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Receive subscriptions

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Discover the best practices for receiving subscriptions in WorldShare Acquisitions.

It is recommended to use the bulk receive option in the order item search when receiving subscriptions. 

Partially receive multiple items

Partially receiving items will indicate that you have started, but not fully received, the content for the subscription.

You can view the WorldCat bibliographic record for an order item from the following screens:

  • Order Item Details screen
  • Receive and Invoice - Monographs screen
  • Receive and Invoice  - Serials screen

This allows you to verify that the record for a received item is correct by:

  • Viewing the metadata and, if needed, editing a record before receiving (Record Manager)
  • Viewing the patron-facing record (WorldCat Discovery)

To view the WorldCat record for an order item:

  1. Hover over the information icon (Information icon) next to the order item title.
  2. The information pop-up window provides the following links:
    • View/Edit Metadata - Click to open the full MARC 21 bibliographic record in Record Manager. This link only appears if you have permission to view Metadata.
    • View in WorldCat Discovery - Click to open the bibliographic record in your WorldCat Discovery instance.

 

Receive multiple items

Receiving items will indicate that the entire subscription has been received. 

  1. Search order items using the instructions under Search and filter order items.
  2. Select the checkboxes next to the items you want to update. If you want to update all items in the table, select the checkbox at the top of the table.
  3. At the top of the screen, click Receive > Receive.
  4. From the Receive dialog, click Receive.

Do not track receipt status

You can choose Do Not Track when you do not want to track the receipt status of your subscriptions. This receipt status can be inherited when renewing so that you do not need to re-set it each year.

 Note: The Do Not Track action can only be applied to items with the Processing Type of Serial or E-Product. Monographs cannot have the Receipt Status of Not Tracked.

  1. Search order items using one of the methods described on the Search and filter order items page.
  2. Select the checkboxes next to the items you want to not track. If you want to not track all items in the table, select the checkbox at the top of the table.
  3. At the top of the screen, click Receive > Do Not Track.
  4. From the Do Not Track dialog, click Do Not Track.