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WorldShare Record Manager training

OCLC offers live and recorded instructor-led training sessions 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.

 

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 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.

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.

Edit bibliographic data

Register for live, online training
View a recorded session

This 90-minute course covers the basics of editing bibliographic
records in WorldShare Record Manager, including online save file
and print labels.

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.

Advanced editing of bibliographic data in
WorldShare Record Manager

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.

Local bibliographic data

Watch a video

In this six-minute video, you will learn about the purpose of Local
Bibliographic Data (LBD), and how to create and edit it using
WorldShare Record Manager.

Control headings

Watch a video

In this seven-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

Watch a video

In this five-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

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.

Local holdings records training

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.

Using record work lists to edit local holdings records

Watch a video

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

 

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.


 

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