WorldShare Acquisitions self-paced training
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Find WorldShare Acquisitions training recordings and videos.
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| Title and description |
Length |
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Manage vendors
This video shows how to enable a vendor for transactions, how to edit local fields in a vendor record, and how to add a new vendor in WorldShare Acquisitions. |
11:02 |
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Setting up a budget
This video describes and demonstrates the steps to set up your budget for the first time in WorldShare Acquisitions. |
19:45 |
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Roll over your budget
This video describes and demonstrates the steps you'll need to take to roll over you budget to your next fiscal period. |
18:42 |
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| Title and description |
Length |
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Ordering monographs
This video shows how to create a purchase order, add a single part and a multi-part monograph to the order, and how to then place the order in WMS Acquisitions. |
11:17 |
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Ordinare abbonamenti a riviste
Questo video mostra come creare ed effettuare un ordine di acquisto per gli abbonamenti ai periodici in WorldShare Acquisitions. |
11:30 |
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Richieste di acquisto
Questo video illustra il flusso di lavoro per le richieste di acquisto in WorldShare Acquisitions. |
10:32 |
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Ordering when there's no WorldCat record
Questo video mostra come creare un record di livello breve per l'ordinazione quando non esiste un record WorldCat. |
13:07 |
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Import order, invoice, and shelf ready data files
This video shows how to import order, invoice, and shelf ready data files in WorldShare Acquisitions. |
10:09 |
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| Title and description |
Length |
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Receive approval plan items
This video shows how to receive Approval Plan items in WorldShare Acquisitions. |
10:39 |
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Create a standing order for a book series
This video shows how to create a standing order for a book series in WorldShare Acquisitions, and how to receive and invoice titles in the series. |
9:07 |
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Monographic series
This video shows how to manage monographic series in WorldShare Acquisitions so you can encumber funds for the series subscription, and expend funds as volumes are added to the series. |
10:43 |
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Create a gift/donation list
This video shows how to create a gift/donation list in WorldShare Acquisitions and how to add items to the list and receive them making them available in your collection. |
6:38 |
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| Title and description |
Length |
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Searching for bibliographic records in WorldCat
This video will show you how to search for records in WorldCat using the Discover Items feature in WorldShare Acquisitions. You will need to find a record in WorldCat for both ordering and for adding holdings for items you have in hand, or for items that you have acquired outside of the WMS Ordering process (e.g. gifts). You can use these searching techniques in WorldShare Management Services Acquisitions or Circulation and also in WorldShare Metadata Record Manager. |
13:08 |
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| Title and description |
Length |
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Receive and invoice monographs
This video shows how to receive and invoice single-part and multi-part monographs in WorldShare Acquisitions. |
8:05 |
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Ricevere e fatturare gli abbonamenti ai periodici
This video shows how to receive and invoice serials subscriptions in WorldShare Management Services. |
6:06 |
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Add a credit for a paid bibliographic item
This video shows how to add a credit for a paid bibliographic item in WorldShare Acquisitions. |
4:35 |
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| Title and description |
Length |
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Search and browse local holdings records
This video shows how to search and browse local holdings records to perform various tasks. |
11:14 |
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Add holdings for single part monographs
This video shows how to add holdings for single part monographs in WorldShare Acquisitions. |
6:14 |
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Add holdings for multi-part monographs
This video shows how to add holdings for multi-part monographs in WorldShare Acquisitions. |
8:07 |
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Add holdings for serials
This video shows how to add serials holdings in WorldShare® Acquisitions and how to edit the summary statement in WorldShare Record Manager. |
11:38 |
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| Title and description |
Length |
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Serials issues management
Questo video illustra i passaggi per la gestione dei numeri di serie per un nuovo abbonamento di serie. Questo include la selezione di un record bibliografico, l'aggiunta di metadati relativi ai numeri, l'impostazione delle opzioni di avvio della ricezione, l'impostazione di un modello di pubblicazione e la ricezione dei numeri. |
13;53 |
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Claim missing serials issues
Questo video mostra come reclamare i numeri di serie mancanti in WorldShare Acquisitions. |
7:05 |
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| Title and description |
Length |
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WorldShare Acquisitions Best Practices: Setting up a budget
This session focuses on planning a budget, entering the budget in the system, creating funds, and reviewing the budget after creation. |
50:00 |
View a recorded session
Note: You must have access to the OCLC Community Center in order to view this workshop. For more information, see Sign in to the OCLC Community Center.
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WorldShare Acquisitions Best Practices: Roll over your budget
This session focuses on mapping over remaining transactions to a new budget, copying the previous budget, and closing the previous budget. |
41:00 |
View a recorded session
Note: You must have access to the OCLC Community Center in order to view this workshop. For more information, see Sign in to the OCLC Community Center.
|
WorldShare Acquisitions Best Practices: Managing subscriptions
This session focuses on recommended ways to manage subscriptions. This event includes information about entering subscriptions into WMS for the first time with step-by-step instructions. |
58:00 |
View a recorded session
Note: You must have access to the OCLC Community Center in order to view this workshop. For more information, see Sign in to the OCLC Community Center.
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WorldShare Acquisitions Best Practices: Renewing subscriptions
This session focuses on recommended ways to renew subscriptions. |
56:00 |
View a recorded session
Note: You must have access to the OCLC Community Center in order to view this workshop. For more information, see Sign in to the OCLC Community Center.
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WorldShare Acquisitions Best Practices: EDIFACT ordering and claiming
This session focuses on recommended workflows related to EDIFACT ordering and claiming. |
43:00 |
View a recorded session
Note: You must have access to the OCLC Community Center in order to view this workshop. For more information, see Sign in to the OCLC Community Center.
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