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WorldShare Record Manager training

OCLC offers live and recorded instructor-led training sessions, self-paced courses and practices, and shorter videos on WorldShare Record Manager.

Browse a list of upcoming instructor-led training sessions from the Live classes page, or find all live and recorded training options on the course pages in this guide.

Training questions? Please visit OCLC Training FAQ.


For WorldShare Record Manager training in French, please see Formation en français.

 

Cataloging

Introduction to Record Manager

Watch a video

In this eleven-minute video, you will be introduced to what you can accomplish with Record Manager, to help familiarize you with the interface and its purpose.

Searching WorldCat: Basic searching

Watch a video

In this eight-minute video, you will learn how to perform a basic search in WorldShare Record Manager.

Searching WorldCat: Advanced searching

Watch a video

In this ten-minute video, you will learn how to perform an advanced search, using multiple indexes and qualifiers in WorldShare Record Manager.

Searching WorldCat: Expert searching

Watch a video

In this eleven-minute video, you will learn how to perform an expert search. It also discusses how to get help constructing a search by using Searching WorldCat Indexes.

Edit WorldCat bibliographic records

Register for live, online training
View a recorded session

This 90-minute course covers the basics of editing bibliographic records in WorldShare Record Manager, in addition to using the online save file, setting holdings, and exporting bibliographic records. This course is intended for original and copy catalogers at OCLC member libraries who will be using WorldShare Record Manager.

Watch a video

In this eleven-minute video, you will learn the mechanics of editing bibliographic records in WorldShare Record Manager. Includes inserting, deleting and moving fields; reformat; guided entry; MARC field help; validation.

Create and replace WorldCat bibliographic records

Register for live, online training
View a recorded session

This 90-minute course covers how to create new WorldCat records and how to edit, upgrade and replace existing records. You will also learn how to create and apply bibliographic constant data  in WorldShare Record Manager. This course does not cover cataloging rules (AACR2 or RDA) for creating new bibliographic records. This course is intended for copy and original catalogers at OCLC member libraries who will be using WorldShare Record Manager to edit existing WorldCat records and create new WorldCat records.

Creating labels

Watch a video

This eleven-minute video shows how to create labels in WorldShare Record Manager. It includes steps to create label templates and to add items to a label print list.

Local bibliographic data

Watch a video

This seven-minute video explains how to create and edit local bibliographic data in WorldShare Record Manager and demonstrates its use in WorldCat Discovery.

Control headings

Watch a video

In this ten-minute video, you will learn how to use WorldShare Record Manager to control headings. Controlling headings links name, series, and subject headings in bibliographic records to matching authority records, if available.

Original cataloging in Record Manager

Watch a video

In this nine-minute video, you will learn the mechanics of using WorldShare Record Manager to add original bibliographic records to WorldCat, including deriving a new record from an existing record, and creating a record from a blank MARC workform.

Ordering when there is no WorldCat record (for WMS libraries)

View a recorded session

In this recorded session, you will learn how to determine whether an existing WorldCat record matches the item you are ordering, and if not, how to create a brief record in WorldCat.

MARC bibliographic basics

Watch a video

This six-minute video will provide a brief introduction to the MARC Bibliographic Format – just enough to help you determine which WorldCat records match the item you are cataloging, and help you select the appropriate record.

WorldCat records (for WMS libraries)

 Access tutorial

This self-paced tutorial is for catalogers and other technical services staff in libraries using WorldShare Acquisitions and Circulation in conjunction with WorldShare Record Manager and WorldCat Discovery. You will learn about WorldCat records and associated concepts.

Authority control

Register for live, online training

This course provides the basic skills needed to work with authority records in WorldShare Record Manager. At the end of this course, learners will be able to find detailed help on the available authority files in Record Manager; set user preferences for authority records; search and browse the Library of Congress (LC) authority file; use the LC Root/Expanded browse to find authority records having subdivisions; explain the purpose of control headings; control headings in bibliographic records; and export authority records. This course is intended for original catalogers as well as copy catalogers and other staff responsible for authority control at OCLC member libraries using WorldShare Record Manager. This course is not intended for NACO libraries creating / editing authority records. 

Local holdings records

Create and edit local holdings records for single part monographs in text view

Watch a video

In this six-minute video, you will learn how to create and edit local holdings records (LHRs) for single part monographs in text view in WorldShare Record Manager.

Create and edit local holdings records for multi-part monographs in text view

Watch a video

In this eight-minute video, you will learn how to create and edit local holdings records (LHRs) for multi-part monographs in text view.

Create and edit local holdings records for serials in text view

Watch a video

In this eight-minute video, you will learn how to create and edit local holdings records (LHRs) for serials in text view in WorldShare Record Manager.

Create and edit local holdings records for single part monographs in MARC21

Watch a video

In this seven-minute video, you will learn how to create and edit local holdings records (LHRs) for single part monographs in MARC21 in WorldShare Record Manager.

Create and edit local holdings records for multi-part monographs in MARC21

Watch a video

In this eleven-minute video, you will learn how to create and edit local holdings records (LHRs) for multi-part monographs in MARC 21 in WorldShare Record Manager.

Create and edit local holdings records for serials in MARC21

Watch a video

In this fourteen-minute video, you will learn how to create and edit local holdings records (LHRs) for serials in MARC21 in WorldShare Record Manager.

Local holdings records for WMS libraries

Watch a video

In this twenty-eight-minute video, you will learn about the standards and best practices for creating Local Holdings Records (LHRs) for WMS (WorldShare Management Services) libraries. This video will explain the MARC fields in LHRs which should be useful when editing LHRs created in Text view or MARC21 view. Also included is a discussion of coded pairs vs. textual holdings, and creating and editing summary statements for serials.

Using record work lists to edit local holdings records

Watch a video

In this twenty-minute video, you will learn how to use record work lists in WorldShare Record Manager to edit large numbers of local holdings records.

Edit Shared Print commitmentEdit section

Watch a video

This nine-minute video demonstrates how to work with local holdings records with Shared Print commitment in WorldShare Record Manager.

NACO functionality

Record Manager NACO functionality

Watch a series of videos

These four short videos show you how to work with NACO records, perform searches, create authority records, and set preferences.

Simplified cataloging

Simplified cataloging

View a recorded session

In this course, you will learn how to use Record Manager simplified cataloging to find WorldCat records that match your items, set holdings and export records, download records from an export list, and optionally, add local data to records before exporting.

Simplified cataloging: Labels

Watch a video

This video demonstrates using simplified cataloging to create a label template and a label print list, send records to the label print list, edit labels as needed, print labels, and delete labels after printing.

Simplified cataloging: User preferences

Watch a video

This video demonstrates how to set user preferences in simplified cataloging for export format, basic and advanced searching, and MARC or text view of records.