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OCLC WorldShare Metadata

  • Getting started

Getting started with WorldShare Metadata Collection Manager

WorldShare Metadata is available to any library with a full OCLC Cataloging subscription. To get started with Collection Manager, complete the request form.

Log in to your library's OCLC WorldShare interface (Using Mozilla Firefox as your browser). Note: The first time you log in, establish a password.

Step 1: Configure settings at the institutional level. Go to Metadata (or Licenses)—Manage Collections:

  • Click on Settings—Knowledge Base. Select the correct OCLC symbol.
  • Activate WorldCat holdings option (if desired):
    • Go to Library Holdings—Set holdings in WorldCat.
    • Select the "yes" radio button. This will set holdings in WorldCat for all of your collections that are not open access collections.
      NOTE: There will be a 7-10 day delay.
  • Define MARC record options at the institutional level.
    • Go to Library Holdings—Enable MARC Record Delivery.
    • Select the "yes" radio button.
    • Add customization as desired.

Step 2: Define collections to your WorldCat knowledge base and configure settings at the collection level:

  • Build your WorldCat knowledge base.
  • If you set holdings in WorldCat at the institution level, verify the setting at the collection level.
  • Enable MARC Record Delivery at the collection level.

Step 3: Retrieve MARC records via FTP. Access OCLC usage statistic reports and set up automatic email of reports.

View detailed instructions

For help building your WorldCat knowledge base, see:

Attend training

Register for live training on building your WorldCat knowledge base. Visit OCLC's Training Portal:

  • Go to the WorldCat knowledge base page.
  • Find the Implementation Webinar. Click on the course name and register.

If you do not currently have a cataloging subscription, please contact libservices@oclc.org for more information.


Stay informed

  • Join OCLC-CAT,a listserv discussion of all OCLC cataloging services, to discuss this service and other cataloging-related topics with colleagues or browse the archives.
  • Subscribe to Cataloging and Metadata updates to stay informed of upcoming enhancements, webinars and training courses.
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