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

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

3. PROFILE CONFIGURATION

4. Choose OCLC symbol

5. Enter proxy prefix

6. ENABLING MARC RECORD DELIVERY

7. Enable MARC delivery

8. Enable MARC delivery – Customization

9. Enable MARC delivery – Record updates

10. Enable MARC delivery – Record Delivery

11. Reports

12. SEARCHING FOR COLLECTIONS

13. Collection-specific preferences

14. Collection-specific preferences – continued

18. 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.

19. DOWNLOADING MARC FILES

20. Downloading MARC files

21. Downloading MARC files – continued

22. SYNCHRONIZING HOLDINGS WITH WORLDCAT

23. Syncing knowledge base holdings with WorldCat

24. Excluding records previously received

25. ADDITIONAL RESOURCES

26. 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. http://www.oclc.org/support/services/oclc-services-account.en.html#create http://www.oclc.org/support/services/oclc-services-account.en.html#create 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). http://www.oclc.org/support/services/oclc-services- account/admin-tab.en.html#createhttp://www.oclc.org/support/services/oclc-services- account/admin-tab.en.html#create About account roles: http://www.oclc.org/support/services/oclc-services- account/roles.en.htmlhttp://www.oclc.org/support/services/oclc-services- account/roles.en.html Need help? Order Services can help create your account if you need assistance. http://www.oclc.org/support/services/oclc-services- account/orders.en.htmlhttp://www.oclc.org/support/services/oclc-services- account/orders.en.html

27. Additional resources Quick Start guide: http://oc.lc/cmquickstart http://oc.lc/cmquickstart Collection Manager support: http://www.oclc.org/support/services/collection- manager.en.html http://www.oclc.org/support/services/collection- manager.en.html Automatic loading of holdings: http://www.oclc.org/support/services/collection- manager/documentation/service-specific-settings/ebookproviders.en.html#jstor http://www.oclc.org/support/services/collection- manager/documentation/service-specific-settings/ebookproviders.en.html#jstor Recorded tutorials: http://www.oclc.org/support/training/portfolios/cataloging-and- metadata/worldshare-collectionmanager.en.html http://www.oclc.org/support/training/portfolios/cataloging-and- metadata/worldshare-collectionmanager.en.html Office hours: http://www.oclc.org/support/services/collection- manager.en.html#officehours http://www.oclc.org/support/services/collection- manager.en.html#officehours

28. QUESTIONS?

29. Thank you! Tim Savage Senior Product Analyst Rebecca Scott Product Support Specialist OCLC Customer Support (U.S) 1 (614) 793-8682 1 (800) 848-5800 https://www.oclc.org/content/forms/worldwide/en/conta ct-support.html