WorldShare Acquisitions workflow overview

WorldShare Acquisitions overview

This overview will guide you through the general recommended workflow in WorldShare Acquisitions. This overview is a good place to start if you would like an introduction and detailed overview of the Acquisitions process, whether your library or staff are considering using it for the first time, or you are a current user and want to brush up on your knowledge. This guide aims to:

• Introduce you to the main features and processes of WorldShare Acquisitions
• Familiarize you with the steps you should take before using Acquisitions for the first time
• Outline a recommended day-to-day Acquisitions workflow
• Familiarize you with additional resources

The processes your library uses may differ from those described in this overview and this guide is not meant to be an exhaustive or definitive guide to using Acquisitions. When relevant, links are included to guide you to more resources and advanced actions you can take as you continue to use Acquisitions.

This guide is arranged with the following pages:

• Overview
• Key decisions for using Acquisitions
• Acquisitions terms
• Before using Acquisitions
• Create and review purchase requests
• Create and place an order
• Claim or cancel items
• Receive and invoice items
• Pay invoice
• Advanced tasks and additional resources