Edit WorldCat knowledge base collections with user interface 1:40 pm - 3:22 pm Thursday, May 2, 2024 | (UTC-04:00) Eastern Time (US & Canada) Brian Fulton Amy Harshbarger Jessica Hayden Donna Schmid carterj Campbell LaShonda Mindy Tran Jeydie W. WEBVTT 1 Mindy Tran 00:20:12.340 --> 00:20:30.260 What I'd like to welcome everyone to edit Worldcat knowledge base collections with user interface. My name is Mindy Tran and I will be leading the session today. This class is really meant to provide you with instruction on Worldcat knowledge based collections, including searching for. 2 Mindy Tran 00:20:30.900 --> 00:20:42.980 These types of collections, and then selecting or modifying existing collections as well as add new collections using the world chair collection Manager interface. 3 Mindy Tran 00:20:45.740 --> 00:21:04.260 So our agenda for today, go will reintroduce you or introduce you to what workout knowledge base is and that type of collection. We'll log into collection manager just to very briefly show you where it is orient you to collection manager. 4 Mindy Tran 00:21:05.860 --> 00:21:25.860 First we'll talk about how to search in collection manager to find the collection or collections that you want in terms of, to represent your e resources. And then how to select those collections, and edit the those existing collections. And then what happens if you don. 5 Mindy Tran 00:21:25.860 --> 00:21:46.300 Don't find those, a collection that you need, you can create a new knowledge base collection. And of course we want to make sure with selecting and editing existing collections or creating new collections, you may want to see the activity history for what has been done for your. 6 Mindy Tran 00:21:46.500 --> 00:22:06.700 Knowledge base collection within collection manager in terms of when were collections selected, when was a title, or what was changed or updated, when was the collection created? What collection was created? And that you can find in the activity history, ok? And of course. 7 Mindy Tran 00:22:06.940 --> 00:22:17.100 Making sure that you are aware of the support and resources that are available as you continue to work with collection managers specifically to. 8 Mindy Tran 00:22:21.900 --> 00:22:24.740 Knowledge based collection to represent your e resources. 9 Mindy Tran 00:22:32.940 --> 00:22:52.140 So libraries use worldcap knowledge base collections to allow other OCLC services to provide easy access to your libraries electronic resources in search results in say worldcap discovery. To easily share your. 10 Mindy Tran 00:22:52.380 --> 00:23:11.860 Libraries electronic resources with other libraries using world share ILL. Maybe you are using world chair acquisition and you want to be able to manage budgeting, ordering and acquisitions, acquisition of your libraries electronic resources. Or maybe you want to control. 11 Mindy Tran 00:23:14.340 --> 00:23:14.700 Who can. 12 Mindy Tran 00:23:16.820 --> 00:23:24.780 Access your electronic resources as well as the link resolution to these electronic resources using license Manager. 13 Mindy Tran 00:23:29.420 --> 00:23:38.340 If you aren't using any of the serve OCLC services that I just mentioned, you can develop your own custom solution using. 14 Mindy Tran 00:23:42.460 --> 00:23:48.900 That embed your library's knowledge based collection using the Worldcap knowledge base API, ok? 15 Mindy Tran 00:23:52.700 --> 00:23:55.820 So when we talk about the Worldcap knowledge base, we. 16 Mindy Tran 00:23:58.940 --> 00:24:12.260 Are looking at within the knowledge base, you will find providers such as vendors like Epsco or ProQuest that supply packages of e serials, ebooks. 17 Mindy Tran 00:24:14.460 --> 00:24:28.700 For subscription or purchase. The name of the collections containing the titles that make up that collection, a title, the titles, the individual titles within the collection and they're a title can be in multiple collection. 18 Mindy Tran 00:24:30.900 --> 00:24:39.820 The coverage information for that title, if it's an E journal collection. As well as linking and lending instructions. So if. 19 Mindy Tran 00:24:41.980 --> 00:24:47.300 Linking out to the article level for journal or if. 20 Mindy Tran 00:24:48.740 --> 00:24:50.860 Your agreement with the provider allows you to. 21 Mindy Tran 00:24:53.220 --> 00:25:11.780 Lend or copy and an article and, use it in inter library loan, that information will also be included in that collection. Or you can add that information. So when you think about. 22 Mindy Tran 00:25:13.100 --> 00:25:21.180 The world Cat knowledge base, for every title, every title is in a collection and every collection has a provider. It maybe. 23 Mindy Tran 00:25:23.100 --> 00:25:23.460 A provider. 24 Mindy Tran 00:25:26.620 --> 00:25:46.660 Your own library, if your library say have put together a collection or even even a small one, your library maybe the provider of, of that. Or, for example, a collection of dissertation that's all electronic, it maybe from your institution, so your library. 25 Mindy Tran 00:25:47.460 --> 00:25:56.860 Your institution maybe the provider of the dissertation, the collection of dissertations or DCs. Okay. 26 Mindy Tran 00:26:01.780 --> 00:26:18.500 Typically libraries can represent their collections in the world catch knowledge base by selecting and editing existing collections that are available in the global Worldcat knowledge base or creating new local knowledge base collection. If. 27 Mindy Tran 00:26:20.340 --> 00:26:21.460 The collection can't be found. 28 Mindy Tran 00:26:27.540 --> 00:26:38.500 When it comes to accessing collection managers so that you can work with Worldcap knowledge based collection, your library would have a unique URL, and it usually can be found. 29 Mindy Tran 00:26:40.180 --> 00:26:43.740 In the welcome letter email from OCLC, ok? 30 Mindy Tran 00:26:46.140 --> 00:27:01.300 Usually it starts with your institution dot share that worldcat dot org slash wms, but it can be different. Your institution can be your institution name, it can be your OCLC symbol, it can be your registry ID, it depends on how it's set up. 31 Mindy Tran 00:27:04.900 --> 00:27:10.860 To access collection manager, we do recommend the latest version of these browsers. 32 Mindy Tran 00:27:17.980 --> 00:27:36.620 And once you have access, before you begin working with knowledge based collection, you want to be able to search for those collections to see if they exist and to use the existing collections if possible. Okay, before creating, before going down the path of creating new collections. 33 Mindy Tran 00:27:37.820 --> 00:27:58.100 So in collection manager, you can search by collection. You can search by individual titles in the collection. You can search by the provider of the collection or you can search specifically for activity history if you are looking to, not, edit. 34 Mindy Tran 00:27:58.500 --> 00:28:07.420 Select any collection or work with any individual titles, but you want to see what's been happening within collection manager specifically. 35 Mindy Tran 00:28:09.420 --> 00:28:12.660 If there's been any changes or updates, to. 36 Mindy Tran 00:28:15.540 --> 00:28:35.900 Knowledge base collections. And there's a separate data type called data sync. You can search for data sync collection if your library have set up, data sync collection and it is, and it is a separate data type to search. When you search in collection man. 37 Mindy Tran 00:28:36.300 --> 00:28:56.220 You can also limit by scope because there are so many collections in the world in the global world technology base. You may want to depending on, on what you are looking for depending on the task that you're trying to accu to perform, you may want. 38 Mindy Tran 00:28:56.420 --> 00:29:07.740 To limit for only those collections that your library have selected or created or maybe you are looking for, everything in the knowledge base, including. 39 Mindy Tran 00:29:09.260 --> 00:29:19.660 Collections that your library created or maybe you know, you're looking for a collection that your library never purchased. This is brand new, so you may want to. 40 Mindy Tran 00:29:21.380 --> 00:29:30.060 Limit for those collections that you didn't create nor did you select yet in collection Manager. Okay. 41 Mindy Tran 00:29:32.300 --> 00:29:49.580 You have, once you've searched by the data type, you limit your scope and if the search result is still significantly large, you do have the option to filter your search results afterwards and we'll take a look at. 42 Mindy Tran 00:29:51.100 --> 00:29:52.620 How to do that. 43 Mindy Tran 00:29:57.060 --> 00:30:01.140 Any questions before I switch my screen here? 44 Mindy Tran 00:30:08.100 --> 00:30:28.580 I am using Firefox today to access a collection manager. I'm gonna go ahead and go to my library specific URL for world chair. I'm gonna go ahead and log in. I have my username and password saved, so I'm gonna just put in my username and password. If you don't rememb. 45 Mindy Tran 00:30:29.100 --> 00:30:46.820 Your password because you maybe have gone on vacation for a while and forgotten to write down your password or forgotten your password, you can always reset your password. you just have to make sure that your account has an updated email. So this system can send you. 46 Mindy Tran 00:30:48.620 --> 00:30:54.180 A link for you to reset your password for your username account, for your worldchair account. 47 Mindy Tran 00:30:56.940 --> 00:30:57.860 I'm gonna go ahead and sign in. 48 Mindy Tran 00:31:03.900 --> 00:31:22.220 Once I've logged in to the world Chair interface, the link that you see on the left hand side here, this is very dependent on what your library have access to or purchase with OCLC as well as what your worldchair accounts specifically have access. 49 Mindy Tran 00:31:23.100 --> 00:31:32.460 So your library may, have collection manager may have record manager, may use world chair acquisitions, may use worldchair. 50 Mindy Tran 00:31:34.220 --> 00:31:54.260 May, worldchair circulation, have license manager, have interlibrary loan, have the entire suite here that you see in worldchair, but your account may not have access to all of these modules. Your account, your worldchair account may only have access to metadata or your worldchair account. 51 Mindy Tran 00:31:54.460 --> 00:32:07.580 May only have access to interlibrary loan if let's say you're an inter library loan library and and that is the only task or that is your role at the library is, to perform, to do inter library load. Okay. 52 Mindy Tran 00:32:10.100 --> 00:32:23.500 To get to collection manager, it's under metadata, so I'm gonna go ahead and click metadata link here and then you'll see some panel on the left hand side. I'm gonna click collection manager to expand the options that are under there. 53 Mindy Tran 00:32:25.900 --> 00:32:37.980 Now some of the tasks that you can do within collection Manager include, like I said earlier search. you can search specifically by what data type we talked about that earlier. 54 Mindy Tran 00:32:40.420 --> 00:32:44.260 You can limit your scope, the default is my selected collections. 55 Mindy Tran 00:32:46.940 --> 00:33:03.660 The box where you type in your search term, ok? Create a collection, we will revisit this a little bit later on in the session. This is where if you can't find an existing collection in the global Worldcap knowledge base or the collection that you found maybe. 56 Mindy Tran 00:33:05.660 --> 00:33:25.820 May not be usable in for some reason, you can create a new knowledge base collection here. Institution settings, I'm gonna click into that. This is where you customize collection manager. some of the settings affects all collections, but there are some settings that. 57 Mindy Tran 00:33:26.220 --> 00:33:32.540 Only pertain to knowledge based collection. For example, knowledge based data. 58 Mindy Tran 00:33:34.260 --> 00:33:45.740 Accordion. This customized settings for library specific automated collection feeds and third party holding file uploads to your collection manager for. 59 Mindy Tran 00:33:47.180 --> 00:34:07.140 Knowledge based collections. We recommend leaving default settings selected. Libraries typically change data source settings only when discontinuing particular loading services. So unless it's necessary, you can just leave the data source. 60 Mindy Tran 00:34:08.740 --> 00:34:11.300 The default is all approved data source. 61 Mindy Tran 00:34:19.500 --> 00:34:22.220 The other one that maybe. 62 Mindy Tran 00:34:25.020 --> 00:34:31.580 Knowledge based specific, a couple more here, is proxy and authentication. So. 63 Mindy Tran 00:34:33.860 --> 00:34:42.540 You can customize the proxy information to manage access to material to your e resources for off campus users. 64 Mindy Tran 00:34:44.700 --> 00:35:04.100 Create Google Scholar links by sending your journal titles to Google, ok? So you can always set up your enable Google scholars so that it would create the links in Google Scholar and take them to, back to your library to access the content. 65 Mindy Tran 00:35:10.340 --> 00:35:28.540 Provider setting is another one that's specific to knowledge base and that is where you customize provider specific identifiers in order to link to resolve the full tax. So it's not just selecting the collection in the knowledge base collection in collection. 66 Mindy Tran 00:35:28.780 --> 00:35:49.140 Manager. Maybe if you have a provider like Expo A to Z for instance, there maybe a very specific customer ID that they want you to put in here so that when your user clicks into a link, a full text link, for instance, and they've already authenticated through, your library. 67 Mindy Tran 00:35:49.340 --> 00:35:58.220 But when it gets to Epsco platform, it maybe using that identifier to con, to link the user into that full text article. 68 Mindy Tran 00:36:00.980 --> 00:36:05.900 So you can set up based on, select the providers that. 69 Mindy Tran 00:36:07.180 --> 00:36:08.620 Require additional. 70 Mindy Tran 00:36:15.340 --> 00:36:17.780 To link your users to the full text content. 71 Mindy Tran 00:36:23.980 --> 00:36:35.900 Questions about that? Not spending a lot of info, detailed just showing you where the settings are and their specific to working, working with knowledge based collections. 72 Mindy Tran 00:36:39.300 --> 00:36:58.180 Now to help you find more information on working with knowledge based collections, you can use the help feature from within collection manager, and to do this up in the top right hand side, there's a link for need help. If I click, here, if I click on general help, for instance. 73 Mindy Tran 00:36:58.340 --> 00:37:14.580 That will take me out to the online support site, and from here I can click on metadata services to navigate to collection manager. So, and then once I get here, click on World Check collection Manager. 74 Mindy Tran 00:37:19.540 --> 00:37:39.020 And you can find, you can scroll down and find the help for knowledge base collections or if you are unsure, you can always click on choose your collection manager workflow and be able to have this help you identify which. 75 Mindy Tran 00:37:39.420 --> 00:37:42.220 Resource you need, ok? 76 Mindy Tran 00:37:45.820 --> 00:37:53.420 When you're done with this help site, you can just close it out and be back in the world Chair interface to continue working with collection manager. 77 Mindy Tran 00:37:56.780 --> 00:38:00.940 That's, so now let's talk about searching then. 78 Mindy Tran 00:38:03.300 --> 00:38:10.700 So I, the default is to search by collection, so I'll leave that. Let's say I want to search for. 79 Mindy Tran 00:38:13.380 --> 00:38:33.700 My selected collections. Everything then I don't my data type would be collection, my scope would be my selected collections, and I would leave my search term box blank and just click search to execute this query. And what collection manager does is that it would return only my libra. 80 Mindy Tran 00:38:33.980 --> 00:38:48.780 Collections that have been selected in the global Worldcap knowledge base and any collection that my library, has created in collection manager. And you'll notice that there are nineteen collections, ok? 81 Mindy Tran 00:38:58.020 --> 00:38:58.060 Now. 82 Mindy Tran 00:39:00.260 --> 00:39:04.420 In the same way, if I want to search for. 83 Mindy Tran 00:39:06.460 --> 00:39:25.900 All of the collections and if I select to use all collections as my scope, leave the search term box blank and click search. I am telling collection manager to return all collections that is in the global Worldcat knowledge base as well as any collections that my library has. 84 Mindy Tran 00:39:26.180 --> 00:39:35.460 Created and you know that this time there's a lot more than nineteen collections. There are over twenty eight thousand collections almost twenty nine thousand. 85 Mindy Tran 00:39:40.500 --> 00:39:59.940 Now when you look at the search results screen, you'll notice that there's a column for collection, which the hyperlinked title will take you into the collection detail. The collection ID is right underneath that. What type of collection is it? Is it acknowledge based collection or is it. 86 Mindy Tran 00:40:00.220 --> 00:40:19.980 Another type of collection within collection manager? Who is the provider and the provider is also hyperlinked? If I click on one oh one communications, it will execute another search to return to me, all of the collections that is by the provider one oh one communications. 87 Mindy Tran 00:40:21.340 --> 00:40:41.020 When it was last added to now to collection manager or updated, ok? And whether my library has selected it. Any titles in this collection, even one title, it will show as selected, but since it hasn't been, so it's showing not selected along with the next. 88 Mindy Tran 00:40:41.060 --> 00:41:01.460 Next one on this list, it's selected. If I had shared this collection, my selected collection with another library or not, the action column, this column you may not see, if your library does not have acquisitions or circulation or your account does. 89 Mindy Tran 00:41:01.580 --> 00:41:04.180 Doesn't have access to acquisitions or circulation. 90 Mindy Tran 00:41:06.660 --> 00:41:08.500 Or license manager, ok? 91 Mindy Tran 00:41:13.100 --> 00:41:18.620 I talked about being able to filter your search results, so now we see that there's a lot of. 92 Mindy Tran 00:41:20.860 --> 00:41:38.060 Of collections here. So maybe I didn't, my scope, even though I might have scoped it to be not selected or to be, my selected and if I have a lot of collection that my result is so big. 93 Mindy Tran 00:41:39.580 --> 00:41:54.700 I can always filter my search result by collection content. So up here in the filter by, if I click on the dropdown, I can filter by the collection type. So if I click on collection type, I can filter by database only. 94 Mindy Tran 00:41:56.220 --> 00:42:00.140 Collections or knowledge base collections, ok? 95 Mindy Tran 00:42:02.540 --> 00:42:03.620 I can always combine. 96 Mindy Tran 00:42:04.940 --> 00:42:25.380 Collection type, say knowledge based collection, let's say with maybe only those collections that contain open access or those collections that have, that have been discontinued or those collections that are OCLC cataloged, for instance. Let's say, and then fi. 97 Mindy Tran 00:42:25.380 --> 00:42:25.540 Filter. 98 Mindy Tran 00:42:29.980 --> 00:42:30.580 May take a while. 99 Mindy Tran 00:42:32.460 --> 00:42:36.780 There are two hundred and fifty six collections that are marked discontinued. 100 Mindy Tran 00:42:40.980 --> 00:42:41.860 So that's a way to. 101 Mindy Tran 00:42:43.460 --> 00:42:44.620 Use the filter by. 102 Mindy Tran 00:42:52.380 --> 00:43:03.380 Now if I navigate back to the search with, that has the scope of my selected collections by clicking on the tab under collection manager here. 103 Mindy Tran 00:43:06.660 --> 00:43:25.180 The filter by here is dynamic. It depends on what is the scope of your search results. So the other one was all collections. This one was my selected collection. So not only can I filter by type and because there are more different types like cataloging partner collection. 104 Mindy Tran 00:43:25.620 --> 00:43:27.460 So I'm given the option to. 105 Mindy Tran 00:43:29.740 --> 00:43:30.820 To be able to get. 106 Mindy Tran 00:43:33.340 --> 00:43:52.740 Other types of collection besides knowledge based collections or I might say only collections that I created, meaning only collections that this account have created in collection manager or collection that have been shared. Well, you can only filter by collections that have been shared. 107 Mindy Tran 00:43:53.220 --> 00:43:56.620 If you've selected those collection, ok? 108 Mindy Tran 00:43:58.340 --> 00:44:09.100 So just keep in mind that depending on the scope that you use and the search result that you and the search result that you get, the filter by is dynamic based on that. 109 Mindy Tran 00:44:15.220 --> 00:44:23.500 So what if instead of searching for everything, I want to search for something very specific. I know the name of the collection. 110 Mindy Tran 00:44:26.860 --> 00:44:30.620 In that case, I know that I'm looking for, the collection. 111 Mindy Tran 00:44:32.140 --> 00:44:34.860 By the collection name, I know that this is a. 112 Mindy Tran 00:44:36.780 --> 00:44:50.300 New collection for my library, so I can either search scope by all collection so that it can go out and search for all collections or only those collections that are not selected. Maybe a little smaller subset. 113 Mindy Tran 00:44:52.780 --> 00:44:55.020 So I'm looking for ProQuest. 114 Mindy Tran 00:44:57.780 --> 00:44:58.180 European. 115 Mindy Tran 00:45:00.420 --> 00:45:09.500 And searching in collection Manager is keyword searching, so you can type as many terms as you need or want. 116 Mindy Tran 00:45:11.180 --> 00:45:25.700 In the search box and then click search, and I see three collections that have those terms anywhere. Okay, and the collection that I want is right there, European. 117 Mindy Tran 00:45:29.700 --> 00:45:32.260 Up proquest European business excuse me. 118 Mindy Tran 00:45:38.100 --> 00:45:43.380 Now if I have a very long collection or if I know that collection starts with, let's say. 119 Mindy Tran 00:45:45.100 --> 00:45:54.740 Epsco America, something, something, something, I can always begin my search and then use an asterisk as. 120 Mindy Tran 00:45:58.620 --> 00:46:00.660 And there it is. There's only one. 121 Mindy Tran 00:46:03.220 --> 00:46:05.220 Apparently that starts with upskill America. 122 Mindy Tran 00:46:13.500 --> 00:46:16.780 One of the nice things that you can do is you can. 123 Mindy Tran 00:46:18.780 --> 00:46:20.060 Search by title. 124 Mindy Tran 00:46:22.540 --> 00:46:23.940 Using, you may not. 125 Mindy Tran 00:46:27.460 --> 00:46:27.980 You may know. 126 Mindy Tran 00:46:29.860 --> 00:46:49.420 A specific title and you want to search for that title regardless of which collection this title appears in. Okay, in that case, you can use the data type title, and you'll notice that when you do that, there's the scope not selected collections, that's the, that was what I was. 127 Mindy Tran 00:46:50.740 --> 00:47:10.100 I had used in my prior search. So it will stay the same even if I change data type until I change and say now I want to search all collections or not selected collections, ok? Once you change the data type to title, you'll notice that there's an additional. 128 Mindy Tran 00:47:10.940 --> 00:47:17.780 Index called the title index, and you can just do a keyword search, just type in your search terms. 129 Mindy Tran 00:47:19.220 --> 00:47:30.300 Or you can tell it to be more specific and say, I only want you to search for these terms in the title index. And if let's say I want to search for. 130 Mindy Tran 00:47:41.780 --> 00:47:45.500 There are five collections that have. 131 Mindy Tran 00:47:47.460 --> 00:48:07.780 This titles in five collections or there are five, five of these titles that come back as a match, ok? So you can search for a title. You'll notice that when I click on the dropdown, you can also search by the ISPN if you know if you're looking for an ebook and you know the IS ISBN for. 132 Mindy Tran 00:48:07.780 --> 00:48:08.420 For that e book. 133 Mindy Tran 00:48:09.900 --> 00:48:10.860 You can just type it in. 134 Mindy Tran 00:48:18.220 --> 00:48:19.500 Hope by typed in the number right? 135 Mindy Tran 00:48:21.660 --> 00:48:22.060 There's four. 136 Mindy Tran 00:48:25.100 --> 00:48:36.980 Same thing. If you know the ISSN, you type it in. The only difference is that you want to type in the ISN with the hyphen. So let's say I didn't include the hyphen. 137 Mindy Tran 00:48:39.260 --> 00:48:48.580 I get no results, ok? Even if the title index says ISSN, I still need to include the hyphen for an ISSSN. 138 Mindy Tran 00:48:56.660 --> 00:49:04.740 And of course, if you happen to know the OCLC number, there's an int an index for the OCLC number also. 139 Mindy Tran 00:49:08.900 --> 00:49:12.860 Useful if you have numbers and you want to search specifically for. 140 Mindy Tran 00:49:14.500 --> 00:49:14.780 A title. 141 Mindy Tran 00:49:21.820 --> 00:49:28.300 One of the last things you can do is you can search by provider. So instead I'm gonna close out. 142 Mindy Tran 00:49:30.460 --> 00:49:41.500 Since I don't need all these tabs here anymore, let's go ahead and close them all out to have a cleaner display here. And I'm gonna clear out my search term box also. 143 Mindy Tran 00:49:43.980 --> 00:50:03.460 So what if I want to know all of the collection that's by a particular provider? So instead of searching for that collection of one collection at a time, probably the easiest way is to search by the provider of those collections. We'll leave the scope the same as before. we're not gonna change it, we'll use all collections. 144 Mindy Tran 00:50:03.740 --> 00:50:09.580 And if I want to find all of the collections by ProQuest, just type it in. 145 Mindy Tran 00:50:13.220 --> 00:50:33.340 You'll notice that there are about eight providers that have, proquests in their name. And you'll notice under selections, you'll see the number on the left hand side is the number of collection that your library actually or my library actually select, have. 146 Mindy Tran 00:50:33.740 --> 00:50:36.900 Have us at least selected one title. There's none. 147 Mindy Tran 00:50:38.900 --> 00:50:55.260 But there's four collections by O Reilly or six hundred and sixty four by ProQuest or a hundred and forty three by ProQuest ebook central. And if I go ahead and click that one hundred and forty three, it will show me. 148 Mindy Tran 00:50:58.020 --> 00:51:03.660 The result for that one hundred and forty three collection by ProQuest ebook central. 149 Mindy Tran 00:51:06.420 --> 00:51:08.140 Easier than going out and searching. 150 Mindy Tran 00:51:09.660 --> 00:51:10.820 Collection by collection. 151 Mindy Tran 00:51:20.220 --> 00:51:20.740 Questions about that? 152 Mindy Tran 00:51:30.140 --> 00:51:31.980 So let's go back here for a little bit. 153 Mindy Tran 00:51:34.660 --> 00:51:47.100 Now that we know how to search in collection manager to so that we can find the collection that we want or need, let's talk about adding these collections, these. 154 Mindy Tran 00:51:48.740 --> 00:51:55.020 Knowledge based collections to represent your library's e resources. Libraries can have. 155 Mindy Tran 00:51:56.420 --> 00:52:07.820 Their electronic collections automatically sent from their providers to OCLC for loading into Worldcap knowledge base. And that is the automatic loading that. 156 Mindy Tran 00:52:10.140 --> 00:52:25.620 Can happen. there are only, there are a few providers that do that and some providers, specific collections or specific, types of material, maybe ebooks only but not e journal. so. 157 Mindy Tran 00:52:27.420 --> 00:52:27.660 There is. 158 Mindy Tran 00:52:30.380 --> 00:52:30.620 A link. 159 Mindy Tran 00:52:32.340 --> 00:52:52.500 In your learner guide, I believe that takes you out to where you can locate if your provider is on that list and if the provider is, you can click in and look at the information and it will really just walk you through on what you need to do to get that provider and OCLC to. 160 Mindy Tran 00:52:52.580 --> 00:53:12.140 To work together to set this automatic loading of library specific collections up so that they can load, send OCLC the information to add your, collections on your behalf. directly from the provider, ok? 161 Mindy Tran 00:53:13.660 --> 00:53:14.660 Now, if the provider. 162 Mindy Tran 00:53:16.660 --> 00:53:36.540 Does not work with OCLC to pro, to offer that option or the pro, the specific type of material maybe it does they don't, the provider doesn't offer automatic loading for e journal collections. Then you can go libraries can go in. 163 Mindy Tran 00:53:36.980 --> 00:53:37.500 And select. 164 Mindy Tran 00:53:39.300 --> 00:53:42.860 At the entire collection or edit, existing select. 165 Mindy Tran 00:53:45.740 --> 00:54:04.860 Subsets of collections to represent their electronic resources or if the collection doesn't exist at all in the global knowledge base, you can use collection manager to create new local knowledge base collections. Okay, so each library can use all of these option. 166 Mindy Tran 00:54:05.540 --> 00:54:25.300 To add their collections to worldcap depending on the library's workflow as well as the collections being added. today we really in this session, will focus on using just the collection manager interface to select, to edit, and to create new. 167 Mindy Tran 00:54:26.020 --> 00:54:28.860 Local knowledge base collections. Okay. 168 Mindy Tran 00:54:34.780 --> 00:54:41.420 If your library purchase or subscribe to the entire package or collection from a provider. 169 Mindy Tran 00:54:44.020 --> 00:54:46.340 Log into collection Manager. 170 Mindy Tran 00:54:47.860 --> 00:54:59.740 Search for the collection. So it's probably more efficient to search by the collection name since you know which the collection that you, your library purchased or subscribed to. 171 Mindy Tran 00:55:01.420 --> 00:55:08.820 Review the collection content. Is this the right collection or are these the titles that's in the collection? And then from. 172 Mindy Tran 00:55:11.580 --> 00:55:13.620 And then select the entire collection. 173 Mindy Tran 00:55:15.300 --> 00:55:18.140 To represent your, subscription in. 174 Mindy Tran 00:55:19.780 --> 00:55:20.380 In collection manager. 175 Mindy Tran 00:55:28.100 --> 00:55:43.500 If your library only purchased a subset of titles, again, login, search for the collection, and then within the collection, you can search or browse for the titles that your library. 176 Mindy Tran 00:55:44.900 --> 00:55:54.980 Purchased. Review the title information and then select the title to say that your library now has, to indicate to your users that. 177 Mindy Tran 00:55:56.460 --> 00:56:00.740 Your library now has access to the titles in the collection. 178 Mindy Tran 00:56:07.500 --> 00:56:09.580 Questions about that before we go on and take a look here? 179 Mindy Tran 00:56:15.460 --> 00:56:22.860 So I'm gonna go back to collection manager here. Again, I'm gonna close out the tab, clear out my search query. 180 Mindy Tran 00:56:28.900 --> 00:56:35.700 So, my library just purchased a couple of new collections and we need to add our. 181 Mindy Tran 00:56:38.140 --> 00:56:50.020 Add this to the Worldcat knowledge base to let our users know and have it say show up in discovery when our users search so they can link out to access the full text content. 182 Mindy Tran 00:56:52.100 --> 00:57:10.220 I'm for the titles in these collection. So we bought an ebook collection called Econometrics society Monographs online by Cambridge, the entire collection, and a really just a small subscription of, a subset of. 183 Mindy Tran 00:57:13.980 --> 00:57:23.180 Titles in an e journal collection called ProQuest European business. Since we know the name of the collection, we'll search for those by the collection name. 184 Mindy Tran 00:57:24.980 --> 00:57:41.780 So my data type would then be collection. I am gonna go ahead and scope it for all collections, and then I'll just go in and type in econometrics society monograph online. Okay. 185 Mindy Tran 00:57:44.140 --> 00:57:56.300 I find that there's forty six titles in this collection and I my library has not selected any of the titles. In that case, I can go ahead. 186 Mindy Tran 00:57:58.580 --> 00:58:04.780 And from this search results screen under selections here, I can click select all titles. 187 Mindy Tran 00:58:08.780 --> 00:58:10.380 Or I can open it up. 188 Mindy Tran 00:58:12.140 --> 00:58:22.540 If I want to say check to see if the collection, if, you know, the titles are really the ones that my life that's included in my. 189 Mindy Tran 00:58:24.940 --> 00:58:39.220 Purchase, I can just click the hyperlink collection name to open it up and then when I'm ready, I can just go to collection actions appear and say select collection, and it will select. 190 Mindy Tran 00:58:44.700 --> 00:58:49.660 It will, the titles will lock for indexing and when it's done, it will show that. 191 Mindy Tran 00:58:50.980 --> 00:58:56.140 All titles have been selected. Depending on how large the collection is, it may take. 192 Mindy Tran 00:58:57.660 --> 00:59:02.420 A few seconds, a few minutes, for it to happen, ok? 193 Mindy Tran 00:59:04.660 --> 00:59:21.060 While that is happening, I want to, explain a few things that you are seeing here. One is under the titles accordion, you notice that now there's an option that appears called auto select titles. 194 Mindy Tran 00:59:23.460 --> 00:59:43.300 If you select an entire collection or if you even select just one title in a collection, this option appears and if it is selected, like you see here, this option automates the selection of new titles for your library when the provider adds new. 195 Mindy Tran 00:59:43.500 --> 00:59:48.340 Title to this collection. So let's say you've purchased this entire collection. 196 Mindy Tran 00:59:50.140 --> 01:00:10.180 If three months later Cambridge University Press adds additional titles to this collection, you don't have to go back into this collection, and select those new titles individually because this option is selected collection manager will just automatically. 197 Mindy Tran 01:00:10.340 --> 01:00:30.820 Select those titles for you. Because maybe it's part of your subscription that you purchase everything. So any new titles would be included under, that purchase. However, if you uncheck this option, that means that any new titles that's added by Cambridge unive. 198 Mindy Tran 01:00:31.220 --> 01:00:40.420 Pressed to this collection, you do have to go in search for this collection if, if there's any titles that's not selected, and it is part of your. 199 Mindy Tran 01:00:41.820 --> 01:00:42.820 Purchase or subscription. 200 Mindy Tran 01:00:44.380 --> 01:00:53.220 You will have to select those titles yourselves so that those titles are represented and shown that you now have access to them. 201 Mindy Tran 01:00:55.300 --> 01:00:55.540 Okay. 202 Mindy Tran 01:01:04.540 --> 01:01:06.420 It's still locked for indexing, so we'll just. 203 Mindy Tran 01:01:08.060 --> 01:01:12.420 I was kind of hoping that it gets done because I want to show you. 204 Mindy Tran 01:01:24.860 --> 01:01:25.300 Come on. 205 Mindy Tran 01:01:32.340 --> 01:01:52.500 I'm gonna keep my fingers crossed that it actually allows me to do this. So let's say that once you've selected a title or selected the entire collection all the titles in the collection, you have to select it first and then you'll notice that the link appears, there. 206 Mindy Tran 01:01:52.740 --> 01:01:54.700 There will be a pencil next to it. 207 Mindy Tran 01:01:56.020 --> 01:02:15.180 And that means that when you click on it, you will then be able to edit the metadata for the title because this title is still being locked for indexing. It's not allowing me to edit anything just yet. I was kind of hoping that it would be quicker than this. 208 Mindy Tran 01:02:24.940 --> 01:02:29.020 We will come back to this, so we'll let give it time to process. We'll come back to this. 209 Mindy Tran 01:02:31.060 --> 01:02:31.180 Let's. 210 Mindy Tran 01:02:33.540 --> 01:02:40.780 Let's let's talk about what happens if you didn't purchase or I didn't purchase the entire collection like I did here for. 211 Mindy Tran 01:02:42.060 --> 01:02:51.220 Economic society monographs online. so for ProQuest European business, I'm gonna go out and search for that collection. 212 Mindy Tran 01:02:55.100 --> 01:03:05.340 Again, just because I didn't purchase the entire collection doesn't mean that I wouldn't search by the collection name because that maybe easier at this point. 213 Mindy Tran 01:03:08.140 --> 01:03:20.900 So I find the collection and of course I won't be selecting all titles in the search at the search results screen here because I didn't purchase everything. I'll click the name of the collection to open it. 214 Mindy Tran 01:03:23.100 --> 01:03:24.340 And it will display all. 215 Mindy Tran 01:03:26.340 --> 01:03:46.500 The titles here and let's say that I've, if I, what, one way I can do this is I can scroll down scroll to find the collection, the collection. The title that I know I purchased, which is British Food. 216 Mindy Tran 01:03:47.140 --> 01:03:51.100 Journal. So if I keep scrolling and scrolling, I'll find it. It's right here. 217 Mindy Tran 01:03:52.540 --> 01:04:11.740 It's a journal. It's not selected. So before I can even do anything before I can edit the title metadata I can view it if I click on here, I'll be able to view the title metadata, but I can't do anything. Okay, so I will need to. 218 Mindy Tran 01:04:14.260 --> 01:04:15.900 British Food Journal. 219 Mindy Tran 01:04:17.660 --> 01:04:19.780 I would need to go ahead and select the title. 220 Mindy Tran 01:04:26.220 --> 01:04:26.580 Come on. 221 Mindy Tran 01:04:30.180 --> 01:04:35.340 It's taking very long. There it is. Now it says selected by my library. 222 Mindy Tran 01:04:37.740 --> 01:04:44.100 Then I can go ahead and click on British food Journal, open up the title. 223 Mindy Tran 01:04:47.820 --> 01:05:03.980 And to begin editing the metadata, and this is what I was trying to get at earlier is that once you've selected a title, you will see that when you open up the title metadata, there is a global and a local tab. 224 Mindy Tran 01:05:07.980 --> 01:05:26.260 What this means is that there are certain fields that you can edit globally and certain fields that can be edited locally. So if you make a change in the global tab, which we're in right now, fields like the British title, name, fields like. 225 Mindy Tran 01:05:26.580 --> 01:05:34.700 Govdoc repository ID, fields like override OCLC number, and if I scroll on down, ISSN. 226 Mindy Tran 01:05:37.020 --> 01:05:48.500 Those are all global fields. So any changes that I make to any of the fields here in the global tab, it will be applicable to all libraries. 227 Mindy Tran 01:05:51.780 --> 01:05:52.380 Has this title. 228 Mindy Tran 01:05:54.060 --> 01:05:55.220 Or that uses this title. 229 Mindy Tran 01:05:58.540 --> 01:06:13.060 Coverage is not a global coverage with I make a change, it will be a global change that I'm making. Okay, so in this case, I can say, I'm, I'm editing. 230 Mindy Tran 01:06:17.820 --> 01:06:37.500 Say second edition as a for the global side. If I want to make a change to the local, I would click on local if, for example, coverage information, I need to make that change. My coverage didn't start in nineteen ninety two, for instance, ok? I can add additional coverage if there's a gap. 231 Mindy Tran 01:06:38.260 --> 01:06:57.980 In between my coverage, maybe, this, I initially had this journal from nineteen eighty through nineteen ninety, but then I didn't, it didn't start from me again until nineteen ninety five, for instance. I can add in if there's a, I can. 232 Mindy Tran 01:06:58.260 --> 01:07:06.700 Add in a gap, add a coverage for that to put in the years that we have access to that's not here in. 233 Mindy Tran 01:07:08.860 --> 01:07:13.820 The title. Title URL is specific to your title. 234 Mindy Tran 01:07:15.340 --> 01:07:35.180 Accessing this title out on your, on the provider's platform. So it's specific to your, to your institution, ok, to your title, you can make that change locally. If there's a different title URL. If I want to edit the coverage information. 235 Mindy Tran 01:07:37.260 --> 01:07:44.020 I can click on the pencil here to edit the existing and I'm gonna say our coverage didn't start until nineteen ninety five. 236 Mindy Tran 01:07:46.100 --> 01:07:59.940 And then apply to make the change. You'll notice that it changed the coverage in the local tab, but if I click over to the global, it remains the same. It doesn't change for anyone else, only for my institution. 237 Mindy Tran 01:08:05.300 --> 01:08:21.540 I'm gonna click review and save. So before you save this change permanently to this title, you can review it. So I can see that previously my coverage it the coverage was nineteen ninety two, and. 238 Mindy Tran 01:08:24.460 --> 01:08:28.060 Now is nineteen ninety five. It is a local change. 239 Mindy Tran 01:08:31.460 --> 01:08:51.740 However, I made a change to the title name from British food Journal to British food Journal Second edition, and it's a global change, which will change it for everyone. I don't want to do that, at least for this account with this account. I'm gonna go ahead and cancel, go back to global and remove that. 240 Mindy Tran 01:08:52.020 --> 01:08:52.700 Second edition. 241 Mindy Tran 01:08:57.060 --> 01:09:05.140 Review and save again, and now the only change is a globe, a local change. That's fine. I'll go ahead and apply changes. 242 Mindy Tran 01:09:08.060 --> 01:09:08.420 And now. 243 Mindy Tran 01:09:09.859 --> 01:09:20.540 It's successfully saved. global didn't change, but my local reflects what I actually have purchased. for this title from the provider. 244 Mindy Tran 01:09:28.620 --> 01:09:29.140 Questions about that? 245 Mindy Tran 01:09:36.140 --> 01:09:36.740 The other way. 246 Mindy Tran 01:09:38.020 --> 01:09:39.299 That I can. 247 Mindy Tran 01:09:41.900 --> 01:09:47.620 Besides browsing and finding the individual titles that my library purchase in this subset of. 248 Mindy Tran 01:09:49.540 --> 01:10:04.260 Titles for ProQuest European business is to search for that specific title. So maybe another journal title that we purchased is Harvard interview, International Review. So I can just go ahead to where it says search. 249 Mindy Tran 01:10:06.460 --> 01:10:08.940 Title here, this box, type in. 250 Mindy Tran 01:10:16.140 --> 01:10:35.980 And you want to make sure that my selected titles is unchecked because you're looking for this title that you haven't selected yet. You're looking for it within the collection. And then just click filter and there is the journal. And like the previous, review. 251 Mindy Tran 01:10:36.380 --> 01:10:41.860 The journal, metadata and then click select title. 252 Mindy Tran 01:10:43.300 --> 01:10:43.700 To select. 253 Mindy Tran 01:10:47.900 --> 01:10:55.500 And then you can then make edits to the metadata like we did with the previous journal British food journal. 254 Mindy Tran 01:10:59.060 --> 01:11:16.980 Now what happens though if I want to, this is a, what we call a global collection. It exists in the global knowledge base. It's not something, it's not a collection that I locally created. But what happens is you have subscribed to a title, but the title. 255 Mindy Tran 01:11:19.660 --> 01:11:26.620 Isn't on this list. So, you're looking at this and you're saying, well, my library subscribed to a. 256 Mindy Tran 01:11:33.260 --> 01:11:53.620 My library subscribed to a title, but I can't find it in this list of a hundred and fifty seven title. Is it not here yet OCLC hasn't received the information yet. So in that case, what you can do is here in the dropdown, under the titles accordion, the menu at a global title, you can. 257 Mindy Tran 01:11:53.780 --> 01:11:55.500 Go ahead and say create a title. 258 Mindy Tran 01:11:57.140 --> 01:11:58.300 Type in the title name. 259 Mindy Tran 01:12:04.740 --> 01:12:19.620 What is it? It's a journal, it's a full text journal, so the coverage depth for this. So this is another full text journal that I have access to. And once you do that, the rest of the title form displays and then you can add the coverage information. 260 Mindy Tran 01:12:21.580 --> 01:12:34.060 For this, title. title URL OCLC number if you have it, the ISSN, EISSN that you have. 261 Mindy Tran 01:12:37.580 --> 01:12:55.660 The linking, so if you have the link, directly to the title on the, on the pro prior provider's platform, the title ID, which is the linking key. This linking key you can find it in the URL from the provider. If you. 262 Mindy Tran 01:12:55.860 --> 01:13:16.060 Don't know where to locate it, you can always contact OCLC support, and one of our support team members could help you locate that linking key. It's also nice because when you, if you have that linking key, when OCLC does receive the information from the provider instead of overriding your. 263 Mindy Tran 01:13:16.340 --> 01:13:26.180 Title, it will, basically merge the global title that you created with the information from the provider, ok? 264 Mindy Tran 01:13:32.260 --> 01:13:49.060 I'm not going to add this, title because it's not, this is a global collection and this is not a real title. But once you've add all of the metadata for this new title, you can just click save to add it to, the global collection. 265 Mindy Tran 01:13:56.300 --> 01:13:56.860 Questions about that? 266 Mindy Tran 01:14:09.420 --> 01:14:22.820 So then what happens if you search the collection manager, you search the global knowledge base using collection manager and you don't, and you don't find your collection that you want. 267 Mindy Tran 01:14:25.820 --> 01:14:39.500 Then you can create a new local collection. Some of the reasons you might want to is that it maybe a really small collection or a niche collection that's not available in the global knowledge base. And it's only. 268 Mindy Tran 01:14:41.740 --> 01:14:45.820 Created for your library or your library created for your users. 269 Mindy Tran 01:14:47.500 --> 01:14:57.100 It maybe that you want to add a collection of print serials into the knowledge base to be represented alongside your e journals. 270 Mindy Tran 01:15:01.540 --> 01:15:17.860 So that if, even if you don't have access to it, electronically, it can show the user that you do have it at your library and they may want to, make a trip to the library or ask for that to be inter library loan. 271 Mindy Tran 01:15:20.220 --> 01:15:38.300 Maybe you have access to the ebook or e journal collection first and it's not the information hasn't been sent to OCLC to be added to the global knowledge base. Or maybe you're adding a database only collection. Those are not in the global knowledge base. 272 Mindy Tran 01:15:42.420 --> 01:15:42.780 So for. 273 Mindy Tran 01:15:44.140 --> 01:15:47.900 That reason or maybe other reasons that you have for having to create a new. 274 Mindy Tran 01:15:49.540 --> 01:16:05.020 Collection login, under collection manager, you'll want to create a collection, a new knowledge base collection, and then you can designate that as a database only collection. Maybe you are adding a database URL to that, no titles. This is a. 275 Mindy Tran 01:16:06.860 --> 01:16:12.540 You just want the link to that database to appear in the knowledge base for your users. 276 Mindy Tran 01:16:14.820 --> 01:16:19.140 Or if it is a collection that needs to add, then you can add a title by title. 277 Mindy Tran 01:16:23.540 --> 01:16:28.140 When you add a new collection, one of the things that you want to think about is link scheme. 278 Mindy Tran 01:16:29.980 --> 01:16:42.340 This field is optional for many collections. we recommend that libraries only attempt to add metadata to this field when it's truly necessary and. 279 Mindy Tran 01:16:43.700 --> 01:16:48.660 Print serials and many ebook collections don't really need link schemes, ok? 280 Mindy Tran 01:16:50.020 --> 01:17:10.180 The link scheme value instructs the Worldcap knowledge base how to create article links for a particular record or set of records. this value is represented at the collection level, but libraries can override the link scheme value on a per title basis. Maybe one title is very complex, there's a different. 281 Mindy Tran 01:17:10.700 --> 01:17:19.380 Scheme for that. That is something that you can override at the, at the title level for that particular title. 282 Mindy Tran 01:17:21.700 --> 01:17:23.700 You can email OCLC support. 283 Mindy Tran 01:17:25.980 --> 01:17:45.660 After you've created your collection, add the titles to the collection, the name of the provider of that collection, the collection name, collection ID, a sample search from that provider that resolves to full text. You may have, and then a username and password that will allow OCLC to proxy through to the. 284 Mindy Tran 01:17:45.700 --> 01:17:53.100 The full text to make sure that the link scheme is correct, is, works. Okay. 285 Mindy Tran 01:17:57.860 --> 01:18:02.180 Questions about that before we go out and take a look here on how to create a new collection? 286 Mindy Tran 01:18:08.420 --> 01:18:08.820 Let me. 287 Mindy Tran 01:18:10.900 --> 01:18:30.460 Switch my screen here. So we're back here in collection manager. Again I'm gonna close out all the tabs here just so that we have a clean display. So I I've searched, couldn't find the collection or maybe the collection isn't useful. Then I can go ahead and create a collection. 288 Mindy Tran 01:18:34.580 --> 01:18:44.220 Collection type would be knowledge based collection if it's not shown here, I can select it from the dropdown menu under collection type, ok? 289 Mindy Tran 01:18:45.860 --> 01:18:56.740 If I know that the collection that I'm adding is just a link to the database, I can say, check the box to say that it is a database only collection and click create. 290 Mindy Tran 01:18:59.100 --> 01:19:00.020 Give it a collection name. 291 Mindy Tran 01:19:10.900 --> 01:19:21.860 Collection ID is automatically assigned by the system, you can change that collection ID, but it needs to be unique across the knowledge base. 292 Mindy Tran 01:19:24.420 --> 01:19:43.940 If you know the provider of this, you can click into the provider box, begin typing and it will give you some suggestions. And then select it from the suggested list, ok? Or create a provider. You can describe the collection if you want, what it is. 293 Mindy Tran 01:19:44.980 --> 01:19:55.740 Collection note, any staff note, ok? And then under linking the link to the database. I'm gonna make one up. Sorry about that. 294 Mindy Tran 01:20:07.700 --> 01:20:08.620 And then just create. 295 Mindy Tran 01:20:11.060 --> 01:20:15.540 And that's it. There's no titles to be added. There is no. 296 Mindy Tran 01:20:19.460 --> 01:20:23.300 There is no individual titles to be added for a database only. that's it. 297 Mindy Tran 01:20:29.540 --> 01:20:36.860 If I need to create a collection and add individual titles, then I'll need to uncheck the database only collection. 298 Mindy Tran 01:20:39.180 --> 01:20:43.740 For the knowledge base collection type, and then again click create, give it a name. 299 Mindy Tran 01:21:00.660 --> 01:21:16.460 Again, collection ID has been assigned, provider, I can just start typing and it will give me a suggestion. I can describe the collection. I don't need to worry about that. Under linking, put in my collection URL. 300 Mindy Tran 01:21:28.420 --> 01:21:41.660 The link scheme, if it's a brand new collection that or that doesn't have an existing link scheme that I need OCLC to help create, we can have sent that information off and once it became. 301 Mindy Tran 01:21:43.180 --> 01:21:49.060 OCLC sends you the link scheme, you can put that here, ok? Other than that. 302 Mindy Tran 01:21:52.180 --> 01:22:00.500 And notice now you have a titles accordion, which is now you can go in and add individual local titles. 303 Mindy Tran 01:22:02.420 --> 01:22:08.100 Add titles to this newly created local, knowledge base collection. 304 Mindy Tran 01:22:10.900 --> 01:22:13.460 Using the added local title dropdown menu. 305 Mindy Tran 01:22:15.540 --> 01:22:18.380 Click create a title, and it will give you a. 306 Mindy Tran 01:22:21.780 --> 01:22:30.420 A new title for, form here. You fill out all of the information for this title, ok? 307 Mindy Tran 01:22:32.060 --> 01:22:36.260 Down to, so if I want to add a title called. 308 Mindy Tran 01:22:40.900 --> 01:22:41.380 I'm. 309 Mindy Tran 01:22:43.660 --> 01:22:46.340 This is a journal, a full text journal. 310 Mindy Tran 01:22:48.540 --> 01:22:50.540 I have, I want to add coverage. 311 Mindy Tran 01:22:53.820 --> 01:22:57.660 My subscription starts in two thousand. 312 Mindy Tran 01:22:59.940 --> 01:23:00.620 January first. 313 Mindy Tran 01:23:04.180 --> 01:23:11.220 And it starts maybe there is a enumerations. it starts with volume. 314 Mindy Tran 01:23:12.780 --> 01:23:14.380 Ten issue one. 315 Mindy Tran 01:23:16.820 --> 01:23:36.420 If you don't have an end date for this, you can leave it blank. If you do, you can put it put it in using the same format. You can use either four digit year only, four digit year two digit month, four digit year two digit month, two digit dates. And if you hover your mouse over the question mark, it will show. 316 Mindy Tran 01:23:36.420 --> 01:23:41.500 Show you the format that is valid to be used here. Okay. 317 Mindy Tran 01:23:43.580 --> 01:23:52.500 Apply, so now I have the coverage. If I have a URL for the title, I can put it in. I'm just gonna make something up really quickly here. 318 Mindy Tran 01:24:08.660 --> 01:24:19.380 If you know the OCLC number for this, you can put that information on in, put in your ISSN, I'm gonna just make something up really quick. Again. 319 Mindy Tran 01:24:31.020 --> 01:24:35.980 And then once that's done, I just click save and add it to. 320 Mindy Tran 01:24:37.900 --> 01:24:46.460 This collection. So if I switch over to my collection here, May twenty twenty four, I see that title right here. 321 Mindy Tran 01:24:49.740 --> 01:24:49.940 Okay. 322 Mindy Tran 01:24:52.940 --> 01:25:09.940 If you have more titles to add, you can add titles like that from a blank title form. So you keep, click the add a local title from the dropdown and say create a title and keep doing that until you've added all your titles. 323 Mindy Tran 01:25:11.780 --> 01:25:28.420 Or, if you happen to have the OCLC number of the journal title or ebook title that you want to add, then you can use the option to create using OCLC number to pre fill, type in the OCLC number. 324 Mindy Tran 01:25:33.140 --> 01:25:52.540 Click continue, the system will go out, search worldcap, find the graphic record, extract some information and pre populate, with, data from the world cat bible graphic records such as the title, and then I know. 325 Mindy Tran 01:25:52.740 --> 01:26:12.700 That this is an ebook, so in my coverage depth, if I say ebook, then it would display the rest of the, title metadata with some of the metadata pre populated, like, the OCLC number, ISBN, it does not pre fill. 326 Mindy Tran 01:26:13.900 --> 01:26:31.260 Date author or publisher. You would have to add that yourself. It will not extract title URL again. The titled URL is specific to the collection and to the title that's in the co in the collection. And then I can edit the information here. 327 Mindy Tran 01:26:33.180 --> 01:26:36.820 Put in a, if there is a URL, if it is, I'm gonna just. 328 Mindy Tran 01:26:38.540 --> 01:26:51.940 Make one up, select one that's there. If I know that the date, I can put in the date for this book. If I know the author, I can put in the author for this. I'm making this up, of course. 329 Mindy Tran 01:27:02.900 --> 01:27:06.660 And then save this to add it to the collection. 330 Mindy Tran 01:27:08.660 --> 01:27:13.820 And if I go over to the collection, now there's two titles in this collection. 331 Mindy Tran 01:27:22.460 --> 01:27:38.340 Questions about that? So if you have another OCLC number, then using the add a local title menu, use the select create using OCLC number to pre fill and enter another OCLC number. 332 Mindy Tran 01:27:42.660 --> 01:27:52.260 So this is how you create a new collection and you add new titles to the collection. One at a time in the interface. 333 Mindy Tran 01:28:02.420 --> 01:28:21.860 So we've been selecting and editing collections. so let's take a look at how collection manager tracks these changes for you. So what happens if you don't want, if you come into collection manager and you just want to see what activities have been performed in the collections, what the colle. 334 Mindy Tran 01:28:22.140 --> 01:28:24.100 Have been added, what titles have been added. 335 Mindy Tran 01:28:26.100 --> 01:28:28.620 You can do that. I'm gonna go ahead and close this here. 336 Mindy Tran 01:28:30.260 --> 01:28:41.060 By looking at the activity history. So under data type, you wanna search the activity history and notice the scope will only show. 337 Mindy Tran 01:28:44.260 --> 01:28:52.860 Institutions as the default. I'm gonna go ahead and show all institution history. I'm gonna go ahead and clear the search term here. And if I. 338 Mindy Tran 01:28:54.540 --> 01:29:06.300 Execute this search, what collection manager is showing me here is that I'm seeing all of the changes in the past ninety days as well as the sources of the change. 339 Mindy Tran 01:29:08.260 --> 01:29:10.500 To all of the collections by any institution. 340 Mindy Tran 01:29:11.940 --> 01:29:32.140 Like wildly online, all, ebooks probably, O books, it's a global knowledge base collection, and the source, the update of the source is the University of Quebec at Montreal. Okay? So there was a new collection that was updated by. 341 Mindy Tran 01:29:32.300 --> 01:29:46.340 OCLC training. And of course, as we go down the list by other collections that have been updated by everyone in collection manager, it shows up here in the activity history. 342 Mindy Tran 01:29:48.420 --> 01:30:08.100 We may only, you may only be interested in your activities. So in that case, the scope that you'll look for here is my institution history. And if I re execute this search, all of these changes are by my library. Now, you may see. 343 Mindy Tran 01:30:09.460 --> 01:30:15.180 The update source as Navel, Galle, for example. This is because. 344 Mindy Tran 01:30:16.500 --> 01:30:22.700 Those providers may have sent a data load and my library have those collections selected. 345 Mindy Tran 01:30:24.740 --> 01:30:36.100 And so, it would show up in my institution's history because those provider loads affect my libraries collections, ok? 346 Mindy Tran 01:30:38.300 --> 01:30:38.900 And from here. 347 Mindy Tran 01:30:42.380 --> 01:30:46.060 I can click on, say, a collection updated. 348 Mindy Tran 01:30:48.140 --> 01:31:08.100 The link here, and I can, it takes me straight into the collection history for me to see that, at twelve oh five I, the collection was created at twelve oh seven, which is my, time zone collection has been updated at twelve ten. A collection has been updated. 349 Mindy Tran 01:31:14.460 --> 01:31:31.700 I can go back to the activity history here and I can click on, let's say, academic food sciences. There was a provider load, so let's go ahead and click on it to see. It tells me that just the provider load. If I click on it from this collection here. 350 Mindy Tran 01:31:33.340 --> 01:31:44.140 It tells me that there were four hundred and twenty four titles updated from that provider load. I can download the detailed report or I can click on the collection name. 351 Mindy Tran 01:31:46.300 --> 01:31:52.780 To go back to the collection or I can scroll down and see this title has been updated. 352 Mindy Tran 01:31:54.420 --> 01:31:55.300 No global changes. 353 Mindy Tran 01:31:57.900 --> 01:32:03.380 This title has been updated, so if I keep scrolling, I'll see that there's been no global changes. It may only be. 354 Mindy Tran 01:32:06.700 --> 01:32:08.060 Local changes that have happened. 355 Mindy Tran 01:32:13.340 --> 01:32:20.100 So you can see changes and what has been, if there's been any changes in that provider load. 356 Mindy Tran 01:32:23.460 --> 01:32:26.500 Let me scroll right back up here very quickly. 357 Mindy Tran 01:32:32.220 --> 01:32:33.660 Not only can I search. 358 Mindy Tran 01:32:35.540 --> 01:32:55.380 I can search for a specific term like you did with the collections or with individual titles, but I can also if I have thirty results, I can filter by, there's an option to filter by specific activity date. Maybe I'm looking for some very specific activity between. 359 Mindy Tran 01:32:55.780 --> 01:33:04.780 A range of date, looking for anything from, say, April first to April thirtieth, oh wrong month. 360 Mindy Tran 01:33:10.620 --> 01:33:28.900 Or maybe I'm, I can combine the activity or I can look for activity history, a collection activity collection type, I can look by loads and feeds, I can look by provider or I can add an additional line and say, Well, you know what. 361 Mindy Tran 01:33:29.100 --> 01:33:34.140 I want to look for that activity date, but I want to look by the collection activity. 362 Mindy Tran 01:33:35.460 --> 01:33:37.860 And say collections that have been. 363 Mindy Tran 01:33:40.900 --> 01:33:52.500 Created and be in that time. There's none, ok? Or maybe I want to change my filter to include the month of May. 364 Mindy Tran 01:33:54.100 --> 01:34:10.540 And then say collections that have been created in that time. So you can do a combination and narrow your, your activity search results. So if you need that that information, you need to be able to see what's happened in the past ninety days. 365 Mindy Tran 01:34:12.100 --> 01:34:19.460 So the information that you see here is only available for, in the past ninety days, ok? 366 Mindy Tran 01:34:25.940 --> 01:34:26.660 Questions about that? 367 Mindy Tran 01:34:33.020 --> 01:34:51.020 One of the last things I wanted to show you besides the online help that we saw at the beginning is the you will be able to email support from right within Worldchair here if you have questions or if you encounter any issues while working with collection manager. 368 Mindy Tran 01:34:52.660 --> 01:35:02.820 But also the community center, so if I click on that, it will take me out to the OCLC community center here, I wouldn't have to sign in again. 369 Mindy Tran 01:35:09.060 --> 01:35:13.140 I don't remember my registry ID, so I would need to go get it here. 370 Mindy Tran 01:35:24.580 --> 01:35:26.540 Once you're logged into worldshare and you go to. 371 Mindy Tran 01:35:28.380 --> 01:35:48.580 The community center from world Chair, it will log you into here and if you go to product communities, there's a community for world share collection manager. And from here, you can access any news, events that are upcoming or recordings that are. 372 Mindy Tran 01:35:49.300 --> 01:35:58.340 Or if you have ideas to share or enhancement request to share or if you click on discussions, any discussions that's happened or. 373 Mindy Tran 01:36:00.100 --> 01:36:17.380 You want to ask a question a pose, a question to the forum, and either your peers or OCLC staff product team can respond to the question that you post here in the discussion board. 374 Mindy Tran 01:36:21.460 --> 01:36:21.660 That's. 375 Mindy Tran 01:36:30.860 --> 01:36:35.420 I am going to pause here and ask if there are any questions about anything that we've. 376 Mindy Tran 01:36:38.940 --> 01:36:40.060 Talked about in the session today. 377 Mindy Tran 01:36:46.620 --> 01:37:04.620 If not, that is ok. if you have questions as you can work with collection manager and workout knowledge based collections, you can always contact OCLC support in your region at the URL here or if you're in US or in Canada, you can call the toll free number here. 378 Mindy Tran 01:37:05.700 --> 01:37:09.220 To talk to one of our, support team member. 379 Mindy Tran 01:37:13.820 --> 01:37:26.580 I want to thank you for spending this time with me. I, I know that it is a lot of information to take in, I will send out the recording once it's available and. 380 Mindy Tran 01:37:29.700 --> 01:37:47.620 Feel free to exit out at any time. I'll still be here for a few more minutes if you have questions for me, Otherwise, when you exit out of the session, it will redirect you to an evaluation for this class. I'd like to ask you to provide us with feedback for the session. We very much appreciate it. 381 Mindy Tran 01:37:49.100 --> 01:37:52.980 We I hope to see you in future OCLC training sessions. Thank you again.