Overview: Best practices for managing subscriptions

Overview

 Learn more in a Community Center presentation: WorldShare Acquisitions Best Practices: Managing subscriptions (Requires Community Center login)

There is increasing value in managing subscriptions in WorldShare Acquisitions, including:

• Providing a clear record of ordering, renewal, cancellation, receiving, and invoicing of subscribed resources.
• Managing subscription-related workflows.
• Keeping all financial transactions in one place (rather than in spreadsheets, etc.).
• Ability to reference acquisition data later (e.g. Did I pay for the invoice for that subscription?).
• Can run reports and analytics on subscription data.
• Can import EDIFACT invoices for subscriptions to save time.
• Can synchronize invoices in WMS with your campus system (via APIs or the Accounting System Invoice Connector)
• Can ensure you do not go over your budget for subscriptions.
• Can track how much you spend on each department for subscriptions.

Subscription resources you can order include:

• WorldCat resources (print periodicals)
• Knowledge Base eResources (ePeriodicals, eBooks, eCollections)
• Local resources (supplies, memberships, etc.)