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Collection History in Knowledge base collections (Fundamentals)

Find information about using the Collection History in Knowledge base collections.

 Note: If you are a WMS library or using full WorldShare Collection Manager, see Collection History in Knowledge base collections

Acceder al historial de la colección

To view the Collection History for Knowledge base collections:

  1. Navigate to the WorldShare interface > Metadata tab > Collection Manager Fundamentals.
  2. Select a Data Type from the drop-down list.
  3. Select My Selected Collections as the Scope to search across your library-specific collections that you have created or selected.
  4. In the Search Term(s) field, enter your terms or leave the field empty.
  5. Haz clic en Buscar.
  6. From the search results, use the Filter by drop-down to select Knowledge Base Collections.
  7. Open the desired collection.
  8. Seleccione el acordeón Historial de colecciones para ver el historial de actividades de la colección específica.

Collection History

Global collection

Search the Collection History for a global collection.

From the Collection History screen, you can filter by the following options:

  • Activity Date
  • Collection Deselected
  • Collection Selected
  • Collection Updated
    • Secondary filter opens:
      • Google Scholar Disabled
      • Google Scholar Enabled
      • MARC Record Delivery Disabled
      • MARC Record Delivery Enabled
      • WorldCat Holdings Disabled
      • WorldCat Holdings Enabled
  • Loads & Feeds
    • Secondary filter opens:
      • KBART Upload
      • Carga de datos de proveedores
      • Automatic Holdings Feed
      • Alternate Knowledge Base Supplier Holdings File
  • Local Collection Promoted to Global Knowledge Base [Filter appears but is not relevant to global collections]
  • Sharing Activity

The Collection History screen includes the following columns: 

Activity Date [Sortable] Change Global/Local Fuente
[Fecha] [Hora]
  • Collection Deselected
-

Una de las siguientes:

  • Nombre del proveedor
  • Nombre de su institución (o nombre del personal, si está habilitado)
  • Nombre de otra institución
  • OCLC, Online Computer Library Center (o nombre del personal de OCLC)
[Fecha] [Hora]
  • Collection Selected
- [Una de las anteriores]
[Fecha] [Hora]

Una de las siguientes:

  • Collection Updated [Setting changes are specified]
    • Google Scholar Enabled
    • Google Scholar Disabled
    • MARC Delivery Enabled
    • MARC Delivery Disabled
    • WorldCat Holdings Enabled
    • WorldCat Holdings Disabled
  • Collection Updated 
    •  Note: The Collection Updated activity is triggered by any collection-level or title-level edit made in the UI and applied locally by you or globally by you or another library. The title or collection change is not specified.

One of the following depending on if the edit in the global collection was globally applied or locally applied:

  • Global
  • Local 
[Una de las anteriores]
[Fecha] [Hora]    

Loads & Feeds

  • Collection updated via KBART
  • Carga de datos de proveedores
  • Automatic Holdings Feed
  • Alternate Knowledge Base Supplier Holdings file
    • Clicking on the linked text will take you to a detailed screen with additional information about the activity in Activity History. Refer to Loads and Feeds
Global

Una de las siguientes:

  • Nombre del proveedor
  • Nombre de su institución (o nombre del personal, si está habilitado)
[Fecha] [Hora]    
  • Local Collection Promoted to Global Knowledge Base
  Nombre de su institución (o nombre del personal, si está habilitado)
[Fecha] [Hora]

Sharing Activity

  • Acción aceptada por [Nombre de la institución]
  • Compartido por mi biblioteca con [nombre de la institución].
  • Compartido en mi biblioteca desde [Nombre de la institución]. 
    •  Note: The offer to share shows up until you select the collection

-

Nombre de su institución (o nombre del personal, si está habilitado)

 

Local collection

Local collections can be deleted. Once deleted, the change will show in the Activity History. A Global/Local column is not included in the Collection History accordion in local knowledge base collections.

From the Collection History screen, you can filter by the following options:

  • Activity Date
  • Collection Updated
    • Secondary filter opens:
      • Google Scholar Disabled
      • Google Scholar Enabled
      • MARC Record Delivery Disabled
      • MARC Record Delivery Enabled
      • WorldCat Holdings Disabled
      • WorldCat Holdings Enabled
  • Local Collection Created
  • Local Collection Promoted to Global Knowledge Base [Only applies until the collection is accepted.]
  • Sharing Activity

The Collection History screen includes the following columns: 

Activity Date [Sortable] Change Fuente
[Fecha] [Hora]

Una de las siguientes:

  • Collection Created
  • Collection Updated [Setting changes are specified]
    • Google Scholar Enabled
    • Google Scholar Disabled
    • MARC Delivery Enabled
    • MARC Delivery Disabled
    • WorldCat Holdings Enabled
    • WorldCat Holdings Disabled
  • Collection Updated*
  • Collection updated via KBART
  • Local Collection Submitted for Promotion to Global Cooperative: Accepted; Withdrawn, etc.**
  • Sharing Activity
    • Acción aceptada por [Nombre de la institución]
    • Compartido por mi biblioteca con [nombre de la institución].
    • Compartido en mi biblioteca desde [Nombre de la institución].
  • Nombre de su institución (o nombre del personal, si está habilitado)

 Notes

* The "Collection Updated" activity is triggered by any collection-level or title-level edit made in the UI. The title or collection change is not specified.

** Once your local collection is approved for promotion, it will become a global collection and the Collection ID will change (global.xxx). The local version of your collection will no longer be available. However, activity associated with the Collection ID from your local collection (customer.xxx) will be retained and will show when your local collection was approved for promotion. It will show to your institution only. Other libraries will see the date the collection was created, when they select the collection, and so forth.