OCLC Worldshare Collection Manager

Resources: This page is an overview and use study of the OCLC WorldShare interface to OCLC, available to OCLC subscribers, which is an alternative cataloging interface to OCLC Connextion Client.

Setting up WorldShare Record Manager:

1. Log in to your WorldShare account.

2. Go to the “Metadata” tab.

3. Select “Record Manager” in the sidebar.

4. Select “User Preferences” in the sidebar.

Note: Since these are User Preferences, they must be configured for each user who will be using the service.

5. Go to “Exporting – Bibliographic Records." (OCLC documentation for all of these settings is available.)

6. Go to the “General” tab, then set the “Format” to “MARC 21 with UTF-8 Unicode” (since Koha always uses UTF-8) and select "Save."

7. Select the “TCP/IP” tab:

• Enter the hostname or IP address at which the OCLC Connexion daemon service can be reached (configured according to the instructions in the Koha Manual)
• Set the Authentication to “Login ID” and enter the connexion_user and connexion_password from that same configuration file
• Optionally set the connection delay, connection attempts, and other settings.
• Select "Save."

Using WorldShare Collection Manager: Sending a single record from the WorldShare Record Manager to Koha

1. Log in to your WorldShare account.

2. Navigate to the “Metadata” tab.

3. Select “Record Manager” in the sidebar.

4. Search for a record.

5. Select the title of a record to open it.

6. Select the “Record” dropdown menu, then “Send to”, then “Local System (via TCP/IP)." After a while, depending on your “connection delay” settings, you should see the record in Koha:

• If you used import_mode: direct in your configuration file, the record will be available in the catalog.
• If you used import_mode: staged in your configuration file, the record will be staged for import.

Using WorldShare Collection Manager: Sending multiple records from WorldShare to Koha

1. Log in to your WorldShare account.

2. Navigate to the "Metadata" tab.

3. Select "Record Manager" in the sidebar.

4. Search for a record (screenshot available above).

5. Select the title of a record to open it.

6. Select the "Record" dropdown menu, then "Send to," then "Export List..." and select a list to which to add the record.

7. Repeat from step 4 as needed.

8. When ready, select "Export Lists in the sidebar.

9. Select the name of a list to open it.

10. Select the "Export" dropdown menu, then "Send to local system (via TCP/IP)." After a while, depending on your “connection delay” settings, you should see the record in Koha:

• If you used import_mode: direct in your configuration file, the record will be available in the catalog.
• If you used import_mode: staged in your configuration file, the record will be staged for import.