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.
- Orders
- Use Orders to manage your orders, plans, and order items.
- Add item to order
- 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 order item resource history
- Claim and cancel
- Discover how to claim and cancel order and subscription items.
- Receive
- Discover how to receive monographs, e-products, serials, and serial issues.
- 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.
- Invoices
- Find out how to create, edit, import, and pay invoices.
- Add non-bibliographic invoice items
- Add bibliographic invoice items
- Create new invoice
- Edit an invoice
- Import invoice and shelf-ready data from MARC file
- Import invoice data from EDIFACT file
- Integrate invoices with an external financial system
- 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).
- Custom fields
- Discover how to create and manage custom fields for order items and invoice items.
- Search
- Acquisitions provides a variety of methods to search by, including encumbrances, vendors, and order items.
- 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.
- Training
- Find training on WorldShare Acquisitions.
- Ordering when there is no WorldCat record
- Manage budgets and vendors
- Managing standing orders
- Managing approval plans
- Receiving and invoicing serials subscriptions
- Ordering and renewing serials subscriptions
- Ordering monographs basics
- Receiving and invoicing monographs
- Adding serials holdings
- Adding monograph holdings
- Videos
- Exercises
- Troubleshooting
- Find frequently asked questions (FAQ), instructions on how to complete specific tasks (How-to), and troubleshooting steps (Troubleshooting).
- Do invoices imported by EDIFACT default to an open status?
- How can we change the default reply address when claiming subscriptions?
- How do I close old encumbrances before rollover to a new budget?
- Is it possible to change the ''From'' address DoNotReply@oclc.org for reminders?
- Why am I unable to save edits to the Budget/Fund listed for an item in an open order?