WorldShare Acquisitions release notes, November 2025

What's New

You can now seamlessly import OCLC Numbers (OCNs) from Choreo directly into WMS Acquisitions to create purchase requests automatically. This new integration streamlines your workflow by eliminating the need to manually enter each OCLC Number when creating purchase requests from your Choreo exports.

Why This Matters

Previously, when you exported OCLC Numbers from Choreo, you had to manually create purchase requests one by one in WMS Acquisitions. This was time-consuming and prone to errors, especially when working with large lists of titles.

Now you can:

• Save significant time by importing up to three thousand OCLC Numbers at once
• Reduce manual data entry errors with automated processing
• Streamline your workflow between Choreo and WMS Acquisitions
• Track your import progress with detailed logging and status updates

How to Use This Feature

Step 1: Access the File Import Feature

1. In WMS Acquisitions, look for the Purchase Requests section in the left navigation.
2. Click on File Import (located at the bottom of the Purchase Requests accordion).
   
   
    
3. You'll see a list of all your previous imports and an Upload File button.
   
   

Step 2: Prepare Your Choreo File

1. Export titles from Choreo as a CSV file.  Make sure you include the OCLC Numbers in your export.
2. Ensure your file contains OCLC Numbers in a single column.
3. If your file has headers, make sure the OCLC Number column is clearly labeled.

Step 3: Upload Your File

1. Click the Upload File button.
2. Click Choose a file and select your Choreo CSV file.
   
   
    
3. Choose whether your file contains headers:
   • "File does not contain headers" - Select the column number (Column 1, Column 2, etc.)
   • "File contains headers" - Select the column containing OCLC Numbers from the dropdown
     
     
      
4. Add any notes you want applied to all generated purchase requests.
5. Click Upload to start processing.

Step 4: Monitor Progress

1. Return to the File Import page to see your import status.
   
   
    
2. Look for status indicators:
   • Green checkmark - Import completed successfully
   • Yellow warning - Import completed with some issues
   • Red exclamation - Import failed
   • Purple chip with hourglass - Import still processing
3. Click Refresh to update the status.

Step 5: Review Results

1. Click the View icon next to any completed import  .
2. See detailed information including:
   • Total OCLC Numbers processed
   • Number successfully imported
   • Any warnings or errors
   • Processing time
     
     
      
3. Download your original file if needed.
4. Review individual OCLC Number processing details.

 Visit Create purchase requests with file import for additional information and workflows.

Important Notes

File Requirements

• Only CSV files are accepted - other file types (.txt, .xls, .xlsx, etc.) will be rejected
• One OCLC Number per row - each row should contain a single OCLC Number

Processing Details

• Each OCLC Number is validated against WorldCat before creating a purchase request
• If an OCLC Number has been merged, the system will use the current OCLC Number
• If a purchase request already exists for a title, a warning message will appear in the upload details
• Processing time depends on the number of OCLC Numbers in your file
• Notes included in the upload are hidden beneath the Configuration options in the import details page
  
  
• Additional Log data can be viewed by toggling the switch within the Configuration options.  These are used by OCLC to troubleshoot issues.
• This feature works with more than just Choreo output.  Any list of OCLC numbers in CSV format can be loaded through this workflow to quickly create purchase requests.
• View Debug details to see why OCLC numbers failed to upload
  
  
  • The Debug is hidden by default. Use the Show Columns button to show the Debug column .