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
- Bulk renew subscriptions
- 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
- Resource requires review
- Search and filter orders
- Search and filter order items
- Single part firm order monograph workflow
- Use accrual mode for subscriptions that span multiple budget periods
- View and edit an order
- View and edit an order item
- View and use item records
- 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 Management 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
- Transfer data for merged serial titles
- 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 multiple order items to an invoice
- 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 by implementing the WMS Accounting System Invoice Connector
- Integrate invoice information with your financial system using platform API
- 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
- Discover 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 preferences
- Search vendors
- Talis Aspire reading lists
- View LHR Change History
- Search WorldCat
- Search WorldCat knowledge base
- WorldShare Acquisitions best practice guides
- Discover best practice tips and guides for a variety of workflows in WorldShare Acquisitions.
- 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.
- OCLC Community Center: WorldShare Acquisitions
- Find more information about the Community Center. Current WorldShare Acquisitions product users may join the OCLC Community Center to connect with peers and OCLC staff on Acquisitions workflows, attend webinars, and provide feedback on the product.
- Troubleshooting
- Find frequently asked questions (FAQ) and troubleshooting steps (Troubleshooting).
- Can't edit fund field in budget
- Can a fund be credited via an API instead of creating an invoice?
- 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?
- Can I filter Order Items by an empty Custom Date field?
- Does Acquisitions support passive FTP?
- Do all items listed on a single invoice have to go on one order record?
- Do I have to invoice the orders with encumbrance 0 before closing the current budget?
- Do I need to create a new budget before closing the current budget?
- Featured WorldShare Acquisitions Troubleshooting articles
- How can I back out of an incorrect invoice or received item?
- How can I change the processing type for a received item?
- Can I delete an unused budget?
- How can I export a list of all funds my institution has configured?
- How can I get a list of all my gifts or donations for a year?
- How can I remove the On Order status that shows on an item?
- How can I resolve a fund-related error when using an order template?
- How can we change the default reply address in Acquisitions?
- How does my library send license information to a vendor for ebooks?
- How do I add a credit on an invoice?
- How do I change the default address of a vendor in WorldShare Acquisitions?
- 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 enable On Order to show within WorldCat Discovery?
- How do I export order data to csv?
- How do I move item encumbrances over to my new budget year?
- How do I see the outstanding orders from a supplier?
- How do I update the Allocated Address field in the vendor profile?
- How do we turn on the improved matching algorithm for importing MARC order records?
- 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?
- How to handle employee expense reports in WMS Acquisitions?
- How to use Low-confidence matches to improve WorldCat records selected in your order when using Partner Exchange Services with vendors
- 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 changed the name of a vendor, and it changed on all items ordered from that vendor. How do I change it back?
- 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 getting an error that says the fund code has already been used for this budget
- 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."
- 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 see the message "The specified copy item cannot be found" when viewing serial copies in Acquisitions
- How do I create a donated item in Acquisitions?
- Menu section did not load error
- I am getting the message "Before closing the current budget, all funds must be assigned a fund in the next budget"
- Why is the "Budget / Item" name truncated on some screens?
- Search in WMS Circulation / Acquisitions doesn't bringing back a held title
- Unable to lookup subscription items by OCLC number when record is merged
- What happens when the title in the search result is clicked?
- What is the default for individual renewal increases?
- What is the overall workflow for Demand Driven Acquisitions (DDA)?
- When I import an order using a MARC data some information is missing or incorrect.
- 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 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 seeing an error stating "Invoice cannot be paid because one or more items do not have a fund or title assigned" when paying an invoice?
- 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 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 does my serial have a status of "Receiving Outstanding Issues" when there are no more upcoming issues?
- 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 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 Create Template option greyed out when viewing an order item?
- Why is the option to invoice an item not available?
- Why is the Transfer option not available when I try to transfer funds?
- Why is the unpay button missing from an invoice?