Skip to main content
OCLC Support

WorldShare Record Manager training


For WorldShare Reports training in French, please see Formation en Français.

 

Record Manager training

Introduction to Record Manager

Watch a video

This twelve-minute video provides an introduction to what you
can accomplish with WorldShare Record Manager, to help familiarize
you with the interface and its purpose.

Basic searching

Watch a video

This eight-minute video shows how to perform a basic search
in WorldShare Record Manager.

Advanced searching

Watch a video

This ten-minute video shows how to perform an advanced search,
using multiple indexes and qualifiers in WorldShare Record Manager.

MARC bibliographic basics

Watch a video

This six-minute video is a brief introduction to the MARC Bibliographic
Format. The high level overview will help you to determine which
WorldCat records match the item you are cataloging, and help you select
the appropriate record.

Local bibliographic data

Watch a video

This six-minute video is about the purpose of Local Bibliographic
Data (LBD), and how to create and edit it using WorldShare Record Manager.

Edit bibliographic data

Register for live, online training
View a recorded session

This 90-minute course covers how to use WorldShare Record Manager to edit
existing records and create original WorldCat records.

Watch a video

This ten-minute video demonstrates the mechanics of editing bibliographic
records in WorldShare Record Manager. Includes inserting, deleting,
and moving fields; reformat; guided entry; MARC field help; validation.

Editing bibliographic data in WorldShare Record Manager

Advanced editing of bibliographic data

Register for live, online training
View a recorded session

In this 90-minute course, you will learn how to use advanced editing features in
Record Manager to edit existing WorldCat records and create new
WorldCat records, as well as search the Authority File.

Advanced editing of bibliographic data in WorldShare Record Manager

Policies for replacing WorldCat records

View a recorded session

This recorded course helps you gain a working knowledge of rules and
procedures for editing and replacing master records in WorldCat.

Policies for replacing WorldCat records
Knowledge check

Policies for adding original records to WorldCat

View a recorded session

This recorded course explains OCLC policies and standards for
original bibliographic records in WorldCat, regardless of OCLC
cataloging interface (Connexion or WorldShare Record Manager) used.

Policies for adding original records to WorldCat

Original cataloging

Watch a video

This five-minute video covers 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.

Control headings

Watch a video

This seven-minute video shows you 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.

Master 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 master records and associated concepts.

Local holdings records training

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 for serials in MARC21 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 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 for multi-part monographs in MARC 21 in WorldShare Record Manager.

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 for serials in text view in WorldShare Record Manager.

Create local holdings records for monographs in text view

Watch a video

In this six-minute video you will learn how to create local holdings records for 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 for multi-part monographs in text view.

 

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.


 

  • Was this article helpful?