WorldShare Acquisitions training
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Training questions? Please visit OCLC Training FAQ.
For WorldShare Acquisitions training in French, please see Formations_en_francais.
Budgets and Vendors
Create your first budget
This seven-minute video shows how to create your first
budget in WorldShare Acquisitions.
Find items with encumbered funds
before closing a budget
This four-minute video shows how to find items with
encumbered funds so that you can expend funds from
the current budget before closing your budget.
Close a budget
This five-minute video shows how to close a budget
in WorldShare Management Services Acquisitions.
Manage vendors
This thirteen-minute video shows how to search, edit
and create new vendors in WorldShare Acquisitions.
Navigate the Fund Balance report
This self-paced tutorial reviews creating a PDF of
the Fund Balance report, filtering by over-committed
funds, and filtering by top level and child funds.
Ordering
Ordering monographs
This eleven-minute video goes through the steps for creating
a purchase order, adding monographs to the order, editing,
and placing the order.
In this self-paced tutorial, you will learn to create a purchase
order, add single or multi-part monographs to an order, and then
place the order.
Ordering serials
This eleven-minute video shows how to create and place a purchase
order for serials subscriptions in WorldShare Acquisitions.
Ordering eBooks
This ten-minute video shows how to order, invoice, and receive
e-resources in WorldShare Acquisitions.
Purchase requests
This ten-minute video demonstrates the workflow for purchase
requests in WorldShare Acquisitions.
Ordering when there's no WorldCat record
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
This ten-minute video shows how to import order, invoice, and
shelf ready data files in WorldShare Acquisitions.
Claim missing order items
This five-minute video shows how to claim missing order items
in WorldShare Acquisitions.
Approval plans, Standing orders, Monographic Series and Gifts
Receive approval plan items
This eleven-minute video shows how to receive approval plan
items in WorldShare Acquisitions.
Create a standing order for a book series
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
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
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 WorldCat
This eleven-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
This eight-minute video shows how to receive and invoice
single-part and multi-part monographs.
Receive and invoice serials subscriptions
This ten-minute video shows how to receive and invoice serials
subscriptions in WorldShare Management Services.
Add a credit for a paid bibliographic item
This four-minute video shows how to add a credit for a paid bibliographic item in WorldShare Acquisitions.
Holdings
Add holdings for single part monographs
This three-minute video shows how to add holdings for single part monographs in WorldShare Acquisitions.
Add holdings for multi-part monographs
This eight-minute video shows how to add holdings for multi-part monographs in WorldShare Acquisitions.
Add holdings for serials
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
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.
Create a publication pattern and start receiving serials issues
This nine-minute video shows how to create a publication and start receiving serials issues.
Claim missing serials issues
This seven-minute video shows how to claim missing serials issues in WorldShare Acquisitions.
Setup to bind serials issues
This five-minute video goes through the setup steps to bind serials issues in WorldShare Acquisitions.
Bind serials issues
This six-minute video shows the bind serials workflow in WorldShare Acquisitions.