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Orders

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Use Orders to manage your orders, plans, and order items in WorldShare Acquisitions.
  • Add item to order
    Discover how to add an item or monographic series from WorldCat or the WorldCat knowledge base, an item not found in WorldCat or the WorldCat knowledge base, and how to use an order item template in WorldShare Acquisitions.
  • Add volume to a monographic series
    Discover how to add a volume to a monographic series from Discover Items and how to add or remove a volume from the Order Item details screen in WorldShare Acquisitions.
  • Change the resource for an order item
    Discover how to change the resource (or title) of an order item from one e-product selected in the WorldCat knowledge base to another, select a WorldCat record, or switch from a WorldCat record to a WorldCat knowledge base record in WorldShare Acquisitions.
  • Create new order
    Discover how to create a new order from the Orders screen in WorldShare Acquisitions.
  • Import plan order data from MARC file
    Discover how to import plan order data from a MARC file and how orders are created from imported order data in WorldShare Acquisitions.
  • Import purchase order data from MARC file
    Discover how to import purchase order data from a MARC file and how orders are created from imported order data in WorldShare Acquisitions.
  • Manage order item templates
    Discover how to create and delete order item templates in WorldShare Acquisitions.
  • Place an order
    Discover how to locate, place, and resend an order in WorldShare Acquisitions.
  • Renew subscriptions
    Discover the workflows for renewing subscriptions using a renewal list or a bulk renewal method by vendor in WorldShare Acquisitions.
  • Request a quote
    Discover how to request a quote from a vendor for items that you are considering for purchase in WorldShare Acquisitions.
  • Resource requires review
    Discover how to view if an order item is marked as resource requires review during the ordering process in WorldShare Acquisitions.
  • Search and filter orders
    Discover how to search for and filter orders and plans in WorldShare Acquisitions.
  • Search and filter order items
    Discover how to search for and filter order items, one-time order items, and subscription items in WorldShare Acquisitions.
  • Single part firm order monograph workflow
    Discover the workflow for ordering and receiving single part firm order monographs in WorldShare Acquisitions.
  • Use accrual mode
    Discover how to use accrual mode to automatically distribute the cost of subscription items across budget periods.
  • View and edit an order
    Discover how to locate and edit open and placed orders in WorldShare Acquisitions.
  • View and edit an order item
    Discover how to locate and edit open and placed order items in WorldShare Acquisitions.
  • View and use item records
    Discover how to add items (single, multi-part, and serial) to your holdings on the Copies screen in WorldShare Acquisitions.
  • View order item resource history
    Discover how to view the order item resource history in WorldShare Acquisitions.