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Servicio de soporte de OCLC

GPO - U.S. Government Publishing Office

OCLC utilizará la información de su perfil del Programa de Bibliotecas Depositarias Federales (FDLP) para crear y mantener colecciones base de conocimiento en Collection Manager para sus títulos de documentos gubernamentales.

Empezar

If you need access to Collection Manager (the Metadata tab in the WorldShare interface), follow the steps to Create a Collection Manager account. The instructions will tell you to complete a Request WorldShare Collection Manager form.

An OCLC Cataloging and Metadata Subscription is required for record delivery from the collections listed below. If your library does not have a subscription, see Options for libraries without a cataloging subscription.

Request collection loading

Verify that your collections have not been manually selected

If your institution has manually selected a collection in full, OCLC will not overwrite your selections. Before the initial load of holdings from your provider, we recommend that you verify that the collection has not been manually selected.

Verify that your collections have not been manually selected

Before the initial load of your collections, please:

  1. Sign in to the WorldShare interface at your library's WorldShare URL https://yourlibrary.share.worldcat.org/wms [Replace yourlibrary with your library's identifier].
  2. Navigate to Metadata > Collection Manager and locate the search box.
  3. Select Collections as the Data Type and All Collections as the Scope. Click Search.
  4. Once you have returned the collection in a search, perform one of the following:
    • If the collection is selected in FULL: You will need to deselect it. Our system will not be able to overwrite the collection with the title data directly from your provider. If you have holdings set in WorldCat, de-selecting the collection will remove these holdings. Holdings will be added after OCLC loads the collection (if WorldCat Holdings is enabled in Institution Settings)
    • If the collection is partially selected to reflect a subset of the titles available in the collections: The system will overwrite your title selections and collection data. If you want to preserve the title selections and collection data before OCLC overwrites it, do so before making a request for your collection to be loaded by OCLC. Within your collection, navigate to Titles > More Actions. Use the option to Download titles in local holdings and choose a format to download a spreadsheet of your title data
    • If the collection is NOT selected: Proceed to the instructions How to request automated collection loading

 Note: Once the holdings feed is set up, OCLC will select all applicable collections according to the data received from the vendor.  

Comuníquese con el servicio de soporte de OCLC

  1. OCLC will use your Federal Depository Library Program (FDLP) profile information to maintain your library-specific government document collections. If you are not sure what your GPO depository number is, please contact the Government Publishing Office (GPO) support team: https://www.gpo.gov/askgpo
  2. Contact OCLC Support and provide your U.S. Government Publishing Office details to have automated holdings feeds enabled by sending the following sentence:
    Please create my library-specific government document collections in Collection Manager:
    My WorldCat registry ID is: [number]
    My GPO depository number is: [number]
    

It can take up to one month before your government document collections are active and viewable in the WorldShare interface.

See if your collection loaded

Collection names and IDs

There are many collections in the global WorldCat knowledge base. Use the collection information to help you find the relevant collections. When you search in Collection Manager, try entering a root word and an asterisk (*) as a truncation operator. For example: U.S. Government*

The below collections are available for automatic collection loading:

Collection name(s) Collection ID(s) Demand-driven acquisition collections? Frequency provider sends OCLC data Notes about the collection
U.S. Government Documents - Electronic govdocs.govdocse No Mensualmente Please verify that your collections have not been manually selected before you proceed to request collection loading.
U.S. Government Documents - Non-electronic govdocs.govdocsp No Mensualmente Please verify that your collections have not been manually selected before you proceed to request collection loading.

OCLC has divided your titles into two collections: Electronic titles and non-electronic titles. This division allows you to make choices in your settings and customizations per format. For example, you can choose to have MARC records for your electronic collection and for your non-electronic titles output in unique, separate files. Likewise, you could add unique public notes for display in WorldCat Discovery in each collection.

 Caution: Once your collection has loaded, do not add, delete, or update any of the titles within the collection. If there is an issue with the titles selected or missing from your collection, please contact OCLC Support with examples.  

Check the Activity History or search for your collection

We recommend that you wait until your collection is available before you proceed so that all of the settings will be available in Collection Manager.

The amount of time it takes for your titles to be available depends on the timing of your request, how often your provider sends data, when OCLC loads the data, and the place of your institution's data in a queue. The time for the initial loading process varies from about one week to one month.

 Caution: Once you have requested to have your collections selected automatically, do not add, delete, or update any of the titles within the collection. If there is an issue with the titles selected or missing from your collection, please contact OCLC Support with examples.  

To see if your collection has loaded in the WorldShare interface:

  1. Sign in to the WorldShare interface at your library's WorldShare URL (https://yourlibrary.share.worldcat.org/wms [Replace yourlibrary with your library's identifier]).
  2. Navigate to Metadata Collection Manager. Do one of the following:

Configurar los ajustes de la institución

  1. Sign in to the WorldShare interface at your library's WorldShare URL.
    • Replace yourlibrary with your library's identifier: https://yourlibrary.share.worldcat.org/wms
  2. Vaya a Metadatos > Gestor de colecciones > Configuración de la institución.
  3. Configure los siguientes ajustes:

Símbolo de OCLC

Verifique que su Símbolo de OCLC esté seleccionado

Use the OCLC Symbol setting to verify that your institution's OCLC symbol is selected. Collection Manager uses the symbol displayed here to maintain WorldCat holdings and to output records.

Proxy y autenticación

Introduzca la información de su proxy para que los usuarios de fuera del campus sean dirigidos a través de un servidor proxy.

Collection Manager helps you manage patron access to materials by directing off-campus patrons through your proxy server. Collection Manager will prepend your proxy information to catalog links. Both on-campus and off-campus patrons will be given proxy links. Consult the documentation for your proxy server to determine how to configure your proxy settings to ignore on-campus patrons so they do not have to sign in.

You can override proxy information for a single collection within a collection's collection-level settings. See Collection-level settings in knowledge base collections.

Proxy Type

  1. Navigate to Institution Settings > Proxy and authentication > Proxy.
  2. Seleccione Proxy:
    • Ninguno (por defecto)
    • EZproxy
    • III WAM Proxy

URL base

  • EZproxy users:
    • Enter your Base URL. Example of a EZproxy base URL: http://ezproxy.oclc.org/login?url=
  • III WAM Proxy users:
    • Enter the Hostname. Example of a III WAM Proxy hostname: sys.lib.proxy.edu

 Caution: Do not include a space after the Base URL.

Username and Password

(Optional) Enter your Username and Password. Providing username and password information is used by OCLC for de-bugging purposes only.

Permitir proxy para colecciones de libre acceso

Determinar si se permite el uso de proxy en las colecciones de libre acceso.  Una vez que esta configuración se establece en , las colecciones de acceso abierto permitirán a los usuarios habilitar la configuración de proxy a nivel de colección.  Esto da a las bibliotecas la opción de poner en superficie contenidos de acceso abierto con información proxy en colecciones mixtas.

El ajuste por defecto es No.

 Nota: Es posible actualizar la configuración del proxy a nivel de colección antes de activar esta configuración.  Una vez configurado en , los ajustes serán reconocidos y aplicados.  La configuración del proxy será visible, pero no se aplicará si la configuración es No.  Esto puede comprobarse en el enlace del título de muestra.

(Optional) Select to Temporarily disable for WorldCat Discovery and WorldCat.org. 

  • Staff members can use this setting to temporarily disable proxy information for WorldCat Discovery and WorldCat.org link display without impacting MARC records.  If there is a problem with the library's proxy service, this will allow library users to continue to access library resources within the library network.

Reports (WorldCat holdings reports and/or Records reports)

Activar los informes enviados por correo electrónico

Si habilita los informes en Configuración de la institución > Informes, los informes estarán disponibles por correo electrónico alrededor del momento en que los archivos de registros se hayan emitido y/o después de que se produzcan cambios en sus existencias en WorldCat. Cuando su primer informe esté disponible, recibirá un correo electrónico de Usage_Statistics@oclc.org con el campo Asunto: "El informe [nombre del informe] que ha solicitado para [AAAAMMDD]."

No recibirá ningún correo electrónico los días en que no haya actividad. Los informes también están disponibles en el Portal de estadísticas de uso de OCLC y son idénticos a los informes que llegan por correo electrónico. Vea cómo acceder a los informes en el Portal de estadísticas de uso de OCLC.

Para recibir informes por correo electrónico:

  1. Vaya a Configuración de la institución > Informes.
  2. Seleccione para recibir informes por correo electrónico.
  3. Introduzca su autorización de catalogación o un código de administrador. Es un número de 9 cifras que empieza por 100. Sólo se necesita un código de autorización por institución.
  4. Expand and select the Report Types you want to receive.
  5. Introduzca la (s) dirección(es) de correo electrónico a la(s) que se enviarán los informes. Si añade más de una dirección de correo electrónico, separe cada una de ellas con un punto y coma (;).
  6. Modifique el Formato del informe y Recibir como configuración si es necesario.
  7. Haga clic en Guardar.

  No hay forma de seleccionar sólo determinados informes por correo electrónico. Las direcciones de correo electrónico introducidas recibirán todos los informes seleccionados.

  Muchas bibliotecas que tienen colecciones que producen registros de forma continua seleccionan el informe Registros actualizados. El informe le notificará los cambios críticos como las fusiones de números de OCLC y la razón por la que recibió un registro actualizado, incluso si no ha habilitado las actualizaciones de WorldCat.

Choose the instructions that apply to your needs

Get WorldCat MARC records

Enable record delivery in Settings

Collection Manager will output new, update, and delete records as they become available based on your GPO class selection holdings. To enable your institution for MARC record delivery:

  1. Navigate to Collection Manager > Institution Settings.
  2. Expand MARC Records. Select Yes to enable record options.
  3. Compete the settings in the tabs to customize your records as much or as little as desired. For complete instructions, see Configure institution MARC Records settings for knowledge base collections.

Enable record delivery in each collection

  1. Search for your collection using the search box in Metadata tab > Collection Manager.
  2. Click the name of one of the collection to open it.
  3. Open the Holdings and MARC Records accordion.
  4. Set Enable MARC Record Delivery to Use institution setting.
  5. (Optional) Consider using these popular settings:
Deliver records for this collection in a separate file

You have the option to have your file of records delivered in a separate file from other collections.

  1. After you set Enable MARC Record Delivery to Use institution setting, click on the Record Delivery tab.
  2. Change the Delivery File Output setting to Delivery records for this collection in a separate file.
  3. Assign a file name. If you want more than one collection in the same separate file, enter the same file name in both collections. For example, enter "Gov Docs" as the file name within two different government document collections.
Do not include records already held in WorldCat

You have the option to forgo receiving new records for those titles you have already set holdings on in WorldCat. In other words, you can choose to only receive new records for those titles that you do not yet hold in WorldCat.

By default, the Record Output setting "Include records already held in WorldCat" is selected. You must change the setting to forgo receiving new records for those titles you have already set holdings on in WorldCat.

  1. After you set Enable MARC Record Delivery to Use institution setting, click on the Record Delivery tab.
  2. Change the Record Output setting to Do not include records already held in WorldCat.

Download your records

Download your files of records from the WorldShare interface, Metadata tab.

Find information to Understand emailed reports and Understand record processing.

Manage WorldCat holdings

Collection Manager provides the convenience of automatically maintaining your holdings in WorldCat as titles are added, deleted or updated in your collections.

  1. Navigate to Institution Settings > WorldCat Holdings.
  2. Set Maintain holdings in WorldCat to Yes.
    Now that you have enabled WorldCat Holdings in the institution settings, the collection-level setting for knowledge base collections will be enabled by default.

Utilizar los datos de recogida con otros servicios

Display full-text links, elevate links from a specific provider, and more.