WorldShare Acquisitions training by topic
Budgets and Vendors
Setting up a budget
This video describes and demonstrates the steps for setting up a budget for the first time in WorldShare Acquisitions.
Roll over your budget
This video describes and demonstrates the steps you'll need to take to roll over you budget to your next fiscal period
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.
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 files
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
This ten 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 for bibliographic records in WorldCat
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
This eight-minute video shows how to receive and invoice single-part and multi-part monographs.
Receive and invoice serials subscriptions
This six-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
Search and browse local holdings records
This eleven-minute video shows how to search and browse local holdings records to perform various tasks.
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.
Claim missing serials issues
This seven-minute video shows how to claim missing serials issues in WorldShare Acquisitions.
Bind serials issues
This six-minute video shows the bind serials workflow in WorldShare Acquisitions.
Best Practices
WorldShare Acquisitions Best Practices: Setting up a budget
Requires access to the OCLC Community Center. See Sign in to the OCLC Community Center for more information.
This 50-minute session focuses on planning a budget, entering the budget in the system, creating funds, and reviewing the budget after creation.
WorldShare Acquisitions Best Practices: Roll over your budget
Requires access to the OCLC Community Center. See Sign in to the OCLC Community Center for more information.
This 41-minute session focuses on mapping over remaining transactions to a new budget, copying the previous budget, and closing the previous budget.
WorldShare Acquisitions Best Practices: Managing subscriptions
Requires access to the OCLC Community Center. See Sign in to the OCLC Community Center for more information.
This 58-minute session focuses on recommended ways to manage subscriptions. This event includes information about entering subscriptions into WMS for the first time with step-by-step instructions.
WorldShare Acquisitions Best Practices: Renewing subscriptions
Requires access to the OCLC Community Center. See Sign in to the OCLC Community Center for more information.
This 56-minute session focuses on recommended ways to renew subscriptions.
WorldShare Acquisitions Best Practices: EDIFACT ordering and claiming
Requires access to the OCLC Community Center. See Sign in to the OCLC Community Center for more information.
This 43-minute session focuses on recommended workflows related to EDIFACT ordering and claiming.