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WorldShare Record Manager live and recorded courses

Register to attend a live training class or view a recorded instructor-led training on WorldShare Record Manager.

Overview

OCLC offers live and recorded instructor-led training sessions on WorldShare® Record Manager.

Use the links below to register for upcoming live classes, or click the View a record session link beneath a live class to access recordings of past training sessions.

Training questions? Please visit OCLC Training FAQ.

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.

Live and recorded classes

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.

Date Time Registration Link
Thursday, July 11, 2024 2:00PM - 3:30PM Eastern Daylight Time, North America [UTC -4] Register

View a recorded session

View a recorded session (88 minutes)

  • This recording contains chapters. Click a chapter name to navigate to a specific topic in the recording. Chapter names are only available when viewing the recording from your computer.
  • After opening the recording link, click the play icon, then click full screen icon at the bottom of the screen  clipboard_ed2d99279cad4ad1b1cbd477a4657ee4e.png.  Press ESC to return and see recording controls.

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.

 

Date Time Registration Link
Tuesday, August 6, 2024 2:00PM - 3:30PM Eastern Daylight Time, North America [UTC -4] Register

View a recorded session

View a recorded session (82 minutes)

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.

Date Time Registration
Wednesday, June 12, 2024 2:00PM - 3:30PM Eastern Daylight Time, North America [UTC -4] Register
Wednesday, September 18, 2024 2:00PM - 3:30PM Eastern Daylight Time, North America [UTC -4] Register

View a recorded session

View a recorded session (96 minutes)

Simplified cataloging interface

In this course, you will learn how to use the Record Manager simplified cataloging interface 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.

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

Intended audience: This course is intended primarily for staff at libraries transitioning from the CatExpress user interface in Connexion browser, which was discontinued on April 30, 2024.

Libraries with full cataloging subscriptions:

  • This training session is about the Record Manager simplified cataloging interface, which is the replacement for the CatExpress user interface in Connexion browser. 
  • To access simplified cataloging menus and options demonstrated in this training session, a user name must have a simplified or basic role and no other Cataloging roles
  • The simplified or basic roles can be assigned to any staff member in your library. 
  • This session will not cover using the “Cataloging Full” role in Record Manager to edit, create, or replace WorldCat bibliographic records or to work with authority records.  For training on these topics, see WorldShare Record Manager training by topic.

 

Date    
No sessions scheduled at this time.    

View a recorded session

View a recorded session (63 minutes)

View transcript 

  • This recording contains chapters. Click a chapter name to navigate to a specific topic in the recording. Chapter names are only available when viewing the recording from your computer.
  • After opening the recording link, click the play icon, then click full screen icon at the bottom of the screen  clipboard_ed2d99279cad4ad1b1cbd477a4657ee4e.png.  Press ESC to return and see recording controls.