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WorldShare Record Manager self-paced training

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Find WorldShare Record Manager training recordings, simulations, and videos.

 Register for an upcoming WorldShare Record Manager training course here.

 

Catalogazione

 

Title and description Lunghezza Training resource

Get started with WorldShare Record Manager
This video will provide a high-level overview including search options, record editing options, and basic navigation of WorldShare Record Manager.

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

 7:11

 

Ricerca in WorldCat: Ricerca di base

Questo video mostra come eseguire una ricerca di base in WorldShare Record Manager.

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

 7:39

Ricerca in WorldCat: Ricerca avanzata

Questo video mostra come eseguire una ricerca avanzata, utilizzando più indici e qualificatori in WorldShare Record Manager.

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

 9:51

Ricerca in WorldCat: Ricerca esperta

This video shows how to perform an expert search in WorldShare Record Manager. It also briefly discusses how to get help constructing a search by using Searching WorldCat Indexes.

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

 10:38

WorldShare Record Manager: Search for Records

This self-paced module reviews the different search options to locate bibliographic records in WorldCat from WorldShare Record Manager including Basic, Advanced, and Expert searching.

 Approximately 15 minutes

Access self-paced module

After completing the module, please take a few minutes to complete this survey. Thank you!
Introduction to editing WorldCat bibliographic records

This course introduces working with WorldShare Record Manager including basic navigation of User Preferences and how to complete copy cataloging tasks such as searching, editing, and exporting bibliographic records, as well as setting holdings in WorldCat.
 

Intended audience:  This course is intended for libraries that use the WorldShare Record Manager service, primarily for copy cataloging.

 50:06 View a recorded session

Trascrizione

Diapositive di presentazione

Learner guide

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

WorldShare Record Manager: Configure User Preferences 

This self-paced module reviews steps for configuring User Preferences in WorldShare Record Manager including:

  • Working with Records: Bibliographic Records
  • Searching – Basic
  • Searching – Advanced
  • Exporting Bibliographic Records
 Approximately 10 minutes

Access self-paced module

After completing the module, please take a few minutes to complete this survey. Thank you!

Modifica dati bibliografici

Questo video mostra come modificare i dati bibliografici in un record WorldCat e come accedere alla guida del campo MARC in WorldShare Record Manager. Descrive anche brevemente le azioni finali che potresti intraprendere dopo aver modificato un record.

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

 10:28

Create and manage WorldCat bibliographic records

This course provides an overview of working with bibliographic records in WorldShare Record Manager and creating new WorldCat records.

Topics covered include:

  • Review copy cataloging process
  • Create and use text strings, field strings, and bibliographic constant data
  • Understand Advanced actions
  • Derive a new WorldCat record from an existing record
  • Create a new WorldCat record from a template

 Note: This course focuses on workflows within WordShare Record Manager. OCLC strongly recommends viewing MARC Bibliographic Basics for additional information on working with MARC 21.

Intended audience: This course is intended for libraries that use WordShare Record Manager service to edit and/or create WorldCat bibliographic records.

 51:36

View a recorded session

Trascrizione

Diapositive di presentazione

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

WorldShare Record Manager: arricchimento metadati IA

Questo video fornisce una panoramica della funzione di arricchimento dei metadati con IA disponibile in WorldShare Record Manager.

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

 4:02

 

Field strings, text strings and constant data

This video discusses and demonstrates how to create and apply field strings, text strings and bibliographic constant data in WorldShare Record Manager.

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

 13:44

Gestione record WorldShare: Lavorare con le etichette

This video provides an overview on working with labels in WorldShare Record Manager, including how to create label templates, create and edit label print lists, and how to add records to label print lists.

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

 9:22

 

Dati bibliografici locali

This video explains the purpose of local bibliographic data (LBD), and demonstrates how to create and edit LBD in WorldShare Record Manager, and view it in your institution's WorldCat Discovery.

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

 4:16

Intestazioni di controllo

This video shows you how to use WorldShare Record Manager to control headings. Controlling headings links name, series, and subject headings in bibliographic records to matching authority records, if available. If the authority record changes, the linked heading in the WorldCat record is updated automatically.

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

 10:20
Watch Control headings

 

Original cataloging

Questo video illustra i meccanismi di utilizzo di WorldShare Record Manager per aggiungere record bibliografici originali a WorldCat, inclusa la derivazione di un nuovo record da un record esistente e la creazione di un record da un modulo di lavoro MARC .

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

 7:02

Replacing WorldCat bibliographic records

This seven-minute video explains the Replace action using Connexion client or WorldShare Record Manager to save your edits to a WorldCat bibliographic record. It also covers when to use replace, and which fields in which WorldCat records you can edit and replace.

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

 7:15

 

Ordering when there is no WorldCat record (for WMS libraries)

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
Nozioni di base sulla bibliografia MARC

This video is a very brief introduction to the MARC Bibliographic Format – just enough to help you determine which WorldCat records match the item you are cataloging, and help you select the appropriate record.

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

 6:10

MARC authority records

This video discusses the basic structure and purposes of MARC authority records.

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

 14:43
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.
 

Intended audience: 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.

 58:38 View a recorded session

 Nota: questa registrazione contiene capitoli e trascrizioni. Fare clic sul nome di un capitolo per passare a un argomento specifico nella registrazione. I nomi dei capitoli e le trascrizioni sono disponibili solo durante la visualizzazione della registrazione dal computer.

Diapositive di presentazione

Trascrizione

Learner guide

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

 

Record di posseduto locale

 

Title and description Lunghezza Training resource

Create and edit local holdings records for single part monographs in text view

This video shows how to create local holdings records for single part monographs in text view in WorldShare Record Manager.

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

 4:51

 

Create and edit local holdings records for multi-part monographs in text view

This video shows how to create and edit local holdings records for multi-part monographs in text view.

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

 8:19

Creare e modificare i record di posseduto locale per i periodici nella visualizzazione testuale

This video shows how to create and edit local holdings records for serials in text view in WorldShare Record Manager.

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

 7:48

Create and edit local holdings records for single part monographs in MARC21

This video shows how to create and edit local holdings records for single part monographs in MARC21 in WorldShare Record Manager.

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

 7:39

Creare e modificare record di posseduto locale (LHR) per monografie in più parti in MARC21

Questo video mostra come creare e modificare i record di posseduto locale per monografie in più parti in MARC 21 in WorldShare Record Manager.

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

 11:28

Create and edit local holdings records for serials in MARC21

Questo video mostra come creare e modificare i record di posseduto locale per i periodici in MARC21 in WorldShare Record Manager.

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

 14:06

Local holdings records for WMS libraries

This video discusses standards and best practices for creating Local Holdings Records (LHRs) for WMS (WorldShare Management Services) libraries. This video will explain the MARC fields in LHRs which should be useful when editing LHRs created in Text view or MARC21 view. Also included is a discussion of coded pairs vs. textual holdings, and creating and editing summary statements for serials.

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

 28:37

Utilizzo degli elenchi di lavoro record per modificare i record di posseduto locale

This video demonstrates how to use the record work lists in WorldShare Record Manager to edit large numbers of local holdings records.

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

 21:07

Modifica impegno di stampa condivisa

Questo video mostra come lavorare con i record di posseduto locale con impegno di Stampa condivisa in WorldShare Record Manager.

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

 7:18

NACO functionality

 

Title and description Lunghezza Training resource

Record Manager NACO functionality

This video provides a brief overview that covers setting preferences in Record Manager to work with authority records.

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

 5:20

Interfaccia di catalogazione semplificata

 

Title and description Lunghezza Training resource
Catalogazione semplificata

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.
 1:03:00 View a recorded session

 Nota: questa registrazione contiene capitoli e trascrizioni. Fare clic sul nome di un capitolo per passare a un argomento specifico nella registrazione. I nomi dei capitoli e le trascrizioni sono disponibili solo durante la visualizzazione della registrazione dal computer.

Trascrizione

Diapositive di presentazione

Learner guide

Catalogazione semplificata: cerca in WorldCat

In this video, you'll learn about searching WorldCat using the simplified cataloging interface in WorldShare Record Manager.  After watching the video, you'll be able to search WorldCat using standard numbers such as ISBN, keywords such as title or author, and advanced searches such as title phrase.  You'll also be able to switch between condensed and enhanced views of search results.

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

 22:58

Catalogazione semplificata: etichette

This video demonstrates using  the simplified cataloging  interface to create a label template and a label print list, send records to the label print list, edit labels as needed, print labels, and delete labels after printing.

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

 7:02

Catalogazione semplificata: preferenze utente

This video demonstrates how to set user preferences in the simplified cataloging interface for export format, basic and advanced searching, and MARC or text view of records.

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

 6:59