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Formazione di autoapprendimento WorldShare Acquisitions

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Find WorldShare Acquisitions training recordings and videos.

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Title and description Lunghezza Training resource

Gestisci fornitori

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.

After completing this video, please take a moment to complete the survey. Thank you!

 11:02

 

Setting up a budget

This video describes and demonstrates the steps to set up your budget for the first time in WorldShare Acquisitions.

After completing this video, please take a moment to complete the survey. Thank you!

 19:45

 

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.

After completing this video, please take a moment to complete the survey. Thank you!

 18:42

 

 

 

Title and description Lunghezza Training resource

Ordinazione di monografie

Questo video mostra come creare un ordine di acquisto, aggiungere una singola parte e una monografia in più parti all'ordine e come effettuare l'ordine in Acquisizioni WMS.

After completing this video, please take a moment to complete the survey. Thank you!

 11:17

 

Ordinare abbonamenti a riviste

Questo video mostra come creare ed effettuare un ordine di acquisto per gli abbonamenti ai periodici in WorldShare Acquisitions.

After completing this video, please take a moment to complete the survey. Thank you!

 11:30

 

Richieste di acquisto

Questo video illustra il flusso di lavoro per le richieste di acquisto in WorldShare Acquisitions.

After completing this video, please take a moment to complete the survey. Thank you!

 10:32

 

Ordine quando non c'è un record WorldCat

Questo video mostra come creare un record di livello breve per l'ordinazione quando non esiste un record WorldCat.

After completing this video, please take a moment to complete the survey. Thank you!

 13:07

 

Importa file di dati ordine, fattura e pronti per lo scaffale

This video shows how to import order, invoice, and shelf ready data files in WorldShare Acquisitions.

After completing this video, please take a moment to complete the survey. Thank you!

 10:09

 

 

Title and description Lunghezza Training resource

Ricevi approvazione elementi del piano

Questo video mostra come ricevere gli elementi del piano di approvazione in WorldShare Acquisitions.

After completing this video, please take a moment to complete the survey. Thank you!

 10:39

 

Crea un ordine permanente per una serie di libri

Questo video mostra come creare un ordine permanente per una serie di libri in WorldShare Acquisitions e come ricevere e fatturare i titoli delle serie.

After completing this video, please take a moment to complete the survey. Thank you!

 9:07

 

Serie monografica

Questo video mostra come gestire le serie monografiche in WorldShare Acquisitions in modo da poter vincolare i fondi per l'abbonamento alla serie e spendere fondi man mano che i volumi vengono aggiunti alla serie.

After completing this video, please take a moment to complete the survey. Thank you!

 10:43

 

Crea una lista regali/donazioni

Questo video mostra come creare una lista regali/donazioni in WorldShare Acquisitions e come aggiungere articoli alla lista e riceverli rendendoli disponibili nella tua collezione.

After completing this video, please take a moment to complete the survey. Thank you!

 6:38

 

 

Title and description Lunghezza Training resource

Ricerca record bibliografici in WorldCat

Questo video mostra come cercare record in WorldCat utilizzando la funzione Scopri elementi in WorldShare Acquisitions. Sarà necessario trovare un record in WorldCat sia per l'ordine che per l'aggiunta di posseduti per gli articoli che hai in mano o per gli articoli acquistati al di fuori del processo di ordinazione WMS (ad es. regali). È possibile utilizzare queste tecniche di ricerca in Acquisizione o circolazione di WorldShare Management Services e anche in WorldShare Metadata Record Manager.

After completing this video, please take a moment to complete the survey. Thank you!

 13:08

 

 

Title and description Lunghezza Training resource

Ricevere e fatturare monografie

Questo video mostra come ricevere e fatturare monografie in una o più parti in WorldShare Acquisitions.

After completing this video, please take a moment to complete the survey. Thank you!

 8:05

 

Ricevere e fatturare gli abbonamenti ai periodici

Questo video mostra come ricevere e fatturare abbonamenti ai periodici in WorldShare Management Services.

After completing this video, please take a moment to complete the survey. Thank you!

 6:06

 

Add a credit for a paid bibliographic item

This video shows how to add a credit for a paid bibliographic item in WorldShare Acquisitions.

After completing this video, please take a moment to complete the survey. Thank you!

 4:35

 

 

Title and description Lunghezza Training resource

Search and browse local holdings records

This video shows how to search and browse local holdings records to perform various tasks.

After completing this video, please take a moment to complete the survey. Thank you!

 11:14

 

Add holdings for single part monographs

This video shows how to add holdings for single part monographs in WorldShare Acquisitions.

After completing this video, please take a moment to complete the survey. Thank you!

 6:14

 

Add holdings for multi-part monographs

This video shows how to add holdings for multi-part monographs in WorldShare Acquisitions.

After completing this video, please take a moment to complete the survey. Thank you!

 8:07

 

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.

After completing this video, please take a moment to complete the survey. Thank you!

 11:38

 

 

Title and description Lunghezza Training resource

Gestione fascicoli periodici

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.

After completing this video, please take a moment to complete the survey. Thank you!

 13;53

 

Sollecita fascicoli periodici mancanti

Questo video mostra come reclamare i numeri di serie mancanti in WorldShare Acquisitions.

After completing this video, please take a moment to complete the survey. Thank you!

 7:05

 

 

Title and description Lunghezza Training resource
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.
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.
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.
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.