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Add item to order

Add item from WorldCat

Use Discover Items

In Acquisitions use Discover items to search through WorldCat for print or other physical format monographs and serials. See WorldCat.

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).

  1. Choose the search Scope to limit your search. See Basic search.
  2. Select a search Index. See Basic search.

Check your library's holdings before ordering

On the search results screen, the middle column indicates whether your library holds the item, as below.

  • Held by my library: Your library holds the item.
  • Not Held by my library: Your library does not hold the item
  • Libraries own this item: The number of libraries that own the item

See details about an item

To see detailed information about an item, place your cursor over the information icon (Information icon) in the search results. A window appears listing information, which varies, depending on the type of item:

Discover Items Discover Collections
Item:
  • Author
  • Copies ordered: Number of copies ordered, but not received
  • Copies Owned
  • Copies selected: Total number of copies in open orders
  • Current Publication Frequency (serials only)
  • Date of publication and/or sequential designation (serials only)
  • Dewey Call Number
  • Edition
  • Language of cataloging
  • Library of Congress Call Number
  • ISBN/ISSN
  • OCLC number
  • Number of holds (if applicable)
  • Physical description
  • Publisher
  • Series
  • Source of cataloging
Collection:
  • Available Titles
  • Collection ID
  • Material Type
  • Provider
  • Selected Titles
Title:
  • Collection
  • Content Availability
  • Material Type
  • Provider Name and Website

To close the window, move the cursor away from the information icon (Information icon).

Add an item to an order or plan

  1. From the search results, find the item you want to order and click Add to Order.
  2. On the Add Item to Order window, change the settings as needed - Table
    Setting Description

    Acquisition Type

    One-Time: A one-time order.

    Subscription: An order for an item that is published in an ongoing manner (no end date), but typically purchased by period. Usually requires renewal by the purchaser at the end of the period.

    ISBN/ISSN The ISBN/ISSN WMS sends to the vendor.
    Processing Type

    Select a processing type:

    • Electronic Product - A nonphysical, electronic title. May be a single item or multi-part item. May be issued in parts indefinitely.
    • Monograph - Monographs where only one barcode is applied.
    • Serial - Print serials and multi-part monographs where multiple barcodes are applied.
  3. (Optional) Apply a template (available for orders only). From the Apply Order Template list, click the template you want to apply.
  4. To add the item to the order or plan, in the Action column (at right), click Add:
  5. Click Close.

Watch a video

Ordering monographs (9:08)

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

 

Ordering serials (7:59)

This video shows how to add serials to an order in WorldShare® Management Services

Ordering eBooks

This video shows how to order, invoice and receive eResources in WorldShare® Acquisitions.

 Learn more in a training course: Ordering monographs basics.

 Learn more in a training course: Ordering and renewing serials subscriptions

Add item from WorldCat knowledge base

Use Discover Collections to search for e-products in the WorldCat knowledge base. See WorldCat knowledge base.

  1. Choose the search Scope to limit your search. See Search for collections, providers or titles.
  2. Enter you search terms. The My Selected Collections check box is automatically selected. If you want to search all of the WorldCat knowledge base, deselect the My Selected Collections check box.
  3. Click Search or press <Enter>.

Check your library's holdings before ordering

On the search results screen, the middle column indicates whether your library holds the item, as below.

  • Held by my library: Your library holds the item.
  • Not Held by my library: Your library does not hold the item
  • Libraries own this item: The number of libraries that own the item

See details about an item

See details about an item above.

Add the collection to an order or license

  1. In the Results list, click Add to Order to add the collection to an order or license.
  2. On the Add Item to Order window, change the settings as needed - Table
    Setting Description

    Acquisition Type

    One-Time: A one-time order.

    Subscription: An order for an item that is published in an ongoing manner (no end date), but typically purchased by period. Usually requires renewal by the purchaser at the end of the period.

    ISBN/ISSN The ISBN/ISSN WMS sends to the vendor.
    Processing Type

    Select a processing type:

    • Electronic Product - A nonphysical, electronic title. May be a single item or multi-part item. May be issued in parts indefinitely.
    • Monograph - Monographs where only one barcode is applied.
    • Serial - Print serials and multi-part monographs where multiple barcodes are applied.
  3. (Optional) Apply a template (available for orders only). From the Apply Order Template list, click the template you want to apply.
  4. To add the item to the order or plan, in the Action column (at right), click Add:
  5. Click Close.

Add item not in WorldCat or the WorldCat knowledge base

If you have searched WorldCat and WorldCat knowledge base, and no record matches the item you are ordering, you can create a brief (Encoding Level 3) record in WorldCat.

  • Create a record in Record Manager and use this to create the order item and add it to an order in Acquisitions. See WorldShare Record Manager: Bibliographic records.
  • Create a custom Collection and/or Title in WorldCat knowledge base. See WorldShare Collection Manager: Choose your Collection Manager workflow. Note: the custom collection will have to be marked as Customizable in order to add a title from the collection to an order.

 Learn more in a training course: Ordering when there's no WorldCat record.

Use an order item template

Order templates are used to store order information that is reused. Templates are applied to items, not to orders. See Manage order item templates.

  1. From the search results, find the item you want to order and click Add to Order.
  2. On the Add Item to Order window, change the settings as needed - Table
    Setting Description

    Acquisition Type

    One-Time: A one-time order.

    Subscription: An order for an item that is published in an ongoing manner (no end date), but typically purchased by period. Usually requires renewal by the purchaser at the end of the period.

    ISBN/ISSN The ISBN/ISSN WMS sends to the vendor.
    Processing Type

    Select a processing type:

    • Electronic Product - A nonphysical, electronic title. May be a single item or multi-part item. May be issued in parts indefinitely.
    • Monograph - Monographs where only one barcode is applied.
    • Serial - Print serials and multi-part monographs where multiple barcodes are applied.
  3. From the Apply Order Template list, click the template you want to apply.
  4. Check and edit the details in Item Details (Template: [name]).
  5. To add the item to the order or plan, in the Action column (at right), click Add:
  6. Click Close
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