WorldShare Record Manager live and recorded classes

Request closed captioning

Closed captioning is available in the US upon request with 5 business days' notice. To request closed captioning for a training session, please contact us at training@oclc.org.

Cancellation policy

In the event of low attendance, OCLC may cancel a training session. In this situation, registrants will be notified by email before the session.

WorldShare Record Manager: Authority control

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.

WorldShare Record Manager: Create and replace WorldCat bibliographic records

This course covers how to create new WorldCat bibliographic records and how to edit, upgrade and replace existing records ion WorldShare® Record Manager. This course does not cover cataloging rules (AACR2 or RDA) for creating new bibliographic records.

Topics covered include:

• Create new WorldCat bibliographic records
• Upgrade and replace WorldCat 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.

WorldShare Record Manager: Edit WorldCat bibliographic records

This 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.

Simplified cataloging

In this course, you will learn how to use Record Manager simplified cataloging to match WorldCat records to items you are cataloging, set holdings and export records, download records from an export list, and optionally, add local data to records before exporting.
The Record Manager simplified cataloging role is the replacement for the CatExpress user interface in Connexion browser.  If your library does not use the CatExpress user interface in Connexion browser, see Cataloging, Local holdings records, and NACO functionality for full Record Manager functionality training.

For additional information about simplified cataloging, see these videos: Simplified cataloging: Search WorldCat,  Simplified cataloging: Labels and Simplified cataloging: User preferences.