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WorldShare Acquisitions videos

Find all available training videos on WorldShare Acquisitions.

Budgets and Vendors 

Setting up a budget

Run time: 9:46

This video describes and demonstrates the steps to set up your budget for the first time in WorldShare Acquisitions.

 

Ordering

Ordering monographs

Run time: 11:17

This video shows how to create a purchase order, add a single part and a multi-part monograph to the order, and how to then place the order in WMS Acquisitions.

 

Ordering serials subscriptions

Run time: 11:30

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

 

Purchase requests

Run time: 10:32

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

 

Ordering when there's no WorldCat record

Run time: 13:07

This video shows how to create a brief level record for ordering when no WorldCat record exists.

 

Import order, invoice, and shelf ready data files

Run time: 10:09

This 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

Run time: 10:39

This video shows how to receive Approval Plan items in WorldShare Acquisitions.

 

Create a standing order for a book series

Run time: 9:07

This 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

Run time: 10:43

This 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

Run time: 6:38

This 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

Run time: 13:08

This video will show you how to search for records in WorldCat using the Discover Items feature in WorldShare Acquisitions. You will need to find a record in WorldCat for both ordering and for adding holdings for items you have in hand, or for items that you have acquired outside of the WMS Ordering process (e.g. gifts). You can use these searching techniques in WorldShare Management Services Acquisitions or Circulation and also in WorldShare Metadata Record Manager.

 

Receiving and Invoicing

Receive and invoice monographs

Run time: 8:05

This video shows how to receive and invoice single-part and multi-part monographs in WorldShare Acquisitions.

 

Receive and invoice serials subscriptions

Run time: 6:06

his video shows how to receive and invoice serials subscriptions in WorldShare Management Services.

 

Add a credit for a paid bibliographic item

Run time: 4:35

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

 

Holdings

Search and browse local holdings records

Run time: 11:14

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

 

Add holdings for single part monographs

Run time: 2:57

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

 

Add holdings for multi-part monographs

Run time: 8:24

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

 

Add holdings for serials

Run time: 9:29

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

 

Serial Issues Management

Serials issues management

Run time: 13:53

This video goes through the steps for serials issues management for a new serial subscription. This includes selecting a bibliographic record, adding issues metadata, setting the Start Receiving options, setting a publication pattern and receiving issues.

 

Claim missing serials issues

Run time: 7:05

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

 

Bind serials issues

Run time: 6:17

This video shows the bind serials workflow in WorldShare Acquisitions.