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WorldShare Acquisitions training

OCLC offers shorter videos on WorldShare Acquisitions.

Training questions? Please visit OCLC Training FAQ.


For WorldShare Acquisitions training in French, please see Formations en français.

Budgets and Vendors

Manage vendors

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This thirteen-minute video shows how to search, edit and create new vendors in WorldShare Acquisitions.

Ordering

Ordering monographs

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This eleven-minute video goes through the steps for creating a purchase order, adding monographs to the order, editing, and placing the order.

Ordering serials subscriptions

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This eleven-minute video shows how to create and place a purchase order for serials subscriptions in WorldShare Acquisitions.

Purchase requests

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This ten-minute video demonstrates the workflow for purchase requests in WorldShare Acquisitions.

Ordering when there's no WorldCat record

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This thirteen-minute video shows how to create a brief level record when there is no existing record in WorldCat.

Import order, invoice, and shelf ready data files

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This ten-minute video shows how to import order, invoice, and shelf ready data files in WorldShare Acquisitions.

Approval plans, Standing orders, Monographic Series and Gifts

Receive approval plan items

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This ten minute video shows how to receive approval plan items in WorldShare Acquisitions.

Create a standing order for a book series

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This nine-minute video shows how to create a standing order for a book series in WorldShare Acquisitions, and how to receive and invoice titles in the series.

Monographic series

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This eleven-minute video shows how to manage monographic series in WorldShare Acquisitions so you can encumber funds for the series subscription and expend funds as volumes are added to the series.

Create a gift/donation list

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This six-minute video shows how to create a gift/donation list in WorldShare Acquisitions and how to add items to the list and receive them making them available in your collection.

Searching

Searching for bibliographic records in WorldCat

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This thirteen-minute video shows how to search for records in WorldCat for both ordering and for adding holdings for items.

Receiving and Invoicing

Receive and invoice monographs

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This eight-minute video shows how to receive and invoice single-part and multi-part monographs.

Receive and invoice serials subscriptions

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This six-minute video shows how to receive and invoice serials subscriptions in WorldShare Management Services.

Add a credit for a paid bibliographic item

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This four-minute video shows how to add a credit for a paid bibliographic item in WorldShare Acquisitions.

Holdings

Search and browse local holdings records

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This eleven-minute video shows how to search and browse local holdings records to perform various tasks.

Add holdings for single part monographs

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This three-minute video shows how to add holdings for single part monographs in WorldShare Acquisitions.

Add holdings for multi-part monographs

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This eight-minute video shows how to add holdings for multi-part monographs in WorldShare Acquisitions.

Add holdings for serials

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This nine-minute video shows how to add serials holdings in WorldShare Acquisitions and how to edit the summary statement in WorldShare Record Manager.

Serials Issues Management

Serials issues management

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This fourteen-minute video goes through the steps for serials issues management for a new serial subscription, including selecting a bibliographic record, adding issues metadata, and more.

Claim missing serials issues

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This seven-minute video shows how to claim missing serials issues in WorldShare Acquisitions.

Setup to bind serials issues

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This five-minute video goes through the setup steps to bind serials issues in WorldShare Acquisitions.

Bind serials issues

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This six-minute video shows the bind serials workflow in WorldShare Acquisitions.