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Workflow for data sync collections

The data sync collection workflow provides an overview of the data sync collection process, from collection creation to report retrieval.

Introduction

Data synchronization is an automated process that compares records from your local catalog against records in WorldCat and manages holdings on those matching records. These holdings may be at the institution-level, such as your OCLC symbol, or at the local-level, such as local holdings records (LHRs). This process also facilitates adding new records to WorldCat.

The learning paths below provide an overview of the data sync collection process for each type of collection, from collection creation to report retrieval.

Data sync workflow

Workflows for creating data sync collections

 Note: If you have questions while creating your data sync collection, please contact OCLC Support.

Non-MARC patterned data (bibliographic or local holdings records)

Create data sync collection for a Reclamation

 Note: There is a fee associated with a reclamation.

If you are new to data sync collections, or if it has been a while since your holdings have been consistently maintained, we recommend starting with a Reclamation and then continuing with an Ongoing collection to ensure your holdings remain up to date.