Skip to main content
OCLC Support

WorldShare Acquisitions self-paced training

  1. Last updated
  2. Save as PDF
Find WorldShare Acquisitions training recordings and videos.

Budgets and Vendors

 

Title and description Length  
Manage vendors

This video shows how to enable a vendor for transactions, how to edit local fields in a vendor record, and how to add a new vendor in WorldShare Acquisitions.		 11:02

 
Setting up a budget

This video describes and demonstrates the steps to set up your budget for the first time in WorldShare Acquisitions.		 19:45

 
Roll over your budget

This video describes and demonstrates the steps you'll need to take to roll over you budget to your next fiscal period.		 18:42

 

 

Ordering

 

Title and description Length  
Ordering monographs

This video shows how to create a purchase order, add a single part and a multi-part monograph to the order, and how to then place the order in WMS Acquisitions.		 11:17

 
Ordering serials subscriptions

This video shows how to create and place a purchase order for serials subscriptions in WorldShare Acquisitions.		 11:30

 
Purchase requests

This video demonstrates the workflow for purchase requests in WorldShare Acquisitions.		 10:32

 
Ordering when there's no WorldCat record

This video shows how to create a brief level record for ordering when no WorldCat record exists.		 13:07

 
Import order, invoice, and shelf ready data files

This video shows how to import order, invoice, and shelf ready data files in WorldShare Acquisitions.		 10:09

 

Approval plans, Standing orders, Monographic Series, and Gifts

 

Title and description Length  
Receive approval plan items

This video shows how to receive Approval Plan items in WorldShare Acquisitions.		 10:39

 
Create a standing order for a book series

This video shows how to create a standing order for a book series in WorldShare Acquisitions, and how to receive and invoice titles in the series.		 9:07

 
Monographic series

This video shows how to manage monographic series in WorldShare Acquisitions so you can encumber funds for the series subscription, and expend funds as volumes are added to the series.		 10:43

 
Create a gift/donation list

This video shows how to create a gift/donation list in WorldShare Acquisitions and how to add items to the list and receive them making them available in your collection.		 6:38

 

Searching

 

Title and description Length  
Searching for bibliographic records in WorldCat

This video will show you how to search for records in WorldCat using the Discover Items feature in WorldShare Acquisitions. You will need to find a record in WorldCat for both ordering and for adding holdings for items you have in hand, or for items that you have acquired outside of the WMS Ordering process (e.g. gifts). You can use these searching techniques in WorldShare Management Services Acquisitions or Circulation and also in WorldShare Metadata Record Manager.		 13:08

 

Receiving and Invoicing

 

Title and description Length  
Receive and invoice monographs

This video shows how to receive and invoice single-part and multi-part monographs in WorldShare Acquisitions.		 8:05

 
Receive and invoice serials subscriptions

This video shows how to receive and invoice serials subscriptions in WorldShare Management Services.		 6:06

 
Add a credit for a paid bibliographic item

This video shows how to add a credit for a paid bibliographic item in WorldShare Acquisitions.		 4:35

 

Holdings

 

Title and description Length  
Search and browse local holdings records

This video shows how to search and browse local holdings records to perform various tasks.		 11:14

 
Add holdings for single part monographs

This video shows how to add holdings for single part monographs in WorldShare Acquisitions.		 6:14

 
Add holdings for multi-part monographs

This video shows how to add holdings for multi-part monographs in WorldShare Acquisitions.		 8:07

 
Add holdings for serials

This video shows how to add serials holdings in WorldShare® Acquisitions and how to edit the summary statement in WorldShare Record Manager.		 11:38

 

Serial Issues Management

 

Title and description Length  
Serials issues management

This video goes through the steps for serials issues management for a new serial subscription. This includes selecting a bibliographic record, adding issues metadata, setting the Start Receiving options, setting a publication pattern and receiving issues.		 13;53

 
Claim missing serials issues

This video shows how to claim missing serials issues in WorldShare Acquisitions.		 7:05

 
Bind serials issues

This video shows the bind serials workflow in WorldShare Acquisitions.		 6:17

 

Best Practices

 

Title and description Length  
WorldShare Acquisitions Best Practices: Setting up a budget

This session focuses on planning a budget, entering the budget in the system, creating funds, and reviewing the budget after creation.		 50:00 View a recorded session

 Note: You must have access to the OCLC Community Center in order to view this workshop. For more information, see Sign in to the OCLC Community Center.
WorldShare Acquisitions Best Practices: Roll over your budget

This session focuses on mapping over remaining transactions to a new budget, copying the previous budget, and closing the previous budget.		 41:00 View a recorded session

 Note: You must have access to the OCLC Community Center in order to view this workshop. For more information, see Sign in to the OCLC Community Center.
WorldShare Acquisitions Best Practices: Managing subscriptions

This session focuses on recommended ways to manage subscriptions.  This event includes information about entering subscriptions into WMS for the first time with step-by-step instructions.		 58:00 View a recorded session

 Note: You must have access to the OCLC Community Center in order to view this workshop. For more information, see Sign in to the OCLC Community Center.
WorldShare Acquisitions Best Practices: Renewing subscriptions

This session focuses on recommended ways to renew subscriptions.		 56:00 View a recorded session

 Note: You must have access to the OCLC Community Center in order to view this workshop. For more information, see Sign in to the OCLC Community Center.
WorldShare Acquisitions Best Practices: EDIFACT ordering and claiming

This session focuses on recommended workflows related to EDIFACT ordering and claiming. 		 43:00 View a recorded session

 Note: You must have access to the OCLC Community Center in order to view this workshop. For more information, see Sign in to the OCLC Community Center.