Skip to main content
OCLC Support

WorldShare Record Manager self-paced training

  1. Last updated
  2. Save as PDF
Find WorldShare Record Manager training recordings, simulations, and videos.

 Register for an upcoming WorldShare Record Manager training course here.

 

Cataloging

 

Title and description Length  
Get started with WorldShare Record Manager

This video is intended to help you get started using WorldShare Record Manager for searching WorldCat and for performing basic copy cataloging tasks such as editing records, setting holdings, and exporting records. You will also learn where you can find additional training and documentation on Record Manager.		 20:05

 
Searching WorldCat: Basic searching

This video shows how to perform a basic search in WorldShare Record Manager.		 7:39

 
Searching WorldCat: Advanced searching

This video shows how to perform an advanced search, using multiple indexes and qualifiers in WorldShare Record Manager.		 9:51

 
Searching WorldCat: Expert searching

This video shows how to perform an expert search in WorldShare Record Manager. It also briefly discusses how to get help constructing a search by using Searching WorldCat Indexes.		 10:38

 
Edit WorldCat bibliographic records

This course covers the basics of editing bibliographic records in WorldShare® Record Manager, in addition to using the online save file, setting holdings, and exporting bibliographic records.
 

Intended audience: This course is intended for original and copy catalogers at OCLC member libraries who will be using WorldShare Record Manager.

 58:36 View a recorded session

Transcript

Presentation slides

Learner guide

After completing this course, please take a moment to complete the evaluation. Thank  you!
Edit bibliographic data

This video demonstrates how to edit bibliographic data in a WorldCat record, and how to access MARC field help in WorldShare Record Manager. It also briefly discusses final actions you might take after editing a record.		 10:28

 
Create and replace WorldCat bibliographic records

This course covers how to create new WorldCat bibliographic records and how to edit, upgrade and replace existing records ion WorldShare® Record Manager. This course does not cover cataloging rules (AACR2 or RDA) for creating new bibliographic records.
 

Intended audience: This course is intended for copy and original catalogers at OCLC member libraries who will be using WorldShare Record Manager to edit existing WorldCat records and create new WorldCat records.

 1:18:00 View a recorded session

Presentation slides

Learner guide

After completing this course, please take a moment to complete the evaluation. Thank  you!
Field strings, text strings and constant data

This video discusses and demonstrates how to create and apply field strings, text strings and bibliographic constant data in WorldShare Record Manager.		 13:44

 
Creating labels

This video shows how to create labels in WorldShare Record Manager. It includes steps to create label templates and to add items to a label print list.		 10:44

 
Local bibliographic data

This video explains the purpose of local bibliographic data (LBD), and demonstrates how to create and edit LBD in WorldShare Record Manager, and view it in your institution's WorldCat Discovery.		 4:16

 
Control headings

This video shows you how to use WorldShare Record Manager to control headings. Controlling headings links name, series, and subject headings in bibliographic records to matching authority records, if available. If the authority record changes, the linked heading in the WorldCat record is updated automatically.		 10:20

 
Original cataloging

This video covers the mechanics of using WorldShare Record Manager to add original bibliographic records to WorldCat, including deriving a new record from an existing record and creating a record from a MARC workform.		 7:02

 
Ordering when there is no WorldCat record (for WMS libraries)

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

 
MARC bibliographic basics

This video is a very brief introduction to the MARC Bibliographic Format – just enough to help you determine which WorldCat records match the item you are cataloging, and help you select the appropriate record.

 6:10

 
WorldCat records (for WMS libraries)

This self-paced tutorial is for catalogers and other technical services staff in libraries using WorldShare Acquisitions and Circulation in conjunction with WorldShare Record Manager and WorldCat Discovery.  You will learn about WorldCat records and associated concepts.		   Access self-paced course

After completing the course, please take a few moments to complete this brief survey.
MARC authority records

This video discusses the basic structure and purposes of MARC authority records.		 14:43

 
Authority control

This course provides the basic skills needed to work with authority records in WorldShare Record Manager. At the end of this course, learners will be able to find detailed help on the available authority files in Record Manager; set user preferences for authority records; search and browse the Library of Congress (LC) authority file; use the LC Root/Expanded browse to find authority records having subdivisions; explain the purpose of control headings; control headings in bibliographic records; and export authority records.
 

Intended audience: This course is intended for original catalogers as well as copy catalogers and other staff responsible for authority control at OCLC member libraries using WorldShare Record Manager. This course is not intended for NACO libraries creating / editing authority records.

   View a recorded session

 Note: This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. Chapter names and transcripts are only available when viewing the recording from your computer.

Presentation slides

Learner guide

After completing this course, please take a moment to complete the evaluation. Thank  you!

 

Local holdings records

 

Title and description Length  
Create and edit local holdings records for single part monographs in text view

This video shows how to create local holdings records for single part monographs in text view in WorldShare Record Manager.		 4:51

 

 
Create and edit local holdings records for multi-part monographs in text view

This video shows how to create and edit local holdings records for multi-part monographs in text view.		 8:19

 
Create and edit local holdings records for serials in text view

This video shows how to create and edit local holdings records for serials in text view in WorldShare Record Manager.		 8:33

 
Create and edit local holdings records for single part monographs in MARC21

This video shows how to create and edit local holdings records for single part monographs in MARC21 in WorldShare Record Manager.		 7:24

 
Create and edit local holdings records for multi-part monographs in MARC21

This video shows how to create and edit local holdings records for multi-part monographs in MARC 21 in WorldShare Record Manager.		 11:16

 
Create and edit local holdings records for serials in MARC21

This video shows how to create and edit local holdings records for serials in MARC21 in WorldShare Record Manager.		 14:06

 
Local holdings records for WMS libraries

This video discusses standards and best practices for creating Local Holdings Records (LHRs) for WMS (WorldShare Management Services) libraries. This video will explain the MARC fields in LHRs which should be useful when editing LHRs created in Text view or MARC21 view. Also included is a discussion of coded pairs vs. textual holdings, and creating and editing summary statements for serials.		 28:37

 
Using record work lists to edit local holdings records

This video demonstrates how to use the record work lists in WorldShare Record Manager to edit large numbers of local holdings records.		 21:07

 
Edit Shared Print commitment

This video demonstrates how to work with local holdings records with Shared Print commitment in WorldShare Record Manager.		 9:27

 

NACO functionality

 

Title and description Length  
Record Manager NACO functionality

This video provides a brief overview that covers setting preferences in Record Manager to work with authority records.		 5:20

 

Simplified cataloging interface

 

Title and description Length  
Simplified cataloging

In this course, you will learn how to use the Record Manager simplified cataloging interface to match WorldCat records to items you are cataloging, set holdings and export records, download records from an export list, and optionally, add local data to records before exporting.

For additional information about simplified cataloging, see these videos: Simplified cataloging: Search WorldCat,  Simplified cataloging: Labels, and Simplified cataloging: User preferences.
 

Intended audience: This course is intended primarily for staff at libraries transitioning from the CatExpress user interface in Connexion browser, which was discontinued on April 30, 2024.

Libraries with full cataloging subscriptions:

  • This training session is about the Record Manager simplified cataloging interface, which is the replacement for the CatExpress user interface in Connexion browser.
  • To access simplified cataloging menus and options demonstrated in this training session, a user name must have a simplified or basic role and no other Cataloging roles.
  • The simplified or basic roles can be assigned to any staff member in your library.
  • This session will not cover using the “Cataloging Full” role in Record Manager to edit, create, or replace WorldCat bibliographic records or to work with authority records. For training on these topics, see WorldShare Record Manager training by topic.
 1:03:00 View a recorded session

 Note: This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. Chapter names and transcripts are only available when viewing the recording from your computer.

Transcript

Presentation slides

Learner guide
Simplified cataloging: Search WorldCat

In this video, you'll learn about searching WorldCat using the simplified cataloging interface in WorldShare Record Manager.  After watching the video, you'll be able to search WorldCat using standard numbers such as ISBN, keywords such as title or author, and advanced searches such as title phrase.  You'll also be able to switch between condensed and enhanced views of search results.		 22:58

 
Simplified cataloging: Labels

This video demonstrates using  the simplified cataloging  interface to create a label template and a label print list, send records to the label print list, edit labels as needed, print labels, and delete labels after printing.		 7:02

 
Simplified cataloging: User preferences

This video demonstrates how to set user preferences in the simplified cataloging interface for export format, basic and advanced searching, and MARC or text view of records.		 6:59