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WorldShare Acquisitions training

 

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

Watch a video

This seven-minute video shows how to create your first
budget in WorldShare Acquisitions.

Find items with encumbered funds
before closing a budget

Watch a video

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

Watch a video

This five-minute video shows how to close a budget
in WorldShare Management Services Acquisitions.

Manage vendors

Watch a video

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

Navigate the Fund Balance report

Access tutorial

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

Watch a video

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

Access tutorial

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

Watch a video

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

Ordering eBooks

Watch a video

This ten-minute video shows how to order, invoice, and receive
e-resources in WorldShare Acquisitions.

Ordering when there's no WorldCat record

Watch a video

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

Watch a video

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

Claim missing order items

Watch a video

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

Watch a video

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

Create a standing order for a book series

Watch a video

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

Watch a video

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

Watch a video

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

Watch a video

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

Watch a video

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

Receive and invoice serials subscriptions

Watch a video

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

Add a credit for a paid bibliographic item

Watch a video

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

Watch a video

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

Add holdings for multi-part monographs

Watch a video

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

Add holdings for serials

Watch a video

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

Watch a video

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

Watch a video

This nine-minute video shows how to create a publication and start receiving serials issues.

Claim missing serials issues

Watch a video

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

Setup to bind serials issues

Watch a video

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

Bind serials issues

Watch a video

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


 

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