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WorldShare Acquisitions training by topic

Find WorldShare Acquisitions training organized by topic.

Budgets and Vendors

Manager vendors

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This video shows how to enable a vendor for transactions, how to edit local fields in a vendor record, and how to add a new vendor in WorldShare Acquistions.

Setting up a budget

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This video describes and demonstrates the steps for setting up a budget for the first time in WorldShare Acquisitions.

Roll over your budget

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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

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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.

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 six-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.

Bind serials issues

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

Best Practices

WorldShare Acquisitions Best Practices: Setting up a budget

View a recorded session

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

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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

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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

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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

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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.