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WorldShare Collection Manager training by topic

Find WorldShare Collection Manager training organized by topic.

Introduction to Collection Manager

Collection Manager: What it is and and how libraries use it

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Ver una sesión grabada

This 60-minute course introduces the WorldShare Collection Manager interface and an overview of the different types of collections available.

Search for collections

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In this eleven-minute video, you will learn how to search WorldShare Collection Manager and use filters to refine your search results.

WorldCat knowledge base collection

Edit WorldCat knowledge base collections with user interface

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Ver una sesión grabada

This 90-minute course provides instruction on WorldCat knowledge base collections, including search for collections, select and edit existing collections, as well as create local collections.

Use KBART files to edit WorldCat knowledge base collections

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Ver una sesión grabada

This 60-minute course provides instruction on using KBART (Knowledge Base and Related Tools) files to select and edit existing WorldCat knowledge base collections, create local collections, and promote local collections to the global WorldCat knowledge base.

Trabajar con las colecciones de la base de conocimientos de WorldCat

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This nine-minute video demonstrates using WorldShare Collection Manager to search, to select, to edit, as well as to create WorldCat knowledge base collections.

Seleccionar y modificar las colecciones de la base de conocimientos de WorldCat

Ver un vídeo

In this thirteen-minute video, you will learn how to use the WorldShare Collection Manager interface to select and modify WorldCat knowledge base collections, as well as modifying these collections using the KBART file method.

Create WorldCat knowledge base collections

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In this eleven-minute video, you will learn how to use the WorldShare Collection Manager interface, as well as KBART files, to create knowledge base collections to add your e-journal collections, e-book collections or print serial collections not found in the global WorldCat knowledge base.

See also: MARC records

WorldCat cataloging partner collections

Introduction and overview to WorldCat cataloging partner collections

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This nine-minute video introduces new users to WorldCat cataloging partner collections in WorldShare Collection Manager.

Set up your profile for WorldCat cataloging partner collections

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In this 19-minute video, you will learn how set up your profile for your institution in WorldShare Collection Manager to output WorldCat records for your WorldCat cataloging partner collections, as well as maintain WorldCat holdings for these collections.

Create a WorldCat cataloging partner collection

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In this seventeen-minute video, you will learn how to create a WorldCat cataloging partner collection in WorldShare Collection Manager.

See also: Download your records in My Files

WorldCat query collections

Crear colecciones de consulta WorldCat

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In this eleven-minute video, you will learn how to use WorldShare Collection Manager to create a WorldCat query collection, as well as enable and configure collection-level MARC record options.

See also: MARC records

Colecciones de sincronización de datos de WorldCat

Introducción a las colecciones de sincronización de datos de WorldCat

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This six-minute video will provide a brief introduction to data sync collections in WorldShare Collection Manager.

Create a WorldCat data sync collection: Properties

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In this five-minute video, you will learn how to complete the Properties  panels in a WorldCat data sync collection.

Crear una colección de sincronización de datos de WorldCat: Información del registro bibliográfico

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In this seven-minute video, you will learn how to complete the Bibliographic Record Information panel in a bibliographic WorldCat data sync collection.

Crear una colección de sincronización de datos WorldCat: Salida de registros MARC y envío de una colección

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In this six-minute video, you will learn how to complete the MARC record output panel and submit the WorldCat data sync collection.

WorldCat data sync collections: Name files to upload

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In this four-minute video, you will learn how to name files to upload for data sync processing.

Intercambiar archivos con OCLC

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In this eight-minute video, you will learn how to exchange files with OCLC through WorldShare and through a file exchange server.

Request a Streamlined Holdings Update Project

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This video reviews the OCLC Streamlined WorldCat holdings update project and how to request this project for your library.

See also: Streamlined holdings update FAQ

Actualizaciones de WorldCat

Activar y establecer opciones para las actualizaciones de WorldCat

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This eleven-minute video will step through the process of enabling and setting options to receive updated records using WorldCat updates in Collection Manager.

See also: MARC records

Providers

Working with OCLC Cataloged collections

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This ten-minute video demonstrates how to search for and select your desired OCLC Cataloged collections in WorldShare Collection Manager, as well as demonstrates where and how to download your files of records for your selected collections.

Registros MARC

Registros MARC de todas las colecciones

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In this fourteen-minute video, you will learn how to enable MARC record delivery in WorldShare Collection Manager for all collection for which you wish to receive WorldCat records.

Descargue sus expedientes en Mis Archivos

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This eight-minute video demonstrates where and how to download your files of MARC records, as well as discusses file naming conventions and retentions in My Files.