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Knowledge Base Data

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Find information about Knowledge Base Data settings for Knowledge base collections in WorldShare Collection Manager.

Applies to: Knowledge base collections.

Data Sources

About

This setting affects library-specific automated collection feeds and third-party holdings file uploads to your WorldCat knowledge base. It does not affect regular knowledge base updates.

You have the following options for Data Sources in both the institution settings and in the collection-level settings:

  • All approved data sources (default)
  • Manual upload only

In the collection-level settings, you have the additional option of Selected data sources only.  If you select this option, data sources appear so you can select or deselect them.

In most situations, OCLC recommends that you leave the default settings selected. Altering the Data Sources settings can interfere with updates from DDA partners and other holdings providers. Libraries typically alter Data Sources settings only when discontinuing particular loading services.

Collection-level Data Sources settings

 Note: Data Sources settings are not available within locally created collections. Likewise, some shared collections with automated holdings feeds might not have Data Sources settings because, depending on how OCLC set up the automated feed, some shared consortial collections behave like locally created collections.

Use collection-level Data Sources settings to discontinue a feed in one or more collections.

Follow these steps:

I. Make sure the default setting is selected in the institution settings:

  1. Navigate to Institution Settings > Knowledge Base Data > Data Sources.
  2. Make sure the default institution setting, All approved data sources, is selected.

II. Configure collection-level settings:

  1. Use the search box within Collection Manager to search for and navigate to the collection.
  2. Open the collection and expand Holdings and MARC records.
  3. For Data Sources, the default collection-level setting is All approved data sources. Change the setting depending on your desired action:
    • If multiple data sources are populating a collection and you want to disable one or more while preserving others, choose Selected data sources only. A list of data sources will appear. Uncheck the options you do not want to populate the collection.
    • If you want to prevent any data source from populating a collection, choose Manual upload only.

 Caution: Do not deselect the collections. A collection must be in place for this setting to work, even if it has 0 titles. Thus, before removing the collection in its entirety by deselecting it, you must use the Data Sources setting to ensure the feed and the metadata moving through OCLC's system does not populate the collection. You can deselect the collection at a later time.

III. Notify OCLC Support:

  1. If you are discontinuing a feed, contact OCLC Support to let us know you do not what the automated feed. For example:

OCLC Support,

Please stop the automated holdings feed for my knowledge base collection in Collection Manager.

  • Collection Name and/or Collection ID:
  • My institution's registry ID or WorldShare URL:

Thank you.

Institution Data Sources settings

This setting affects library-specific automated collection feeds and third-party holdings file uploads to your WorldCat knowledge base. It does not affect regular knowledge base updates. Data sources can be made more restrictive or disabled in an individual collection's settings.

Libraries rarely change institution Data Sources settings; Use the collection-level Data Sources settings to discontinue automated holdings feeds.

Follow these steps:

  1. Navigate to Institution Settings > Knowledge Base Data > Data Sources.
  2. The default institution setting is All approved data sources. Change the default setting to Manual Uploads Only if you want to prevent all data sources from any of your collections.
  3. If you are discontinuing a feed, contact OCLC Support to let us know you do not want the automated feed.

Alternate Knowledge Base Supplier Holdings File Upload

Upload a complete set of knowledge base titles from a third-party knowledge base.

To upload your data to your knowledge base in Collection Manager:

  1. Before you export your data from a third-party service, note the format requirements for uploading your file in WorldShare Collection Manager. The requirements might influence the options you choose in your third-party administrative interface when you export your data.
    See Upload titles from an alternate knowledge base supplier holdings file from Alma, EBSCO, Serials Solutions, or SFX.
  2. To upload your data, use the settings in Institution Settings > Knowledge Base Data > Alternate Knowledge Base Supplier Holdings File Upload. FTP/sFTP options are also available.
    See Upload titles from an alternate knowledge base supplier holdings file, Upload your file for more information.

 Caution: To upload titles for a single collection, navigate to the collection and upload your file in the collection's titles accordion. Within a single collection, you have the options to download and upload files to reflect your subscription. See Collection-level settings in knowledge base collections, Titles.