WorldShare Acquisitions videos
Budgets and Vendors
Setting up a budget
Run time: 19:45
This video describes and demonstrates the steps to set up your budget for the first time in WorldShare Acquisitions.
Roll over your budget
Run time: 18:42
This video describes and demonstrates the steps you'll need to take to roll over you budget to your next fiscal period
Ordering
Ordering monographs
Run time: 11:17
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.
Ordering serials subscriptions
Run time: 11:30
This video shows how to create and place a purchase order for serials subscriptions in WorldShare Acquisitions.
Purchase requests
Run time: 10:32
This video demonstrates the workflow for purchase requests in WorldShare Acquisitions.
Ordering when there's no WorldCat record
Run time: 13:07
This video shows how to create a brief level record for ordering when no WorldCat record exists.
Import order, invoice, and shelf ready data files
Run time: 10:09
This video shows how to import order, invoice and shelf ready data files in WorldShare Acquisitions.
Approval plans, Standing orders, Monographic Series, and Gifts
Receive approval plan items
Run time: 10:39
This video shows how to receive Approval Plan items in WorldShare Acquisitions.
Create a standing order for a book series
Run time: 9:07
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.
Monographic series
Run time: 10:43
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.
Create a gift/donation list
Run time: 6:38
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.
Searching
Searching for bibliographic records in WorldCat
Run time: 13:08
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.
Receiving and Invoicing
Receive and invoice monographs
Run time: 8:05
This video shows how to receive and invoice single-part and multi-part monographs in WorldShare Acquisitions.
Receive and invoice serials subscriptions
Run time: 6:06
his video shows how to receive and invoice serials subscriptions in WorldShare Management Services.
Add a credit for a paid bibliographic item
Run time: 4:35
This video shows how to add a credit for a paid bibliographic item in WorldShare Acquisitions.
Holdings
Search and browse local holdings records
Run time: 11:14
This video shows how to search and browse local holdings records to perform various tasks.
Add holdings for single part monographs
Run time: 2:57
This video shows how to add holdings for single part monographs in WorldShare Acquisitions.
Add holdings for multi-part monographs
Run time: 8:24
This video shows how to add holdings for multi-part monographs in WorldShare Acquisitions.
Add holdings for serials
Run time: 9:29
This video shows how to add serials holdings in WorldShare® Acquisitions and how to edit the summary statement in WorldShare Record Manager.
Serial Issues Management
Serials issues management
Run time: 13:53
This video goes through the steps for serials issues management for a new serial subscription. This includes selecting a bibliographic record, adding issues metadata, setting the Start Receiving options, setting a publication pattern and receiving issues.
Claim missing serials issues
Run time: 7:05
This video shows how to claim missing serials issues in WorldShare Acquisitions.
Bind serials issues
Run time: 6:17
This video shows the bind serials workflow in WorldShare Acquisitions.