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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: Introduction to editing WorldCat bibliographic records

 

Description

This course introduces working with WorldShare Record Manager including basic navigation of User Preferences and how to complete copy cataloging tasks such as searching, editing, and exporting bibliographic records, as well as setting holdings in WorldCat.
Intended audience This course is intended for libraries that use the WorldShare Record Manager service, primarily for copy cataloging.
Date/Time

No sessions are 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

WorldShare Record Manager: Create and manage WorldCat bibliographic records

 

Description

 

 

This course provides an overview of working with bibliographic records in WorldShare Record Manager and creating new WorldCat records.

Topics covered include:

  • Review copy cataloging process
  • Create and use text strings, field strings, and bibliographic constant data
  • Understand Advanced actions
  • Derive a new WorldCat record from an existing record
  • Create a new WorldCat record from a template

 Note: This course focuses on workflows within WordShare Record Manager. OCLC strongly recommends viewing MARC Bibliographic Basics for additional information on working with MARC 21.
Intended audience

This course is intended for libraries that use WordShare Record Manager service to edit and/or create WorldCat bibliographic records.
Date/Time

Tuesday, June 2, 2026,  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  

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

No sessions are 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

 

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