WorldShare Acquisitions
WorldShare Acquisitions facilitates ordering, receiving, and processing of physical and electronic items.
- Get started
- Get started with WorldShare Acquisitions.
- Budgets
- Discover how to create, manage, and choose budgets and funds in WorldShare Acquisitions.
- Orders
- Use Orders to manage your orders, plans, and order items in WorldShare Acquisitions.
- Add item to order
- Add volume to a monographic series
- Change the resource for an order item
- Create new order
- Import plan order data from MARC file
- Import purchase order data from MARC file
- Manage order item templates
- Place an order
- Renew subscriptions
- Request a quote
- Search and filter orders
- Search and filter order items
- Send your vendor EDIFACT order information via email
- Single part firm order monograph workflow
- View and edit an order
- View and edit an order item
- View order item resource history
- Claim and cancel
- Discover how to claim and cancel order and subscription items in WorldShare Acquisitions.
- Receive
- Discover how to receive monographs, e-products, serials, and serial issues in WorldShare Acquisitions.
- Serial issues
- Discover how to manage the bindery process for serial issues using the Serials Managment module in WorldShare Acquisitions.
- Automate serial issues claiming
- Bind serial issues
- Claim serial issues
- Configure publication pattern
- Configure receiving and claiming
- Create a local holding record
- Edit receiving settings
- Manage global issues
- Notes for serials
- Receive a serial issue
- Search and filter missing serial issues
- Unreceive a serial issue
- Import
- Discover how to import invoices and orders in WorldShare Acquisitions.
- Purchase requests
- Discover how to manage, approve, and order purchase requests for items that are being considered for acquisition by staff and/or have been suggested by patrons in WorldShare Acquisitions.
- Invoices
- Find out how to create, edit, import, and pay invoices in WorldShare Acquisitions.
- Add items directly to an invoice (without ordering first)
- Add previously ordered items to an invoice
- Create new invoice
- Edit an invoice
- Import invoice and shelf-ready data from MARC file
- Import invoice data from EDIFACT file
- Integrate invoice information with your financial system using platform API
- Integrate invoice information with your financial system using WMS Accounting System Invoice Connector
- Mark as ready
- Pay an invoice
- Receive and invoice monographs at the same time
- Search and filter invoices
- Search and filter invoice items
- Unpay an invoice
- Vendors
- In WorldShare Acquisitions, a vendor is a company from which you buy materials (or access to information) in WorldShare Acquisitions.
- My Labels
- You can create spine labels from information in an MARC 21 WorldCat bibliographic record or a local holdings records. Your list of labels is only viewable by you and not by other users in your institution.
- Local resources
- Discover how to create, manage, and order local resources in WorldShare Acquisitions.
- Settings
- Discover how to create and manage custom fields and legal deposit receipts in WorldShare Acquisitions.
- Search
- Acquisitions provides a variety of methods to search by, including encumbrances, vendors, and order items in WorldShare Acquisitions.
- Automated jobs
- Find encumbrances
- Missing serial issues
- Save searches
- Search and filter invoices
- Search and filter invoice items
- Search and filter legal deposit receipts
- Search and filter local resources
- Search and filter orders
- Search and filter order items
- Search historical receiving information for a merged WorldCat record
- Search vendors
- Search WorldCat
- Search WorldCat knowledge base
- WorldShare Acquisitions release notes and known issues
- Find WorldShare Acquisitions release notes and known issues. Release notes are documents that contain information about new product features and enhancements as installed in scheduled releases.
- WorldShare Acquisitions training
- Find training on WorldShare Acquisitions.
- Troubleshooting
- Find frequently asked questions (FAQ) and troubleshooting steps (Troubleshooting).
- Can't edit fund field in budget
- Can I change a vendor on an order than has already been placed?
- Can I delete an open order?
- Can I delete a Placed order?
- Do I need to create a new budget before closing the current budget?
- How do I receive an e-book?
- How can I back out of an incorrect invoice or received item?
- Can I delete an unused budget?
- How can I print an invoice?
- How can I remove the On Order status that shows on an item
- How can we change the default reply address in Acquisitions?
- How do I add a credit on an invoice?
- How do I close old encumbrances before rollover to a new budget?
- How do I create a credit invoice with the bibliographic data attached?
- How do I delete an invoice in WorldShare Acquisitions?
- How do I move item encumbrances over to my new budget year?
- How do I remove the serial check-in history for an item?
- How do I see the outstanding orders from a supplier?
- How do I update the Allocated Address field in the vendor profile? It is grayed out and won't let me change it.
- How is the system-generated OCLC Invoice ID numbered
- How many budgets can I have defined?
- How many items can I add to an order?
- How to add a different contact to notify about an order?
- I'm receiving an error message saying "the total amount must be 0.00 USD" when trying to assign an invoice to multiple budgets
- Is it possible to customize the ''From'' address in notifications to something other than DoNotReply@oclc.org?
- Is it possible to delete an item from showing in the View Items under Receive and Invoice when the title has been cancelled?
- I accidentally deleted an order in WorldShare Acquisitions. Can I recover the order?
- I am getting an error that says "Order with vendor order number is already submitted and will be ignored."
- I am getting an error that says "RFF SLI did not match to any existing order item"
- I am trying to close the old budget, but the button is grayed out.
- I created my new budget without carrying over my funds amounts, can I go back and bring them in automatically?
- I got an error when uploading a file from a vendor that indicated a shelving location doesn't exist for a branch. The error read "Library Shelving Location name was not found in branch 123456."
- I ordered a multipart set as a serial and have received and invoiced the item. How do I add a holding and copy information?
- I wish to create a donated or gifted item. How would I best show it has been donated?
- My library is getting the error before closing the current budget, all funds must be assigned a fund in the next budget, why?
- What happens when the title in the search result is clicked?
- What is the overall workflow for Demand Driven Acquisitions (DDA)?
- When trying to import a file, I get an error message "...No new purchase order item was created."
- When we receive a serial item, the item status registers as item status unavailable for the copy
- Where does the currency exchange data come from?
- Why am I not seeing an Add to Invoice button on the Receive and Invoice screen?
- Why am I receiving an error when renewing an item from a previous budget?
- Why am I receiving an Invalid input Time (hh:mm): required error when setting up an automated job?
- Why am I unable to save edits to the Budget/Fund listed for an item in an open order?
- Why are all items displaying on the item receiving screen rather than just those that are unreceived
- Why are all my funds not showing when I try to add one to an order or invoice?
- Why can't I delete my fund code?
- Why can't I receive the first issue of my serial?
- Why can't I close my old budget, when I have no encumbrances?
- Why does an a appear in the 000 field of a LHR when an item is received in Acquisitions or Circulation?
- Why do I not see a title in the Receive / Invoice View items list?
- Why is Acquisitions not placing a hold on our items we've received and invoiced?
- Why is the amount in the Encumbered column smaller than the amount in the Expended one in my budget?
- Why is the amount in the Total Fund Budget column in our Budget double what it is supposed to be?
- Why is the call number and barcode column greyed out when I'm trying to receive items?
- Why is the Change Resource button greyed out?
- Why is the checkbox for display in WorldCat disabled on some of my orders?
- Why is the option to invoice an item not available?
- Why is the unpay button missing from an invoice?
- Will a vendor send us the wrong format of an item if the format is incorrect on WorldShare's end?