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Upcoming WorldShare Record Manager training

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Register to attend a live training course on WorldShare Record Manager.

 Find WorldShare Record Manager training recordings and videos here.

 

WorldShare Record Manager: Authority control

 

Description 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.
Date/Time

Thursday, 23 January 2025, from 2:00 PM - 3:00 PM Eastern Standard Time, North America [UTC -5]
Register
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.
Recordings A recording of this course will be posted following the live session. A previous recording can be found here.
Supplemental materials Presentation slides

Learner guide

 

WorldShare Record Manager: Create and replace WorldCat bibliographic records

 

Description 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
Intended audience 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 Wednesday, 19 March 2025, from 2:00 PM - 3:00 PM Eastern Daylight Time, North America [UTC -4]
Register
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.
Recordings A recording of this course will be posted following the live session. A previous recording can be found here.
Supplemental materials Presentation slides

Learner guide

 

WorldShare Record Manager: Edit WorldCat bibliographic records

 

Description 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.
Intended audience This course is intended for original and copy catalogers at OCLC member libraries who will be using WorldShare Record Manager.
Date/Time Tuesday, 3 December 2024, from 2:00 PM - 3:00 PM Eastern Standard Time, North America [UTC -5]
Register
Date/Time Tuesday, 11 February 2025, from 2:00 PM - 3:00 PM Eastern Standard Time, North America [UTC -5]
Register
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.
Recordings A recording of this course will be posted following the live session. A previous recording can be found here.
Supplemental materials Presentation slides

Learner guide

 

Simplified cataloging interface

 

Description 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 self-paced training.
Date/Time No sessions scheduled at this time.
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.
Recordings A recording of this course will be posted following the live session. A previous recording can be found here.
Supplemental materials Presentation slides

Learner guide