage staff accounts for the WorldShare interface

To create additional WorldShare accounts, see Manage staff accounts for the WorldShare interface. This web resource includes descriptions of various authorizations for the WorldShare interface.


Service-specific settings: Use your knowledge base with OCLC services

WorldShare Metadata Collection Manager
Receive customized WorldCat MARC records based on title/collection metadata in your WorldCat knowledge base.

See the WorldShare Metadata Collection Manager documentation page for more information.  

 

WorldCat Local, WorldCat Discovery, WorldShare Management Services libraries
I want to quickly connect my patrons to full-text in my discovery interface.


To enable full-text links in OCLC Service Configuration:

First, navigate to the My WorldCat.org - Full Text and Open Access Links screen.
Check "Links from the WorldCat knowledge base to full text content" under Detailed Record. This will automatically select the settings for links to appear on the detailed record and on the brief record on the search results page. If for some reason you do not want links in search results, adjust the Search Results setting.  
Tutorial: Enable links to full text access


See the WorldCat Local support pages or the WorldShare Management Services User Support Center (password required) for more information.  

Find more information on WorldCat Discovery settings, see the support pages.

 

 

WorldShare ILL, and ILLiad libraries
I want to efficiently lend e-resources and ensure that I am not borrowing e-resources to which our library subscribes. Visit the WorldShare ILL support and training pages for more information.

Steps in the WorldShare interface:

  • Log in to the WorldShare interface. Navigate to the Metadata tab - Manage Collections.
  • Using the search box, navigate to the collection you wish to loan.
  • Expand the collection’s Holdings and MARC Records settings.
  • Set ILL allowed to Yes (the default is No) and add lending instructions from the drop down.

Please note: This feature does not have corresponding institution-level settings.
You will NOT see the settings listed above if your library has access to WorldShare License Manager.
Note for libraries using Pubget:
After you add a provider in Pubget, it may take up to 7 days for the collections to be reflected in your WorldCat knowledge base. Search for the collections and configure ILL settings at that time.

See which collections libraries are loaning. View the list of WorldCat knowledge base collections enabled for interlibrary loan.

Other steps and information:

Visit the WorldShare ILL support and training pages for more information.

If desired, enable Direct Request for articles. Update lending policies in the Policies Directory as needed.

See how to deflect ILL requests for items set to "ILL allowed - No" in your WorldCat knowledge base.

View instructions for ILLiad libraries.

 

Maximize user access to full-text collections through exposure of your WorldCat knowledge base holdings.

See the link resolution service page for more information.  

 

OCLC WorldShare License Manager
I want to manage my licenses and vendor information in a single interface.

Note: OCLC WorldShare License Manager is a service that requires an additional subscription. It offers integrated link resolution in a full-featured license management solution.

 

Additional documentation

OCLC number additions and corrections

The instructions for reporting OCLC number additions/corrections and this spreadsheet template for reporting OCLC numbers describe the information and formatting needed for OCLC to correct/add numbers to the knowledge base. Only the correct OCLC numbers are needed. Submit to OCLC support.

Link scheme values

The Link scheme values spreadsheet contains the values that are supported by the WorldCat knowledge base. The link scheme value instructs the WorldCat knowledge base how to create article links for a particular record or set of records. For libraries that wish to create one collection with content from multiple, different platforms, or if a library has an individual title that requires special handling, this value can be overridden on a per record basis. The value will be used when creating article links for a record instead of the collection-level link scheme value. Please Note: The field is optional and should only be used when it is truly necessary. OCLC Support can assist in picking the correct value to use.

We are a worldwide library cooperative, owned, governed and sustained by members since 1967. Our public purpose is a statement of commitment to each other—that we will work together to improve access to the information held in libraries around the globe, and find ways to reduce costs for libraries through collaboration. Learn more »
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