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Habilite la entrega de discos en su colección

Enable record delivery within each of your knowledge base collections. Add collection-specific notes and configure collection settings like separate file delivery.

Navigate to your collection

  1. Search for the collection. See Search for collections in Collection Manager for help.
  2. Click on the name of the collection to open it.
  3. Expand the Holdings and MARC Records accordion.

Configure the following settings

Configure the following settings in the Holdings and MARC Records accordion.

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

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.

  • Utilice la configuración de la institución: [Aquí se mostrará la configuración de su institución].
  • 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

Customize Records

Local Bibliographic Data

Leave the default setting or override institution settings for LBD. Settings:

  • Use institution setting (default)
  • Disable for this collection
Registros de explotaciones locales

Leave the default setting or override institution settings for LHRs. Settings:

  • Use institution setting (default)
  • Disable for this collection
Símbolos de OCLC

Leave the default setting or override the OCLC symbols you included at the institution level for LHRs and/or Local Bibliographic Data. Settings:

  • Use institution setting (default)
  • Use these OCLC symbols for LHRs and local bibliographic data
MARC Custom Text

If you mapped custom text to your records in the Customize Records tab, add collection-level text in the corresponding field(s).

collection-manager-custom-text.png

If desired, use the Define Custom Text Labels button to change the text label from "Custom Text 1" to something more meaningful. See Collection Custom Text for more information.

Record Delivery

Delivery Frequency

Leave the default setting or override the institution setting for Delivery Frequency. Settings:

  • Use institution setting (default)
  • Specify delivery frequency for this collection. Settings: 
    • Daily (default)
    • Semanal
    • Mensualmente
    • Trimestral

If the same item/OCLC number is in multiple collections and the collections are set to different delivery frequencies, you could get the same record multiple times.

Subsequent Record Output

Change the default setting if you want a complete set of records with every delivery. Settings:

  • Include only records with changes (updated, added or deleted) after initial delivery (default)
    • This setting is selected by default. After your first delivery of records, you will receive new, updated, and delete records that reflect changes to titles and collection data.
  • Include a complete set of records with every delivery
    • This setting is available for libraries that would like to receive both records with changes and records for titles that have not changed each time records are delivered.
      • Records will be received in New, Updates, and Deletes files.  Records for titles/OCLC numbers that have previously been delivered will appear in an Updates file with each delivery, even if there were no changes to the records. A separate file of new records will include titles added to collections that have not previously been delivered via WorldShare Collection Manager. Additionally, a separate file of deleted records may also be delivered for titles to which you no longer have access.
Delivery File Output

You have the option to have records output in a separate file. By default, all records will be output in the same files (New, Updates, and Deletes files) along with records from other collections. Settings:

  • Deliver records for this collection in the same file as other collections (default)
  • Deliver records for this collection in a separate file
Have records delivered in a separate file
  1. Navigate to the collection and expand the Holdings and MARC Records accordion.
  2. In the Record Delivery tab, find the Delivery File Output settings and select Deliver records for this collection in a separate file.
    deliveryfileoutput.png
  3. Enter for the collection a file name of up to 25 alphanumeric characters.
  4. Tenga en cuenta que tiene la opción de agrupar registros de varias colecciones para su salida en un archivo independiente introduciendo el mismo nombre de archivo en las colecciones.
  5. Por defecto, la opción Aislar la salida de este archivo de otras actividades de recogida no está seleccionada. Deje la opción sin seleccionar a menos que una de las siguientes afirmaciones sea cierta para usted. Consulte Aislar la salida de archivos de otra actividad de recogida más abajo para obtener más información:
    • Your ILS requires that records for electronic resources contain a single URL even when a title is available in multiple collections
    • You are using query collections in Collection Manager to manage MARC records for a consortium
    • You run multiple query collections on your institution's holdings

Collection Manager will output the records from the collection in a separate file and include the file name you entered between the time stamp and the file extension. Example where [XXX] represents your library symbol:

metacoll.[XXX].new.D20160214.T210512.[YourFileName].1.mrc

Group records from multiple collections

You have the option to group records from more than one collection in the same file by entering the same file name in each collection.

For example, if you have a DDA collection and a purchased collection, you could enter the file name "DDAandPurchased" within both collections and records from those two collections would be output together in the same files.

Collections to be output in separate files File name you enter when you name the separate file Separate files and file names
Collection 1 DDA collection DDAandPurchased DDAandPurchased
Collection 2 Purchased collection DDAandPurchased
Collection 3 Science e-collection VendorCollections VendorCollections
Collection 4 Technology e-collection VendorCollections
Collection 5 Engineering e-collection VendorCollections

You will get a single file separate from files for your other collections. The file will contain records from both collections. Records/titles within the file will be distinguishable by collection name, collection ID, and collection notes or custom text (if you chose to map notes or custom text to your records).

Isolate file output from other collection activity

The setting to isolate file output from other collections is associated with how Collection Manager processes data for a record in relation to record data in items from other collections. The option is available in knowledge base collections in Collection Manager and in query collections with ongoing delivery in Collection Manager.

When to select the option in knowledge base collections

Select the isolate file option if your ILS requires a separate record with a single URL for every instance of an electronic title. In other words, select the option to isolate the collection if you want records to only contain the URL from their collection even though you might have the title in multiple knowledge base collections in Collection Manager.

By default (with this setting unselected), Collection Manager will deliver multiple URLs in a single record for a knowledge base title.

To find the setting to isolate the file output:

  1. Navigate to the collection and to Holdings and MARC Records > Record Delivery > Delivery File Output.
  2. Select the option to Deliver records for this collection in a separate file and enter a file name.
When to select the option in query collections

Select the isolate file option if you are:

  • Using query collections in Collection Manager to output records for multiple libraries with unique WorldCat holding symbols. If you are from a consortia with multiple query collections set up to output records based on holdings for each institution, you can select the option to isolate your collections so that when a single library adds or deletes a holding in WorldCat, a New or Delete record will be delivered based on the activity of a single collection.
  • Running multiple query collections on your institution's holdings and do not want to receive multiple MARC record files from your collection delivery.

Por defecto (con este ajuste sin seleccionar), cuando se elimina la participación de un artículo dentro de una colección, el gestor de colecciones entregará un registro de actualización si la participación del artículo sigue establecida en otras colecciones. El gestor de colecciones entregará un registro Eliminar sólo cuando se elimine la posesión de un artículo y no se establezcan otras posesiones en el artículo.

By default (with this setting unselected), Collection Manager will deliver an Update record when a library deletes a holding if there are other collections for libraries have holdings set on the item. Collection Manager will deliver a Delete record only when a holding is removed from a library and no other libraries have holdings set on the item.

To find the setting to isolate the file output:

  1. Navigate to the collection and to MARC Records > Record Delivery > Delivery File Output.
  2. Select the option to Deliver records for this collection in a separate file and enter a file name.

You have the option to Group records from multiple collections for output in a separate file by entering the same file name in the collections.

Contenido de WorldCat

Este ajuste actúa como un filtro para excluir de la entrega de registros los títulos en los que ha establecido existencias mediante algún proceso fuera de Gestor de colecciones.

Por defecto, recibirá un conjunto completo de registros para los títulos de la colección. Su lote inicial de registros tendrá un registro por cada título. La configuración por defecto es:

  • Incluir nuevos registros ya existentes en WorldCat (por defecto)

Si no desea registros para materiales de los que ya tiene existencias en WorldCat, puede optar por que esos títulos no se entreguen en registros. Cambie la configuración a No incluir registros ya incluidos en World Cat y sólo recibirá registros que no tengan ya su participación adjunta en WorldCat.

 Nota: Si elige que no se impriman los registros de los títulos que ya tiene en WorldCat, le recomendamos que vuelva a cambiar esta configuración a "Include new records already held in WorldCat" después de recibir su primera entrega.

 Note: For a complete list of settings, see Collection-level settings in knowledge base collections.

Próximos pasos

Download files in My Files.