Collection-level settings in cataloging partner collections

Collection Name (required)

Enter the collection name of your choice.

Provider (required)

Select a provider from the drop-down list.

Account Number (required; defined by your material provider)

Enter an account number as defined by your material provider. Do not include spaces or white-space characters.

 If you have more than one account number with a provider, you will need to create a collection for each account number you have.

Collection ID (required; coordinate with your material provider)

Enter a collection ID. Do not include spaces or white-space characters.

If your library has more than one collection under a single account number, you will need to create a collection for each collection under that account number. You can use the same account number in multiple collections that you create in Collection Manager, but you must use a unique collection ID for every collection under the account.

The collection ID distinguishes one of your cataloging partner collections from another by fund code, shelf location, branch, or some other unique value. In the case of a single or a general collection, the collection ID is often the same as the account number.

OCLC processes cataloging partner collections by matching what you enter in Collection Manager with the electronic order information, or manifest, that your provider sends at your request. Specifically, Collection Manager uses the account number values and collection ID values to match the collection you create in Collection Manager with the electronic order information your material provider sends.

Collection Manager processes files from all providers in the same way. However, there may be differences per provider for how you choose collection ID values. To avoid potential errors, coordinate with your material provider to ensure that the collection ID value(s) in the manifest they send to OCLC and in the collection(s) you create in Collection Manager are the same.

Tips for adding collection IDs

• The collection ID value can be what you choose but must match what your provider sends OCLC in your electronic order information (sometimes called a manifest)
• In a single or a general collection, the collection ID can be the same as your account number
• The combination of provider, account number and collection ID must be unique in each collection

Example of multiple account numbers and multiple collection IDs under a single provider

• Collection 1: Provider: YesBooks, Account number: 76540, Collection ID: WEST
• Collection 2: Provider: YesBooks, Account number: 76540, Collection ID: 76540
• Collection 3: Provider: YesBooks, Account number: 76540, Collection ID: GERMN
• Collection 4: Provider: YesBooks, Account number: 22230, Collection ID: 22230

Description (optional)

Enter a description that will be useful for you or your staff in the future.

Maintain WorldCat Holdings

Use this setting to disable holdings for a specific collection after you have enabled the institution-level setting in Institution Settings > WorldCat Holdings.

To disable setting holdings:

1. Choose Disable for this collection from the options:
   • Use institution setting (once the institution-level setting is enabled, this is the default selection)
   • Disable for this collection

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

Delay Holdings

Use this setting to delay setting holdings in WorldCat. A delay is often set by libraries using shelf-ready options from their provider.

To delay settings holdings:

1. Select Delay holdings by [up to 180] days.
2. Choose the number of days for which you would like to delay setting holdings in WorldCat.

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

 Note: To enable MARC record delivery for multiple cataloging collections at one time, see Enable MARC record delivery for multiple collections.

Enable Labels

Collection Manager can create labels for cataloging partner collections. To enable label output, choose Yes from the options:

• Sí
• No (Default)

Deliver To

Label processing varies by provider. You can choose to have the file of labels delivered to your library along with your records. OCLC can supply labels directly to your library as a service included with your cataloging subscription. Alternatively, you can choose to have the file delivered to your provider.

Libraries who use shelf-ready options with a provider typically choose to have labels delivered to their provider. Choose from the options:

• Library
• Provider (Default)

Format

Choose a format for printing labels:

• slb (Spine Label B): 1 spine label and 1, 4-line pocket label
• sl6 (Spine Label 6): 1 spine label and 2, 6-line pocket labels
• sl4 (Spine Label 4): 1 spine label and 2, 4-line pocket labels

Class Scheme

Choose one:

• Dewey
• LC
• NAL
• NLC
• NLM
• SUDOCS

Once you select the class, configure the following options that are relevant to you:

Dewey

Location Options

Enter up to three lines of location text. Eight characters per line is the maximum length.

• Location 1
• Location 2
• Location 3

Select from the options to:

• Place location information above call numbers
• Add a blank line between call number and location

LC

Customize LC Label

Select from the options to:

• Add workmark (a single alphanumeric character)
• Add period before first cutter number (N4)
• Add space after alphabetic portion of class number (DR)
• Add space after whole number portion of class number (340)

If you select an option above, the following actions appear: Add workmark, add period, and add (space)

Location Options

Enter up to three lines of location text. Eight characters per line is the maximum length.

• Location 1
• Location 2
• Location 3

Select from the options to:

• Place location information above call number Add a blank line between call number and location

NAL, NLC, NLM, SUDOCS

If you select a class scheme and it is NOT in the WorldCat record, an LC call number will be delivered, including the LC location options. Therefore, please complete the LC formatting. For example, if you select NLM as the class scheme and there is no NLM call number in the WorldCat record, OCLC will deliver the LC/050 label formatted as you have defined.

Location Options

Enter up to three lines of location text. Eight characters per line is the maximum length.

• Location 1
• Location 2
• Location 3

Select from the options to:

• Place location information above call number
• Add a blank line between call number and location

Customize LC Label

Select from the options to:

• Add workmark (a single alphanumeric character)
• Add period before first cutter number (N4)
• Add space after alphabetic portion of class number (DR)
• Add space after whole number portion of class number (340)

If you select an option above, the following actions appear:

• Add workmark, add period, and add (space)

Información complementaria

About title truncation for pocket labels

For pocket labels, the printed line limit for the title is 2 lines of 28-characters each. The system uses the following process to determine where to split the title into 2 lines:

1. Fills up to 28 spaces available for the first line with the title, including characters and spaces between words.
2. Moves back to the first space it finds and breaks the title.
3. If no space is found, it moves back to within 4 characters of the beginning of the title and breaks the title.

Placeholder labels

If Collection Manager cannot create a label, a placeholder label with the text "No Label" is created. You can receive a placeholder label when:

• The bibliographic record has no call number
• The bibliographic record also has an alternative call number, for example, multiple subfields ($a) in field 050, 060, 090, 096
• The provider data or user-identified data exceed the call number printing line limit:
  • 9 for Spine Label B (slb)
  • 15 for Spine Label 6 (sl6)
  • 9 for Spine Label 4 (sl4)

Record and label retrieval

If you chose to have labels output for titles in a cataloging partner collection, you will receive a file of labels if you also chose to have the files come to you rather than to your provider. Follow the process to download your records from the WorldShare interface, Metadata tab, My Files area. See Download files in My Files for more information.

• Example label file: metacoll.wcp.[XXX].lbl.[provider].D20160214.T210512

Follow the process to download your records from the WorldShare interface, Metadata tab, My Files area. See Download files in My Files for more information.

Category

Choose one of the following. You can add another row by using the add button (+) in the interface.

You can add a single category or six categories for a single collection. If you enable all six Dewey number types when you create a collection, you will get only a single Dewey number type in each record because a single WorldCat record would not include multiple types of Dewey numbers.

• Biography-Adult
• Biography-Juvenile
• Fiction-Adult
• Fiction-Juvenile
• Nonfiction-Adult
• Nonfiction-Juvenile

Examples of adding a single category

Create a collection for each cataloging partner collection and add a Dewey category to each collection.

You have one account from a provider with the following needs:

• Collection/collection ID 123: Nonfiction-Adult
• Collection/collection ID 456: Biography-Adult

You have six accounts and six collection IDs where each of the accounts/collection IDs is for a specific type of Dewey item:

• Account ABC/collection ID 789: Biography-Juvenile
• Account XYZ/collection ID 1011: Fiction-Juvenile

Example of adding multiple categories

Create a collection and add a multiple Dewey categories in that single collection.

You have one collection from a provider that needs to include six categories under that single collection ID.

• Collection: Biography-Adult, Biography-Juvenile, Fiction-Adult, Fiction-Juvenile, Nonfiction-Adult, Nonfiction-Juvenile

Class number

Depending on the category you chose, you will have some of the options below. Choose from the relevant options:

• Biography type codes: B, Bio, BIO, Biog, BIOG, Other
• Fiction-Adult type codes: F, Fic, FIC, Other
• Fiction-Juvenile type codes: j, J, juv, JUV, JUV FIC, YA, Other

Choose the portion of a Dewey classification number used in a local call number:

• Entire Dewey class number
• First three numbers (up to the decimal point)
• Truncated Dewey class number
• Up to first slash

Cutter

Choose the Dewey Cutter type you use for your local call number.

• Cutter 4-figure
• Cutter-Sanborn 4-figure
• No Cutter
• Text Cutter

Text Cutter

The text Cutter is the first 1-15 characters of the first significant word of the main entry (or for biographies, the first word of the first 600 field). The OCLC label formats support up to 8 characters per line. Customize the text Cutter using the options listed:

Number of characters:

• Choose 1, 2, 3, 4, 5, 6, 7, or 8 (default)

Include punctuation: You can profile to include punctuation or not include punctuation in your text cutter.

• Choose Yes or No (default)

Capitalization: You can also choose the case of the text cutter:

• Uppercase
• Lowercase
• First letter uppercase (default)

Numerals: Choose to use numerals or spell out the numerals into an English word (e.g., "2" or "Two").

• Use numerals (default)
• Change numerals to a word

Workmark

Choose to add a title workmark to your Dewey call number. The first letter of the title in the 245 field is added to the call number at the end of the cutter. Choose the case:

• Existing case (Keep as in record)
• Lowercase
• Uppercase

Use 920 for Collective Biographies

Select from the options:

• Sí
• No

Juvenile prefixes

• Biography-Juvenile prefix: None, j, J, juv, JUV, JUV, YA, Other
• Nonfiction-Juvenile prefix: None, j, J, juv, JUV, JUV, YA, Other

Juvenile materials

Collection Manager defines Juvenile materials as follows:

• If fixed field Audn contains values a, b, c, d, or j
• If another code appears in field Audn, but field 082 contains E
• If any 6xx field has a second indicator 1 or a subfield $v containing Juvenile literature

Use E in place of Juvenile fiction text

Select from the options:

• Sí
• No

If the 082 field in the matched MARC record contains E, place an E in the 092 field instead of the Juvenile Fiction text for titles that are coded as Juvenile Fiction.

• Example: 092 E $b Adams

Call number text

Edit the call number text.