OCLC offers a recorded classes and videos on WorldShare Acquisitions.
This video shows how to enable a vendor for transactions, how to edit local fields in a vendor record, and how to add a new vendor in WorldShare Acquisitions.
This video describes and demonstrates the steps for setting up a budget for the first time in WorldShare Acquisitions.
This video describes and demonstrates the steps you'll need to take to roll over your budget to your next fiscal period.
This thirteen-minute video shows how to search for records in WorldCat for both ordering and for adding holdings for items.
This eleven-minute video goes through the steps for creating a purchase order, adding monographs to the order, editing, and placing the order.
This video shows how to create and place a purchase order for serials subscriptions in WorldShare Acquisitions.
This ten-minute video demonstrates the workflow for purchase requests in WorldShare Acquisitions.
This thirteen-minute video shows how to create a brief level record when there is no existing record in WorldCat.
This ten-minute video shows how to import order, invoice, and shelf ready data files in WorldShare Acquisitions.
This ten minute video shows how to receive approval plan items in WorldShare Acquisitions.
This nine-minute 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.
This eleven-minute 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.
This six-minute 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.
This eight-minute video shows how to receive and invoice single-part and multi-part monographs.
This six-minute video shows how to receive and invoice serials subscriptions in WorldShare Management Services.
This four-minute video shows how to add a credit for a paid bibliographic item in WorldShare Acquisitions.
This eleven-minute video shows how to search and browse local holdings records to perform various tasks.
This six-minute video shows how to add holdings for single part monographs in WorldShare Acquisitions.
This eight-minute video shows how to add holdings for multi-part monographs in WorldShare Acquisitions.
This eleven-minute video shows how to add serials holdings in WorldShare Acquisitions and how to edit the summary statement in WorldShare Record Manager.
This fourteen-minute video goes through the steps for serials issues management for a new serial subscription, including selecting a bibliographic record, adding issues metadata, and more.
This seven-minute video shows how to claim missing serials issues in WorldShare Acquisitions.
View a recorded session - Requires access to the OCLC Community Center. See Sign in to the OCLC Community Center for more information.
This 50-minute session focuses on planning a budget, entering the budget in the system, creating funds, and reviewing the budget after creation.
View a recorded session - Requires access to the OCLC Community Center. See Sign in to the OCLC Community Center for more information.
This 41-minute session focuses on mapping over remaining transactions to a new budget, copying the previous budget, and closing the previous budget.
View a recorded session - Requires access to the OCLC Community Center. See Sign in to the OCLC Community Center for more information.
This 58-minute session focuses on recommended ways to manage subscriptions. This event includes information about entering subscriptions into WMS for the first time with step-by-step instructions.
View a recorded session - Requires access to the OCLC Community Center. See Sign in to the OCLC Community Center for more information.
This 56-minute session focuses on recommended ways to renew subscriptions.
View a recorded session - Requires access to the OCLC Community Center. See Sign in to the OCLC Community Center for more information.
This 43-minute session focuses on recommended workflows related to EDIFACT ordering and claiming.