NOV 28

WorldCat data sync collections mechanics: create collections, upload files and review output

This online course provides instruction on how to create a data sync collection in WorldShare Collection Manager, upload files for processing, review post-processing output files and reports and resolve records in WorldCat staging (a temporary location for unresolved records that result from processing).

Course Overview

Data synchronization is an automated process that compares bibliographic or local holdings records sent from an institution against records in WorldCat and manages holdings on those matching records.  These records may be from an institution’s local catalog or from another source sent on the institution’s behalf.  WorldCat data sync collections are created in WorldShare Collection Manager, at an institution’s custom Web address.

This course will help learners gain a better understanding of how to create and submit a data sync collection, how to properly name files and upload them for processing, how to interpret output reports and files and how to review unresolved records from WorldCat Staging.

Audience Description

This course is intended for library staff who work in cataloging and/or systems to manage the library’s online catalog and perform holdings maintenance activities; Other staff who want to learn more about how to get started with data sync collections will benefit as well. 

Related classes

Suggested class:  WorldCat data sync collections fundamentals: processing paths for optimal outcomes

Closed captioning

Closed captioning is available in the US upon request with 5 business days' notice.

Cancellation policy

In the event of low attendance, OCLC may cancel a training session. In this situation, registrants will be notified by email in advance of the session.

Register to attend


28 November 2017


2:00 PM – 3:30 PM
Eastern Standard Time, North America [UTC -5]



Course Length

1 Hour

Course Format

Live Online