WorldShare Record Manager live and recorded courses
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 |
|---|---|---|
| Wednesday, October 9, 2024 | 2:00PM - 3:30PM Eastern Daylight Time, North America [UTC -4] | Register |
View a recorded session
View a recorded session (89 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
. 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 |
|---|
| Wednesday, November 20, 2024 | 2:00PM - 3:30PM Eastern Standard Time, North America [UTC -5] | Register |
View a recorded session
View a recorded session (75 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, September 18, 2024 | 2:00PM - 3:30PM Eastern Daylight Time, North America [UTC -4] | Register |
| Tuesday, December 3, 2024 | 2:00PM - 3:30PM Eastern Standard Time, North America [UTC -5] | Register |
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)
- 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 . Press ESC to return and see recording controls.