October 27, 2015 JSTOR MARC record delivery via WorldShare Collection Manager Tim Savage, Senior Product Analyst Rebecca Scott, Product Support Specialist

Topics Profile configuration Enabling MARC record delivery Searching for collections Collection-specific preferences Downloading MARC files Synchronizing holdings with WorldCat Additional resources Questions

PROFILE CONFIGURATION

Choose OCLC symbol

Enter proxy prefix

ENABLING MARC RECORD DELIVERY

Enable MARC delivery

Enable MARC delivery – Customization

Enable MARC delivery – Record updates

Enable MARC delivery – Record Delivery

Reports

SEARCHING FOR COLLECTIONS

Collection-specific preferences

Collection-specific preferences – continued

Collection-specific filenames Note: If your library participates in demand-driven acquisitions, you may wish to have your DDA and Purchased records delivered in separate files and define a filename segment for each.

DOWNLOADING MARC FILES

Downloading MARC files

Downloading MARC files – continued

SYNCHRONIZING HOLDINGS WITH WORLDCAT

Syncing knowledge base holdings with WorldCat

Excluding records previously received

ADDITIONAL RESOURCES

WorldShare accounts How to add additional staff accounts: Once an institution has access to WorldShare Collection Manager (Metadata tab), you can use one of the self-service options to add additional staff accounts: Use the OCLC Services page to create individual accounts. Alternatively, a person at your library with administrative access to Collection Manager can create an accounts using the Admin tab in the WorldShare interface (libraries that do not have a cataloging subscription must use the Admin tab). account/admin-tab.en.html#createhttp:// account/admin-tab.en.html#create About account roles: account/roles.en.htmlhttp:// account/roles.en.html Need help? Order Services can help create your account if you need assistance. account/orders.en.htmlhttp:// account/orders.en.html

Additional resources Quick Start guide: Collection Manager support: manager.en.html manager.en.html Automatic loading of holdings: manager/documentation/service-specific-settings/ebookproviders.en.html#jstor manager/documentation/service-specific-settings/ebookproviders.en.html#jstor Recorded tutorials: metadata/worldshare-collectionmanager.en.html metadata/worldshare-collectionmanager.en.html Office hours: manager.en.html#officehours manager.en.html#officehours

QUESTIONS?

Thank you! Tim Savage Senior Product Analyst Rebecca Scott Product Support Specialist OCLC Customer Support (U.S) 1 (614) (800) ct-support.html