Use Discover Items in the left navigation to search through WorldCat for print or other physical format monographs and serials. For more information, see Search WorldCat.
You will need to find a record in WorldCat for both ordering and adding holdings for items you have in hand, or for items that you have acquired outside of the WMS Ordering process (e.g. gifts).
On the search results screen, the middle column indicates whether your library holds the item, as below.
To see detailed information about an item, click View Enhanced Search Results above the results list. Place your cursor over the information icon () for an item in the search results. A window appears listing information, which varies, depending on the type of item:
Discover Items | Discover Collections | |
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To close the window, move the cursor away from the information icon ().
Note: You cannot currently search Discover Collections for a monographic series.
Setting | Description |
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Acquisition Type |
One-Time: A one-time order. Subscription: An order for an item that is published in an ongoing manner (no end date), but typically purchased by period. Usually requires renewal by the purchaser at the end of the period. |
ISBN/ISSN | The ISBN/ISSN that WMS sends to the vendor. |
Processing Type |
Select a processing type:
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Period | Select the length of the subscription period: 6 months, 1 year, 2 years or 3 years.
Note: This option only displays if Acquisition Type is set to Subscription. |
Start Date |
Select the date that the subscription should begin. Note: This option only displays if Acquisition Type is set to Subscription. |
End Date |
Select the date that the subscription should end. Note: This option only displays if Acquisition Type is set to Subscription. |
Note: You cannot currently search Discover Collections for a monographic series.
Setting | Description |
---|---|
Acquisition Type |
One-Time: A one-time order. Subscription: An order for an item that is published in an ongoing manner (no end date), but typically purchased by period. Usually requires renewal by the purchaser at the end of the period. |
ISBN/ISSN | The ISBN/ISSN that WMS sends to the vendor. |
Processing Type |
Select a processing type:
|
Period | Select the length of the subscription period: 6 months, 1 year, 2 years or 3 years.
Note: This option only displays if Acquisition Type is set to Subscription. |
Start Date |
Select the date that the subscription should begin. Note: This option only displays if Acquisition Type is set to Subscription. |
End Date |
Select the date that the subscription should end. Note: This option only displays if Acquisition Type is set to Subscription. |
Field | Description | ||||||||||||||||
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Order Name (required) | Give a meaningful and unique name to avoid confusion with other orders. Follow local practice. | ||||||||||||||||
Order Type (required) |
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Vendor (not required for purchase orders) | As you type, the system automatically suggests vendor names from those listed as in use in Vendors. Enter the vendor name in quotes (e.g., "Le Jour") to perform an exact phrase search. Exact phrase searching is useful in cases where the vendor name ends in a word that may match several other words in a vendor name (e.g., Le Jour matches vendor names that contain the word Journal). |
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Vendor PO # (number) | Add the order number from the vendor, if known. Follow local practice. | ||||||||||||||||
Tax Handling | Select a tax calculation method from the drop-down list.
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Comments | Add any notes about the order. Follow local practice. |
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.
Run time: 11:30
This video shows how to create and place a purchase order for serials subscriptions in WorldShare Acquisitions.
Use Discover Collections to search for e-products in the WorldCat knowledge base. For more information, see WorldCat knowledge base.
Note: The My Selected Collections check box is automatically selected. If you want to search all of the WorldCat knowledge base, deselect the My Selected Collections check box.
On the search results screen, the middle column indicates whether your library holds the item, as below.
See details about an item above.
Setting | Description |
---|---|
Acquisition Type |
One-Time: A one-time order. Subscription: An order for an item that is published in an ongoing manner (no end date), but typically purchased by period. Usually requires renewal by the purchaser at the end of the period. |
Processing Type |
|
Period | Select the length of the subscription period: 6 months, 1 year, 2 years or 3 years.
Note: This option only displays if Acquisition Type is set to Subscription. |
Start Date |
Select the date that the subscription should begin. Note: This option only displays if Acquisition Type is set to Subscription. |
End Date |
Select the date that the subscription should end. Note: This option only displays if Acquisition Type is set to Subscription. |
If you have searched WorldCat and WorldCat knowledge base, and no record matches the item you are ordering, you can use any of the following methods to handle this situation:
Run time: 13:07
This video shows how to create a brief level record for ordering when no WorldCat record exists.
The default branch and shelving location of order items is set based on material type and depending on how the order item is created.
How item was created | Processing Type = E-Product | Created using Order Item Template | Created using Purchase Request | Default Branch | Default Shelving Location |
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Platform | Yes or No | N/A | N/A | Unspecified | Unspecified |
User Interface | Nein | Nein | Nein | Branch selected when logging in | First shelving location for selected branch |
User Interface | Nein | Ja | Nein | Branch in order item template | Shelving location in order item template |
User Interface | Nein | Nein | Ja | Branch from purchase request | Shelving location from purchase request |
User Interface | Ja | Nein | Nein | Unspecified | Unspecified |
Import (MARC data) | Nein | N/A | N/A | Branch selected when logging in | First shelving location for selected branch |
Import (MARC data) | Ja | N/A | N/A | Unspecified | Unspecified |